Today: 3 May 2026
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NASDAQ:GOOGL 28 April 2026 - 2 May 2026

Beyond ChatGPT And Nvidia: 3 Technologies Wall Street May Have To Reprice Before 2026 Ends

Beyond ChatGPT And Nvidia: 3 Technologies Wall Street May Have To Reprice Before 2026 Ends

The S&P 500 and Nasdaq closed at record highs Friday as Alphabet, Amazon, Meta, and Microsoft projected 2026 AI spending above $700 billion. Meta shares dropped nearly 10% after raising its capital-spending outlook, while Alphabet rose on strong Google Cloud revenue. Meta acquired Assured Robot Intelligence, expanding into robotics AI. Google began selling its AI chips directly to customers, challenging Nvidia.
2 May 2026
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Dow Jumps 700 Points as US Stock Market Today Shrugs Off Oil Shock and Chases Best Month Since 2020

Dow Jumps 700 Points as US Stock Market Today Shrugs Off Oil Shock and Chases Best Month Since 2020

The Dow Jones rose 1.48% to 49,584.97 by midday Thursday, outpacing the S&P 500 and Nasdaq as strong corporate earnings pushed major indexes toward their best monthly gains since 2020. First-quarter GDP grew at a 2.0% annual rate, while the core PCE price index climbed 4.3%. The Federal Reserve held rates steady, citing persistent inflation. Alphabet’s Google Cloud revenue surged 63%, while Meta and Microsoft announced large AI-driven spending plans.
30 April 2026
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US Stock Market Today: Futures Rise Before GDP as Big Tech Earnings Split Wall Street

US Stock Market Today: Futures Rise Before GDP as Big Tech Earnings Split Wall Street

U.S. stock futures rose early Thursday, with Dow mini futures up 351 points, as strong cloud results from Alphabet and Amazon boosted sentiment. Alphabet shares jumped 6.1% premarket after reporting a 22% revenue gain and 63% Google Cloud growth; Amazon shares rose 1.9% on 28% AWS sales growth. Meta fell 8% and Microsoft dropped 1.9% as investors questioned rising AI-related spending.
30 April 2026
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Dow Futures Drop as Oil Shock Threatens Big Tech’s AI Rally

Dow Futures Drop as Oil Shock Threatens Big Tech’s AI Rally

Dow futures fell 269 points, or 0.6%, early Thursday, while S&P 500 futures slipped 0.1% and Nasdaq 100 futures edged up 0.1%, as rising oil prices offset strong earnings from Alphabet and Amazon. Brent crude climbed on reports President Trump would be briefed on possible military action against Iran. Alphabet reported Q1 revenue up 22% to $109.9 billion; Amazon net sales rose 17% to $181.5 billion.
30 April 2026
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US Stock Market Before the Open Today: Oil Shock, Fed Split and Big Tech Earnings Put AI Rally on Trial

US Stock Market Before the Open Today: Oil Shock, Fed Split and Big Tech Earnings Put AI Rally on Trial

U.S. stock futures fell early Thursday as Brent crude hit its highest level since March 2022, driven by concerns over U.S.-Iran tensions. The Federal Reserve left rates unchanged in its most divided vote since 1992, shifting focus to inflation risks. Alphabet and Amazon posted strong cloud earnings, while Meta’s increased spending highlighted pressure in the sector.
30 April 2026
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US Stock Market Today After Hours: Alphabet Jump Splits Big Tech as Fed Divide and Oil Shock Bite

US Stock Market Today After Hours: Alphabet Jump Splits Big Tech as Fed Divide and Oil Shock Bite

Alphabet shares jumped over 7% after reporting 22% revenue growth and a 63% surge in Google Cloud sales. Microsoft, Amazon, and Meta all fell in after-hours trading despite beating some estimates, as investors scrutinized AI spending and capex forecasts. The Dow lost 0.57% in regular trading. The Federal Reserve held rates steady in a divided vote, citing persistent inflation.
30 April 2026
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QQQ Rises Today as Big Tech Earnings Put the Nasdaq 100 Rally on the Line

QQQ Rises Today as Big Tech Earnings Put the Nasdaq 100 Rally on the Line

The Invesco QQQ Trust closed up $3.99 at $661.57 Wednesday as investors positioned ahead of earnings from Microsoft, Alphabet, Amazon, and Meta. Volume topped 30 million shares. Microsoft and Alphabet reported strong cloud and AI-driven revenue growth after the bell. The broader Nasdaq Composite edged up 0.04%, while the S&P 500 slipped 0.04%.
30 April 2026
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AI Stocks Today: Big Tech Earnings Just Put the Market’s Hottest Trade on Notice

AI Stocks Today: Big Tech Earnings Just Put the Market’s Hottest Trade on Notice

Alphabet shares jumped over 3% in after-hours trading Wednesday as Google Cloud revenue surged 63% to $20 billion. Meta, Amazon, and Microsoft fell, with Meta dropping more than 6% after raising its 2026 capital spending forecast for AI infrastructure. Amazon’s AWS revenue beat estimates but shares slipped. The four companies are expected to spend over $600 billion on AI infrastructure this year.
29 April 2026
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Dow Drops as Fed Split and Oil Surge Put Big Tech’s $10 Trillion AI Test on the Line

