Today: 1 May 2026

Digital Realty stock rebounds despite BofA downgrade as data center stocks brace for CPI, Fed

Digital Realty stock rebounds despite BofA downgrade as data center stocks brace for CPI, Fed

Digital Realty Trust rose 3.7% to $158.55 Friday, rebounding after Bank of America downgraded the stock and cut its price target to $170. The company’s shares tracked a broader rally in data center REITs as the S&P 500 closed at a record high. Most analysts still rate Digital Realty a buy, with a median target of $195. Investors await the company’s Q4 earnings report next week.
Cloud computing stocks ETF CLOU slips into weekend — what Wall Street watches next

Cloud computing stocks ETF CLOU slips into weekend — what Wall Street watches next

Cloud computing stocks, tracked by the Global X Cloud Computing ETF (CLOU), slipped 0.27% to $22.58 Friday, underperforming the S&P 500, which closed at a record high. Investors are cautious ahead of February earnings and the Fed’s late-January meeting, with tariff news also looming. The U.S. jobs report showed payrolls rose by 50,000 in December, while the unemployment rate fell to 4.4%.
CRML stock jumps as Greenland rare-earth headlines return — what to watch before Monday’s open

CRML stock jumps as Greenland rare-earth headlines return — what to watch before Monday’s open

Critical Metals shares jumped 11.2% to $14.98 Friday on heavy volume, amid renewed focus on Greenland’s rare-metals sector and U.S. policy moves. European Lithium approved construction of a pilot-plant facility in Qaqortoq, Greenland. Greenland’s parliament advanced a meeting to address U.S. threats over the territory. Other U.S.-listed rare-earth stocks also rose.
10 January 2026
Apple stock snaps seven-day slide after Evercore target hike; Big Tech eyes CPI, earnings

Apple stock snaps seven-day slide after Evercore target hike; Big Tech eyes CPI, earnings

Apple shares closed up 0.1% at $259.37 on Friday, ending a seven-day losing streak. Evercore ISI raised its price target to $330, citing strong iPhone demand, while Mizuho downgraded Qualcomm on weaker handset forecasts. Friday’s jobs report showed payrolls up 50,000 and unemployment at 4.4%. Investors await Tuesday’s CPI data and Apple’s Jan. 29 earnings release.
Semiconductor stocks hit a record — here’s what could move SOXX next week

Semiconductor stocks hit a record — here’s what could move SOXX next week

U.S. semiconductor stocks pushed Wall Street to record highs Friday, with the SOXX ETF up 2.9% and Intel surging nearly 11% after praise from Donald Trump. Lam Research jumped 8.7% on a broker’s price target hike. TSMC reported Q4 revenue up 20.45% year-on-year, beating estimates. Traders await U.S. inflation data due Jan. 13 and TSMC’s guidance on Jan. 15.
Oil stocks brace for Monday after Trump’s Venezuela push; Exxon calls it “uninvestable”

Oil stocks brace for Monday after Trump’s Venezuela push; Exxon calls it “uninvestable”

Exxon, Chevron, and ConocoPhillips told President Trump they will only invest in Venezuela if new legal and security guarantees are met. Brent crude closed at $63.34 a barrel, WTI at $59.12, as Iran unrest and Russia-Ukraine tensions weighed on supply. Exxon rose 1.4%, Chevron 1.8%, ConocoPhillips fell 1.2%. Trafigura will load its first U.S.-bound Venezuelan crude shipment next week.
GM stock slides after $6 billion EV pullback charge — here’s what Wall Street watches next

GM stock slides after $6 billion EV pullback charge — here’s what Wall Street watches next

General Motors shares fell 2.7% to $82.87 Friday after announcing a $6 billion charge tied to scaling back electric-vehicle investments, including a $4.2 billion cash hit from canceled supplier contracts. Ford dropped 1.3%, while Tesla rose 2.1%. GM will record the charge in its fourth-quarter results on Jan. 27. The company reported a 43% drop in EV sales for Q4 after the federal tax credit expired.
UnitedHealth stock (UNH) hit by fresh Senate heat as nursing-home probe widens before earnings

UnitedHealth stock (UNH) hit by fresh Senate heat as nursing-home probe widens before earnings

UnitedHealth shares fell 0.8% to $343.98 Friday as senators widened their probe into the company’s nursing-home programs, citing unsatisfactory responses. Lawmakers warned they may escalate pressure if UnitedHealth does not cooperate. The company’s earnings call is set for Jan. 27. Investors are also awaiting the Jan. 13 consumer price index data.
Nvidia stock hits a China payment snag on H200 AI chips — what to watch before markets reopen

Nvidia stock hits a China payment snag on H200 AI chips — what to watch before markets reopen

Nvidia now requires full upfront payment from Chinese buyers of its H200 AI chips, sources said, tightening terms amid regulatory scrutiny. Chinese firms have ordered over 2 million units, far above Nvidia’s available stock of 700,000. Nvidia shares closed down 0.1% at $184.86 Friday. AI chip stocks ended mixed as the S&P 500 and semiconductor index hit new records.
Bitcoin price clings to $90,000 after ETF outflows as crypto stocks brace for Monday

Bitcoin price clings to $90,000 after ETF outflows as crypto stocks brace for Monday

Bitcoin fell 0.6% to $90,542 Saturday after two days of heavy outflows from U.S.-listed spot bitcoin ETFs, which lost $250 million on Jan. 9 and $398.8 million on Jan. 8, according to Farside. Coinbase shares dropped 1.9% Friday, while BlackRock’s iShares Bitcoin Trust ETF slid 0.7%. Traders are watching for U.S. inflation data Jan. 13 and the Federal Reserve meeting Jan. 27-28.
Silver price stock SLV jumps nearly 4% as bullion nears $80 — CPI and index flows next

Silver price stock SLV jumps nearly 4% as bullion nears $80 — CPI and index flows next

iShares Silver Trust (SLV) jumped 3.8% to $72.38 Friday as spot silver surged to $79.56 an ounce, tracking a 9.7% weekly gain. Silver miners rallied, with Hecla up 6.8% and First Majestic 5.6%. Traders expect up to $6.1 billion in silver selling during the Bloomberg Commodity Index rebalance through Jan. 15, according to JPMorgan. U.S. CPI data on Jan. 13 is the next key event for the market.
Global stocks hit record highs after U.S. jobs data; CPI and bank earnings up next

Global stocks hit record highs after U.S. jobs data; CPI and bank earnings up next

Global stocks closed at record highs Friday, led by chipmakers and a weaker U.S. jobs report. The MSCI world index rose 0.53% to 1,034.87. The dollar and two-year Treasury yields climbed, while the U.S. added 50,000 jobs in December, missing forecasts. Investors await Tuesday’s U.S. CPI data and major bank earnings next week.

Stock Market Today

  • Brianne Gardner Highlights Barrick Mining, General Electric, and Visa as Top U.S. and Canadian Large-Cap Picks
    April 30, 2026, 11:55 PM EDT. Brianne Gardner, portfolio manager at Raymond James Ltd, outlines a cautious but positive outlook on North American large-cap stocks. Barrick Mining stands out with its dominant gold assets and strong balance sheet, benefitting from rising copper demand tied to electrification. General Electric and Visa remain favored for their resilience amid shifting market leadership. With energy prices surging above $105 per barrel, inflation concerns keep the U.S. Federal Reserve cautious on rate cuts. The Canadian market shows softness in materials and financials, while energy supports the TSX. Gardner emphasizes selective investment in real economy sectors and long-term themes like AI, navigating a complex environment where stock leadership rotates and opportunities vary.

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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