Barrons.com75d agoneutral
Review and Preview: Shrugging Off the ShockHotter inflation couldn’t stop the S&P 500 and Nasdaq from clocking fresh record closes on Thursday. Plus, a look at consumer spending.
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TheStreet75d agoneutral
Jamie Dimon spills beans on his next big JPMorgan dealEvery Jamie Dimon appearance gets parsed like a Federal Reserve statement. Markets move on a single sentence. Reporters strip-mine each quote for hints. That is the price of running the country's largest bank. For most of his two-decade run at JPMorganChase (JPM), Dimon has been the patient CEO. He ...
Simply Wall St.75d agoneutral
IBM’s US$5b Project Lightwell Aims To Reframe Open Source SecurityIBM (NYSE:IBM) has launched Project Lightwell, a US$5b initiative with Red Hat focused on enterprise open source software security. The program brings together frontier AI tools and around 20,000 engineers to address software supply chain risks. Project Lightwell builds on IBM’s partnerships with major financial institutions and recent US federal quantum funding activity. For you as an investor, Project Lightwell reinforces IBM’s position as a core infrastructure and security partner for...
Reuters Videos75d agoneutralVIDEO
Wall St hits more record closing highs on US-Iran ceasefire extension<body><p>STORY: Wall Street's main indexes notched more record closing highs on Thursday, as the Dow ticked up marginally, the S&P 500 added more than half a percent and the Nasdaq climbed nearly one percent.</p><p>Sources told Reuters the U.S. and Iran reached a draft agreement to extend their ceasefire for 60 days and lift restrictions on shipping through the Strait of Hormuz, though President Donald Trump had yet to approve it.</p><p>Meanwhile, economic data on Thursday showed that U.S. inflation in April rose at its fastest pace in three years and first-quarter GDP was revised lower.</p><p>Chris Kampitsis, managing partner at Barnum Financial Group, said the economic overhang is still being offset by an AI trade that just won't quit.</p><p>"The way I've been describing the impact of the geopolitical events and inflation and interest rates to clients is that all of this represents a drag on the market and a drag on the economy. Concurrently, we have some pluses. We have some accelerants in the form of AI technology and exceptional corporate earnings. Right now, the pluses are outweighing the negatives. If we didn't have this overhang, you could only imagine where the market's results might be as it continues to participate in this euphoric run through what is in essence a technological revolution that we're experiencing."</p><p>:: Archive</p><p>Reflecting that AI euphoria, shares of Dell soared more than 16% in extended trading after the company boosted its annual revenue and profit expectations. Dell reported that data center expansion by clients is fueling demand for its AI-optimized servers powered by Nvidia's chips.</p><p>Snowflake shares soared 36% after the data analytics firm lifted its annual product revenue forecast and announced a five-year AI infrastructure deal worth $6 billion with Amazon Web Services. Peers Datadog and MongoDB also climbed.</p><p>Elsewhere in the market, shares of Dollar Tree jumped almost 18% after the discount retailer lifted its full-year profit forecast, while Best Buy rose nearly 16% after the electronics vendor forecast second-quarter sales above estimates.</p><p>On the flip side, shares of Gap tumbled 14% in extended trading after the apparel chain cut its annual sales forecast, signaling pressure from budget-strained Americans pulling back on discretionary spending amid macroeconomic uncertainty.</p></body>
24/7 Wall St.75d agoneutral
AI Predicts What XRP Looks Like If Ripple Gets A Fed Master AccountRipple (CRYPTO: XRP) has spent years trying to plug into the traditional financial system, and Washington may finally be opening the door. President Trump’s May 19 executive order has put Ripple’s application for a Fed master account back in the spotlight, and the crypto market is paying attention. XRP is trading around $1.28 today after ... AI Predicts What XRP Looks Like If Ripple Gets A Fed Master Account
Simply Wall St.75d agobearish
Amazon Tariff Lawsuit Tests Pricing Practices And Investor ConfidenceAmazon.com (NasdaqGS:AMZN) is facing a new class action lawsuit over tariff-related fees charged to customers during the 2025 to 2026 IEEPA tariff period. The claim alleges Amazon collected and kept fees linked to tariffs that were later invalidated by the Supreme Court. Plaintiffs argue customers may have overpaid hundreds of millions of dollars, while Amazon could be eligible for federal refunds of those tariff amounts. For investors watching Amazon.com at a share price of $274.0, this...
