US Stock Market Today: Live Updates 26.04.2026
LIVEMarkets rolling coverageStarted: April 26, 2026, 12:00 AM EDTUpdated: April 26, 2026, 7:01 AM EDT Industrials
Lockheed Martin Gets Golden Dome Opening as Profit Worries Bite
Lockheed Martin was named among firms awarded up to $3.2 billion for President Trump’s Golden Dome space-based missile interceptor plan, Space Systems Command said. The company reported weaker first-quarter results, with $18
Altria Stock Faces a Crucial Earnings Test as Marlboro Maker’s Smoke-Free Bet Nears Judgment Day
Altria shares closed at $66.88 Friday, valuing the company at about $114.9 billion ahead of first-quarter results due April 30. CEO Billy Gifford retires May 14, with CFO Sal Mancuso set to succeed him. Analysts expect Q1 earnings of $1.25 a share on $4.58 billion revenue. Altria’s smokeable-products revenue fell 1.6% in 2025 as U.S. cigarette volumes declined.
AGNC Investment Stock Gets Fresh Wall Street Nudge Before Its $0.12 Dividend Date
AGNC Investment shares closed at $11.02 Friday, up 1.47%, after UBS raised its price target and RBC trimmed its target but kept an outperform rating. The company’s tangible book value fell 5.6% in Q1 to $8.38 per share amid mortgage-market volatility. AGNC’s next $0.12 monthly dividend goes ex-dividend April 30. Net spread and dollar roll income rose to 42 cents per share for the quarter.
Cisco Systems’ Quantum Switch Push Puts Networking Giant in Race for the Next Internet
Cisco unveiled a prototype quantum switch designed to connect different types of quantum computers and sensors over standard telecom fiber at room temperature. The company said tests showed the device preserved quantum information with average degradation of 4% or less. The switch remains a prototype, with broad quantum networks still years away. Cisco shares last traded at $89.01, valuing the firm at about $354.6 billion.
UPS Customers Are Waiting on Tariff Refunds. Congress Wants Answers Now
House Democrats have asked UPS CEO Carol Tomé to explain how tariff refunds from the U.S. government will reach customers, following a Supreme Court ruling that invalidated certain tariffs. UPS says it will seek refunds as importer of record and reimburse customers once funds are received, but has not disclosed the amount. Lawmakers want written answers by May 22. FedEx and DHL face similar questions.
Hawaiian Airlines Is Now oneworld — and Alaska’s Takeover Is Showing Up at the Gate
Hawaiian Airlines joined the oneworld alliance this week and switched to Alaska Airlines’ Sabre reservations system, making Alaska’s acquisition more visible to travelers. All Hawaiian flights now use Alaska’s “AS” code, and loyalty benefits extend across oneworld’s 14 other airlines. Passengers can manage trips in a single app and use shared airport lobbies. Hawaiian’s flight-number transition took effect April 21.
Intuit Stock Rebounds After AI Selloff as TurboTax Owner Nears Earnings Test
Intuit shares rose 3.3% to $395.95 on Friday, recovering part of Thursday’s AI-driven losses. The company’s fiscal third-quarter results, covering the peak U.S. tax season, are due after April 30. Investors are watching TurboTax and QuickBooks growth as AI competition pressures software valuations. Intuit forecasts about 10% revenue growth and non-GAAP EPS of $12.45 to $12.51 for the quarter.
Intuitive Surgical Stock Rebounds As Da Vinci Robot Demand Gives ISRG Bulls A Fresh Test
Intuitive Surgical shares climbed to $482.22 on April 24 after the company raised its 2026 growth outlook and reported a 23% jump in first-quarter revenue to $2.77 billion. The firm placed 431 da Vinci systems in the quarter and now expects 2026 procedure growth of 13.5% to 15.5%. U.S. bariatric procedures fell 10%, while China and Japan saw slower growth. Competition from Johnson & Johnson and Medtronic is increasing.
