Stocks & Wall Street
Stock market news, earnings reports, IPOs, index movements, analyst calls, and what drives daily market action.
Latest in Stocks & Wall Street
The S&P 500 is 1% from an all-time high — but the CAPE ratio just hit 39, the highest level since the year 2000
The S&P 500 closed at 5,958 on May 5, 2026, finishing the first full week of the month within roughly 1% of its all-time high...
Micron started shipping a 245-terabyte SSD — one drive that holds what used to fill 82 server racks — and the stock surged 11% to an all-time high
Micron Technology began commercial shipments of a 245-terabyte solid-state drive in March 2026, a single storage unit the company says can replace roughly 82 server...
Pinterest surged 20% after earnings — the fastest sales growth since 2024 — while Shopify dropped 7% despite beating revenue by $80 million
Pinterest and Shopify both reported first-quarter earnings on the same day in May 2026. Both beat expectations. One stock jumped 20%. The other fell 7%....
Intel hit an all-time high after Apple opened talks to use it as a chip supplier — the same company that traded at $18 two years ago
In the spring of 2024, Intel’s stock was hovering near $18 a share. The company had lost Apple as a chip customer, fallen a generation...
The S&P 500 gained 10% in April — its best month since November 2020 — but the CAPE ratio just hit 39, the highest since the dot-com peak
The S&P 500 closed April 2026 with a gain of roughly 10%, its strongest single month since November 2020, and finished the final trading session...
Palantir reports Monday with 74% revenue growth expected — Wall Street is calling May 5 a “make-or-break” day for the $200 billion AI stock
Palantir Technologies will report first-quarter 2026 earnings after U.S. markets close on Monday, May 4, with a live executive webcast scheduled for 5:00 p.m. ET....
April was the S&P 500’s best month since November 2020 — a 10% gain — while inflation hit 3.5% and the personal savings rate fell to a 2008 low
The S&P 500 closed April 2026 with a gain of roughly 10%, its strongest single month since November 2020, when news of effective COVID-19 vaccines...
The S&P 500 just closed above 7,200 for the first time — Bloomberg says it might be a “melt-up” that evaporates fast
On May 1, 2026, the S&P 500 closed at 7,230.12, sailing past the 7,200 mark for the first time after a week of better-than-expected corporate...
Semiconductor stocks surged 35.2% in April alone — the biggest one-month gain for chip stocks since the AI rally began in 2023
In just 22 trading days, semiconductor stocks added more than a third to their total value. The PHLX Semiconductor Net Total Return Index, the broadest...
Chip stocks surged 35.2% in April — the biggest single-month gain for semiconductors in decades — as AI spending approaches $700 billion
The semiconductor sector just posted a month unlike anything investors have seen in a generation. The PHLX Semiconductor Index (SOX), the benchmark that tracks the...
Qualcomm surged 16% on data center chip breakthrough and $20B buyback
Qualcomm shares jumped roughly 16% in a single March 2026 trading session after the San Diego chipmaker announced a $20 billion stock buyback program and...
Meta tumbled 9% after hiking AI spending to as much as $145 billion — JPMorgan downgraded the stock
Meta Platforms raised its 2026 capital spending forecast to as much as $145 billion on April 29, a jump of more than $25 billion from...
Alphabet surged 10% after Google Cloud revenue jumped 63% — its best month since 2004
Alphabet added more than $200 billion in market value in a single trading session on April 29, its best day on the stock market since...
Caterpillar’s stock jumped 10% because of AI — yes, the tractor company. Here’s why data centers need bulldozers.
On April 30, 2026, Caterpillar Inc. posted first-quarter results that sent its stock up roughly 10% in a single session, as reflected in the day’s...
Amazon beats AWS estimates on AI demand, but shares slip
Amazon Web Services posted its strongest quarterly growth in over a year, fueled by surging demand for artificial intelligence services, but the results were not...
Visa profit rises as payment volumes climb on steady consumer spending
Visa Inc. reported fiscal second-quarter net income of $6.0 billion, fueled by a 9% rise in payment volumes and a 12% jump in cross-border transactions,...
Oracle and CoreWeave slide as OpenAI growth worries hit AI stocks
Oracle and CoreWeave both saw their shares drop in late April 2026, punished by investors who looked past headline-grabbing deals and focused instead on a...
European stocks end lower after report of an Iran peace proposal
LONDON — European stocks dropped on Friday as a reported Iranian peace proposal stirred a brief flash of optimism before traders concluded the offer was...
Alphabet options imply a sharp post-earnings move for Google’s parent
Alphabet Inc. is days away from reporting first-quarter 2026 earnings, and the options market is already placing an unusually large bet on volatility. Straddle pricing...
Khaby Lame’s $975M deal hype fades after linked stock plunges 90%
When Rich Sparkle Holdings Ltd announced it was acquiring TikTok megastar Khaby Lame’s core company for $975 million in stock, the deal looked like a...