Dow Drops as Fed Split and Oil Surge Put Big Tech’s $10 Trillion AI Test on the Line

Wall Street’s April rally paused Wednesday as the Fed held rates steady in a split decision and oil surged, with Brent crude up 7.34%. The Dow fell 0.56%, S&P 500 slipped 0.04%, and Nasdaq edged up 0.05%. The Fed’s vote was its most divided since 1992, with eight officials backing the hold and one calling for an immediate cut. Investors awaited earnings from Microsoft, Alphabet, Amazon, and Meta.
29 April 2026
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Intel Stock Hits Record High as Google AI Chip Report Puts Foundry Turnaround in Play

Intel Stock Hits Record High as Google AI Chip Report Puts Foundry Turnaround in Play

Intel shares surged 10% Wednesday after reports that Google may use Intel’s EMIB chip-packaging technology in its next AI processor. The stock hit $94.03 before settling at $93.23. Intel recently reported first-quarter revenue of $13.6 billion, up 7% year over year. CFO David Zinsner said some gains came from selling previously shelved chips.
29 April 2026
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US Stock Market Today: Dow Slides as Fed Decision and Big Tech Earnings Put AI Rally to the Test

US Stock Market Today: Dow Slides as Fed Decision and Big Tech Earnings Put AI Rally to the Test

The Dow fell 0.59%, S&P 500 dropped 0.24%, and Nasdaq slipped 0.31% as investors awaited the Federal Reserve’s rate decision and earnings from Microsoft, Alphabet, Amazon, and Meta. Brent crude climbed to $118.63, up 6.62%. The U.S. 10-year Treasury yield reached 4.394%. The Philadelphia Semiconductor Index rose 1.8%.
29 April 2026
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Dow Jones Today: Why the Blue-Chip Index Is Sliding Before Powell, Big Tech and the Oil Shock

Dow Jones Today: Why the Blue-Chip Index Is Sliding Before Powell, Big Tech and the Oil Shock

The Dow Jones Industrial Average dropped 320 points, or 0.65%, to 48,821.82 Wednesday afternoon, heading for a fifth straight loss as investors awaited the Federal Reserve’s rate decision and major tech earnings. Brent crude surged 7.14% to $119.20 after reports of a possible extended Iran blockade. Boeing and Goldman Sachs weighed on the Dow, while Amazon rose and Microsoft slipped in midday trading.
29 April 2026
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Alphabet Earnings Today: The $185 Billion AI Question Hanging Over Google’s Stock

Alphabet Earnings Today: The $185 Billion AI Question Hanging Over Google’s Stock

Alphabet will report first-quarter results after U.S. markets close Wednesday, with an earnings call set for 4:30 p.m. EDT. Shares traded near record highs Tuesday, with GOOG at $351.86 and GOOGL at $354.05. Analysts expect revenue of about $107 billion, up 19%, but see earnings per share falling to $2.63 due to a prior-year investment gain. Investors are focused on Gemini AI and cloud growth amid a planned $175–185 billion capex for 2026.
29 April 2026
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US Stock Futures Today Pre-Market: Nasdaq Leads As Big Tech Earnings Put AI Rally To The Test

US Stock Futures Today Pre-Market: Nasdaq Leads As Big Tech Earnings Put AI Rally To The Test

Nasdaq 100 futures rose 98.75 points by 6:50 a.m. EDT Wednesday as investors awaited earnings from Amazon, Meta, Microsoft, and Alphabet, plus a Federal Reserve rate decision. S&P 500 and Dow futures also gained. Robinhood Markets dropped 10% premarket after missing profit and revenue targets, with crypto revenue down 47% from last year.
29 April 2026
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South Africa Stock Market Today: JSE Slips as Rand Wobbles Before Fed Decision

South Africa Stock Market Today: JSE Slips as Rand Wobbles Before Fed Decision

The JSE All Share fell 0.28% and the Top 40 dropped 0.36% by late morning Wednesday as investors reduced risk ahead of the U.S. Federal Reserve decision. The rand weakened to 16.5550 per dollar, pressured by high oil prices and global uncertainty. Richemont, Gold Fields, and AngloGold Ashanti declined, while banks gained modestly. Canal+ confirmed plans to list in Johannesburg on June 3.
29 April 2026
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AI Stocks With Growth Potential in Q2 2026: The 5 Names Wall Street Is Testing After the OpenAI Shock

AI Stocks With Growth Potential in Q2 2026: The 5 Names Wall Street Is Testing After the OpenAI Shock

AI-related stocks fell Tuesday after a report on OpenAI’s missed targets hit Oracle, CoreWeave, and chipmakers. Nvidia, AMD, and Broadcom dropped between 1.6% and 4.4%, while CoreWeave slid 5.8%. Alphabet, Microsoft, Meta, and Amazon are set to report earnings Wednesday, with about $600 billion in AI spending under scrutiny. Investors are watching for direct revenue tied to chips, cloud, and custom silicon.
29 April 2026
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Top 10 Growth Stocks to Watch in Q2 2026 as AI Spending Faces Its Hardest Test Yet

