Stock Market 2 May 2026

ASML Stock Slips After AI Surge as China Risk Tests 2026 Forecast

ASML Holding N.V.'s U.S. shares lost ground on Friday, slipping 0.83% to close at $1,427.02. The move comes after a brisk rally tied to AI enthusiasm and a bump in the chipmaker's 2026 outlook. With Euronext Amsterdam shut for Labour Day, only the Nasdaq-listed ADRs were trading.

3 May 2026

China Economy·NASDAQ:ASML·Stock Market·Technology

Citigroup Stock’s Big Week: Fitch Turns Positive, and Jane Fraser Gets One More Test

Fitch Ratings shifted its outlook on Citigroup Inc. to positive on Friday, while keeping the bank’s long- and short-term issuer ratings steady at A and F1. That’s a nod to CEO Jane Fraser’s restructuring efforts, which Fitch said are showing results. It’s not a ratings upgrade—more a hint at where Citi’s ratings could head if momentum continues.

2 May 2026

NYSE:C·Stock Market

MP Materials Stock Faces Rare Earth Test as China Supply Signals Shift Before Earnings

MP Materials Corp. faces its first-quarter earnings next week as investors parse conflicting cues from the rare-earths market. China cleared a hefty March shipment of a crucial rare-earth material bound for the U.S.—yet the persistent supply crunch hasn’t eased.

2 May 2026

China Economy·Earnings Reports·NYSE:MP·Stock Market

Realty Income Stock Back In Focus As Vanguard Stake Lands Before Q1 Earnings

Vanguard Capital Management disclosed a 7.49% beneficial stake in Realty Income Corp, thrusting the net-lease REIT into focus just ahead of its Q1 earnings. According to the filing, Vanguard Capital Management owned 69,885,864 shares as of March 31, exercising sole voting rights on 9,762,444 of them.

2 May 2026

Earnings Reports·NYSE:O·Portfolio Management·Stock Market

Coca-Cola Shareholders Just Sent A Clear Signal On Plastics, DEI And Dividends

Shareholders at The Coca-Cola Company voted down five separate investor proposals targeting everything from sustainability and plastics to diversity and ingredients, a May 1 securities filing showed. Directors were all re-elected at the annual meeting held two days before, the company said.

2 May 2026

NYSE:KO·Stock Market

Walmart Ends Self-Checkout At One Store — Why 650 Remodels Could Make Checkout A Bigger Fight

Walmart has shut off self-checkout lanes for regular customers at its South Philadelphia location, dialing back kiosk access as major retailers rethink the balance between service, theft risks, and labor costs at the register. This isn’t a full-scale reversal across all stores, but it does thrust the checkout setup back into the spotlight just as Walmart begins remodeling hundreds of locations nationwide.

2 May 2026

NYSE:WMT·Stock Market

Eaton Stock Just Hit a Fresh High. Tuesday’s Earnings May Decide What Comes Next

Eaton Corporation plc shares slipped Friday, snapping back after touching a new 52-week high just ahead of its first-quarter earnings, which are slated for Tuesday morning. The power-management company ended at $425.55 on May 1, off the session’s $435.43 peak, according to market data.

2 May 2026

Earnings Reports·NYSE:ETN·Stock Market

The Walt Disney Company’s ABC License Review Puts DIS Stock on Watch Before Earnings

The Walt Disney Company faces an unexpected regulatory challenge tied to eight ABC television licenses, as the U.S. Federal Communications Commission has called for early renewal filings. FCC Chair Brendan Carr, for his part, said the White House did not pressure him to kick off the review.

2 May 2026

Earnings Reports·NYSE:DIS·Stock Market

Constellation Energy Stock Faces Calpine Test After Investors Reject DEI Report Bid

Constellation Energy Corp shareholders shot down a proposal calling for a board review of the financial risks and returns tied to the company’s diversity, equity and inclusion programs, with 251.5 million votes against and just 3.0 million in favor. Investors signed off on all management-backed measures: all 11 board members, executive compensation, and PricewaterhouseCoopers LLP as auditor, according to a May 1 Form 8-K.

2 May 2026

NYSE:CEG·Stock Market

Bloom Energy Stock Holds Near 52-Week High as AI Power Bet Draws Fresh Scrutiny

Bloom Energy finished Friday at $290.52, jumping $7.29. The fuel-cell maker’s stock kept running higher, fueled by that upbeat 2026 outlook and the hefty data center power deal tied to Oracle. U.S. markets stayed shut Saturday.

2 May 2026

Artificial Intelligence·NASDAQ:BE·NYSE:ORCL·Renewable Energy·Stock Market·Technology Trends

Vistra Stock Faces Earnings Test After New Dividend and JPMorgan Target Cut

Vistra Corp. declared a quarterly common dividend worth about $75 million, setting a fresh cash-return marker days before the power producer reports first-quarter results. The Irving, Texas-based company said its board approved a $0.2290-per-share common payout, payable June 30 to holders of record on June 22; it also set semiannual dividends of $35.00 per share on its Series B preferred stock and $44.375 per share on its Series C preferred stock.

