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The market was up on April 30, 2026, but the leadership was anything but uniform. $GOOGL did the heavy lifting, while the more crowded AI trade in $MSFT, $META, and even $NVDA reminded investors that a good theme is not the same thing as a good reaction.
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Towercos have increased their presence at Mobile World Congress in 2026, reflecting their growing relevance as key infrastructure providers for the industry. Towerco ownership of global towers grew from 25% in 2014 to 75% today, as telcos around the world have sought to spin off infrastructure assets.
The US basked in excess sunshine in the March quarter of 2026, with solar insolation levels exceeding the 20-year average by 5.8%. Wind was more diversified in terms of average winds in the March quarter.
The Iran war has disrupted the global fertilizer market. Barron's sizes up where these agricultural stocks could be headed next.
Earnings for State Street Technology Select Sector SPDR members are expected to be up 43% this year from last and rise another 24% in 2027.
Former U.S. Secretary of Commerce Gina Raimondo discusses President Donald Trump's trade and tariff agenda on ‘The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #trump #donaldtrump #tariffs #trade #economy #business #investment #markets #commerce #policy #politics #political #politicalnews #government #finance #global #jobs #industry #gina #raimondo
Brazil's current P/E of 12.5x versus emerging markets' 16.2x suggests a potential 29% upside if re-rating occurs post-election. Risks include Lula's political resilience, judicial influence, and historical underperformance at similar P/E levels, necessitating careful timing and monitoring.
Huawei expects revenue from its AI chips to jump at least 60% this year, boosted by strong demand for domestic offerings from Chinese companies, the Financial Times reported on Friday.
Semiconductor stocks surged as cloud providers doubled down on infrastructure spending.
'Mad Money' host Jim Cramer talks the impact of data center stocks on the overall market.
British discretionary retail like-for-like sales slid 1.6% year-on-year in April, their weakest April performance in a decade outside the pandemic, data from accountancy and business advisory firm BDO showed on Friday.
CNBC's Jim Cramer said the market can be broken down into essentially two sectors: the data center stocks and everything else. He emphasized that the boom has expanded far beyond tech, fueling gains across industrials, infrastructure, and even unexpected sectors.
The UAE's exit from OPEC and potential US swap lines signal escalating geopolitical and economic risks in the Gulf region. US swap lines to Gulf allies aim to preserve petrodollar dominance amid threats from the yuan and BRICS, especially as oil exports halt.
“I think there's a point where standing up to Trump moves into poking the bear with a sharp stick,” one analyst says.
At a U.S Army training facility in Germany on Thursday, some senior officers highlighted the benefits of American presence in the country, a day after U.S. President Donald Trump said he was reviewing whether to reduce troop numbers in the country.
Fresh data showed the economy expanded at a 2% annualized pace in the first quarter while core inflation rose 3.2% year-over-year in March.
The S&P 500 and Nasdaq composite just tallied their best month in six years, surprising the bears focused on oil prices.
U.S. stock indexes rise on Thursday, with the Nasdaq composite closing at a record high.
On February 28, 2026, the U.S. and Israel launched a joint strike against Iran. Targets included Iranian military sites and nuclear facilities.
Consumer spending remained solid in the first quarter, but slower wage growth, falling savings, and higher prices are starting to weigh on households.
President Donald Trump said he would be removing some whiskey tariffs following a visit from King Charles III during remarks to reporters at the White House. -------- More on Bloomberg Television and Markets Like this video?
Asure Software, Inc. (ASUR) Q1 2026 Earnings Call Transcript
California Water Service Group (CWT) Q1 2026 Earnings Call Transcript
Alignment Healthcare, Inc. (ALHC) Q1 2026 Earnings Call Transcript
Granting of RSUs LONDON, UK / ACCESS Newswire / May 1, 2026 / Orosur Mining Inc. ("Orosur" or "the Company") (TSXV:OMI)(AIM:OMI) announces the granting of an aggregate of 13,650,000 Restricted Stock Units ("RSUs") to directors, officers, employees and consultants of the Company, upon recommendation of the Company's Remuneration Committee, in recognition of the Company's progress and as incentivisation for future performance. At the Company's AGM held on 17 December 2025, shareholders voted to permit the Company to maintain a "rolling" securities-based compensation plan, reserving for issuance, a maximum of 10% of the issued shares of the Company from time to time.
Safehold Inc. (SAFE) Q1 2026 Earnings Call Transcript
Twilio is entering a new upward re-rating phase, driven by strong Q1 results and accelerating AI-driven growth. TWLO's consumption-based pricing model enables significant expansion within its customer base, differentiating it from seat-based SaaS peers. AI adoption is fueling new workflow automation deals, positioning TWLO as a preferred platform for customer service transformation.
Kratos is increasing production of its Valkyrie drones from eight to 40 per year. Revenue and net income jumped by 19% and 35%, respectively, in 2025.
Floor & Decor Holdings, Inc. (FND) Q1 2026 Earnings Call Transcript
Toyota is expected to report a fourth successive year-on-year decline in quarterly operating profit next week, as rising material and labour costs and the impact of U.S. tariffs offset strong demand, particularly for hybrid vehicles.
iRhythm Holdings, Inc. (IRTC) Q1 2026 Earnings Call Transcript