S&P 500’s April Rally Has One Big Catch as Big Tech Earnings Loom

Stocks in the U.S. edged lower Monday, pulling back after last week's run to record highs and a sharp rally through April. Oil prices ticked up. Investors mostly hesitated ahead of a packed week featuring earnings from the big tech names and the upcoming Fed decision. By 11:04 a.m. ET, the S&P 500 had slipped 0.17% to 7,153.03. “The market was trying to hold on to its gains,” noted Phil Blancato, chief market strategist at Osaic Wealth, as traders waited for fresh data.

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VTI’s Tiny Drop Is Hiding a Bigger Test for U.S. Stocks

VTI’s Tiny Drop Is Hiding a Bigger Test for U.S. Stocks

Vanguard Total Stock Market ETF slipped at the open on Monday before ticking up, trading at $352.17, up 12 cents. AI-fueled earnings optimism was bumping up against fresh oil-market jitters linked to Iran, leaving the broad U.S. stock-market fund in a tight spot. VTI started the session at $352.00 and briefly dropped to $351.41.
27 April 2026
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Nasdaq Pullback Deepens As AI Rally Runs Into Big Tech Earnings, Fed Decision And Oil Shock

Nasdaq Pullback Deepens As AI Rally Runs Into Big Tech Earnings, Fed Decision And Oil Shock

Nasdaq Composite slipped 0.4% to 24,738.40 on Monday, pausing after its recent highs as traders pared back tech holdings ahead of earnings from Microsoft, Alphabet, Amazon, Meta Platforms, and Apple. The S&P 500 edged 0.16% lower, while the Dow barely budged, according to LSEG data cited by Reuters.
27 April 2026
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Oracle Stock Bulls Just Got a $16 Billion AI Test. Dan Ives Says Wall Street Is Getting It Wrong

Oracle Stock Bulls Just Got a $16 Billion AI Test. Dan Ives Says Wall Street Is Getting It Wrong

Wedbush Securities analyst Dan Ives stepped in to defend Oracle after its shares took another beating, initiating coverage with an outperform rating. Ives argued that investors have it wrong—he sees the company’s AI data-center investments as anchored by contracts, not just risky bets. Oracle last traded at $173.28 ahead of Monday’s New York session, off 1.7% from its previous close.
27 April 2026
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US Stock Futures Today: Oil Spike Tests Wall Street Rally Before Fed and Big Tech Earnings

US Stock Futures Today: Oil Spike Tests Wall Street Rally Before Fed and Big Tech Earnings

U.S. stock futures ticked lower early Monday, with oil prices on the rise as U.S.-Iran peace talks faltered—casting a fresh shadow over Wall Street’s record run heading into a heavy stretch of earnings and an upcoming Fed meeting. At 5:44 a.m. ET, Dow E-minis slipped 65 points, or 0.13%. S&P 500 E-minis eased 0.08%, and Nasdaq 100 E-minis dipped 0.05%, according to Reuters. These E-mini futures give traders an early sense of where the main indexes could open, since they trade ahead of regular hours.
27 April 2026
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US Stock Market Week Ahead: Why Wall Street’s Record Rally Faces Its Biggest Test This Week

US Stock Market Week Ahead: Why Wall Street’s Record Rally Faces Its Biggest Test This Week

This week could be a turning point for Wall Street’s record run. Heavyweights Microsoft, Alphabet, Amazon, Meta Platforms, and Apple are all set to release results, just as the Federal Reserve prepares to meet and new data on U.S. growth and inflation lands. In a new wrinkle, Senator Thom Tillis on Sunday said he’s prepared to move ahead with Kevin Warsh’s nomination to replace Jerome Powell as Fed chair.
26 April 2026
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Constellation Energy’s Three Mile Island Restart Faces a 73-Million-Gallon Test

Constellation Energy’s Three Mile Island Restart Faces a 73-Million-Gallon Test

Restarting Three Mile Island Unit 1 isn’t getting any simpler for Constellation Energy Corp. The company needs clearance to pull as much as 73.2 million gallons daily from the Susquehanna River to supply the Crane Clean Energy Center. According to the Susquehanna River Basin Commission, the application is still pending. If approved, about 21 million gallons per day wouldn’t make it back to the river, the commission’s documents show.
26 April 2026
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Microsoft vs Oracle vs Google Stock: Price Forecasts Reveal a Split in the AI Cloud Race

Microsoft vs Oracle vs Google Stock: Price Forecasts Reveal a Split in the AI Cloud Race

Investors are zeroing in on Microsoft, Oracle, and Alphabet as the week kicks off, trying to figure out which AI cloud player warrants its hefty price tag now. Alphabet sits near all-time highs; Microsoft’s got the obvious earnings driver; Oracle, meanwhile, faces pointed questions on funding after securing new backing for that Michigan data-center campus tied to its AI bet.
26 April 2026
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IREN Stock Faces May 7 Test as AI Data Center Pivot, Microsoft Deal and $6 Billion Share-Sale Risk Collide

IREN Stock Faces May 7 Test as AI Data Center Pivot, Microsoft Deal and $6 Billion Share-Sale Risk Collide