Motley Fool75d agoneutral
Inflation Just Spiked to the Highest Level in Almost 3 Years in the First Report Under New Fed Chair Kevin Warsh. But There Was Some Good NewsThe April reading of the personal consumption expenditures price index was released earlier today.
Motley Fool75d agobullish
Inflation Is Creeping Up. Here's Why It Could Derail the S&P 500's Rally This YearThe latest data shows inflation rising to levels not seen since 2023.
MT Newswires75d agoneutral
US Equity Indexes Rise as Iran Peace Deal Reportedly Awaits Trump's Signature, Core Inflation Eases UnexpectedlyUS equity indexes rose as a deal to end the war against Iran was said to be awaiting President Donal
Simply Wall St.75d agoneutral
Assessing FedEx (FDX) Valuation As Freight Spin Off And Earnings Catalysts Draw Investor FocusFedEx (FDX) is drawing fresh attention as the company prepares to spin off its FedEx Freight business on June 1. The move coincides with upcoming quarterly earnings and renewed debate over the stock. See our latest analysis for FedEx. FedEx’s share price has recently picked up momentum, with a 1-day share price return of 2.94% and a year to date share price return of 40.48%, while the 1-year total shareholder return of 93.84% and 3-year total shareholder return of 101.19% underline how...
Simply Wall St.75d agoneutral
A Look At Leidos Holdings (LDOS) Valuation After New State Department Evolve Contract AwardsLeidos Holdings (LDOS) just secured a set of awards under the US Department of State’s multi year Evolve contract, tying the stock more closely to a high profile federal IT modernization effort. See our latest analysis for Leidos Holdings. Against this contract win, Leidos’s share price is up 1.95% over the last day and 5.01% over the past week, yet down 9.44% over 30 days and 25.72% over 90 days. The 3 year total shareholder return of 73.27% contrasts with a weaker 1 year total shareholder...
Motley Fool75d agobullish
Why Best Buy Stock Jumped TodayDespite high energy costs and persistent inflation, people are still spending on technology.
GuruFocus.com75d agobullish
Dell Wins $9.7 Billion Pentagon Software ContractDell Federal Systems will manage Microsoft licenses across Pentagon, intelligence community and Coast Guard systems under a five-year deal.
The Wall Street Journal75d agoneutral
Costco Profit Rises as Value Offerings Draw Pressured ConsumersCostco reported higher third-quarter profit as the retailer continues to draw inflation-weary consumers.
24/7 Wall St.75d agobearish
Trump’s Rate Cuts Could Light a Fire Under This Vanguard ETFThe Federal Reserve has not been generous with rate cuts lately, and the Vanguard Small-Cap Value ETF (NYSEARCA:VBR) has the kind of interest rate sensitivity that makes that hurt. Small-cap value names carry more floating-rate debt than the megacaps weighting the S&P 500, so every meeting the Fed delays, VBR holders are paying the carry ... Trump’s Rate Cuts Could Light a Fire Under This Vanguard ETF
Barrons.com75d agoneutral
S&P 500, Nasdaq Rise to Another Record. Software Strikes Back.The stock market rode a big rally in software stocks to fresh highs on Thursday despite another hot inflation report. The Nasdaq gained 0.9%. The Dow rose 25 points to post a slight gain and eke out a fresh record, too.
Moby75d agoneutral
Trump Accounts Are Seeding Robinhood with Millions of CustomersThe federal government is giving newborn Americans $1,000 to invest in the stock market while handing Robinhood millions of future customers in the process.