Ciena Stock Gets a BlackRock Filing as the AI Networking Trade Heats Up
BlackRock disclosed ownership of 11.27 million Ciena shares, or 8% of the company, in an amended SEC filing Friday. Ciena stock traded at $520.80 after hitting $527.63 intraday, giving the company a $75.9 billion market value. The filing stated BlackRock’s stake was not intended to influence control.
Why Eaton Corporation plc Stock Is Sitting Near Highs Before a Big AI Power Test
Eaton Corporation shares closed at $423.92 Friday after hitting a 52-week high of $432.34. Shareholders approved all six proposals at the April 22 annual meeting, according to a Thursday SEC filing. First-quarter results are due before the market opens May 5. Eaton’s market value stands at about $164.5 billion.
Home Depot’s $4.3 Million Markdown Case Puts Retail Controls Back in Focus
A former Home Depot manager in Miami-Dade County, Mauricio Jimenez, was released on bond after being charged with grand theft and organized fraud in a markdown scheme that allegedly cost the retailer $4.3 million. Authorities say Jimenez approved unauthorized discounts on over 4,500 orders from December 2023 to April 2026. Investigators found no evidence of kickbacks. Home Depot declined to comment.
Costco Wholesale’s Tariff Refund Fight Just Got Harder as Shoppers Seek Payback
House Democrats have asked Costco and other major retailers to detail how any Trump-era tariff refunds will benefit consumers, as U.S. Customs and Border Protection begins processing claims under a new CAPE system. Costco and FedEx have sued to preserve refund rights, while a customer has filed a class action demanding refunds be returned to shoppers. Costco shares last traded at $1,011.15.
Palo Alto Networks Stock Jumps as AI Cyber Fears Become Its Next Big Test
Palo Alto Networks shares closed up 3.08% at $178.54 on Friday, outpacing cybersecurity peers after Japan announced a financial-sector cybersecurity task force over concerns tied to Anthropic’s Mythos AI model. The company continues heavy spending on acquisitions and integration, aiming to capture demand from large organizations worried about AI-driven cyber threats.
Cameco Corporation Stock Faces a May 5 Test After Friday’s Uranium Pullback
Cameco’s U.S.-listed shares fell $1.70 to $122.15 Friday, while Toronto shares dropped C$2.45 to C$167.02. The uranium producer will report first-quarter results before markets open May 5, with an executive call set for 8:00 a.m. Eastern. Other uranium stocks, including NexGen Energy and Uranium Energy, also declined in U.S. trading. Cameco produced 21 million pounds of uranium in 2025 and delivered 33 million pounds.
Cleveland-Cliffs Stock Snaps Back as Steel Turnaround Gets One More Test
Cleveland-Cliffs shares jumped 7.37% to $9.76 Friday after reporting a first-quarter net loss of $229 million and revenue of $4.9 billion. Investors bought 61,622 call options, 42% above average volume. Steel shipments slipped 1% to 4.108 million tons, while average selling price rose to $1,048 per ton. Management expects higher shipments and prices in the second quarter.
PayPal Holdings Stock Gets a Pre-Earnings Lift, But Truist’s Sell Call Keeps Pressure On
PayPal shares climbed 1.47% to $50.48 on April 24 after Truist raised its price target to $45 but kept a Sell rating, leaving the target below market price. The move comes ahead of PayPal’s May 5 earnings call, the first since Enrique Lores became CEO. Investors remain focused on branded checkout growth and competition from Apple and Google. PayPal reported 7% growth in peer-to-peer volume for 2025.
Kraft Heinz Stock Gets Fresh Dividend Cut Warning Ahead of May 6 Earnings
BofA Securities placed Kraft Heinz in a higher-risk group for dividend cuts, and Morgan Stanley lowered its price target to $22. Shares have dropped over 40% in three years amid falling demand, cost pressures, and the impact of GLP-1 drugs. Kraft Heinz posted a $4.7 billion operating loss for 2025 and expects organic net sales to fall up to 3.5% in 2026. First-quarter results are due May 6.
