Palantir Stock Faces a May 4 Earnings Test as Wall Street Sees Upside but Political Heat Builds
Palantir will report first-quarter earnings after U.S. markets close on May 4, with Wall Street expecting
FOX 4’s New Irving Studio Just Won a Dallas Real Estate Award—Here’s Why It Matters
FOX 4’s new Irving broadcast studio has won a Dallas Business Journal Best Real Estate Deals award, contractor Adolfson & Peterson Construction said. The two-story, 60,000-square-foot building at 2203 W. Royal Lane
Rheinmetall Stock Rises After €1 Billion Bundeswehr Deal, But Investors Still Want Delivery
Rheinmetall shares rose 2.09% on Monday after announcing a €1.04 billion Bundeswehr order for IdZ-ES digital infantry systems. The contract, booked for Q2 2026, covers modernisation and 237 new platoon systems, with deliveries from November 2027 to December 2029. Shares remain down 13.75% for the year after recent declines tied to broader defence sector weakness.
CBS Stock Today: Paramount Skydance Enters Monday Under Pressure as $110 Billion Warner Bros Deal Hits Antitrust Test
Warner Bros Discovery shareholders approved Paramount’s $110 billion takeover bid, clearing a major hurdle for the deal. Paramount Skydance shares closed at $10.97 Friday, down 2.66%, as investors weighed the regulatory risks. The U.S. Justice Department has issued subpoenas, and European regulators are expected to scrutinize the merger. The combined company would include CBS, CNN, HBO Max, and Paramount+.
Forestar Stock (NYSE:FOR) Faces 2026 Margin Test as Lot Guidance Narrows
Forestar Group reported a 7% rise in second-quarter revenue to $374.3 million and an 8% increase in pre-tax income, but lots sold fell 14% to 2,938. The company trimmed its 2026 lot delivery target to 14,000–14,500 while maintaining revenue guidance. D.R. Horton, which owns 62% of Forestar, bought 2,450 lots last quarter. Forestar recorded $6.3 million in land deal write-offs, up sharply from last year.
Dow Jones Industrial Average Is Lagging — Fed, PCE and Big Tech Could Decide Its Next Move
Dow futures fell early Monday as oil prices climbed and investors braced for earnings from Microsoft, Alphabet, Amazon, Meta, and Apple, along with a Federal Reserve policy decision and major economic reports. On Friday, the Dow slipped 0.2% to 49,230.71, lagging behind record closes for the S&P 500 and Nasdaq. Brent crude topped $101 a barrel amid tensions near the Strait of Hormuz.
US Bond Market’s Fed Week Starts With Yields Rising as Oil Shock Lingers
U.S. Treasury yields climbed early Monday, with the two-year at 3.798% and the 10-year at 4.323%, as oil hovered near $108 a barrel and Middle East tensions persisted. The Fed begins its policy meeting Tuesday, with traders watching for signals on rates. The Treasury is auctioning $69 billion in two-year notes and $70 billion in five-year notes. Eurozone, UK, and Japanese bond yields also rose ahead of central bank decisions.
Gold Price Forecast: Fed Signal, Iran Talks Put $4,700 Bullion Level Back in Play
Gold steadied near $4,715 an ounce Monday, with traders watching U.S.-Iran diplomacy and the Federal Reserve’s upcoming decision. Oil prices above $100 a barrel have fueled inflation fears, complicating gold’s outlook as higher rates could weigh on non-yielding assets. Brent crude rose to $106.68. Iran reportedly sent the U.S. a proposal on the Strait of Hormuz, but markets remained cautious.
Oil Price Forecast: Brent Near $108 as Goldman Raises 2026 Outlook on Hormuz Shock
Brent crude hit a three-week high of $107.97 a barrel in Asian trading after U.S.-Iran peace talks stalled, with limited tanker traffic through the Strait of Hormuz tightening supply. Brent later traded at $106.68, up 1.3%, and WTI rose 1% to $95.35. Goldman Sachs raised its Q4 Brent forecast to $90, citing lower Middle East output. The IEA cut its 2026 demand outlook, reporting a 10.1 million bpd supply drop in March.
