Today: 27 April 2026
US Bond Market’s Fed Week Starts With Yields Rising as Oil Shock Lingers

US Bond Market’s Fed Week Starts With Yields Rising as Oil Shock Lingers

U.S. Treasury yields climbed early Monday, with the two-year at 3.798% and the 10-year at 4.323%, as oil hovered near $108 a barrel and Middle East tensions persisted. The Fed begins its policy meeting Tuesday, with traders watching for signals on rates. The Treasury is auctioning $69 billion in two-year notes and $70 billion in five-year notes. Eurozone, UK, and Japanese bond yields also rose ahead of central bank decisions.
Gold Price Forecast: Fed Signal, Iran Talks Put $4,700 Bullion Level Back in Play

Gold Price Forecast: Fed Signal, Iran Talks Put $4,700 Bullion Level Back in Play

Gold steadied near $4,715 an ounce Monday, with traders watching U.S.-Iran diplomacy and the Federal Reserve’s upcoming decision. Oil prices above $100 a barrel have fueled inflation fears, complicating gold’s outlook as higher rates could weigh on non-yielding assets. Brent crude rose to $106.68. Iran reportedly sent the U.S. a proposal on the Strait of Hormuz, but markets remained cautious.
Oil Price Forecast: Brent Near $108 as Goldman Raises 2026 Outlook on Hormuz Shock

Oil Price Forecast: Brent Near $108 as Goldman Raises 2026 Outlook on Hormuz Shock

Brent crude hit a three-week high of $107.97 a barrel in Asian trading after U.S.-Iran peace talks stalled, with limited tanker traffic through the Strait of Hormuz tightening supply. Brent later traded at $106.68, up 1.3%, and WTI rose 1% to $95.35. Goldman Sachs raised its Q4 Brent forecast to $90, citing lower Middle East output. The IEA cut its 2026 demand outlook, reporting a 10.1 million bpd supply drop in March.
27 April 2026
Australia Stock Market Today: ASX 200 Falls For Fifth Day As Oil Shock Hits Banks, Origin

Australia Stock Market Today: ASX 200 Falls For Fifth Day As Oil Shock Hits Banks, Origin

Australia’s S&P/ASX 200 fell 20.1 points, or 0.23%, to 8,766.40 on Monday, marking a fifth straight loss as energy, utilities, and banks declined. Origin Energy dropped 5.25% after weaker LNG revenue, while Atlas Arteria jumped on a takeover offer from IFM. Nine of 11 sectors fell. The Australian dollar traded near 71.61 U.S. cents late in the session.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 27.04.2026

LIVEMarkets rolling coverageStarted: April 27, 2026, 12:00 AM EDTUpdated: April 27, 2026, 7:00 AM EDT Westamerica Bancorporation Seen as Undervalued Despite Recent Gains April 27, 2026, 7:00 AM EDT. Westamerica Bancorporation (WABC) shares have gained 54.3% over three years, yet analysis suggests the stock may still be undervalued by 52.6%. Using an Excess Returns model, which measures profit above investors' required returns, the intrinsic value is estimated at $116.14 versus a current price near $55.02. The bank's strong profitability, reflected in a 15.85% average return on equity, contrasts with a modest 17.5% year-to-date share gain. While recent regional bank sector
27 April 2026
Kratos Defense Stock Slides Again as Drone Maker’s $1 Billion Growth Bet Faces Test

Kratos Defense Stock Slides Again as Drone Maker’s $1 Billion Growth Bet Faces Test

Kratos Defense shares dropped 6.5% to $61.26, cutting its market value to $10.6 billion as investors questioned the pace of profit from new contracts. The company recently completed the first flight of its Mk1 Firejet drone and won a Space Force contract worth up to $446.8 million. AeroVironment, L3Harris, and Northrop Grumman also declined. Kratos raised $1.17 billion in a February share offering.
Robinhood’s Earnings Week Now Has a Prediction-Market Problem

Robinhood’s Earnings Week Now Has a Prediction-Market Problem

Wisconsin sued Robinhood and several rivals over sports event contracts, alleging illegal sports betting through prediction markets. The lawsuit comes days before Robinhood reports first-quarter earnings on Tuesday. Robinhood shares closed at $84.71 Friday, down from $91.28 on Monday. The company said its event contracts are federally regulated and it will defend itself.
SoFi Technologies Stock Faces a Big Q1 Earnings Test as Loan Growth Comes Into Focus

