Today: 1 May 2026

Marcin Frąckiewicz

CEO of TS2 Space and founder of TS2.tech. Expert in satellites, telecommunications, and emerging technologies, covering trends in space, AI, and connectivity.

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 01.05.2026

LIVEMarkets rolling coverageStarted: May 1, 2026, 12:00 AM EDTUpdated: May 1, 2026, 2:04 PM EDT Seaport Therapeutics Upsizes IPO to $255M, CEO Highlights New Biotech Pathway May 1, 2026, 2:02 PM EDT. Seaport Therapeutics raised $254.9 million in an upsized Nasdaq IPO, exceeding initial $180 million estimates. CEO Daphne Zohar highlighted a shift from traditional M&A (mergers and acquisitions) to public offerings, reflecting confidence in developing and marketing their depression drug pipeline independently. The company may raise an additional $38.2 million through underwriters' option. Zohar pointed to industry changes where biotech firms are now focusing on advancing medicines directly to
1 May 2026
Sandisk Stock Falls After Blowout Q3 Earnings as AI Storage Rally Hits a High Bar

Sandisk Stock Falls After Blowout Q3 Earnings as AI Storage Rally Hits a High Bar

Sandisk shares dropped about 6% in after-hours trading Thursday despite reporting fiscal Q3 revenue of $5.95 billion, up 251% from a year earlier, and net income of $3.62 billion. The company announced a $6 billion buyback and forecast Q4 revenue of up to $8.25 billion. Gross margin rose to 78.4%. Shares had closed at $1,096.51 before slipping to about $1,030.
1 May 2026
····
Apple Stock Slips After Earnings Beat as iPhone Supply Snag Clouds $100 Billion Buyback

Apple Stock Slips After Earnings Beat as iPhone Supply Snag Clouds $100 Billion Buyback

Apple reported fiscal Q2 revenue of $111.2 billion and earnings of $2.01 per share, beating analyst estimates. The board approved a $100 billion share buyback and raised the dividend. Shares fell about 1% after hours as iPhone sales missed forecasts and chip supply remained tight. Investors are watching for clarity on AI strategy and the upcoming CEO transition to John Ternus.
1 May 2026
····
Nvidia Stock Falls as Google and Amazon AI Chip Push Tests the AI Trade

Nvidia Stock Falls as Google and Amazon AI Chip Push Tests the AI Trade

Nvidia shares dropped 4.6% to $199.57 Thursday as investors reacted to Alphabet and Amazon expanding sales of their own AI chips. Alphabet reported Google Cloud revenue up 63% and began selling TPU chips directly to customers. AMD and Broadcom shares rose 5.1% and 3.0%, respectively. Amazon said its Trainium chip line secured $225 billion in revenue commitments.
30 April 2026
···
Nvidia Isn’t Over. But Marvell Is the Quiet AI Chip Name Analysts Can’t Ignore

Nvidia Isn’t Over. But Marvell Is the Quiet AI Chip Name Analysts Can’t Ignore

Marvell Technology shares rose about 3% Thursday after Big Tech firms signaled AI spending would exceed $700 billion this year. Nvidia slipped 1.6% but announced a $2 billion investment in Marvell and a partnership on AI infrastructure. Marvell reported record fiscal 2026 revenue of $8.2 billion, while Nvidia posted $215.9 billion for the year. Google is in talks with Marvell to develop two new AI chips.
30 April 2026
·····
Is the AI Stock Rally Over? 3 Warning Signs Investors Should Watch This Week

Is the AI Stock Rally Over? 3 Warning Signs Investors Should Watch This Week

Meta Platforms shares fell nearly 10% and Microsoft dropped over 3% Thursday as investors reacted to rising AI costs and capital spending, despite strong earnings. Alphabet gained almost 6% after Google Cloud posted its best growth quarter. Nvidia and other chip stocks also traded lower. Meta raised its 2026 capex forecast and is considering a major bond sale to fund AI infrastructure.
30 April 2026
·····
Australia Stock Market Today: ASX 200 Falls Again as Oil Shock, Woolworths Warning Hit Shares

Australia Stock Market Today: ASX 200 Falls Again as Oil Shock, Woolworths Warning Hit Shares

Australian shares fell for an eighth straight session Thursday, with the S&P/ASX 200 closing down 0.24% at 8,665.8 as miners and consumer staples dropped. The decline followed data showing annual inflation rose to 4.6% in March, above the Reserve Bank’s target. Woolworths shares slid up to 9.8% after warning on earnings. Oil prices hit a four-year high, lifting energy stocks 1.4%.
30 April 2026
···
FTSE 100 Today: Why UK Stocks Are Barely Moving as DCC, Unilever and the BoE Dominate London Trading