Australia Stock Market Today: ASX 200 Falls For Fifth Day As Oil Shock Hits Banks, Origin
Australia’s S&P/ASX 200 fell 20.1 points, or 0.23%, to 8,766.40 on Monday, marking a fifth straight loss as energy, utilities, and banks declined. Origin Energy dropped 5.25% after weaker LNG revenue, while Atlas Arteria jumped on a takeover offer from IFM. Nine of 11 sectors fell. The Australian dollar traded near 71.61 U.S. cents late in the session.
UK Stock Market Today: FTSE 100 Slips as Oil Jump Puts BoE Week in Focus
Britain’s FTSE 100 slipped 0.30% to 10,348.26 by 09:09 BST Monday as higher oil prices and stalled U.S.-Iran talks weighed on sentiment ahead of key central bank meetings. Brent crude rose over 2% to $107.97 a barrel. Sainsbury’s shares dropped more than 3% after downgrades from Goldman Sachs and Citigroup. Intertek declined after rejecting a takeover bid from EQT; Whitbread rose on asset sale speculation.
US Stock Futures Slip As Oil Spike Tests Wall Street’s Record Rally
U.S. stock futures slipped early Monday, with Dow futures down 86 points and S&P 500 futures off 0.1% at 03:30 ET. Oil prices climbed above $101 a barrel as shipping disruptions continued near the Strait of Hormuz. Investors braced for major tech earnings and a Federal Reserve rate decision later in the week. Premarket trading was mixed among large tech stocks.
US Stock Market Today: Live Updates 27.04.2026
LIVEMarkets rolling coverageStarted: April 27, 2026, 12:00 AM EDTUpdated: April 27, 2026, 7:22 AM EDT Docebo Shares See Analyst Price Target Reset Amid Bookings Strength and Execution Risks April 27, 2026, 7:22 AM EDT. Docebo (TSX:DCBO) faces a narrative shift as analysts adjust price targets to the mid CA$20s/US$20s range, down from highs of over US$30. This reflects **confidence in the company's core fundamentals** alongside caution over execution risks and growth visibility. Stifel and Morgan Stanley highlighted strong recent **gross bookings**, signaling solid demand despite softer headline metrics influenced by contract roll-offs with AWS and client churn like Dayforce. Scotiabank
Kratos Defense Stock Slides Again as Drone Maker’s $1 Billion Growth Bet Faces Test
Kratos Defense shares dropped 6.5% to $61.26, cutting its market value to $10.6 billion as investors questioned the pace of profit from new contracts. The company recently completed the first flight of its Mk1 Firejet drone and won a Space Force contract worth up to $446.8 million. AeroVironment, L3Harris, and Northrop Grumman also declined. Kratos raised $1.17 billion in a February share offering.
Robinhood’s Earnings Week Now Has a Prediction-Market Problem
Wisconsin sued Robinhood and several rivals over sports event contracts, alleging illegal sports betting through prediction markets. The lawsuit comes days before Robinhood reports first-quarter earnings on Tuesday. Robinhood shares closed at $84.71 Friday, down from $91.28 on Monday. The company said its event contracts are federally regulated and it will defend itself.
SoFi Technologies Stock Faces a Big Q1 Earnings Test as Loan Growth Comes Into Focus
SoFi will report first-quarter results before markets open April 29, with management projecting about $1.04 billion in adjusted net revenue and adjusted EPS of 12 cents. Shares closed at $18.44 Friday, valuing the company at $23.8 billion. The company recently launched a digital HELOC and formed a Real Estate Advisory Council. Last quarter, loan originations rose 46% to $10.5 billion and fee-based revenue climbed 53%.
Rigetti Computing (RGTI) Stock Gets Fresh Sell Call as 108-Qubit Test Looms
Rigetti Computing shares fell 1.5% to $16.61 after Wall Street Zen downgraded the stock to “sell.” The move follows the company’s proxy mailing for its June 9 annual meeting and the launch of its 108-qubit Cepheus-1-108Q system on Amazon Braket. Rigetti posted 2025 revenue of $7.1 million against a $216.2 million net loss, with 90% of sales coming from government contracts.
Blackstone Just Put $16 Billion Behind Oracle’s AI Buildout. The Hard Part Comes Next
Blackstone and Related Digital secured financing for a $16 billion Oracle AI data center campus in Saline Township, Michigan. The package includes equity from Related Digital and Blackstone, plus long-term debt anchored by PIMCO-managed funds. The project faces local and regulatory pushback over electricity, water use, and transparency. The campus will feature three data center buildings with over one gigawatt of capacity.