SoFi Technologies Stock Faces a Big Q1 Earnings Test as Loan Growth Comes Into Focus

SoFi will report first-quarter results before markets open April 29, with management projecting about $1.04 billion in adjusted net revenue and adjusted EPS of 12 cents. Shares closed at $18.44 Friday, valuing the company at $23.8 billion. The company recently launched a digital HELOC and formed a Real Estate Advisory Council. Last quarter, loan originations rose 46% to $10.5 billion and fee-based revenue climbed 53%.
Rigetti Computing (RGTI) Stock Gets Fresh Sell Call as 108-Qubit Test Looms

Rigetti Computing (RGTI) Stock Gets Fresh Sell Call as 108-Qubit Test Looms

Rigetti Computing shares fell 1.5% to $16.61 after Wall Street Zen downgraded the stock to “sell.” The move follows the company’s proxy mailing for its June 9 annual meeting and the launch of its 108-qubit Cepheus-1-108Q system on Amazon Braket. Rigetti posted 2025 revenue of $7.1 million against a $216.2 million net loss, with 90% of sales coming from government contracts.
Blackstone Just Put $16 Billion Behind Oracle’s AI Buildout. The Hard Part Comes Next

Blackstone Just Put $16 Billion Behind Oracle’s AI Buildout. The Hard Part Comes Next

Blackstone and Related Digital secured financing for a $16 billion Oracle AI data center campus in Saline Township, Michigan. The package includes equity from Related Digital and Blackstone, plus long-term debt anchored by PIMCO-managed funds. The project faces local and regulatory pushback over electricity, water use, and transparency. The campus will feature three data center buildings with over one gigawatt of capacity.
Bloom Energy Stock Faces a Big Test as BlackRock’s 8.2% Stake Meets Oracle AI Power Bet

Bloom Energy Stock Faces a Big Test as BlackRock’s 8.2% Stake Meets Oracle AI Power Bet

BlackRock disclosed an 8.2% passive stake in Bloom Energy, holding 22.9 million Class A shares, according to an amended SEC filing signed April 24. The disclosure comes ahead of Bloom’s first-quarter results on April 28, with focus on its 2.8-gigawatt fuel-cell deal with Oracle. Bloom shares closed Friday at $231.17, down 2.7%. Analyst targets shifted after the Oracle agreement, with Jefferies, Citi, and UBS raising estimates.
AeroVironment Stock Watch: Navy Laser Test Puts AVAV Back in Drone-Defense Focus

AeroVironment Stock Watch: Navy Laser Test Puts AVAV Back in Drone-Defense Focus

AeroVironment’s LOCUST Laser Weapon System shot down multiple drones during a U.S. Navy carrier test on the USS George H.W. Bush, according to Pentagon records. The test comes as U.S. forces seek cheaper counter-drone options. AeroVironment shares fell 2.8% to $196.28 following the news. The company recently agreed to acquire BlueHalo in a $4.1 billion all-stock deal.
Why Circle Internet Group Stock Is Back Under the Microscope Before Earnings

Why Circle Internet Group Stock Is Back Under the Microscope Before Earnings

26 April 2026
Circle shares closed at $99.66, down 0.4%, as investors await first-quarter results due May 11. The company faces a proposed class-action lawsuit over alleged negligence tied to the April 1 Drift Protocol hack, where attackers reportedly moved $230 million in USDC. USDC circulation rose 72% year-on-year to $75.3 billion in Q4. MarketBeat lists Circle’s average 12-month price target at $127.24.
Vistra Stock Pops 4.8% as VST’s AI Power Trade Faces Its Next Test

Vistra Stock Pops 4.8% as VST’s AI Power Trade Faces Its Next Test

Vistra Corp. shares rose 4.8% to $164.35 Friday, outpacing major utility peers despite lighter trading volume. The company is set to report first-quarter results May 7 and hold its annual shareholder meeting April 29. Vistra has guided to 2026 adjusted EBITDA of $6.8–$7.6 billion, excluding Cogentrix. The stock remains 25% below its 52-week high.
IonQ, Inc.’s $1.8 Billion SkyWater Deal Hits FTC Delay as Quantum Stakes Rise

