Blowout earnings fuel stock-market record run
Despite war and inflation fears, Q1 2026 earnings have exceeded expectations across tech, energy, and industrials, supporting the S&P 500's six-week winning streak and fresh all-time highs. Banks like BofA are naming buyable mega-cap names (AAPL, NVDA) with upside potential.
R- Financial TimesTrump traded hundreds of millions of dollars in US securities in first quarter
Transactions relating to companies including Nvidia, Palantir, Paramount and Boeing listed in disclosures
32m ago - CNBC Top NewsBill Ackman says he built Microsoft position in first quarter
Bill Ackman's Pershing Square Capital Management has built a position in Microsoft, the billionaire hedge fund manager said Friday in a post on X.
1h ago - CNBC Top NewsAckman's Pershing Square takes stake in Microsoft, citing 'compelling' valuation
Bill Ackman's hedge fund Pershing Square will disclose a new position in Microsoft later in the day, the billionaire investor said on Friday.
2h ago - BloombergNvidia's CEO Spotted Eating Noodles on Beijing Sidewalk (Video)3h ago
- Financial TimesBig Tech groups launch global borrowing spree to fund AI expansion
US tech giants including Alphabet and Amazon are tapping foreign debt market at an unprecedented rate
8h ago - CNBC Top NewsCramer backs Nvidia selling AI chips in China — but says the stock can thrive either way
CNBC’s Jim Cramer said Nvidia should be allowed to sell AI chips in China, arguing it is better to keep Chinese companies reliant on American technology.
12h ago - CNBC Top NewsThese stocks reporting earnings next week have momentum on their side
Nvidia and Ralph Lauren are among the stocks that may rise in the trading sessions following their earnings reports next week, a new data screener shows.
16h ago - MarketWatchNvidia earnings alone won’t rescue the S&P 500 from its new sell signal
Overbought warnings come ahead of a massive tech and retail earnings lineup.
16h ago
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Top 10 names now over 38% of the S&P 500. What that means for SPY holders, passive flows and tail risk.