Bloom Energy Stock Faces a Big Test as BlackRock’s 8.2% Stake Meets Oracle AI Power Bet
BlackRock disclosed an 8.2% passive stake in Bloom Energy, holding 22.9 million Class A shares, according to an amended SEC filing signed April 24. The disclosure comes ahead of Bloom’s first-quarter results on April 28, with focus on its 2.8-gigawatt fuel-cell deal with Oracle. Bloom shares closed Friday at $231.17, down 2.7%. Analyst targets shifted after the Oracle agreement, with Jefferies, Citi, and UBS raising estimates.
AeroVironment Stock Watch: Navy Laser Test Puts AVAV Back in Drone-Defense Focus
AeroVironment’s LOCUST Laser Weapon System shot down multiple drones during a U.S. Navy carrier test on the USS George H.W. Bush, according to Pentagon records. The test comes as U.S. forces seek cheaper counter-drone options. AeroVironment shares fell 2.8% to $196.28 following the news. The company recently agreed to acquire BlueHalo in a $4.1 billion all-stock deal.
Why Circle Internet Group Stock Is Back Under the Microscope Before Earnings
Circle shares closed at $99.66, down 0.4%, as investors await first-quarter results due May 11. The company faces a proposed class-action lawsuit over alleged negligence tied to the April 1 Drift Protocol hack, where attackers reportedly moved $230 million in USDC. USDC circulation rose 72% year-on-year to $75.3 billion in Q4. MarketBeat lists Circle’s average 12-month price target at $127.24.
Vistra Stock Pops 4.8% as VST’s AI Power Trade Faces Its Next Test
Vistra Corp. shares rose 4.8% to $164.35 Friday, outpacing major utility peers despite lighter trading volume. The company is set to report first-quarter results May 7 and hold its annual shareholder meeting April 29. Vistra has guided to 2026 adjusted EBITDA of $6.8–$7.6 billion, excluding Cogentrix. The stock remains 25% below its 52-week high.
IonQ, Inc.’s $1.8 Billion SkyWater Deal Hits FTC Delay as Quantum Stakes Rise
The Federal Trade Commission issued a “Second Request” for more information on IonQ’s $1.8 billion acquisition of SkyWater Technology, pausing the merger review, according to a securities filing. IonQ and SkyWater said they still aim to close the deal by late 2026. IonQ shares closed Friday at $42.69, down 2.19%. The FTC request was made April 24.
BMW AG’s China Fight Just Got Harder as Neue Klasse EVs Take Beijing
BMW unveiled China-specific electric models, the iX3 Long Wheelbase and i3 Long Wheelbase, at Auto China 2026 amid a 10% drop in its China sales for Q1. The new models, part of BMW’s Neue Klasse platform, offer up to 1,000 km range under China’s CLTC test. Chinese competitors Geely and Nio are intensifying pressure on German premium brands. The new 7 Series with Neue Klasse tech launches globally in July 2026.
D-Wave Quantum Stock Slides Before Q1 Earnings as Investors Look for Proof Behind the Rally
D-Wave Quantum shares fell 4.3% to $18.49 Friday ahead of its May 12 first-quarter earnings report. The company previously reported $32.8 million in early-2026 bookings, surpassing its full-year 2025 total. CEO Alan Baratz and CFO John Markovich will discuss results and outlook on a call at 8 a.m. ET. Analyst Nehal Chokshi rated D-Wave Market Perform with a $22 target.
Horizon Quantum Holdings Ltd. Stock Faces a Big Test After 53 Million-Share Resale Filing
Horizon Quantum Holdings filed to register the possible resale of nearly 53 million shares and 2.9 million warrants, equal to about 91.9% of its outstanding stock on a post-exercise basis. The move comes less than six weeks after its Nasdaq debut via a SPAC merger. Horizon’s shares last closed at $11.37, below the $11.50 warrant exercise price. First-quarter results are due May 5.