IonQ, Inc.’s $1.8 Billion SkyWater Deal Hits FTC Delay as Quantum Stakes Rise

The Federal Trade Commission issued a “Second Request” for more information on IonQ’s $1.8 billion acquisition of SkyWater Technology, pausing the merger review, according to a securities filing. IonQ and SkyWater said they still aim to close the deal by late 2026. IonQ shares closed Friday at $42.69, down 2.19%. The FTC request was made April 24.
BMW AG’s China Fight Just Got Harder as Neue Klasse EVs Take Beijing

BMW AG’s China Fight Just Got Harder as Neue Klasse EVs Take Beijing

26 April 2026
BMW unveiled China-specific electric models, the iX3 Long Wheelbase and i3 Long Wheelbase, at Auto China 2026 amid a 10% drop in its China sales for Q1. The new models, part of BMW’s Neue Klasse platform, offer up to 1,000 km range under China’s CLTC test. Chinese competitors Geely and Nio are intensifying pressure on German premium brands. The new 7 Series with Neue Klasse tech launches globally in July 2026.
D-Wave Quantum Stock Slides Before Q1 Earnings as Investors Look for Proof Behind the Rally

D-Wave Quantum Stock Slides Before Q1 Earnings as Investors Look for Proof Behind the Rally

D-Wave Quantum shares fell 4.3% to $18.49 Friday ahead of its May 12 first-quarter earnings report. The company previously reported $32.8 million in early-2026 bookings, surpassing its full-year 2025 total. CEO Alan Baratz and CFO John Markovich will discuss results and outlook on a call at 8 a.m. ET. Analyst Nehal Chokshi rated D-Wave Market Perform with a $22 target.
Horizon Quantum Holdings Ltd. Stock Faces a Big Test After 53 Million-Share Resale Filing

Horizon Quantum Holdings Ltd. Stock Faces a Big Test After 53 Million-Share Resale Filing

26 April 2026
Horizon Quantum Holdings filed to register the possible resale of nearly 53 million shares and 2.9 million warrants, equal to about 91.9% of its outstanding stock on a post-exercise basis. The move comes less than six weeks after its Nasdaq debut via a SPAC merger. Horizon’s shares last closed at $11.37, below the $11.50 warrant exercise price. First-quarter results are due May 5.
Xanadu Stock Rises After 294 Million-Share Filing: What Changes Now for XNDU

Xanadu Stock Rises After 294 Million-Share Filing: What Changes Now for XNDU

Xanadu Quantum Technologies’ U.S.-listed shares rose 7.28% to $30.95 Friday after a new registration statement signaled up to 293.7 million Class B shares could be resold by securityholders. The Toronto-based quantum computing firm, public for less than a month, reported 2025 revenue of $4.6 million and a net loss of $70.7 million. The registration statement is not yet effective.
Bank of America’s $16 Billion Oracle AI Data Center Deal Puts Wall Street’s AI Bet Under a Harsh Light

Bank of America’s $16 Billion Oracle AI Data Center Deal Puts Wall Street’s AI Bet Under a Harsh Light

Bank of America acted as structuring agent and financial advisor on a $16 billion financing for an Oracle-linked data center in Saline Township, Michigan. The bank sold $14 billion in bonds for the project, with Blackstone contributing $2 billion in equity. PIMCO bought about $10 billion of the bonds. Local opposition over power use and environmental impact continues.
Constellation Energy Stock Faces New Spotlight After Trump Bond Disclosure and AI Power Push

Constellation Energy Stock Faces New Spotlight After Trump Bond Disclosure and AI Power Push

26 April 2026
Donald Trump’s latest financial disclosure showed purchases of Constellation Energy corporate bonds in March, according to forms released Friday. Constellation shares closed at $313.53, up 7.1%, valuing the company near $98 billion. The company recently completed its Calpine acquisition, expanding its power capacity to 55 gigawatts. The disclosure did not specify exact bond purchase amounts.
Plug Power Stock Slips Again: Why PLUG’s May Earnings Test Now Matters