2 May 2026

Dividends·Earnings Reports·NYSE:VST·Stock Market

Kraft Heinz Stock Faces New Berkshire Overhang Days Before Q1 Earnings

Kraft Heinz is once again under pressure from its top shareholder. Berkshire Hathaway noted that its Kraft Heinz holdings, as valued by the market, still lag well behind what’s recorded on Berkshire’s own books—this comes just four days ahead of the packaged-food company’s latest quarterly report.

2 May 2026

Earnings Reports·NASDAQ:KHC·NYSE:BRK.B·Stock Market

Fiserv Stock Gets an AI Payments Twist Before Crucial May 5 Earnings Test

Fiserv is now part of the x402 Foundation, the payments giant said Friday, joining a Linux Foundation project that’s working on an open standard for automated payments online. This brings Fiserv—a key technology supplier for banks and merchants—into a protocol developed by Coinbase, which targets payments made through apps, APIs, and AI agents.

2 May 2026

Artificial Intelligence·Earnings Reports·NASDAQ:FISV·Stock Market

Arista Networks Stock Faces AI Earnings Test After Morgan Stanley Target Boost

Meta Marshall at Morgan Stanley bumped up the price target on Arista Networks Inc. to $180 from $165 while sticking with an Overweight call, noting chatter around the name has "started to pick up" ahead of next week’s earnings. Arista shares slipped a cent to end Friday at $172.70, after reaching $177.14 earlier in the session.

2 May 2026

Artificial Intelligence·NASDAQ:ANET·Stock Market·Technology

ON Semiconductor Stock Hits 52-Week High Before May 4 Earnings: Why ON Shares Are in Focus

Shares of ON Semiconductor Corp. finished Friday at $103.03, notching a fresh 52-week high ahead of the chipmaker’s first-quarter earnings due Monday. The stock advanced 2.2%, making it three wins in a row. Trading volume topped the 50-day average, according to MarketWatch data.

2 May 2026

Earnings Reports·NASDAQ:ON·Stock Market

RTX Stock Watch: Patriot Missile Work Mounts as U.S. Fast-Tracks $8.6 Billion Arms Sales

RTX Corporation landed the role of principal contractor for two U.S.-approved arms deals in the Middle East, bringing the aerospace and defense giant back into the spotlight as the U.S. clears fresh missile defense sales for Qatar and Kuwait. The State Department greenlit over $8.6 billion in total sales to Qatar, Kuwait, Israel, and the United Arab Emirates. RTX and Lockheed Martin both appeared on the Qatar Patriot restock and Kuwait’s integrated battle-command system contracts. Northrop Grumman was also tapped for the Kuwait system, while BAE Systems featured on precision-weapon deals.

2 May 2026

Defense Industry·NYSE:RTX·Stock Market·US Economy

Lumen Technologies (LUMN) Stock Faces May 5 Earnings Test as AI Network Bet Meets Loss Forecast

Lumen Technologies Inc. faces its May 5 earnings announcement with markets looking for another loss, while the stock managed a solid gain on Friday. Refinitiv numbers via TradingView call for a 14-cent-per-share loss. Lumen closed at $9.32, up $0.475 from the previous finish.

2 May 2026

Artificial Intelligence·Earnings Reports·NASDAQ:LUMN·Stock Market

McDonald’s Corporation Stock Slides Before Q1 Earnings as Value Menu Faces Wall Street Test

McDonald’s Corporation dropped 2.37% Friday, settling at $286.64. Shares now sit more than 16% off the March 2 peak, just ahead of a first-quarter report that could put its U.S. value strategy to the test. The stock lagged behind rivals Starbucks and Yum Brands in a choppy session; Chipotle slid even further. Trading volume for McDonald’s came in well above its 50-day average.

2 May 2026

Earnings Reports·NYSE:MCD·Stock Market

Grab’s Indonesia Shock: Driver-Fee Cap Hits GRAB Stock Days Before Earnings

Just ahead of its earnings release, Grab Holdings Limited is facing new pressure from Jakarta. President Prabowo Subianto said on May 1 he’d signed a presidential regulation slashing the maximum commission ride-hailing platforms can take—from 20% down to 8%. That’s a dramatic adjustment to the way each ride pays out.

2 May 2026

IDX:GOTO·NASDAQ:GRAB·Stock Market

Intel Corporation’s SambaNova AI Bet Clears U.S. Review as INTC Stock Nears $100

U.S. antitrust regulators have signed off on Intel Corporation’s investment in SambaNova Systems, eliminating a key regulatory obstacle from an AI-chip deal that’s drawn attention because Intel CEO Lip-Bu Tan also serves as chair at the startup. According to a Federal Trade Commission notice, the agency granted early termination for transaction 20261227, naming Intel as the acquirer and SambaNova as the target.

2 May 2026

Artificial Intelligence·NASDAQ:INTC·Stock Market·Technology

Stock Market 2 May 2026 - 3 May 2026