Today: 4 May 2026

US Stock Market Today: S&P 500 Near Record as Santa Rally Watch Begins; AI Stocks Rebound and 2026 Forecasts Split

US Stock Market Today: S&P 500 Near Record as Santa Rally Watch Begins; AI Stocks Rebound and 2026 Forecasts Split

The S&P 500 rose 0.9% to 6,834.50 Friday, led by gains in technology and AI-linked stocks. For the week, the S&P 500 edged up 0.1% and the Nasdaq gained 0.5%, while the Dow and Russell 2000 slipped. Oracle and Micron surged on company news, while Nike dropped after a weak sales outlook. The 10-year Treasury yield climbed to about 4.15% as investors tracked global rate moves.
20 December 2025
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Dow Jones Index Outlook (Dec. 20, 2025): DJIA Ends Week at 48,134 as AI Rebound Returns and Santa Rally Watch Begins

Dow Jones Index Outlook (Dec. 20, 2025): DJIA Ends Week at 48,134 as AI Rebound Returns and Santa Rally Watch Begins

The Dow Jones Industrial Average closed at 48,134.89 on Friday, up 183.04 points, but ended the week down about 0.7%. For 2025, the Dow is up roughly 13%. Friday’s gains followed rebounds in AI-linked stocks like Micron and Nvidia, and a more than 3% rise in Boeing after a JPMorgan analyst raised its price target.
20 December 2025
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Citigroup Stock (NYSE: C) Hits a New 52‑Week High as Regulatory Pressure Eases: Today’s News, Analyst Forecasts, and What Comes Next (Dec. 20, 2025)

Citigroup Stock (NYSE: C) Hits a New 52‑Week High as Regulatory Pressure Eases: Today’s News, Analyst Forecasts, and What Comes Next (Dec. 20, 2025)

Citigroup shares closed at $114.86 on Dec. 19, hitting a new 52-week high on heavy volume. The move followed news that the Federal Reserve ended certain risk-control notices and the OCC withdrew a 2024 amendment to Citi’s 2020 consent order. Trading volume reached 33.6 million shares, far above average levels. U.S. markets are closed Dec. 20.
20 December 2025
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Home Depot Stock (HD) News Today: Price, 2026 Outlook, Analyst Forecasts, and Key Risks as of December 20, 2025

Home Depot Stock (HD) News Today: Price, 2026 Outlook, Analyst Forecasts, and Key Risks as of December 20, 2025

Home Depot shares closed at $345 on December 20, down 2.81% from the prior session and about 19% below their September high. The company reaffirmed 2025 guidance but issued a cautious 2026 outlook at its December investor conference, projecting flat to modest growth and an EPS increase of up to 4%. Analyst expectations remain higher than management’s forecasts.
20 December 2025
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Qualcomm Stock (QCOM) News, Forecasts and Analysis for December 20, 2025: Alphawave Semi Deal, Insider Sales, and the 2026 Outlook

Qualcomm Stock (QCOM) News, Forecasts and Analysis for December 20, 2025: Alphawave Semi Deal, Insider Sales, and the 2026 Outlook

Qualcomm closed at $175.25 on Friday, up 0.61%, and ticked higher to $175.75 after hours. The company’s $2.4 billion Alphawave Semi acquisition drew attention as it moves further into data center infrastructure. Shares have traded between $120.80 and $205.95 over the past year. KMG Fiduciary Partners raised its stake by 3.1% in Q3.
20 December 2025
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Johnson & Johnson Stock JNJ: Talc Verdict, Drug Pricing Pressure, and the 2026 Forecast as of Dec. 20, 2025

Johnson & Johnson Stock JNJ: Talc Verdict, Drug Pricing Pressure, and the 2026 Forecast as of Dec. 20, 2025

A Minnesota jury awarded $65.5 million to a plaintiff who said Johnson & Johnson’s talc products caused mesothelioma, with J&J vowing to appeal. JNJ shares last traded at $206.37, down 0.9% from the prior close and about 3.6% below their December 15 record. Over 67,000 plaintiffs are suing J&J over similar claims. The company declared a $1.30 quarterly dividend for Q4 2025.
20 December 2025
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Exxon Mobil Stock (XOM) Today: 2030 Plan Upgrade, Buyback Outlook and Analyst Forecasts as Oil Slips Below $60

Exxon Mobil Stock (XOM) Today: 2030 Plan Upgrade, Buyback Outlook and Analyst Forecasts as Oil Slips Below $60