IREN Limited has locked in May 7 for its fiscal Q3 earnings update, teeing up the next big look at its AI data center push after shares on the Nasdaq surged 7.5% Thursday. The company plans to detail results for the quarter through March 31, with a call for investors scheduled at 5 p.m. Eastern.
24 April 2026
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Microsoft Stock Falls Ahead of Earnings as $18 Billion Australia AI Bet Runs Into Fresh Wall Street Doubts

Microsoft Stock Falls Ahead of Earnings as $18 Billion Australia AI Bet Runs Into Fresh Wall Street Doubts

Microsoft shares slipped roughly 2% in premarket trading Thursday, with investors sizing up the company’s fresh A$25 billion bet on artificial intelligence in Australia as software stocks broadly lost ground. Losses deepened across the sector after IBM and ServiceNow triggered fresh worries about cooling growth and potential AI headwinds.
23 April 2026
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TQQQ Is Back in Focus as Filings Reveal Bigger Bets on Leveraged Nasdaq ETF

TQQQ Is Back in Focus as Filings Reveal Bigger Bets on Leveraged Nasdaq ETF

Between April 18 and April 20, three reports relying on the latest 13F filings found that money managers boosted their holdings in ProShares UltraPro QQQ during the fourth quarter. Oriental Harbor Investment Master Fund took the most aggressive stance, raising its position to 2.40 million shares—about $126.6 million in value. Q3 Asset Management and Main Street Group wrapped up the period with 234,413 shares and 113,470 shares, respectively.
20 April 2026
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Apple Stock Gets Fresh Wall Street Backing Ahead of Earnings as Morgan Stanley Sees $300 Path, Qualcomm Cut

Apple Stock Gets Fresh Wall Street Backing Ahead of Earnings as Morgan Stanley Sees $300 Path, Qualcomm Cut

Apple shares climbed Monday, with Morgan Stanley telling clients to stick with the stock heading into the April 30 earnings report, arguing the results might put some of the current concerns to rest. BNP Paribas, meanwhile, bumped up Apple on Friday but downgraded Qualcomm—cranking up the debate among analysts over which names are best positioned to handle pricier smartphone memory.
20 April 2026
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US Stock Market Week Ahead: Record S&P 500 Rally Faces Iran Risk, Tesla Earnings and Fed Hearing

US Stock Market Week Ahead: Record S&P 500 Rally Faces Iran Risk, Tesla Earnings and Fed Hearing

Wall Street starts the week with a new geopolitical headache. The S&P 500 and Nasdaq closed out Friday setting records, but by Sunday, the Strait of Hormuz remained closed—Iran changed course and kept the crucial passage shut. New talks between the U.S. and Iran are set for Monday in Pakistan.
19 April 2026
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Microsoft vs Oracle Stock: Why MSFT and ORCL Are Getting a Second Look in 2026

Microsoft vs Oracle Stock: Why MSFT and ORCL Are Getting a Second Look in 2026

Microsoft and Oracle shares caught a bid Thursday, lifted by fresh evidence of strong AI demand and Oracle’s latest move to secure more power for its data centers—both factors helping ease concerns over how quickly heavy investment in chips and servers might translate into profits. By late morning in New York, Microsoft traded $6.46 higher at $417.68, while Oracle added $7.04 to reach $176.85.
16 April 2026
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Microsoft Stock Rebound Gains Steam Ahead of April 29 Earnings as Azure, Copilot Demand Firms Up

Microsoft Stock Rebound Gains Steam Ahead of April 29 Earnings as Azure, Copilot Demand Firms Up

Microsoft stock climbed roughly 4.5% Wednesday, building on several days of gains. Barron's cited new findings from a KeyBanc survey showing increased enterprise appetite for Azure—Microsoft's cloud service—and for Copilot, the company's AI tool targeting office productivity. Earnings for the fiscal third quarter are slated for April 29.
15 April 2026
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US Stock Market Today Updates

AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 Strong buy

Alphabet

NASDAQ:GOOGL 92/100 • ★★★★½
#2 Strong buy

Taiwan Semiconductor Manufacturing

NYSE:TSM 89/100 • ★★★★½
#3 Buy

S&P Global

NYSE:SPGI 88/100 • ★★★★
#4 Buy on weakness

Amazon

NASDAQ:AMZN 86/100 • ★★★★
#5 Buy on weakness

Microsoft

NASDAQ:MSFT 84/100 • ★★★★
View full portfolio
Editorial model selection. Not personalised advice.
MARKET CALENDAR

Key Events Today

The catalysts most likely to move markets.

#1

U.S. index futures reopen at 18:00 ET

This is the clearest scheduled U.S.-market price-discovery point today and can transmit weekend news into equity-index futures before Monday's cash session.

#2

New Zealand retail sales at 18:45 ET

The Q2 retail package can move NZD and regional risk sentiment. Spillover to U.S. assets is usually secondary unless the result is unusually large.

#3

No scheduled domestic U.S. data or corporate reports

The absence of U.S. releases, earnings, IPO pricings and split events leaves fewer scheduled catalysts, increasing the relative importance of weekend headlines and positioning at the futures reopen.

View full calendar
Times and estimates may change. Verify before trading.