Asking for a Trend Host Josh Lipton previews several of the biggest stories to come tomorrow, Thursday, May 7, including earnings results from McDonald's (MCD), Shell (SHEL), Airbnb (ABNB), CoreWeave (CRWV), and Coinbase (COIN); comments from several Federal Reserve presidents; and this week's reading on initial jobless claims.
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High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
(Bloomberg) -- The Trump administration has begun paying out refunds for the $166 billion in global tariffs that the US Supreme Court declared unlawful earlier this year.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogTra
Apple (NASDAQ:AAPL) just posted its best March quarter ever at $111.18 billion, while Intel (NASDAQ:INTC) followed with a sixth consecutive revenue beat. Now Bloomberg reports Apple is in early talks to use Intel and Samsung as U.S. chip suppliers. That single thread reframes both earnings reports. iPhone 17 Carries Apple. Foundry Carries Intel. Apple’s quarter ... Forget Tariffs: An Apple-Intel Deal Could Be the Biggest Manufacturing Story of the Trump Era
I keep hitting the buy button on Oracle (NYSE:ORCL) because I have rarely seen a backlog like the one this company is sitting on, and I want to own as many shares as I reasonably can before the market fully prices it in. The thing that pulls me back, again and again, is a single ... Oracle’s $553 Billion Backlog Is Larger Than the GDP of Most Countries. It Also Grew 325% in a Year
Bruker (NASDAQ:BRKR) reported first-quarter 2026 results that management said came in “well ahead of expectations,” even as the company continued to face pressure from U.S. academic demand weakness as well as tariff and currency headwinds. President and CEO Frank Laukien told investors that while y
The PHLX Gold/Silver Sector (^XAU) is climbing roughly 8% this morning as a wave of buying hits both bullion and the equities that mine it. Spot gold is trading near $4,695 an ounce, up about 3%, while silver is jumping a sharper 5.5% to roughly $77 an ounce. The catalyst is a combination of geopolitical ... Gold and Silver Catch Fire as Iran Deal Hopes Rewrite the Inflation Playbook
Investing.com -- The global economy has proven more resilient than many feared in the wake of the Strait of Hormuz closure, but BCA Research is warning that the window for avoiding a recession is narrowing fast.
Kraft Heinz (NASDAQ:KHC) reported first-quarter 2026 results that management said came in ahead of internal expectations, citing a smaller-than-anticipated decline in organic net sales and early signs of market share improvement tied to increased investments. Chief Executive Officer Steve Cahillane
Ball, Crown and Ardagh are navigating higher input costs and inflationary pressures as beverage customers prepare promotions related to the World Cup and America250 celebrations.
(Bloomberg) -- Companies are selling new debt in Europe at the busiest pace ever on Wednesday, storming into the market after earnings to lock in funding while borrowing costs remain low.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksTrump Pauses Plan to Guide Ships While Seeking Iran DealWhite House Weighs AI Working Group, Model Testing
Owners of some iPhones are in line to get cash payments of up to $95 from Apple after the company on Tuesday reached a $250 million settlement in a class-action lawsuit for false advertising of its artificial intelligence capabilities. The company has been scrambling to keep up with tech rivals amid the AI boom but still hasn't delivered on the Siri revamp two years later. The lawsuit, filed on behalf of U.S. consumers in the San Francisco federal court for the Northern District of California, alleged that Apple deceived consumers with a marketing campaign that promoted features that did not yet exist and misled them into buying the devices.
He cited “great progress” in talks with Iran. The International Monetary Fund published its 180-page World Economic Outlook three weeks ago. The differences between that and its now more likely “adverse” or “severe” scenarios aren’t small, and investors should take note as the Strait of Hormuz remains blocked.
Gold has done exactly what its defenders promised over the past year, and the numbers explain why allocators are revisiting the metal as a real portfolio building block. iShares Gold Trust (NYSEARCA:IAU) returned 42% in the twelve months through May 1, 2026, a stretch that overlapped with sticky core inflation, three Federal Reserve rate cuts, ... IAU Returned 42% in a Year of Sticky Inflation. Here’s Why Allocators Are Reconsidering Gold
Kevin Warsh wants to change how the Federal Reserve conducts monetary policy.
CEO Bob Frenzel also said Xcel is doubling down on its renewables strategy. “We believe that these large customers are absolutely committed to [the] long-term sustainability of their own product,” he said.
Earnings season marches on this week as investors will hear from big companies including Walt Disney, McDonald's and CoreWeave. Data on the U.S. jobs market will also be watched closely, culminating in April nonfarm payroll numbers Friday.
One big surprise coming out of last week’s unusual press conference by Fed Chairman Jay Powell was his decision to remain on the Federal Open Market Committee (FOMC) as a Governor after Kevin Warsh takes over this month. That sets up an interesting dynamic for the Fed going forward, writes Louis Navellier, founder and chairman of Navellier & Associates.
