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The Trump‑Era Rally Keeps Extending, and 2 Stocks Still Look Undervalued
24/7 Wall St.93d agobullish
The Trump‑Era Rally Keeps Extending, and 2 Stocks Still Look Undervalued

The Trump-era rally is alive, well, and could bring markets to more elevated heights as we move through the summer months. Undoubtedly, not everyone is bullish on stocks at fresh highs, especially since the war with Iran could drag on for some weeks or even months longer. As a potential inflation wave clashes with an ... The Trump‑Era Rally Keeps Extending, and 2 Stocks Still Look Undervalued

On Holding reports record quarter but faces 'aggressive Nike fightback'
Proactive93d agoneutral
On Holding reports record quarter but faces 'aggressive Nike fightback'

Shares in On Holding AG jogged higher in New York pre-market trading after the Swiss sportswear brand backed by Swiss tennis legend Roger Federer reported record first-quarter sales and raised its profit margin outlook after making further progress in Asia and in clothing. Net sales rose...

US Stock Market Today S&P 500 Futures Slip As Inflation Jitters And Rate Worries Build
Simply Wall St.93d agoneutral
US Stock Market Today S&P 500 Futures Slip As Inflation Jitters And Rate Worries Build

The Morning Bull - US Market Morning Update Tuesday, May, 12 2026 US stock futures are pointing slightly lower this morning, as investors brace for April inflation data and higher borrowing costs. The consumer price index is expected at 3.7% year on year, with a firm 0.6% monthly reading, which would underline that the cost of living is still rising faster than many households would like. At the same time, the 10 year US Treasury yield sits near 4.4%, a level that keeps pressure on mortgages,...

Judge combines Fiserv lawsuits
Payments Dive93d agobearish
Judge combines Fiserv lawsuits

Shareholder complaints against the payment processor are closely related and should be adjudicated in a New York case, a Wisconsin federal judge ruled.

Markets Drop Amid U.S.-Iran Stalemate. CPI Inflation Report Will Show Economic Impact of War.
Barrons.com93d agobearish
Markets Drop Amid U.S.-Iran Stalemate. CPI Inflation Report Will Show Economic Impact of War.

Stocks looked set to tumble on Tuesday as the stand-off between the U.S. and Iran dragged on, putting the market on edge ahead of an inflation reading that will make clear just how much the war in the Middle East is impacting the economy. S&P 500 futures declined 0.4% and contracts tied to the tech-heavy Nasdaq 100 dropped 0.8%. The S&P and Nasdaq both eked out record highs on Monday as the rally in chip stocks rolled on.

PBOC Warns on Imported Inflation, Focuses on Policy Transmission
Bloomberg94d agobearish
PBOC Warns on Imported Inflation, Focuses on Policy Transmission

(Bloomberg) -- China’s central bank has warned on the risks of imported inflation from higher oil prices stemming from the war in Iran, offering no hint of preparing to ease policy as it looks to ensure that its interest rates reach the economy.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Epstein's Black Card: How He Moved Women With H

Review & Preview: Nothing New Except the Highs
Barrons.com94d agoneutral
Review & Preview: Nothing New Except the Highs

The Dow Jones Industrial Average added 0.2%, while the S&P 500 also inched 0.2% higher and the Nasdaq Composite edged up 0.1%. Investor attention is focused squarely on events later in the week, including inflation data and a meeting between the U.S. and China. Sure, there’s still a war going on, and the impasse in the Gulf shows no signs of ending as the U.S. and Iran fail to reach a peace agreement.

Apple Intel Chip Pact Adds New Angle To Supply Chain Story
Simply Wall St.94d agoneutral
Apple Intel Chip Pact Adds New Angle To Supply Chain Story

Apple and Intel have reached a preliminary chip manufacturing agreement that would shift part of Apple's processor production to Intel facilities. The arrangement includes active support from the U.S. government, which holds a federal equity stake in Intel. This is Apple’s first major move to diversify chip production beyond TSMC, with potential implications for supply chain resilience and future hardware plans. For investors watching NasdaqGS:AAPL at a current share price of $292.68, this...

Goldman, BofA Delay Fed Cut Calls After ‘Last Straw’ Jobs Data
Bloomberg94d agoneutral
Goldman, BofA Delay Fed Cut Calls After ‘Last Straw’ Jobs Data

(Bloomberg) -- Goldman Sachs & Co and Bank of America Corp are the latest in a growing cohort of Wall Street banks pushing back their forecasts for interest-rate cuts, arguing that both jobs and inflation data make a case for the Federal Reserve to keep rates on hold until at least the end of the year.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyTrump Rejects New Iran Peace Offer as ‘Totally Un

Ondas Merger With Mistral Reshapes Defense Access And Investor Tradeoffs
Simply Wall St.94d agoneutral
Ondas Merger With Mistral Reshapes Defense Access And Investor Tradeoffs

Ondas (NasdaqCM:ONDS) has completed a $175 million merger with Mistral Inc. The deal adds direct access to U.S. Army and Special Operations contract vehicles. The combined company now has expanded federal contracting reach and U.S. manufacturing capacity. For investors watching Ondas at a share price of $9.06, this merger comes after a very large 1 year return and a rise of about 7x over 3 years. The stock is down 6.9% over the past week, slightly down 0.8% over the past month, and down...

First Solar (FSLR) Valuation Check After Q1 Beat Guidance Reaffirmation And Tariff Tailwinds
Simply Wall St.94d agobullish
First Solar (FSLR) Valuation Check After Q1 Beat Guidance Reaffirmation And Tariff Tailwinds

First Solar (FSLR) is back in focus after reporting first quarter 2026 results, with higher sales, higher profits and reaffirmed full year guidance, alongside an analyst upgrade that highlights potential benefits from protective tariffs. See our latest analysis for First Solar. The earnings beat and reaffirmed guidance have helped the stock regain some footing, with a 1-month share price return of 8.10% and a 7-day share price return of 4.05%. However, the share price remains down 19.83% year...

BofA Just Picked FedEx Stock as One of Its Best Ideas: Logistics Giant Joins the US 1 List
24/7 Wall St.94d agoneutral
BofA Just Picked FedEx Stock as One of Its Best Ideas: Logistics Giant Joins the US 1 List

Bank of America has added FedEx (NYSE:FDX) to its “US 1 List,” a collection of its best investment ideas. The move, announced May 11, is a high-conviction symbolic signal even without a fresh price target attached. For long-term investors, the inclusion reframes FedEx stock as one of Wall Street’s preferred industrial transformation plays heading into ... BofA Just Picked FedEx Stock as One of Its Best Ideas: Logistics Giant Joins the US 1 List