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The April jobs report, earnings reports from major semiconductor companies, and a strong start to the month for US equities outline a busy week for investors.
Jerome Powell delivered a warning during his final press conference as Federal Reserve chairman.
The WisdomTree Emerging Markets High Dividend Fund (NYSEARCA:DEM) was built for a specific problem: U.S. investors who own the S&P 500, a few mega-cap tech names, and call it a day are sitting on a portfolio that is almost entirely tied to one currency, one economy, and one set of Federal Reserve decisions. DEM screens ... This High-Yield Emerging Funds ETF Offers International Diversification
Investing.com -- Chicago Federal Reserve President Austan Goolsbee stated on Saturday that recent inflation figures are "bad news" for the U.S. central bank, signaling continued caution regarding interest rate cuts.
On Thursday, Apple Inc. said it is actively seeking refunds on tariffs it previously paid and plans to channel any recovered funds into additional U.S. innovation and advanced manufacturing investments. Apple Q2 Earnings Show Tariff Relief Helped Offset Rising Costs During Apple's fiscal second-quarter 2026 earnings call, CFO Kevan Parekh said product gross margin declined sequentially due to seasonal factors and rising memory costs, but lower tariff-related expenses helped support the company's
Charles Schwab’s market update Wednesday morning landed on a single piece of guidance for clients heading into the Fed decision: “Traders need to be really careful here, in my view.” The caution makes sense. The Federal Open Market Committee is widely expected to pause in the 3.5% to 3.75% range for the third consecutive meeting, ... ‘Traders Need to Be Really Careful Here’: Schwab on the Fed Decision and Powell’s Uncertain Future
Consumer discretionary names live or die on whether households feel comfortable opening their wallets, and right now those signals are flashing in opposite directions. Right now those signals are crossing in unusual directions: the University of Michigan Consumer Sentiment Index sits at 53.3 in March 2026, deep in what economists treat as recessionary territory, yet ... Amazon and Tesla Drive One-Third of FDIS as U.S. Spending Surges Despite Recession-Level Sentiment
Powell's tenure at the Fed began with a volatility shock. It's ending with a monster cross-asset rally.
Warsh's testimony before the Senate Banking Committee points to foundational changes at the Fed.
(Bloomberg) -- The Pentagon has struck agreements with more technology companies for expanded use of advanced artificial intelligence tools on classified military networks, according to a Defense Department statement and two defense officials briefed on the matter.Most Read from BloombergTrump Vows 25% Tariff on European Autos in Escalating Trade RiftTrump Rues State of Iran Talks, Says Prefers Not to StrikeSpirit Bailout Talks Said to Have Ended With Closure LoomingTrump Family-Backed Drone Fir
Investing.com -- Abortion access in the United States was dealt a legal blow on Friday after a Federal Appeals Court issued a temporary stay halting the distribution of Mifepristone by mail.
Average car prices have been rising since the pandemic and tariffs. Now the availability of low-cost new cars hangs in the balance as the United States, Mexico, Canada trade deal talks begin.
Asking for a Trend Host Josh Lipton previews several of the biggest stories to come throughout next week, including earnings results out from companies like Advanced Micro Devices (AMD), Paramount Skydance (PSKY), Disney (DIS), Novo Nordisk (NVO), Pfizer (PFE), Warner Bros. Discovery (WBD), McDonald's (MCD), and Coinbase (COIN); a wave of fresh commentary from top Federal Reserve officials; and April's jobs reports due out next Friday. May 8.
<body><p>STORY: U.S. stocks ended mostly higher on Friday, with the Dow the only outlier, dipping about three-tenths of a percent, while the S&P 500 gained about three-tenths of a percent and the Nasdaq climbed nine-tenths of a percent.</p><p>Both the S&P 500 and the Nasdaq logged their sixth consecutive week of gains, their longest weekly winning stretches since October of 2024.</p><p>It was a big week for corporate earnings, with five of the Magnificent Seven megacaps reporting.</p><p>Among them, Apple climbed more than 3% on Friday, a day after the tech giant provided a solid sales forecast, touting strong demand for its flagship iPhone 17 and the MacBook Neo.</p><p>Analysts now see overall first-quarter earnings growth of nearly 28% year-over-year, according to LSEG I/B/E/S Estimates.</p><p>That's an 11.7 percentage point increase from where the estimate stood a week ago, and marks the biggest earnings growth since the fourth quarter of 2021.</p><p>Melissa Brown is managing director of investment decision research at SimCorp.</p><p>"I think we're just seeing the continuation of this AI trade and maybe the complete ignoring of some of the other red flags that are out there - higher oil prices leading to higher inflation, you know, many other things that might give investors pause. But we're coming through a good earning season, particularly for some of these tech companies, and investors are, I guess, saying it's still time to buy there."</p><p>Among other movers, shares of Atlassian surged more than 29% after the enterprise software firm hiked its forecast. Peers Salesforce and ServiceNow also gained.</p><p>Shares of Reddit jumped 13% after the social media site gave an upbeat quarterly revenue forecast.</p><p>On the flip side, shares of Roblox tumbled more than 18% after the online game platform cut its annual bookings forecast. </p></body>
U.S. petroleum inventories are declining, although they are still above year-ago levels. Plus, market newsletter commentary on the Federal Reserve, consumer spending, and the growth of the venture-capital market.