Top 10 Growth Stocks to Watch in Q2 2026 as AI Spending Faces Its Hardest Test Yet

Microsoft, Alphabet, Amazon, and Meta are set to report earnings Wednesday, with investors watching for signs that heavy AI spending is driving growth. Visa posted a 17% rise in net revenue to $11.2 billion and announced a $20 billion buyback. T-Mobile raised 2026 guidance after service revenue climbed 11%. U.S. stocks fell Tuesday, with the Nasdaq down 0.90% as tech shares slipped.
29 April 2026
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US Stock Market Today: Nasdaq Slides as AI Selloff Hits Nvidia, Fed and Oil Risks Loom

US Stock Market Today: Nasdaq Slides as AI Selloff Hits Nvidia, Fed and Oil Risks Loom

The Nasdaq fell 1.44% by midday Tuesday, underperforming the S&P 500 and Dow, after a Wall Street Journal report said OpenAI missed internal targets. Nvidia, AMD, and Oracle dropped sharply as investors questioned AI spending. Brent crude rose above $110 a barrel amid Middle East tensions. The S&P 500 information technology sector lost 2.2%.
28 April 2026
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Amazon Stock Today: Why AMZN Is Slipping Before a High-Stakes AI Earnings Test

Amazon Stock Today: Why AMZN Is Slipping Before a High-Stakes AI Earnings Test

Amazon shares slipped 0.4% to $260.11 Tuesday as investors awaited first-quarter results, due after Wednesday’s close alongside reports from Alphabet, Microsoft, and Meta. Analysts expect AWS revenue to rise nearly 26% to $36.8 billion, with total revenue seen at $177 billion. Wall Street is focused on whether AWS growth justifies Amazon’s heavy AI infrastructure spending.
28 April 2026
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Google Stock Today: Alphabet Edges Higher Before Earnings as AI Spending Questions Loom

Google Stock Today: Alphabet Edges Higher Before Earnings as AI Spending Questions Loom

Alphabet shares rose 0.5% to $352.10 Tuesday, near record highs, as investors awaited quarterly results and tracked news of a U.S. Defense Department AI deal and new EU regulatory scrutiny. Analysts expect first-quarter revenue of $106.9 billion, with focus on ad resilience, cloud margins, and heavy AI spending. Alphabet reports earnings Wednesday after market close.
28 April 2026
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Stock Market Today

  • Micron Stock Outlook: Growth Amid Memory Chip Market Cyclicality Through 2029
    May 2, 2026, 9:20 PM EDT. Micron Technology (MU) faces a challenging five-year outlook amid the cyclical memory chip market, where its products are largely commoditized. Despite this, soaring demand for memory chips driven by artificial intelligence (AI) applications is fueling a significant supply crunch. Micron estimates that the high-bandwidth memory segment, critical for data centers, could expand its market from $35 billion to $100 billion by 2028. The company currently satisfies only half to two-thirds of this demand, pushing prices and revenues sharply higher. Recent quarters have shown explosive revenue growth, with expectations of $169 billion in revenue by fiscal 2027. While the cyclical nature of the market poses risks, the existing supply constraints and sustained demand growth suggest Micron may remain a dominant player over the medium term.

Latest article

Vertiv Stock Tests AI Data-Center Rally as VRT Shares Hit Fresh Highs

Vertiv Stock Tests AI Data-Center Rally as VRT Shares Hit Fresh Highs

3 May 2026
Vertiv shares hit a 52-week high Friday before closing at $328.31, following a 30% jump in Q1 net sales to $2.65 billion. The company raised its 2026 outlook and recently acquired Strategic Thermal Labs, expanding its liquid cooling portfolio. Investors await further details at Vertiv’s May 19-20 conference in South Carolina.
AT&T Inc. Raises $6 Billion as 5G and Fiber Bet Enters a Debt Test

AT&T Inc. Raises $6 Billion as 5G and Fiber Bet Enters a Debt Test

3 May 2026
AT&T closed a $6 billion sale of long-dated notes on April 30, with maturities ranging from 2033 to 2066, according to an SEC filing. The company reported first-quarter free cash flow of $2.5 billion, down from $3.1 billion a year earlier, citing higher capital investment. AT&T is preparing to close a $23 billion purchase of EchoStar spectrum licenses. CFO Pascal Desroches said net debt to adjusted EBITDA rose to 2.71 times.
JPMorgan Chase’s New Filing Shows the $31.4 Billion Number Investors Are Watching

JPMorgan Chase’s New Filing Shows the $31.4 Billion Number Investors Are Watching

3 May 2026
JPMorgan Chase reported first-quarter net income of $16.5 billion, up 13% from a year earlier, with revenue rising 10% to $49.8 billion. The bank’s SEC filing showed a $31.4 billion credit-loss allowance and noninterest expense up 14% to $26.9 billion. Nonperforming assets rose 10% to $10 billion. Shares closed Friday at $312.47, valuing the bank at about $864.8 billion.
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