Today: 1 May 2026

S&P 500 hits record, chip stocks jump — jobs report and Trump tariff case set up next market move

S&P 500 hits record, chip stocks jump — jobs report and Trump tariff case set up next market move

The S&P 500 closed at a record 6,966.28 on Friday, led by chip stocks after a weaker-than-expected U.S. jobs report. Nonfarm payrolls rose by 50,000 in December, missing forecasts, while the unemployment rate dipped to 4.4%. The dollar index gained 0.26% and the two-year Treasury yield rose to 3.538%. Housing stocks jumped after Trump ordered $200 billion in mortgage bond purchases.
10 January 2026
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Ondas (ONDS) stock slips after hours after $1B share-and-warrant deal — what to know next week

Ondas (ONDS) stock slips after hours after $1B share-and-warrant deal — what to know next week

Ondas Holdings priced a $1 billion registered direct offering of 19 million shares and pre-funded warrants for up to 41.79 million shares, each bundled with long-term warrants, at $16.45 per package. Shares fell 2.3% to $13.69 in after-hours trading on volume of 114 million. Investors await the deal’s Jan. 12 closing and company events on Jan. 14 and Jan. 16.
10 January 2026
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Boeing stock jumps late after FAA clears 737 MAX 10 for next flight-test phase

Boeing stock jumps late after FAA clears 737 MAX 10 for next flight-test phase

Boeing shares rose 3.1% to $234.53 in after-hours trading Friday after the FAA cleared the 737 MAX 10 for its next phase of flight testing, a source said. The MAX 10 faces ongoing engine deicing issues, which could delay certification. Alaska Air Group recently placed a record order for 105 MAX 10s and five 787-10s. Investors await Boeing’s Jan. 27 earnings for updates on certification and production timelines.
10 January 2026
JPMorgan Chase stock slips after hours as Apple Card switch sharpens focus on next week’s earnings

JPMorgan Chase stock slips after hours as Apple Card switch sharpens focus on next week’s earnings

JPMorgan Chase shares slipped 0.2% to $329.19 in after-hours trading Friday after the bank agreed to take over the Apple Card from Goldman Sachs, booking a $2.2 billion provision for credit losses. The transition is expected to take up to 24 months, pending regulatory approval. JPMorgan will report earnings Tuesday, as investors watch for signs of rising credit costs and trading trends.
10 January 2026
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Coinbase stock slips after-hours as Bitcoin dips and BofA’s $340 call meets new copper futures plan

Coinbase stock slips after-hours as Bitcoin dips and BofA’s $340 call meets new copper futures plan

Coinbase shares fell 1.9% to $240.78 in after-hours trading Friday as bitcoin and ether prices slipped. A CFTC filing showed Coinbase Derivatives plans to launch copper and platinum futures on Jan. 26. Bank of America upgraded the stock to “buy” this week, citing new products and a recent pullback. Coinbase’s next earnings report is expected around Feb. 12, according to Zacks.
10 January 2026
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Bloom Energy stock jumps after-hours as AEP filing confirms $2.65 billion fuel-cell buy

Bloom Energy stock jumps after-hours as AEP filing confirms $2.65 billion fuel-cell buy

Bloom Energy shares rose about 10% after hours to $134.07 following news that an AEP subsidiary agreed to buy $2.65 billion in solid oxide fuel cells and signed a 20-year offtake deal for a Wyoming project. The agreement covers all output from a planned facility near Cheyenne. The contract’s closing depends on conditions expected to clear by Q2 2026. Analyst opinions on Bloom’s valuation remain mixed.
10 January 2026
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IREN stock steadies after-hours after Bernstein reiterates “top AI pick” view

IREN stock steadies after-hours after Bernstein reiterates “top AI pick” view

IREN shares rose 0.7% to $46.03 in after-hours trading Friday after Bernstein named it a top pick for exposure to both bitcoin mining and AI data centers. The stock briefly tested $50 during a volatile session. Investors await IREN’s February 11 update for details on its AI cloud build-out and GPU rollout. Bitcoin last traded at $90,514, down 0.7% on the day.
10 January 2026
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Constellation Energy (CEG) stock jumps after TD Cowen Buy call; Calpine deal back in focus

Constellation Energy (CEG) stock jumps after TD Cowen Buy call; Calpine deal back in focus