Realty Income Stock Just Stumbled Before Earnings. The Dividend Test Comes Next
Realty Income Corp. shares dropped 1.17% to $63.33 on Friday, underperforming real estate peers ahead of its May 6 first-quarter earnings release. The company declared a $0.2705 per share monthly dividend, payable May 15. Realty Income reported 2025 AFFO of $4.28 per share and guided 2026 AFFO to $4.38–$4.42. In March, Apollo funds agreed to invest $1 billion for a 49% stake in a joint venture.
Conagra Brands Stock Faces a 9% Dividend Test After Its Slide Deepens
Conagra Brands’ shares closed Friday at $14.17, near a 52-week low, as BofA Securities warned its dividend is among the most at risk for cuts in the packaged-food sector. The company’s board approved a 35-cent quarterly dividend payable June 3, with April 30 as the record date. Conagra’s payout ratio stands above 80%, and net sales fell 1.9% last quarter. New CEO John Brase takes over June 1.
Enbridge Just Got a C$4 Billion Pipeline Green Light. Here’s Why It Matters Now
Canada approved Enbridge’s C$4 billion Sunrise Expansion in British Columbia, marking the first major pipeline approval under Prime Minister Mark Carney. The project will add 300 million cubic feet per day to Enbridge’s Westcoast gas network, with construction set for July 2026 and service targeted for late 2028. Enbridge shares rose 1.3% on the news. The federal government projects over C$3 billion in GDP impact and 2,500 construction jobs.
Buffett Is Off the Stage. Berkshire Hathaway’s Greg Abel Now Has to Answer
Greg Abel will lead his first Berkshire Hathaway annual meeting as CEO on May 2, following Warren Buffett’s retirement. Berkshire shares have fallen 14% since Buffett’s exit, while the S&P 500 rose 26%. Investors are pressing Abel on plans for the company’s $373 billion cash pile and recent underperformance. Buffett will attend but not speak, saying, “Greg will be the decider.”
Enterprise Products Partners Stock Heads Into a Big Week as Dividend Clock Ticks
Enterprise Products Partners closed at $38.00 Friday, ahead of first-quarter results due Tuesday and a $0.55 per-unit payout set for May 14. The company repurchased $116 million in units last quarter. Analysts expect earnings of 71 cents per unit and revenue of $13.2 billion. Market consensus rates the stock a “Moderate Buy” with an average target of $38.27.
Coca-Cola Stock Faces a Big Week as World Cup Push Meets Earnings Test
Coca-Cola will report first-quarter results on April 28, with investors watching for signs of demand after years of price hikes. Arca Continental, a major Latin American bottler, posted a 2% volume gain despite Mexico’s new sugary-drink tax. Coca-Cola shares closed Friday at $76.63, up 0.46%. The company launched a new Powerade World Cup campaign this week.
3M Stock Rises After Profit Beat as Oil Costs Test 2026 Turnaround
3M shares rose 0.79% to $145.99 Friday after first-quarter adjusted earnings beat estimates at $2.14 a share on $6.0 billion in sales. The company warned of a $125 million annual oil-cost hit but kept its 2026 earnings forecast unchanged. Safety and industrial sales climbed 3.2%, while consumer sales dropped 1.3%. 3M completed the sale of its precision grinding and finishing business in April.
Uranium Energy Corp Stock Slides 6% as New U.S. Uranium Mine Becomes the Real Test
Uranium Energy Corp. shares fell 6% to $14.05 Friday as uranium stocks retreated, despite the company starting production at its Burke Hollow mine in Texas earlier this month. Energy Fuels, Cameco, and NexGen Energy also declined. UEC reported $20.2 million in uranium sales last quarter and ended with $818 million in liquid assets and no debt. The company is expanding operations in Texas and Wyoming.
US Stock Market This Week: S&P 500, Nasdaq Hit Records as Intel Sparks AI Rally
The S&P 500 and Nasdaq closed at record highs Friday, lifted by a surge in chip stocks after Intel’s strong forecast. The Dow slipped 0.16%. Intel’s revenue and outlook beat estimates, sending its shares and peers like AMD and Nvidia sharply higher. IBM and ServiceNow weighed on software stocks, highlighting uneven performance across sectors.
