1850 articles
Microsoft, Alphabet, Meta and Amazon lifted 2026 capex guides above $650 billion combined. Here is what the AI capex spree means for chipmakers and infrastructure traders.
May 1, 2026
The S&P 500 capped April at a record close above 7,200, posting its best month since 2020 as Apple's earnings beat propelled futures into May.
May 1, 2026
Brent crude near $114 after touching $126, the largest oil supply disruption on record, threatens the soft landing as the April ISM print arrives Friday.
May 1, 2026
Apple's $111.2 billion Q2 print and 5% after-hours rally is dragging the broader market higher Friday, with services and Mac sales powering the beat.
May 1, 2026
Apple Q2 2026 revenue hit $111.2 billion as iPhone sales jumped 22% and the board greenlit another $100 billion buyback. Here is what traders need to know.
May 1, 2026
Reddit posted Q1 revenue of $663M, up 69% year-over-year, with EPS of $1.01 crushing estimates. Q2 guidance raised. Stock up 16% pre-market.
May 1, 2026
ARK Innovation (ARKK) has gathered nearly $1.9B in YTD creations and a 19% AUM jump as growth-themed ETFs reclaim flow share from S&P 500 trackers.
May 1, 2026
The Fed kept rates at 3.50%-3.75% Wednesday with four dissents, the most since 1992, as Iran-war oil shock pushes core PCE to 3.2%.
May 1, 2026
The S&P 500 capped April at a record close above 7,200, posting its best month since 2020 as Apple's earnings beat propelled futures into May.
May 1, 2026
ARK Innovation (ARKK) has gathered nearly $1.9B in YTD creations and a 19% AUM jump as growth-themed ETFs reclaim flow share from S&P 500 trackers.
Apr 30, 2026
Meta posted $56.3B in Q1 revenue and raised 2026 AI capex guidance to $125B–$145B, sending shares lower on margin concerns despite a strong ad print.
Apr 30, 2026
Meta posted $56.3B in Q1 revenue and raised 2026 AI capex guidance to $125B–$145B, sending shares lower on margin concerns despite a strong ad print.
Apr 30, 2026
Apple reports Q2 fiscal 2026 earnings after Thursday's close with revenue consensus near $109.7 billion. iPhone 17 demand and Services growth in focus.
Apr 30, 2026
Eli Lilly's 2026 sales guidance hit $80B-$83B as orforglipron, the first oral GLP-1 pill, gained FDA approval. Lilly now controls 60% of the market.
Apr 30, 2026
The defense ETF SHLD has gained 23% over three months and drone fund DRNZ is up 29% as thematic flows pivot from AI to geopolitics in 2026.
Apr 30, 2026
Q1 2026 GDP advance estimate and March PCE inflation print together Thursday at 8:30 ET. The two reports will reset the Fed's June decision tree.
Apr 30, 2026
Microsoft Azure revenue climbed 40% in fiscal Q3 as the company raised its 2026 capex outlook to roughly $190 billion to fund AI infrastructure.
Apr 30, 2026
Alphabet jumped 6% after hours while Meta sank as AI capex forecasts hit $725 billion. Big Tech earnings reset Wall Street's risk picture.
Apr 30, 2026
Federal Reserve held rates at 3.5%-3.75% in an 8-4 split — the most divided FOMC vote in 33 years. Powell's last meeting before stepping down.
Apr 30, 2026
U.S. spot Bitcoin ETFs ended April with $2.4B of net inflows, IBIT capturing 70%, as Bitcoin holds $76,275 ahead of the Fed decision next week.
Apr 30, 2026
Brent crude oil topped $118 a barrel after Trump pledged to maintain the Iran blockade. Stocks slipped and inflation expectations climbed.
Apr 30, 2026
SPY has shed roughly $30B and QQQ $11B in 2026 outflows as capital rotates into international stocks, bonds, and tactical leveraged ETFs.
Apr 29, 2026
Semiconductor ETFs SOXX and SMH posted record monthly inflows in April, even after the OpenAI report rattled chip stocks Monday.
Apr 29, 2026
Ethereum trades below $2,300 with iShares ETHA down 23% YTD even as spot ETF flows turn positive. What is holding ETH back?
Apr 29, 2026