Today: 1 May 2026

Microsoft stock holds near $480 as Copilot Checkout rollout sets up a Jan. 28 earnings test

Microsoft stock holds near $480 as Copilot Checkout rollout sets up a Jan. 28 earnings test

Microsoft shares rose 0.2% to $479.07 Friday after launching a Copilot checkout tool and new “agentic AI” features for retailers. The company, now valued at $3.85 trillion, will report fiscal Q2 results after markets close Jan. 28. Wells Fargo cut its price target to $665 but kept an Overweight rating. Some new retail AI features remain in preview, with adoption by merchants still uncertain.
9 January 2026
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Polestar stock drops despite “best year ever” sales; Feb. 18 update is next test

Polestar stock drops despite “best year ever” sales; Feb. 18 update is next test

Polestar shares fell 5.9% to $20.90 in Friday’s Nasdaq session after the company reported preliminary 2025 retail sales of about 60,119 cars, up 34%, and a 27% rise in fourth-quarter volumes. The company said a December ADS ratio change restored compliance with Nasdaq’s $1 bid-price rule. CEO Michael Lohscheller set Feb. 18 for a strategy update. Europe now accounts for 78% of sales as U.S. tariffs and competition weigh.
9 January 2026
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Hims & Hers stock slides as Amazon starts selling Novo Nordisk’s new Wegovy pill

Hims & Hers stock slides as Amazon starts selling Novo Nordisk’s new Wegovy pill

Hims & Hers shares dropped 5.3% to $32.06 after Amazon Pharmacy began offering Novo Nordisk’s Wegovy weight-loss pill. Bank of America cut its price target on Hims, citing margin and spending risks for 2026. The stock fell from an intraday high of $34.35. Investors are watching for signs of pricing pressure and updated forecasts ahead of Hims’ next earnings report.
9 January 2026
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Las Vegas Sands stock slides as Macau margin jitters flare — what investors are watching next

Las Vegas Sands stock slides as Macau margin jitters flare — what investors are watching next

Las Vegas Sands shares fell 4.3% to $59.25 Friday afternoon, underperforming a rising U.S. market. Analysts cited concerns over Macau operating costs and fourth-quarter margins after Sands China and Melco Resorts dropped sharply in Hong Kong. Other casino stocks with Macau exposure also declined. Investors are watching for the company’s next results update later this month.
9 January 2026
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Arcutis stock sinks 5% after wild swing as traders eye Fed, FDA clock and earnings

Arcutis stock sinks 5% after wild swing as traders eye Fed, FDA clock and earnings

Arcutis Biotherapeutics shares fell 5.3% to $28.29 Friday after an early surge, tracking a shift in rate expectations following a soft U.S. jobs report. Broader biotech indexes rose. Investors are watching for Arcutis’ next earnings on Feb. 24 and an FDA decision on ZORYVE for children by June 29. The Fed’s late-January meeting remains a key focus for traders.
9 January 2026
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Intuitive Machines (LUNR) stock slides after Stifel downgrade as NASA moon rover decision nears

Intuitive Machines (LUNR) stock slides after Stifel downgrade as NASA moon rover decision nears

Intuitive Machines shares fell 3.8% to $18.88 Friday after Stifel downgraded the stock to “hold,” citing uncertainty over a pending NASA rover contract. The stock swung between $17.82 and $19.73 on heavy volume. NASA’s Lunar Terrain Vehicle award remains undecided. Investors are also watching for U.S. inflation data on Jan. 13 and company earnings on March 19.
9 January 2026
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Valero Energy stock dips on Piper Sandler target cut as Venezuela talks keep traders guessing

Valero Energy stock dips on Piper Sandler target cut as Venezuela talks keep traders guessing

Valero Energy shares fell 3% to $185.50 in mid-afternoon New York trading, while the S&P 500 ETF rose 0.8%. The White House is meeting with oil firms including Valero and Marathon to discuss possible investment in Venezuela’s energy sector. Valero plans to keep importing gasoline into Northern California after its Benicia refinery idles in April. Fourth-quarter results are due Jan. 29.
9 January 2026
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Why Equity Residential stock is sliding today: BMO downgrade meets a $400 million asset sale

Why Equity Residential stock is sliding today: BMO downgrade meets a $400 million asset sale

Equity Residential shares fell 3.8% to $60.46 after BMO Capital downgraded the stock, citing softening rental markets in major coastal cities. The drop followed news of a $400 million sale of three properties to JRK Property Holdings. Other large apartment REITs also traded lower. Investors are watching for upcoming U.S. inflation data and Equity Residential’s earnings on Feb. 2.
9 January 2026
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Freeport-McMoRan (FCX) stock jumps as copper firms and JPMorgan lifts target ahead of earnings

Freeport-McMoRan (FCX) stock jumps as copper firms and JPMorgan lifts target ahead of earnings

Freeport-McMoRan shares rose 4.4% to $56.59 Friday as copper prices climbed and JPMorgan raised its price target to $68. Goldman Sachs also lifted its copper forecast for the first half of 2026. Investors face a Jan 15 dividend record date and await the Jan 22 earnings report. Rio Tinto confirmed early merger talks with Glencore, sending sector shares moving.
9 January 2026
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Stock Market Today

  • SanDisk Q3 Beats Expectations Amid Finite NAND Pricing Cycle
    May 1, 2026, 5:22 AM EDT. SanDisk reported phenomenal Q3 results, beating sales estimates by 20% and earnings by 50%. The company's gains are driven by supply constraints in NAND memory chips amid heightened AI demand, leading to soaring prices and exceptional profitability, with incremental gross margins above 90%. However, analysts caution that this pricing surge is finite, forecasting a supply glut in 2027-2028 from increased manufacturing capacity by SanDisk and competitors like SK Hynix and Samsung. This anticipated supply increase may trigger a sharp price correction, impacting SanDisk's future sales and profits despite ongoing AI demand. Investors should weigh short-term gains against longer-term risks of a down cycle.

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, 5:32 AM EDT SanDisk Q3 Beats Expectations Amid Finite NAND Pricing Cycle May 1, 2026, 5:22 AM EDT. SanDisk reported **phenomenal Q3 results**, beating sales estimates by 20% and earnings by 50%. The company's gains are driven by **supply constraints** in NAND memory chips amid heightened AI demand, leading to soaring prices and exceptional profitability, with incremental gross margins above 90%. However, analysts caution that this pricing surge is **finite**, forecasting a supply glut in 2027-2028 from increased manufacturing capacity by SanDisk and competitors like SK Hynix and
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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