FTSE 100 Today: Why UK Stocks Are Barely Moving as DCC, Unilever and the BoE Dominate London Trading

The FTSE 100 rose 0.10% to 10,222.85 in early London trading, recovering after a 1.2% drop on Wednesday. DCC shares fell 5% after rejecting a £4.95 billion takeover bid from KKR and Energy Capital Partners. Unilever began a €1.5 billion share buyback and posted 3.8% underlying sales growth. Investors awaited the Bank of England’s rate decision, with no change expected.
30 April 2026
···········
US Stock Market Before the Open Today: Oil Shock, Fed Split and Big Tech Earnings Put AI Rally on Trial

US Stock Market Before the Open Today: Oil Shock, Fed Split and Big Tech Earnings Put AI Rally on Trial

U.S. stock futures fell early Thursday as Brent crude hit its highest level since March 2022, driven by concerns over U.S.-Iran tensions. The Federal Reserve left rates unchanged in its most divided vote since 1992, shifting focus to inflation risks. Alphabet and Amazon posted strong cloud earnings, while Meta’s increased spending highlighted pressure in the sector.
30 April 2026
······
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 30.04.2026

OCBC will pay a total dividend of S$0.58 per share in May, including a S$0.16 special dividend. UOB declared a final dividend of S$0.71 per share despite lower net interest income. ST Engineering reported higher revenue and profit, with a S$0.23 per share dividend. Jardine Matheson raised its annual dividend 4% to US$2.35 per share, payable mid-May.
30 April 2026
·
AI Stocks Today: Big Tech Earnings Just Put the Market’s Hottest Trade on Notice

AI Stocks Today: Big Tech Earnings Just Put the Market’s Hottest Trade on Notice

Alphabet shares jumped over 3% in after-hours trading Wednesday as Google Cloud revenue surged 63% to $20 billion. Meta, Amazon, and Microsoft fell, with Meta dropping more than 6% after raising its 2026 capital spending forecast for AI infrastructure. Amazon’s AWS revenue beat estimates but shares slipped. The four companies are expected to spend over $600 billion on AI infrastructure this year.
29 April 2026
········
South Africa Stock Market Today: JSE Slips as Rand Wobbles Before Fed Decision

South Africa Stock Market Today: JSE Slips as Rand Wobbles Before Fed Decision

The JSE All Share fell 0.28% and the Top 40 dropped 0.36% by late morning Wednesday as investors reduced risk ahead of the U.S. Federal Reserve decision. The rand weakened to 16.5550 per dollar, pressured by high oil prices and global uncertainty. Richemont, Gold Fields, and AngloGold Ashanti declined, while banks gained modestly. Canal+ confirmed plans to list in Johannesburg on June 3.
29 April 2026
·········
New Zealand Stock Market Today: NZX 50 Scrapes Out Gain as Fisher & Paykel Keeps Shares Afloat

New Zealand Stock Market Today: NZX 50 Scrapes Out Gain as Fisher & Paykel Keeps Shares Afloat

The S&P/NZX 50 closed up 0.05% at 12,770.30 on Wednesday, with Fisher & Paykel Healthcare rising 1.48% and providing most of the index’s support. Power stocks also gained, while travel and retail shares fell after Booking Holdings cut its annual revenue forecast. Trading volume reached 28.78 million shares. The index recovered from a 0.86% drop in the previous session.
29 April 2026
·····
Ireland Stock Market Today: ISEQ Climbs as Glanbia Surge Offsets Ryanair Warning

Ireland Stock Market Today: ISEQ Climbs as Glanbia Surge Offsets Ryanair Warning

Glanbia shares jumped 10.84% in Dublin on Wednesday after reporting a 7.2% rise in first-quarter like-for-like revenue, lifting the ISEQ All Share 0.59% to 12,358.83. The ISEQ 20 Capped gained 1.16%, while Ryanair fell 1.04% after CEO Michael O’Leary warned fares may stay flat due to Middle East conflict. The broader STOXX 600 slipped 0.3% as European markets lagged.
29 April 2026
Australia Stock Market Today: ASX 200 Falls Again as Inflation Shock Puts RBA Back in Focus

Australia Stock Market Today: ASX 200 Falls Again as Inflation Shock Puts RBA Back in Focus

