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Markets in Motion: tech earnings challenge valuation fears
InvestorsHub100d agoneutral
Markets in Motion: tech earnings challenge valuation fears

Technology and energy remain the market’s strongest-performing sectors year-to-dateS&P 500 technology companies delivered nearly 30 per cent revenue growth and 54 per cent earnings growth in Q1Fund managers now view long semiconductors as the most overcrowded trade, signalling potential caution aheadStrong tech earnings continue to drive market leadershipTechnology continues to dominate market leadership in 2026, and according to Bruce Campbell, the earnings data may justify much of the enthusia

AST SpaceMobile Surges 8%; Virgin Galactic, Rocket Lab Ride the SpaceX IPO Wave
24/7 Wall St.100d agobullish
AST SpaceMobile Surges 8%; Virgin Galactic, Rocket Lab Ride the SpaceX IPO Wave

Shares of AST SpaceMobile (NASDAQ:ASTS) are up 8% in midday trading on May 27, changing hands near $129. The satellite direct-to-cell name is leading a space-sector sympathy rally tied to SpaceX IPO buzz. The move extends an already torrid run. ASTS stock is up 78% year to date (YTD), making it the headline mover in ... AST SpaceMobile Surges 8%; Virgin Galactic, Rocket Lab Ride the SpaceX IPO Wave

Boeing increasing 737 production after consulting FAA
Reuters100d agoneutral
Boeing increasing 737 production after consulting FAA

May 27 (Reuters) - Boeing is increasing 737 production to 47 jets a month, up from 42, after consulting with the Federal Aviation Administration, Boeing CEO Kelly Ortberg said on Wednesday. "We're off and rolling at the 47 rate, and we ‌should be there in the next couple months," Ortberg said at the Bernstein Annual Strategic Decisions Conference.

BofA gives Spotify stock price a target many will love
TheStreet100d agoneutral
BofA gives Spotify stock price a target many will love

Spotify Technology has spent years proving it can build one of the largest music-streaming audiences in the world. Bank of America now thinks the company is entering a more important phase, where the business can turn that scale into higher revenue, stronger margins, and more ways to charge its ...

Why Walmart’s Post-Earnings Dip Is A Diversification Play
Trefis100d agoneutral
Why Walmart’s Post-Earnings Dip Is A Diversification Play

Walmart (NASDAQ: WMT) stock has dropped 11% over the past five trading days. This downturn comes right on the heels of the company's recent Q1 2027 earnings release, where, despite strong e-commerce growth and beating revenue forecasts, the stock faced immediate pressure. It is a pullback that should make investors take notice.

Bloomberg100d agoneutral
SpaceX-Tesla Merger Is ‘Only a Matter of When,’ Early Investor Says

(Bloomberg) -- A post-IPO merger between SpaceX and Tesla Inc. is inevitable and only a question of timing, because Elon Musk will want to consolidate control across his companies, according to early SpaceX investor Peter Diamandis.Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadRussia Tells US to Evacuate Its Diplomats and Citizens From Kyi

Ford Stock Rallies, Poised for Highest Close Since 2022
The Wall Street Journal100d agobullish
Ford Stock Rallies, Poised for Highest Close Since 2022

Ford shares recently traded about 3.7% higher on the day, on track for their highest close since 2022. General Motors shares are also up about 4.5%, but Ford stock in particular has been surging this year as investors look at the company's energy division as an opportunity to capitalize on the AI boom and soaring energy demand.

Boeing Hits a Key Milestone. The Stock Is Up.
Barrons.com100d 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.

Bank of America makes bold call on Walmart stock
TheStreet100d agoneutral
Bank of America makes bold call on Walmart stock

Walmart shares have pulled back, but Bank of America is telling investors the move may have created a fresh opportunity in one of retail’s biggest names. In a Bank of America note given to TheStreet, analyst Christopher Nardone reiterated a Buy rating on Walmart (WMT) while lowering the firm’s ...

McDonald's unveils 2026 FIFA World Cup Happy Meal
TheStreet100d agoneutral
McDonald's unveils 2026 FIFA World Cup Happy Meal

Since introducing the Happy Meal in 1977, McDonald's has consistently used pop culture partnerships to drive customer traffic and remain relevant across generations. Today, McDonald's sells more than 1 billion Happy Meals worldwide each year, making the product a meaningful ...

Morgan Stanley makes bold call on Air France-KLM
TheStreet100d agobullish
Morgan Stanley makes bold call on Air France-KLM

Even before the jet fuel crisis that already led to thousands of flight cuts and dealt the final blow to Spirit Airlines, aviation has never been a particularly lucrative industry due to the prohibitive costs of both launching and staying in business. Since the start of 2026, the shares of the "big ...

Investing.com100d agoneutral
Seaport says GE Aerospace selloff is a buying opportunity

Investing.com -- Seaport Research Partners initiated coverage on GE Aerospace with a Buy rating and a $375 price target, arguing that recent weakness in the aerospace giant’s shares presents an attractive entry point for investors betting on a longer-lasting aviation aftermarket boom.

Investing.com100d agoneutral
JPMorgan lifts FedEx to Overweight ahead of freight spin-off

Investing.com -- JPMorgan upgraded FedEx to Overweight from Neutral on Wednesday, raising its price target to $460 from $432, as the bank's analysts said the stock offers an attractive opportunity ahead of a pivotal period for the logistics giant.

SpaceX Investor Powerlaw Debuts on Nasdaq as IPO Race Heats Up
Bloomberg100d agoneutral
SpaceX Investor Powerlaw Debuts on Nasdaq as IPO Race Heats Up

(Bloomberg) -- Powerlaw Corp., a closed-end fund that owns stakes in Elon Musk’s SpaceX and artificial intelligence firm OpenAI, traded well above the value of its underlying investments in its debut on Wednesday, capitalizing on retail investors’ clamor for exposure to the hottest private tech companies.Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Deta

Intel (INTC): Buy, Sell, or Hold Post Q1 Earnings?
StockStory100d agoneutral
Intel (INTC): Buy, Sell, or Hold Post Q1 Earnings?

Intel has been on fire lately. In the past six months alone, the company’s stock price has rocketed 203%, reaching $123.10 per share. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Broadcom Stock Is Ready To Buy, But There's A Catch
Investor's Business Daily100d agobullish
Broadcom Stock Is Ready To Buy, But There's A Catch

Broadcom stock is biding time in a buy zone of a cup base ahead of the next earnings report, due soon. Analysts expect bolstered sales and profit growth, making it Wednesday's IBD 50 Growth Stocks To Watch pick. Broadcom pulled back during Wednesday's session after earlier gains.