Exxon Mobil closed at $116.69 on December 19, 2025, after a volatile week as oil prices hovered near multi-year lows, with Brent at $60.47 and WTI at $56.66 per barrel. The company raised its 2030 earnings and cash flow targets without increasing capex. CFO Kathy Mikells will retire in February, with Neil Hansen set to replace her. Exxon is also eyeing Lukoil’s international assets amid ongoing sanctions.
20 December 2025
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Salesforce (CRM) Stock News and Forecasts on Dec. 20, 2025: Agentforce AI Momentum, Qualified Acquisition, and Wall Street Price Targets

Salesforce (CRM) Stock News and Forecasts on Dec. 20, 2025: Agentforce AI Momentum, Qualified Acquisition, and Wall Street Price Targets

Salesforce shares closed at $259.91 on Dec. 19, up 0.8%, with about 20.7 million shares traded. The stock remains far below its 52-week high, as investors weigh AI growth prospects against weak SaaS sentiment. Q3 FY2026 revenue rose 9% to $10.3 billion, with Agentforce + Data 360 annual recurring revenue up 114% to $1.4 billion. Salesforce raised its full-year revenue outlook to $41.45–$41.55 billion.
20 December 2025
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AppLovin (APP) Stock Update Dec. 20, 2025: Why Shares Are Surging, Fresh Analyst Targets, and the Next Catalysts

AppLovin (APP) Stock Update Dec. 20, 2025: Why Shares Are Surging, Fresh Analyst Targets, and the Next Catalysts

AppLovin shares closed at $721.37 on Dec. 19, up 3.9%, with after-hours quotes near $725. The stock trades near its 52-week high, with a market cap of about $234 billion. Analysts at Wedbush and Bank of America reiterated bullish ratings and raised price targets, citing mobile gaming ad gains and e-commerce growth. A Form 4 filing shows Chief Accounting Officer Victoria Valenzuela contributed 7,609 shares to an exchange fund.
20 December 2025
CoreWeave (CRWV) Stock News and Forecasts for Dec. 20, 2025: DOE “Genesis Mission” Boosts Shares as Analysts Debate AI Data-Center Risks

CoreWeave (CRWV) Stock News and Forecasts for Dec. 20, 2025: DOE “Genesis Mission” Boosts Shares as Analysts Debate AI Data-Center Risks

CoreWeave shares jumped 22% to $83 at Friday’s close, partially rebounding from a recent selloff. The move followed news that the company was named as a participant in the U.S. Department of Energy’s Genesis Mission and Citigroup resumed coverage with a Buy rating but lowered its price target.
20 December 2025
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Lamb Weston (LW) Stock Plunges After Earnings Beat: Margin Pressure, 2026 Outlook, and Analyst Forecasts as of Dec. 20, 2025

Lamb Weston (LW) Stock Plunges After Earnings Beat: Margin Pressure, 2026 Outlook, and Analyst Forecasts as of Dec. 20, 2025

Lamb Weston shares plunged nearly 26% Friday after management warned of continued discounting and higher international costs despite beating Q2 FY2026 earnings expectations. Net sales rose 1% to $1.618 billion, with an 8% volume gain offset by an 8% drop in price/mix. The company said margin pressure may persist into the second half of the year.
20 December 2025
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Disc Medicine (NASDAQ: IRON) Stock Drops on FDA Voucher Speculation: Latest News, Analyst Forecasts, and What Investors Watch Next

Disc Medicine (NASDAQ: IRON) Stock Drops on FDA Voucher Speculation: Latest News, Analyst Forecasts, and What Investors Watch Next

Disc Medicine (NASDAQ: IRON) shares fell 11.5% to $80.04 on Dec. 20, 2025, after a STAT News report raised doubts about the effectiveness of its lead drug bitopertin and the FDA’s fast-track voucher process. The stock traded between $71.46 and $94.60 on heavy volume after Truist Securities cited the report, fueling concerns about the viability of accelerated approval.
20 December 2025
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Intel Stock News Today (Dec. 20, 2025): Nvidia’s $5B Deal Clears, Intel Foundry Hits a Key 14A Milestone, and What Wall Street Forecasts for INTC

Intel Stock News Today (Dec. 20, 2025): Nvidia’s $5B Deal Clears, Intel Foundry Hits a Key 14A Milestone, and What Wall Street Forecasts for INTC

U.S. antitrust agencies have cleared Nvidia’s investment in Intel, removing a major regulatory hurdle for the partnership, according to the FTC. Intel shares traded near $36.82 early Saturday, with heavier-than-normal volume. The Nvidia deal is seen as a reputational boost for Intel, but investors remain focused on execution and foundry progress.
20 December 2025
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Applied Digital Corporation Stock (APLD): Latest News, Earnings Outlook, Analyst Forecasts, and Key Risks as of Dec. 20, 2025