Plug Power Stock Slips Again: Why PLUG’s May Earnings Test Now Matters

Plug Power Inc. shares fell 1.26% to $3.14 on Friday, extending a two-day slide and leaving the stock 31% below its 52-week high. The company reported $5.5 million in positive gross profit for the fourth quarter and a 12.9% rise in 2025 revenue. Plug recently won a contract for a 275-megawatt electrolyzer system in Quebec and agreed to sell its Project Gateway site for at least $132.5 million.
US Stock Market Week Ahead: Why Wall Street’s Record Rally Faces Its Biggest Test This Week

US Stock Market Week Ahead: Why Wall Street’s Record Rally Faces Its Biggest Test This Week

Microsoft, Alphabet, Amazon, Meta, and Apple will report earnings this week as the Federal Reserve meets, with Jerome Powell possibly presiding over his final meeting as chair. Senator Thom Tillis said Sunday he would advance Kevin Warsh’s nomination to replace Powell after a Justice Department probe ended. The S&P 500 and Nasdaq closed at record highs Friday. Key inflation data is due Thursday.
COHR Stock Faces a May Test After CFO’s $702,000 Sale

COHR Stock Faces a May Test After CFO’s $702,000 Sale

26 April 2026
Coherent Corp CFO Sherri Luther sold 2,000 shares for $702,000 on April 22, according to an SEC filing. The sale comes ahead of Coherent’s fiscal third-quarter results, set for May 6. Coherent shares last traded at $336.09, below Luther’s sale price of $351. Nvidia invested $2 billion in Coherent in March, securing future access to laser and optical networking products.
Trump Media Shake-Up Deepens: DJT Board Adds Trump Allies as New CEO Gets Stock Grant

Trump Media Shake-Up Deepens: DJT Board Adds Trump Allies as New CEO Gets Stock Grant

26 April 2026
Trump Media disclosed interim CEO Kevin McGurn will earn $125,000 a month for nine months and receive 146,198 restricted stock units, according to a Friday filing. Meredith O’Rourke and Boris Epshteyn joined the board effective April 24. Devin Nunes has exited all roles, with separation terms including accelerated vesting of 96,721 RSUs. DJT shares last traded at $9.35.
AXT Stock Has a $632.5 Million Question: Can Its China Wafer Bet Keep Up With AI Demand?

AXT Stock Has a $632.5 Million Question: Can Its China Wafer Bet Keep Up With AI Demand?

AXT underwriters bought 1.28 million additional shares at $64.25 each, raising $82.5 million and bringing total gross proceeds to about $632.5 million. The funds will expand indium phosphide wafer capacity at Beijing Tongmei, its China-based subsidiary. AXT expects first-quarter revenue of $26–28 million and a net loss of up to $2.6 million. Shares closed at $76.16 on April 24.
Lightwave Logic Stock Drop Puts $51 Million Share-Sale Plan and AI Optics Push in Focus

Lightwave Logic Stock Drop Puts $51 Million Share-Sale Plan and AI Optics Push in Focus

Lightwave Logic shares fell 6.9% to $12.665 after expanding its stock-sale program to $51.4 million. The company reported 2025 net sales of $236,855 and a net loss of $20.3 million, with no significant commercial revenue expected before 2027. Lightwave has sold 8.08 million shares for $35 million under the program. Recent partnerships include GlobalFoundries and Tower Semiconductor for silicon photonics development.
Amkor Stock’s 7% Jump Raises the Bar for Q1 Earnings and AI Packaging Demand

Amkor Stock’s 7% Jump Raises the Bar for Q1 Earnings and AI Packaging Demand

Amkor Technology shares jumped 7.1% Friday to close at $78.10 ahead of Monday’s first-quarter earnings report. The company guided for Q1 net sales of $1.60–$1.70 billion and earnings of 18–28 cents a share, while Wall Street expects $1.63 billion and 23 cents. Amkor plans $2.5–$3.0 billion in 2026 capital spending, mainly for high-density fan-out packaging.
Infleqtion Stock Faces a Fresh Test After 30.5 Million-Share Shift by Early Backers

Infleqtion Stock Faces a Fresh Test After 30.5 Million-Share Shift by Early Backers

LCP Quantum-linked funds distributed over 30.5 million Infleqtion Inc. shares to investors, ending their status as 10% owners, according to a Friday filing. Infleqtion shares fell 5% to $13.27 after the move. The company, which went public in February, reported $32.5 million in 2025 revenue and a $35.3 million operating loss. Infleqtion recently won a $2 million DARPA contract for quantum software development.
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