Australia’s S&P/ASX 200 closed down 0.27% at 8,687 on Wednesday, its seventh straight loss and lowest in nearly four weeks, after inflation jumped to 4.6% in March. Traders cut the odds of a Reserve Bank rate hike next week to 71%. Utilities and energy stocks rose, while miners and banks slipped. Woodside Energy gained after reporting better-than-expected first-quarter revenue.
29 April 2026
·
India Stock Market Today: Sensex, Nifty Climb as Earnings Spark Buying, $110 Oil Keeps Traders on Edge

India Stock Market Today: Sensex, Nifty Climb as Earnings Spark Buying, $110 Oil Keeps Traders on Edge

Sensex closed about 600 points higher and Nifty held above 24,150 on Wednesday, led by gains in auto and FMCG stocks. The rally lost steam from earlier highs as Brent crude hovered near $111 a barrel and foreign outflows surpassed $20 billion for 2026. Maruti Suzuki rose 4.3% after its earnings call. Overseas selling remains heavy amid ongoing geopolitical tensions.
29 April 2026
···
FTSE 100 Falls Today as AstraZeneca and GSK Drag London Stocks Lower

FTSE 100 Falls Today as AstraZeneca and GSK Drag London Stocks Lower

The FTSE 100 fell 0.6% to 10,270.96 by mid-morning Wednesday, reversing gains from the previous session. AstraZeneca and GSK shares dropped despite beating profit forecasts, dragging the healthcare sector lower. Lloyds Banking Group posted a 33% rise in pre-tax profit but failed to lift sentiment. DCC shares surged on news of a takeover approach from Energy Capital Partners and KKR.
29 April 2026
···
1 2 3 … 370

Stock Market Today

  • Seaport Therapeutics Upsizes IPO to $255M, CEO Highlights New Biotech Pathway
    May 1, 2026, 2:02 PM EDT. Seaport Therapeutics raised $254.9 million in an upsized Nasdaq IPO, exceeding initial $180 million estimates. CEO Daphne Zohar highlighted a shift from traditional M&A (mergers and acquisitions) to public offerings, reflecting confidence in developing and marketing their depression drug pipeline independently. The company may raise an additional $38.2 million through underwriters' option. Zohar pointed to industry changes where biotech firms are now focusing on advancing medicines directly to patients, citing success stories like Karuna Therapeutics and Intra-Cellular Therapies. Seaport's board recently welcomed Sharon Mates, who led Intra-Cellular to a $1.5 billion drug launch before its J&J acquisition. This IPO signals renewals in the biotech public market despite recent Big Pharma dealmaking.

Latest article

Dow Jones Today: Why the Blue-Chip Rally Stalled as Apple, S&P 500 and Nasdaq Pushed Higher

Dow Jones Today: Why the Blue-Chip Rally Stalled as Apple, S&P 500 and Nasdaq Pushed Higher

1 May 2026
The Dow Jones Industrial Average fell 78.72 points to 49,573.42 by midday Friday, reversing an early rally as tariff concerns weighed on gains from Apple and other strong earnings reports. President Donald Trump announced a 25% tariff on EU-made cars and trucks starting next week. Apple reported quarterly revenue of $111.2 billion, up 17% year over year. Oil prices dropped after Iran sent a new negotiation proposal.
US Stock Market Today: Why the S&P 500 and Nasdaq Are Hitting Fresh Highs

US Stock Market Today: Why the S&P 500 and Nasdaq Are Hitting Fresh Highs

1 May 2026
The S&P 500 rose 0.48% and the Nasdaq 0.96% to record highs Friday, while the Dow slipped 0.11%. Apple shares climbed after reporting its strongest quarterly sales growth in over four years. Atlassian and other software stocks rallied on strong cloud demand. Exxon and Chevron beat profit estimates but cited pressure from Middle East conflict and volatile oil prices.
Recursion Pharmaceuticals Stock: Founder Chris Gibson to Leave Board as RXRX Nears Q1 Earnings

Recursion Pharmaceuticals Stock: Founder Chris Gibson to Leave Board as RXRX Nears Q1 Earnings

1 May 2026
Recursion Pharmaceuticals said founder and board chair Chris Gibson will not seek re-election at the June 17 annual meeting, months after stepping down as CEO. The company reports first-quarter results May 6, with investors watching for updates on cash, clinical progress, and its AI drug platform. Recursion last reported $753.9 million in cash and narrowed its quarterly net loss. Gibson will remain chair until his term ends.
Go toTop