Constellation Energy shares jumped 6.1% to $342.52 in after-hours trading Friday after TD Cowen initiated coverage with a Buy rating and $440 target. The move follows Constellation’s completed acquisition of Calpine, creating a 55-gigawatt power producer. Analysts cited strong contract demand and data-center growth. Investors await the next earnings report, expected mid-February.
10 January 2026
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Applied Materials stock pops nearly 7% as chip rally returns — analysts lift targets

Applied Materials stock pops nearly 7% as chip rally returns — analysts lift targets

Applied Materials shares surged nearly 7% Friday, closing at $301.18 and hitting a new 52-week high of $302.78, as chip stocks rallied on a weaker U.S. jobs report. The Philadelphia Semiconductor Index jumped 2.7% to a record. Brokerages including Cantor Fitzgerald raised price targets for Applied. Investors now await Tuesday’s CPI data and Applied’s earnings report set for February 12.
10 January 2026
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Rocket Lab stock rebounds, holds after-hours bid as RKLB traders weigh insider sales and earnings clock

Rocket Lab stock rebounds, holds after-hours bid as RKLB traders weigh insider sales and earnings clock

Rocket Lab shares closed up 2.1% Friday to $84.85 and edged higher after hours. SEC filings showed CFO Adam Spice and COO Frank Klein sold shares last week under pre-set plans. Investors await fourth-quarter results, expected in late February. The company recently secured an $816 million contract to build missile-warning satellites.
10 January 2026
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Vistra stock jumps after Meta signs 20-year nuclear power deal to feed AI data centers

Vistra stock jumps after Meta signs 20-year nuclear power deal to feed AI data centers

Vistra shares jumped 10.5% after-hours as Meta signed 20-year power purchase agreements for over 2,600 MW from three Vistra nuclear plants in PJM, with deliveries starting in late 2026. An SEC filing showed Vistra expects the deals to boost its adjusted free cash flow by up to 17% once plant upgrades are complete by 2034.
9 January 2026
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Eli Lilly stock drops 2% as Zepbound arthritis data and Ventyx deal sink in

Eli Lilly stock drops 2% as Zepbound arthritis data and Ventyx deal sink in

Eli Lilly shares fell nearly 2% to $1,063.56 Friday, logging a second straight decline after hitting a 52-week high Thursday. The drop followed news that its Zepbound-Taltz drug combo outperformed Taltz alone in a late-stage trial, and a $1.2 billion deal to buy Ventyx Biosciences. Investors are watching for pricing pressures in Europe and key support near $1,060. Lilly’s next earnings call is Feb. 4.
9 January 2026
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Stock Market Today

  • Verisk Analytics (VRSK) Valuation Review Post Earnings Beat and Capital Returns
    May 1, 2026, 4:17 AM EDT. Verisk Analytics (VRSK) reported stronger-than-expected Q1 2026 results, reaffirmed full-year guidance, and announced a $1.5 billion share buyback along with a dividend increase. Despite these positives, the stock trades about 24% below a fair value estimate of $221.53, implying it is 16.7% undervalued based on a narrative model factoring growth and margins. The current price of $184.49 also reflects a price-to-earnings (P/E) ratio of 26.6x, below peer average but above the U.S. Professional Services sector, signaling mixed valuation signals. Risks include potential cuts in client spending and AI-driven pricing pressures. Investors weigh recent modest growth against valuation gaps amid evolving market sentiment.

Latest article

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

US Stock Market Today: Live Updates 01.05.2026

1 May 2026
LIVEMarkets rolling coverageStarted: May 1, 2026, 12:00 AM EDTUpdated: May 1, 2026, 4:29 AM EDT Verisk Analytics (VRSK) Valuation Review Post Earnings Beat and Capital Returns May 1, 2026, 4:17 AM EDT. Verisk Analytics (VRSK) reported stronger-than-expected Q1 2026 results, reaffirmed full-year guidance, and announced a $1.5 billion share buyback along with a dividend increase. Despite these positives, the stock trades about 24% below a fair value estimate of $221.53, implying it is 16.7% undervalued based on a narrative model factoring growth and margins. The current price of $184.49 also reflects a price-to-earnings (P/E) ratio of 26.6x, below peer average
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.
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