Today: 1 May 2026

Michał Rogucki

Macquarie Group share price slides again as oil shock grips markets — what MQG investors watch next

Macquarie Group share price slides again as oil shock grips markets — what MQG investors watch next

Macquarie Group shares fell 1.6% to A$196.71 in Sydney, extending losses after a 6.4% drop, as oil prices rose on Middle East supply fears. The S&P/ASX 200 closed down 1.34%, while volatility hit a three-month high. Brent crude climbed 2.2% to $79.44 a barrel amid concerns over the U.S.-Israeli conflict with Iran. Macquarie made no announcements Tuesday, leaving shares exposed to global market swings.
3 March 2026
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NIQ stock flat in premarket after Needham trims target as 2026 margin plan takes focus

NIQ stock flat in premarket after Needham trims target as 2026 margin plan takes focus

NIQ Global Intelligence shares held at $13.33 premarket after Needham cut its price target to $21, citing lower sector multiples, but kept a Buy rating. The stock remains below its $21 IPO price from July 2025. NIQ reported Q4 revenue of $1.139 billion and full-year revenue of $4.198 billion, with an adjusted EBITDA margin of 25.4% in the quarter. Management will speak at the Bank of America Information Services Conference on March 12.
2 March 2026
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Gold jumps on U.S.-Israel strikes on Iran, oil surges and markets brace for spillover

Gold jumps on U.S.-Israel strikes on Iran, oil surges and markets brace for spillover

Spot gold jumped 2% to $5,384.41 an ounce after U.S. and Israeli strikes on Iran, nearing record highs as investors sought safety. Oil surged, with Brent crude up 9% at $78.90 a barrel, while global stocks fell. Iran fired missiles and drones at Israel and Gulf states; Israel expanded strikes to Lebanon. Investors are watching U.S. jobs data for signals on Federal Reserve policy.
2 March 2026
Sasol share price jumps as oil spike shakes markets — what JSE investors watch next

Sasol share price jumps as oil spike shakes markets — what JSE investors watch next

Sasol shares jumped 5.6% in Johannesburg on Monday, following a 16% surge Friday, as Brent crude hit a 13-month high amid the Iran conflict. The stock reached a 52-week high of 163.55 rand before easing. The rand weakened 1.4% against the dollar. An arbitrator ruled against Sasol in an ethylene pricing dispute with KAP’s Safripol unit, with Sasol considering a court review.
2 March 2026
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BioCryst (BCRX) stock price dips premarket as new navenibart HAE data lands; Cowen talk next

BioCryst (BCRX) stock price dips premarket as new navenibart HAE data lands; Cowen talk next

BioCryst Pharmaceuticals shares fell 2.9% to $8.50 premarket Monday after new clinical data on its hereditary angioedema drug pipeline. Interim results from the ALPHA-SOLAR study showed navenibart reduced mean monthly HAE attacks by 91% among 29 patients, with one discontinuation due to cancer. The company reaffirmed 2026 revenue guidance for ORLADEYO and expects a Phase 3 navenibart filing by late 2027.
2 March 2026
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Block stock price dips in premarket after AI-layoff rally — what traders watch next

Block stock price dips in premarket after AI-layoff rally — what traders watch next

Block shares dropped 3.3% to $61.57 in premarket trading Monday, following a 16.8% surge Friday after the company announced over 4,000 job cuts and raised its 2026 profit growth outlook. Morgan Stanley upgraded the stock to “Overweight” with a $93 target, citing AI-driven profitability, while analysts remained divided on long-term effects. U.S. stock index futures also fell over 1% amid broader market caution.
2 March 2026
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Dentsply Sirona stock slips in premarket as Mizuho hikes target to $16

Dentsply Sirona stock slips in premarket as Mizuho hikes target to $16

Dentsply Sirona (XRAY.O) dropped 2.5% to $14.31 in premarket trading Monday after a 15.5% surge Friday. Mizuho and other analysts raised price targets following fourth-quarter results, but Mizuho cut earnings estimates and flagged higher R&D spending. The company scrapped its dividend and launched a $120 million restructuring plan. Broader U.S. markets fell as investors grew cautious amid Middle East tensions.
2 March 2026
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AAOI stock jumps again before the bell as Applied Optoelectronics rally rolls on

AAOI stock jumps again before the bell as Applied Optoelectronics rally rolls on

Applied Optoelectronics shares jumped 15.6% to $97.40 in premarket trading Monday after a 56.9% surge Friday. The company reported record Q4 revenue of $134.3 million but a net loss of $2 million, and forecast Q1 revenue of $150–$165 million. New SEC filings detail a $250 million at-the-market share sale program and a long-term Houston lease for expanded capacity.
2 March 2026
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FIGS stock in focus: shares steady after Friday surge, tariffs and 2026 outlook back in play

FIGS stock in focus: shares steady after Friday surge, tariffs and 2026 outlook back in play

FIGS shares surged 23.9% Friday to $15.45 after reporting Q4 net revenue up 33% to $201.9 million and net income of $18.5 million. The company expects 2026 revenue growth of 10% to 12% but flagged tariff pressures and a lower gross margin. Shares held near $15.40 in after-hours trading. Investors await management’s March 4 conference appearance for further details.
2 March 2026
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Warner Bros Discovery stock in focus before the bell as Netflix’s Sarandos puts $27.75 cap on bid

Warner Bros Discovery stock in focus before the bell as Netflix’s Sarandos puts $27.75 cap on bid

Netflix co-CEO Ted Sarandos said the company exited Warner Bros. Discovery talks over price, not politics, citing a $27.75 per share limit. WBD closed Friday at $28.17, below Paramount Skydance’s $31.00 cash offer. California’s attorney general has opened an investigation into the proposed merger. Paramount will discuss the deal on a Monday morning call.
2 March 2026
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Three firms just disclosed fresh Apple stock stakes — here’s what the filings show

Three firms just disclosed fresh Apple stock stakes — here’s what the filings show

Strategic Advisors LLC raised its Apple Inc stake to 202,992 shares worth $51.7 million in the third quarter, making Apple its largest holding, regulatory filings showed. AE Wealth Management and Citizens Financial Group also boosted their Apple positions, while AlphaQuest LLC and Kapitalo Investimentos opened new stakes. Apple shares last traded at $264.18, valuing the company at about $4.05 trillion.
2 March 2026
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Stock Market Today

  • SBA Communications (SBAC) Gains Momentum Amid Mixed Valuation Signals
    April 30, 2026, 11:19 PM EDT. SBA Communications (SBAC) surged 28.5% in 30 days and 20.1% over 3 months, recovering from a 6.1% decline over the past year. Trading near $221, the stock is slightly undervalued with a fair value estimate of $228.70 based on long-term earnings projections. Analysts forecast earnings of $943.5 million by 2029, down from $1.1 billion today, amid cautious views on telecom consolidation and SBA's $12.6 billion debt load. Despite recent gains, risks like refinancing pressure and industry dynamics persist. Investors are advised to weigh these factors alongside SBA's momentum and consider a broader search for infrastructure stocks to diversify their portfolio.

Latest article

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

1 May 2026
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.
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

1 May 2026
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.
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

30 April 2026
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.
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