AI & Tech
Meta Lifts 2026 AI Capex to $145B as Ad Revenue Jumps 33%
Meta posted $56.3B in Q1 revenue and raised 2026 AI capex guidance to $125B–$145B, sending shares lower on margin concerns despite a strong ad print.
Apr 30, 2026
Archive
663 articles
Stocks
Apple Q2 Earnings Today: $109.7B Revenue, iPhone 17, AAPL Watch
Apple reports Q2 fiscal 2026 earnings after Thursday's close with revenue consensus near $109.7 billion. iPhone 17 demand and Services growth in focus.
Apr 30, 2026
Stocks
Eli Lilly's $83B Year: Orforglipron and the GLP-1 Pill Shift
Eli Lilly's 2026 sales guidance hit $80B-$83B as orforglipron, the first oral GLP-1 pill, gained FDA approval. Lilly now controls 60% of the market.
Apr 30, 2026
ETFs
Defense and Drone ETFs Lead Thematic Surge, SHLD Up 23%
The defense ETF SHLD has gained 23% over three months and drone fund DRNZ is up 29% as thematic flows pivot from AI to geopolitics in 2026.
Apr 30, 2026
Macro
Q1 GDP and March PCE Land Together Thursday — What Traders Watch
Q1 2026 GDP advance estimate and March PCE inflation print together Thursday at 8:30 ET. The two reports will reset the Fed's June decision tree.
Apr 30, 2026
AI & Tech
Microsoft Azure Grows 40% as AI Revenue Hits $37B Run Rate
Microsoft Azure revenue climbed 40% in fiscal Q3 as the company raised its 2026 capex outlook to roughly $190 billion to fund AI infrastructure.
Apr 30, 2026
Macro
Fed Holds at 3.75% in Most Divided Vote Since 1992
Federal Reserve held rates at 3.5%-3.75% in an 8-4 split — the most divided FOMC vote in 33 years. Powell's last meeting before stepping down.
Apr 30, 2026
Markets
Big Tech Earnings Split: Alphabet Surges, Meta Slumps on Capex
Alphabet jumped 6% after hours while Meta sank as AI capex forecasts hit $725 billion. Big Tech earnings reset Wall Street's risk picture.
Apr 30, 2026
Crypto
Bitcoin ETFs Pull In $2.4B in April, Best Month Since October
U.S. spot Bitcoin ETFs ended April with $2.4B of net inflows, IBIT capturing 70%, as Bitcoin holds $76,275 ahead of the Fed decision next week.
Apr 30, 2026
Markets
Brent Tops $118 as Iran Blockade Hits Stocks and Inflation
Brent crude oil topped $118 a barrel after Trump pledged to maintain the Iran blockade. Stocks slipped and inflation expectations climbed.
Apr 30, 2026
ETFs
Investors Flee SPY and QQQ as Rotation Trade Accelerates
SPY has shed roughly $30B and QQQ $11B in 2026 outflows as capital rotates into international stocks, bonds, and tactical leveraged ETFs.
Apr 29, 2026
ETFs
SOXX and SMH Smash Records With $5.4B April Inflows
Semiconductor ETFs SOXX and SMH posted record monthly inflows in April, even after the OpenAI report rattled chip stocks Monday.
Apr 29, 2026
Crypto
Ethereum Lags Bitcoin Despite Persistent ETF Demand
Ethereum trades below $2,300 with iShares ETHA down 23% YTD even as spot ETF flows turn positive. What is holding ETH back?
Apr 29, 2026
AI & Tech
Microsoft, Alphabet, Meta Earnings Tonight: AI Capex on Trial
Three of the four hyperscalers report after the close. Investors want proof that 2026 AI capex commitments translate into real cloud revenue.
Apr 29, 2026
Stocks
Starbucks Surges 5% as Niccol's Turnaround Beats the Tape
Starbucks stock jumped more than 5% after Q2 earnings beat estimates and Brian Niccol raised full-year guidance, with same-store sales up 6.2%.
Apr 29, 2026
Macro
Q1 GDP Forecasters Split Between 1.2% and 2.6%
Thursday's Q1 2026 GDP advance estimate could land anywhere from 1.2% to 2.6%. Why forecasters disagree this much, and what each scenario means for the Fed.
Apr 29, 2026
Markets
Why the 10-Year Treasury Yield Is Stuck at 4.35%
The 10-year Treasury yield held at 4.35% as Iran tensions and the Fed's hawkish hold capped bond rallies. What it means for stocks and rate-sensitive sectors.
Apr 29, 2026
Markets
Markets Brace for Powell's Last Call and Mag 7 Earnings
Stock futures hold flat ahead of Powell's final FOMC decision and a Big Tech earnings gauntlet that will test record S&P 500 levels. Markets today preview.
Apr 29, 2026
AI & Tech
AI Chip Stocks Slide as OpenAI Misses Revenue Targets
Nvidia, AMD and Broadcom dropped after a Wall Street Journal report on OpenAI's missed user and revenue goals rattled the AI chip trade.
Apr 29, 2026
Stocks
Big Tech's $600 Billion AI Bill Comes Due Wednesday Night
Microsoft, Alphabet, Meta, and Amazon report Q1 earnings Wednesday under pressure to prove that $600B+ in 2026 AI capex is generating real revenue.
Apr 29, 2026
Crypto
Bitcoin Holds $77K as Powell Faces His Final FOMC
Bitcoin trades near $77,200 ahead of Jerome Powell's final FOMC press conference, with spot ETFs posting a $263M outflow this week.
Apr 29, 2026
Macro
Fed Holds at 3.5-3.75% as Powell's Final Meeting Arrives
Meta and Microsoft announced 20,000 combined layoffs in April 2026, explicitly citing AI automation. Here's what traders should know.
Apr 29, 2026
Crypto
Ethereum Staking Surge Hits $500M as ETH Lags BTC
Meta and Microsoft announced 20,000 combined layoffs in April 2026, explicitly citing AI automation. Here's what traders should know.
Apr 28, 2026
ETFs
Energy ETFs Lead as Oil Tops $111 and Tech Bleeds
Energy ETFs gained $5.6B in March inflows as Brent crude topped $111 per barrel. Meanwhile, tech ETFs lost $3B. Inside the great 2026 rotation.
Apr 28, 2026