On Sunday, former White House AI and crypto czar David Sacks said artificial intelligence is rapidly becoming one of the most powerful drivers of the U.S. economy as Morgan Stanley raised its forecast for hyperscaler AI infrastructure spending. Morgan Stanley Projects Massive AI Capex Boom From Big Tech Morgan Stanley now expects Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., Microsoft Corp. and Oracle Corp. to collectively spend about $805 billion in capital expenditures in 2026, up from
CPI Card Group (NASDAQ:PMTS) executives said the company got off to a “solid start” in 2026, reporting first-quarter revenue growth of 20% and reaffirming its full-year outlook as it continues integrating its Arroweye acquisition and investing in its technology and go-to-market initiatives. First-q
At this time, I'd like to turn the call over to Eugene Fedotoff, IPG's Senior Director, Investor Relations for introductions. Eugene Fedotoff: Thank you, and good morning, everyone. With me today is IPG Photonics CEO, Dr. Mark Gitin, and Senior Vice President and CFO, Tim Mammen.
American Eagle Outfitters and Lands’ End are among the first adopters as Amazon opens its logistics network to all businesses and intensifies competition with FedEx, UPS and DHL.
Conditions are not right for Bitcoin to mount a recovery above $100,000, according to Galaxy Digital Inc. (NASDAQ:GLXY) CEO Mike Novogratz. "It’s not my prediction that we break [$100,000] this year," Novogratz said on Galaxy Digital’s Q1 earnings call on...
Americans who recently earned their bachelor’s degree have faced a challenging job market in recent years.
You wouldn’t expect a fund stuffed with European utilities, tobacco companies, and Canadian fertilizer to keep pace with the Nasdaq-100 in 2026, but here we are. Fidelity International High Dividend ETF (NYSEARCA:FIDI) is up about 8% year-to-date, edging out Invesco QQQ Trust (NASDAQ:QQQ) at roughly 8% as well. The lead is small, and the one-year ... This ETF Is Are Outpacing Tech Stocks While Paying High Dividends
Michael Lyons: Thank you, Walter, and good morning, everyone. While anticipation lending volumes in Argentina remain strong, lower inflation and interest rates in Argentina were a revenue headwind to Merchant in Q1.
IFA President Matt Haller writes that the American Franchise Act has bipartisan support and could protect 9 million jobs from disappearing.
A changing of the guard at the Fed could have significant implications for the stock market.
The stock market keeps climbing, even as investors wrestle with sticky inflation, elevated interest rates, and slowing earnings growth. The S&P 500 has returned over 26% over the past 12 months, driven largely by artificial intelligence enthusiasm and a small group of mega-cap technology stocks. But beneath the rally sits a number that deserves attention ... The Stock Market Flashed This Warning Only Once Before. What Comes Next Isn’t Pretty

<body><p>STORY: From Amazon's FedEx challenge to robotic bag handlers at airports... this is Tech Weekly.</p><p>:: Tech Weekly</p><p>Amazon.com has moved into the business of UPS and FedEx with its so-called "Amazon Supply Chain Services".</p><p>The firm has given other businesses access to its supply chain network that has powered the e-commerce giant’s operation for decades.</p><p>The move could make it a key logistics player and intensify competition on pricing and speed.</p><p>It has already signed up Procter & Gamble, 3M and American Eagle Outfitters. </p><p>///</p><p>A Chinese robotics startup is seeking a $6 billion valuation in its next financing round.</p><p>Linkerbot is the global market leader in highly dexterous robotics hands for humanoids.</p><p>The firm said it focuses on the skills of top artisans, which its CEO calls 'dexterous craft'. </p><p>The hands can already turn screws fast, pick up soft items, thread a needle, and do precise factory work.</p><p>///</p><p>Japanese baggage handlers are due to be joined by robotic colleagues at Tokyo's Haneda Airport.</p><p>It's part of a two-year trial of the technology by Japan Airlines.</p><p>The humanoid robots aim to contribute to tasks like baggage handling and cleaning aircraft cabins.</p><p>Japan Airlines said in a statement about the initiative the aero sector faces the duel challenges of an aging and shrinking workforce, and a higher workload.</p><p>/// </p><p>Scientists from Project CETI have built an underwater robot to listen in to sperm whale conversations.</p><p>The creatures click to communicate in bursts of sound that can travel huge distances.</p><p>David Gruber is project CEO and explained how the robot worked.</p><p>"So it essentially is like a fully autonomous vehicle, kind of like a Waymo car, that's making decisions and being able to stay, even though it moves quite slowly, stay with whales for long periods of time. It allows us to get these longer term data sets." </p><p>The system could potentially show how the whales react to human-made noise and activity and how it affects them.</p><p>///</p><p>And a humanoid robot called Sophia performed with a live orchestra in AI-themed concert in Hong Kong</p><p>"Even though I don't experience emotions the same way humans do, I want to simulate that connection as authentically as I can."</p><p>Sophia was first unveiled by the Hong Kong-based Hanson Robotics ten years ago and she's even sung on "The Tonight Show Starring Jimmy Fallon".</p><p>But this was the first time Sophia had appeared with a live orchestra.</p><p>She performed three songs overall.</p></body>
Elon Musk settles over Twitter stock disclosures, Palantir beats expectations, Trump’s tariff risks persist, and more news to start your day.