Footwear News75d agoneutral
AI to Fuel Fashion, Footwear SpendingUBS analyst Jay Sole says AI will "accelerate GDP growth" that will fuel increased fashion and footwear spending by U.S. consumers.
The Wall Street Journal75d agobearish
Berkshire Stock Falls After Railroad Merger Hits SnagClass A shares of Berkshire Hathaway, owner of BNSF Railway, reversed earlier gains on Thursday after a federal regulator pushed pause on its review of the blockbuster merger between Union Pacific and Norfolk Southern. BNSF, which competes with Union Pacific in the Western U.S., has previously said that the proposed merger will "concentrate too much control of the nation's freight market with one railroad leading to long-term harm to competition and resilience in the nation's supply chain." "BNSF remains firmly opposed to the proposed UP–NS merger," the Berkshire-owned railroad said in a statement on Thursday.
Oilprice.com76d agobullish
Solar Stocks Surge on Breakout Signals Amid Rising Tariff TensionsSolar stocks are showing a clear technical shift, breaking above a well-defined downtrend after more than five years of sustained pressure.
Investor's Business Daily76d agobullish
Century Aluminum, Stock Of The Day, Rides Major Roll Into Buy RangeCentury Aluminum is Thursday's IBD Stock Of The Day as the largest U.S. aluminum producer is humming like rarely before thanks to Trump tariffs and fallout from the Middle East conflict. The good news has legs, which is why CENX stock continued to rise within buy range even amid a report that U.S. and Iranian negotiators see eye-to-eye on a potential 60-day ceasefire. Aluminum prices climbed 0.8% to a four-year-high $3,650 per metric ton and have climbed around 18% since the conflict began Feb. 28, according to CME Group data.
Zacks76d agoneutral
PVH Corp. to Report Q1 Earnings: What Surprise Awaits Investors?PVH eyes Q1 FY26 revenues up 0.7% to $2B, but EPS is expected to drop about 22% as tariffs and uneven demand weigh on margins.
Investor's Business Daily76d agoneutral
Costco Sales Accelerate, Analysts Lift Targets With Earnings DueCostco releases Q3 results late Thursday as retailers warn that higher fuel prices and inflation pressures could hit consumer spending.
Yahoo Finance76d agoneutral
Goldman Sachs COO calls inflation 'the single biggest risk element' to the economyGoldman Sachs COO John Waldron called out inflation as "the single biggest risk element" to the economy on Thursday during a talk at the Bernstein Strategic Decisions Conference in New York.
Proactive76d agoneutral
Dell awarded $9.7B Department of Defense deal, shares gainDell Technologies Inc (NASDAQ:DELL) shares rose about 7% on Wednesday after the US Department of Defense announced a five-year, approximately $9.7 billion enterprise software agreement involving Dell Federal Systems to provide and manage Microsoft-related software and cloud services for the US...
decrypt76d agoneutral
Google Engineer Charged Over $2.75 Million in Alleged Polymarket Insider Trading BetsThe Google employee case is the second federal prosecution tied to alleged prediction market insider trading on Polymarket.
24/7 Wall St.76d agobullish
Trump Invested in Intel And it Soared 500%. Here’s the Next Industry the Government is Buying.Defense drone stocks are surging at midday Thursday after a Wall Street Journal and CNBC report indicated the Pentagon is in talks with drone manufacturers about funding deals that could include direct federal equity stakes. Unusual Machines (NYSE:UMAC) stock leads the rally with a 58% intraday jump, while Red Cat Holdings (NASDAQ:RCAT) stock is up ... Trump Invested in Intel And it Soared 500%. Here’s the Next Industry the Government is Buying.
MT Newswires76d agoneutral
Update: Union Pacific-Norfolk Southern Merger Review Paused by Federal Regulator(Updates with Union Pacific and Norfolk Southern comments in the second and third paragraphs and sto