Investors won’t get too much of a respite from a big week trading the AI boom, with Palantir, Advanced Micro Devices, and CoreWeave reporting earnings. Before then, Warren Buffett successor Greg Abel will lead his first annual meeting as CEO of Berkshire Hathaway.
(Bloomberg) -- A Securities and Exchange Commission plan to let public companies cut quarterly disclosures to twice a year moved closer to reality after passing a White House review.Most Read from BloombergTrump Vows 25% Tariff on European Autos in Escalating Trade RiftTrump Rues State of Iran Talks, Says Prefers Not to StrikeWorld’s Largest Container Carrier Plans Route Avoiding HormuzTrump Family-Backed Drone Firm Signs Weapons Deal With USSpirit Bailout Talks Said to Have Ended With Closure L
There was a lot that could have made the stock market fall. Investors shrugged off questions about when—or even if—the Federal Reserve would cut interest rates again this year after the central bank held rates steady, and they ignored the fact that Jerome Powell plans to stay on the Fed’s Board of Governors even as Kevin Warsh prepares to become chair. Inflation came in hot as oil prices continued to rise, and earnings from Microsoft and Meta Platforms revealed sizable capital spending increases—and resulted in falling stocks. Eli Lilly earnings offered evidence that weight-loss drugs were only getting bigger; Coca-Cola’s beat showed that not all soft-drink makers are suffering from an Ozempic overhang; Alphabet’s capital spending paid off with big profits; and Caterpillar’s numbers demonstrated that there’s more to its business than mining and machinery.
(Bloomberg) -- Meta Platforms Inc. has acquired Assured Robot Intelligence, a startup developing artificial intelligence models for robots, as part of a major initiative to build humanoid technology. Most Read from BloombergTrump Vows 25% Tariff on European Autos in Escalating Trade RiftSpirit Bailout Talks Said to Have Ended With Closure LoomingTrump Family-Backed Drone Firm Signs Weapons Deal With USTrump Rues State of Iran Talks, Says Prefers Not to StrikeTwo NJ Malls Separated by Just Four M
(Bloomberg) -- OpenAI Chief Financial Officer Sarah Friar pushed back on concerns about missing internal targets, saying the company is meeting objectives and sees “a vertical wall of demand” for its products.Most Read from BloombergTrump Vows 25% Tariff on European Autos in Escalating Trade RiftSpirit Bailout Talks Said to Have Ended With Closure LoomingTrump Family-Backed Drone Firm Signs Weapons Deal With USTrump Rues State of Iran Talks, Says Prefers Not to StrikeUS Seeks to Deploy Hypersoni
Gold rose after dollar weakness helped counter inflation pressure from the Iran war and Strait of Hormuz disruption.
The hosts of The Best One Yet (TBOY) podcast have been arguing that the macro baton is changing hands. After interest rates dominated the economy for the past four years following the 2022 inflation spike, oil is now becoming the primary economic lever. The framing is straightforward. High interest rates “froze” housing markets, “closed” construction ... Oil Is Replacing Interest Rates as the Global Economy’s Dominant Force
ETF flows in March 2026 were highlighted by a massive flight to the short end of the yield curve. Investors sought refuge in short-term bonds to escape the downpour of geopolitical volatility mixed in with a thick fog of stubborn inflation. It’s a perfect environment to consider the Fidelity Limited Term Bond ETF (FLTB). One [...]
Consumer companies Hilton and Visa both reported strong quarterly earnings and raised their full-year guidance. Inflation remains a concern going forward.
War-driven oil shock is reigniting inflation fears and reviving stagflation risks. Here's how ETFs can help defend portfolios.
The CBOE Volatility Index (^VIX) is in a whipsaw trajectory, trading between 17.32 and 18.73 in today’s session alone, a range of 8.2% in this uncertain market climate. The move lands amid a dense macro week: blowout earnings from four mega-caps, a $725 billion AI capex revelation, Q1 GDP of 2.0%, and a Fed rate hold ... VIX in Whipsaw on Sticky Inflation, Fed Dissent and Lofty AI Capex
Gold rose early Thursday as the dollar dropped after a report showed a key U.S. inflation measure ro
Pre-Market Stock Futures: Futures are trading higher this morning after a messy Wednesday trading session that saw all major indices except the Nasdaq end lower, with the Nasdaq closing virtually unchanged at 24,603, up 0.04%. The combination of soaring oil prices, the Federal Reserve keeping interest rates unchanged for the third straight meeting, and bogged-down ... Here Are Thursday’s Top Wall Street Analyst Research Calls: AbbVie, Equinix, GE Healthcare, Kratos Defense, Meta Platforms, Oneok
Before we begin, Stan Finkelstein, the company's Vice President of Investor Relations, will remind you of some important information. Reconciliations of GAAP to non-GAAP measures and other financial information are available in the press release issued today by the company and on the Investor Relations section of our website. Today's discussion contains forward-looking statements within the meaning of the federal securities laws.
US equities closed mixed Wednesday after the Federal Reserve kept interest rates steady at the end o