Sirius XM Holdings Inc. Deal Talks With iHeartMedia Could Reshape U.S. Audio Market
SiriusXM is in early merger talks with iHeartMedia, Bloomberg reported Friday, potentially combining the largest U.S. satellite-radio and broadcast-radio companies. SiriusXM shares fell nearly 5% while iHeartMedia surged 35% on deal speculation. Both firms declined to comment. SiriusXM reports first-quarter results April 30, with investors watching subscriber and ad trends.
Shake Shack Stock Gets a Fresh Wall Street Boost Before Earnings. Here’s What Changed
Guggenheim initiated Shake Shack at Buy with a $120 price target, citing margin upside and expansion potential. Shares rose 5.6% to $103.02. The call comes ahead of Shake Shack’s May 7 earnings report, with recent data showing first-quarter visits up nearly 20% year-over-year. JPMorgan raised its target to $100 but kept a Neutral rating, reflecting mixed analyst sentiment.
CRISPR Therapeutics Stock Just Lost 12%: What Casgevy Must Prove Next
CRISPR Therapeutics shares fell 11.6% Friday, closing at $48.79 with no new company disclosures. The company reported $116 million in 2025 Casgevy revenue and ended the year with $1.98 billion in cash. A June 4 shareholder meeting will vote on expanding the capital band and carrying forward a CHF 1.89 billion net loss. In March, CRISPR raised $536.3 million from a convertible notes offering.
Intellia Therapeutics Stock Jumps After Hours Ahead of First Phase 3 In Vivo CRISPR Readout
Intellia Therapeutics will release Phase 3 data Monday from its HAELO trial of lonvoguran ziclumeran, an in vivo CRISPR gene-editing therapy for hereditary angioedema. The study enrolled 80 patients, testing a single 50 mg infusion against placebo. Intellia shares rose 19.3% after hours Friday ahead of the announcement. The company ended 2025 with $605.1 million in cash and expects it to last into late 2027.
Rivian’s R2 Moment Is Here, and Traders Are Betting the Next Move Could Be Sharp
Rivian has begun production of its R2 SUV at its Illinois plant, days before reporting first-quarter results on April 30. The new model targets a lower price point, with the base version set to launch around $45,000 in 2027. Options traders are bracing for a sharp move in the stock, which last traded near $16.50. A recent tornado damaged part of the factory roof, but Rivian said production plans remain unchanged.
eBay Inc. Stock Slides 5% as Depop Deal Faces UK Test Before Earnings
eBay shares fell 5.3% to $97.94 on Friday amid heightened regulatory scrutiny of its planned $1.2 billion Depop acquisition and ahead of its April 29 earnings call. Britain’s Competition and Markets Authority opened a merger file on April 23 but has not launched a formal investigation. Trading volume exceeded recent averages. Amazon shares rose 3.5% the same day.
Deere Stock Tumbles Before Earnings as Wall Street Tests John Deere’s 2026 Rebound
Deere & Company shares dropped 4.95% to $562.64 on Friday, underperforming peers ahead of its May 21 earnings report. Analysts expect quarterly EPS of $5.81, down 12.5% from last year, citing weak large-farm machinery demand. Deere forecasts fiscal 2026 net income of $4.5–$5 billion but faces a $1.2 billion tariff hit and lower U.S. farm income. The company settled “right to repair” litigation this month.
The Trade Desk Stock Just Got a Short-Squeeze Signal. Earnings Could Decide the Next Move
The Trade Desk shares closed at $23.97 Friday, up 5.97%, after S3 Partners reported a 50% jump in short interest in March. The company faces squeeze risk ahead of its May 7 earnings report, with investors watching for updates on ad spending and competition from Google and Amazon. Publicis recently flagged concerns over an audit, which The Trade Desk disputes.
X-Energy Stock Jumps in Nasdaq Debut as $1 Billion Nuclear IPO Tests AI Power Boom
X-Energy’s Class A shares closed at $29.20 in their Nasdaq debut Friday, up nearly 27% from the $23 IPO price. The Amazon-backed nuclear developer raised about $1.02 billion in the offering, giving it a valuation near $11.9 billion. The company is developing small modular reactors but remains years from commercial deployment.