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Wall St hits more record closing highs on US-Iran ceasefire extension
Reuters Videos79d agoneutralVIDEO
Wall St hits more record closing highs on US-Iran ceasefire extension

<body><p>STORY: Wall Street's main indexes notched more record closing highs on Thursday, as the Dow ticked up marginally, the S&P 500 added more than half a percent and the Nasdaq climbed nearly one percent.</p><p>Sources told Reuters the U.S. and Iran reached a draft agreement to extend their ceasefire for 60 days and lift restrictions on shipping through the Strait of Hormuz, though President Donald Trump had yet to approve it.</p><p>Meanwhile, economic data on Thursday showed that U.S. inflation in April rose at its fastest pace in three years and first-quarter GDP was revised lower.</p><p>Chris Kampitsis, managing partner at Barnum Financial Group, said the economic overhang is still being offset by an AI trade that just won't quit.</p><p>"The way I've been describing the impact of the geopolitical events and inflation and interest rates to clients is that all of this represents a drag on the market and a drag on the economy. Concurrently, we have some pluses. We have some accelerants in the form of AI technology and exceptional corporate earnings. Right now, the pluses are outweighing the negatives. If we didn't have this overhang, you could only imagine where the market's results might be as it continues to participate in this euphoric run through what is in essence a technological revolution that we're experiencing."</p><p>:: Archive</p><p>Reflecting that AI euphoria, shares of Dell soared more than 16% in extended trading after the company boosted its annual revenue and profit expectations. Dell reported that data center expansion by clients is fueling demand for its AI-optimized servers powered by Nvidia's chips.</p><p>Snowflake shares soared 36% after the data analytics firm lifted its annual product revenue forecast and announced a five-year AI infrastructure deal worth $6 billion with Amazon Web Services. Peers Datadog and MongoDB also climbed.</p><p>Elsewhere in the market, shares of Dollar Tree jumped almost 18% after the discount retailer lifted its full-year profit forecast, while Best Buy rose nearly 16% after the electronics vendor forecast second-quarter sales above estimates.</p><p>On the flip side, shares of Gap tumbled 14% in extended trading after the apparel chain cut its annual sales forecast, signaling pressure from budget-strained Americans pulling back on discretionary spending amid macroeconomic uncertainty.</p></body>

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Boeing Hits a Key Milestone. The Stock Is Up.
Barrons.com80d agoneutral
Boeing Hits a Key Milestone. The Stock Is Up.

Boeing stock rose after CEO Kelly Ortberg gave investors some good news about an important 737 MAX milestone. The company passed its capstone review with the Federal Aviation Administration, allowing it to increase its 737 MAX production to 47 jets a month, Ortberg said at the Bernstein Strategic Decisions investor conference Wednesday. Most recently, Boeing had been making 42 MAX jets a month, after getting FAA approval to raise production in late 2025.

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Move Over Stubborn Inflation, Trump’s Bull Market Hits Record Highs Again
24/7 Wall St.84d agobullish
Move Over Stubborn Inflation, Trump’s Bull Market Hits Record Highs Again

The Dow Jones Industrial Average punched through to a fresh record this week, its first since February, while the University of Michigan Consumer Sentiment Index sat at 49.8 in April, a reading the survey treats as recessionary. That gap, between Wall Street running and Main Street flinching at the checkout, was the through-line of Fox ... Move Over Stubborn Inflation, Trump’s Bull Market Hits Record Highs Again

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Wall Street rises as Middle East hopes lift sentiment
Reuters Videos85d agoneutralVIDEO
Wall Street rises as Middle East hopes lift sentiment

<body><p>STORY: U.S. stocks rose on Friday, with the Dow reaching an intraday record high, as investors cheered signs of progress in talks to end the Middle East conflict and a strong corporate earnings season.</p><p>The Dow added six tenths of one percent, the S&P 500 climbed four tenths and the Nasdaq two tenths.</p><p>The U.S. has made some progress toward a deal with Iran, though more work remains, Secretary of State Marco Rubio said on Friday.&nbsp;</p><p>Iran’s foreign ministry spokesman said differences between the two sides remained deep.</p><p>Shana Orczyk Sissel, founder and chief executive officer of Banríon Capital Management say investors should expect more bumps in the road as these talks continue.</p><p>"So in terms of what this means for the market, I think that for as long as we have this uncertainty around how long the tensions and the war will continue, global oil markets will be under pressure, which will continue to lead to higher volatility in the equity and the fixed income markets. And until we have some sort of resolution, I think investors can expect volatility and higher than average inflation.”</p><p>This will become a focus for Kevin Warsh who was sworn in as the new Federal Reserve chair Friday.</p><p>Semiconductor stocks, which have driven recent Wall Street gains, were mostly higher&nbsp;though Nvidia slipped about two percent.&nbsp;</p><p>Shares of U.S. computer makers surged following strong results from China's Lenovo Group with Dell surging nearly 17%.</p><p>:: Workday</p><p>And Workday rose 5% after the human resources software provider exceeded expectations for first-quarter revenue and profit.</p></body>

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