Applied Digital Corporation Stock (APLD): Latest News, Earnings Outlook, Analyst Forecasts, and Key Risks as of Dec. 20, 2025

Applied Digital shares jumped 16.53% to $27.85 on Friday, Dec. 19, rebounding after a midweek drop tied to debt concerns in the AI data center sector. The rally followed news of a $100 million development loan facility with Macquarie Group and renewed optimism in AI infrastructure stocks after Micron’s results.
20 December 2025
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Eli Lilly (LLY) Stock Outlook on Dec. 20, 2025: Orforglipron Pill Data, Price Cuts, and 2026 Forecasts Put the $1 Trillion Drugmaker Back in Focus

Eli Lilly (LLY) Stock Outlook on Dec. 20, 2025: Orforglipron Pill Data, Price Cuts, and 2026 Forecasts Put the $1 Trillion Drugmaker Back in Focus

Eli Lilly shares closed at $1,071.44 on Dec. 19, near record highs, after reporting positive Phase 3 results for its oral weight-loss drug orforglipron. The company also cut prices on Zepbound and Mounjaro in the U.S. and Canada. Lilly’s market value surpassed $1 trillion this year amid growing demand for obesity and cardiometabolic treatments.
20 December 2025
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BioMarin (BMRN) Stock Surges on $4.8B Amicus Deal: Latest News, Analyst Forecasts, and What to Watch Next (Dec. 20, 2025)

BioMarin (BMRN) Stock Surges on $4.8B Amicus Deal: Latest News, Analyst Forecasts, and What to Watch Next (Dec. 20, 2025)

BioMarin shares jumped 17.7% to $61.15 Friday after announcing a $4.8 billion all-cash deal to acquire Amicus Therapeutics at $14.50 per share. The acquisition adds two marketed rare-disease drugs and a Phase 3 asset, and resolves U.S. patent litigation over Galafold, delaying generic entry to 2037. BioMarin expects the deal to close in Q2 2026 and be accretive to earnings within a year.
20 December 2025
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Stock Market Today

  • Bloom Energy Stock Valuation Diverges Amid Strong Share Price Rally
    May 3, 2026, 8:36 PM EDT. Bloom Energy (BE) shares surged 114.2% in the past month and 194.38% year to date, spotlighting its volatile valuation. The stock trades around a 22.7% discount to one intrinsic value estimate but contrasts sharply with a popular narrative valuing it at just $111.18, suggesting it is 161.3% overvalued. This discrepancy stems from differing assumptions on growth, profitability, and risks such as fuel cell regulation and competition from zero-emission rivals. Meanwhile, a discounted cash flow (DCF) model estimates fair value at $375.59, implying the stock trades at a discount to projected cash flows. This split in valuation highlights investor debate over whether market momentum or fundamental cash flow analysis better captures Bloom Energy's prospects amid ongoing cost reductions and AI-driven manufacturing efficiency gains.

Latest article

Navitas Semiconductor Stock Is Running Hot. Tuesday Will Test the AI Power Story

Navitas Semiconductor Stock Is Running Hot. Tuesday Will Test the AI Power Story

4 May 2026
Navitas Semiconductor shares rose 5.76% to $17.45 Friday on heavy volume ahead of first-quarter results due Tuesday. The company forecast Q1 revenue of $8.0–$8.5 million after posting a $41.4 million loss last quarter. Management highlighted new high-power chips for AI data centers but warned that design wins do not guarantee near-term sales. CEO Chris Allexandre and CFO Tonya Stevens will discuss results May 5.
Eaton Stock Faces May 5 Test as AI Data Center Bets Meet Earnings Reality

Eaton Stock Faces May 5 Test as AI Data Center Bets Meet Earnings Reality

4 May 2026
Eaton will report first-quarter results before the NYSE opens Tuesday, following its Boyd Thermal acquisition and push into AI data-center power systems. Shares closed Friday at $425.55, down 1.72%, with a market value near $166 billion. Wall Street expects adjusted earnings of $2.75 per share for the March quarter. Investors are watching for signs that AI data-center demand is driving orders and profit.
Blue Owl Capital Faces Fresh Private-Credit Test After Brown Slashes OBDC Stake

Blue Owl Capital Faces Fresh Private-Credit Test After Brown Slashes OBDC Stake

4 May 2026
Brown University cut its stake in Blue Owl Capital Corp’s main private-credit fund by 53%, holding 1.5 million OBDC shares at March 31, down from 3.2 million at the end of 2025. Blue Owl’s quarterly filing showed revenue rose to $753.8 million, net income doubled to $15.5 million, but its direct-lending strategy posted a 1.1% net loss as repayments outpaced new loans.
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