Xanadu Stock Rises After 294 Million-Share Filing: What Changes Now for XNDU
Xanadu Quantum Technologies’ U.S.-listed shares rose 7.28% to $30.95 Friday after a new registration statement signaled up to 293.7 million Class B shares could be resold by securityholders. The Toronto-based quantum computing firm, public for less than a month, reported 2025 revenue of $4.6 million and a net loss of $70.7 million. The registration statement is not yet effective.
Bank of America’s $16 Billion Oracle AI Data Center Deal Puts Wall Street’s AI Bet Under a Harsh Light
Bank of America acted as structuring agent and financial advisor on a $16 billion financing for an Oracle-linked data center in Saline Township, Michigan. The bank sold $14 billion in bonds for the project, with Blackstone contributing $2 billion in equity. PIMCO bought about $10 billion of the bonds. Local opposition over power use and environmental impact continues.
Verizon Earnings Tomorrow: Subscriber Growth Is the Test for VZ’s Comeback
Verizon will release first-quarter results Monday, its first report since closing the Frontier deal in January. Earnings materials post at 7:00 a.m. ET, with a webcast at 8:30 a.m. Wall Street expects $1.21 per share on $34.82 billion revenue. Shares last traded at $46.38, down 7.5% over the past month.
Constellation Energy Stock Faces New Spotlight After Trump Bond Disclosure and AI Power Push
Donald Trump’s latest financial disclosure showed purchases of Constellation Energy corporate bonds in March, according to forms released Friday. Constellation shares closed at $313.53, up 7.1%, valuing the company near $98 billion. The company recently completed its Calpine acquisition, expanding its power capacity to 55 gigawatts. The disclosure did not specify exact bond purchase amounts.
Lumentum Stock Faces a Crucial AI Test After BlackRock Filing and 4% Friday Gain
Lumentum shares closed at $881.64 Friday, up 4.1%, ahead of its May 5 earnings report. BlackRock disclosed a 7.3% stake in the company. Needham raised its price target to $1,040, citing strong AI data-center demand. Lumentum reported $665.5 million in fiscal Q2 revenue, up 65.5% year over year.
Plug Power Stock Slips Again: Why PLUG’s May Earnings Test Now Matters
Plug Power Inc. shares fell 1.26% to $3.14 on Friday, extending a two-day slide and leaving the stock 31% below its 52-week high. The company reported $5.5 million in positive gross profit for the fourth quarter and a 12.9% rise in 2025 revenue. Plug recently won a contract for a 275-megawatt electrolyzer system in Quebec and agreed to sell its Project Gateway site for at least $132.5 million.
US Stock Market Week Ahead: Why Wall Street’s Record Rally Faces Its Biggest Test This Week
Microsoft, Alphabet, Amazon, Meta, and Apple will report earnings this week as the Federal Reserve meets, with Jerome Powell possibly presiding over his final meeting as chair. Senator Thom Tillis said Sunday he would advance Kevin Warsh’s nomination to replace Powell after a Justice Department probe ended. The S&P 500 and Nasdaq closed at record highs Friday. Key inflation data is due Thursday.
COHR Stock Faces a May Test After CFO’s $702,000 Sale
Coherent Corp CFO Sherri Luther sold 2,000 shares for $702,000 on April 22, according to an SEC filing. The sale comes ahead of Coherent’s fiscal third-quarter results, set for May 6. Coherent shares last traded at $336.09, below Luther’s sale price of $351. Nvidia invested $2 billion in Coherent in March, securing future access to laser and optical networking products.
Trump Media Shake-Up Deepens: DJT Board Adds Trump Allies as New CEO Gets Stock Grant
Trump Media disclosed interim CEO Kevin McGurn will earn $125,000 a month for nine months and receive 146,198 restricted stock units, according to a Friday filing. Meredith O’Rourke and Boris Epshteyn joined the board effective April 24. Devin Nunes has exited all roles, with separation terms including accelerated vesting of 96,721 RSUs. DJT shares last traded at $9.35.
AXT Stock Has a $632.5 Million Question: Can Its China Wafer Bet Keep Up With AI Demand?
AXT underwriters bought 1.28 million additional shares at $64.25 each, raising $82.5 million and bringing total gross proceeds to about $632.5 million. The funds will expand indium phosphide wafer capacity at Beijing Tongmei, its China-based subsidiary. AXT expects first-quarter revenue of $26–28 million and a net loss of up to $2.6 million. Shares closed at $76.16 on April 24.