Ford Boosts 2026 Outlook with $1.3B Tariff Refund, F-150 Woes Linger
Earnings James Calloway

Ford Boosts 2026 Outlook with $1.3B Tariff Refund, F-150 Woes Linger

Ford raised its 2026 adjusted EBIT outlook to $8.5-$10.5 billion after a $1.3 billion tariff refund, though F-150 production fell 12% and aluminum costs remain a concern.

F GM STLA
Morgan Stanley's Bitcoin Fund Gains Amid BlackRock IBIT Outflows
Crypto Sarah Chen

Morgan Stanley's Bitcoin Fund Gains Amid BlackRock IBIT Outflows

Morgan Stanley's new bitcoin fund drew $10.8M while BlackRock's IBIT lost $54.7M on April 29, signaling shifting investor preferences in the spot bitcoin ETF market.

MS BLK IBIT
Quanta Services Soars on Record Backlog and Raised Guidance
Earnings James Calloway

Quanta Services Soars on Record Backlog and Raised Guidance

Quanta Services shares jumped $71.30 to $699.90 after Q1 earnings beat and raised 2026 guidance, powered by a record $48.5 billion backlog.

PWR
Retiree's $4M S&P 500 Claim Ignites Social Security Debate Ahead of 2033 Trust Fund Depletion
Analysis Daniel Marsh

Retiree's $4M S&P 500 Claim Ignites Social Security Debate Ahead of 2033 Trust Fund Depletion

A retiree's assertion that Social Security taxes could have yielded $4M in the S&P 500 reignites debate as the OASI trust fund is projected to run dry by 2033, covering just 77% of benefits.

SPY
Everspin Technologies Stock Soars on $40M Defense MRAM Contract
Technology Sarah Chen

Everspin Technologies Stock Soars on $40M Defense MRAM Contract

Everspin Technologies shares jumped 38% after landing a $40 million defense deal for Toggle MRAM technology, with revenue set to bolster its on-shore manufacturing push.

MRAM
Huachen AI Parking Shares Surge 135% Amid Thin Float and Nasdaq Compliance Concerns
Markets Daniel Marsh

Huachen AI Parking Shares Surge 135% Amid Thin Float and Nasdaq Compliance Concerns

Huachen AI Parking shares surged up to 135% on heavy volume, with no company news. The rally follows a 1-for-30 reverse split to meet Nasdaq's minimum bid-price requirement, highlighting the stock's tiny float and volatility risks.

HCAI
Altria Shares Surge 7% on Q1 Earnings Beat Amid Price Hikes
Earnings James Calloway

Altria Shares Surge 7% on Q1 Earnings Beat Amid Price Hikes

Altria shares rose 7% after Q1 earnings beat estimates, driven by price hikes that offset a 2.4% drop in cigarette shipments.

MO PM
Mastercard Beats Q1 Estimates but April Cross-Border Weakness Weighs on Stock
Earnings James Calloway

Mastercard Beats Q1 Estimates but April Cross-Border Weakness Weighs on Stock

Mastercard beat Q1 earnings and revenue estimates, but a slowdown in April cross-border volume growth triggered a 2.7% stock decline.

MA
Viavi Solutions Soars 20% on Strong Earnings, AI Data Center Demand
Earnings James Calloway

Viavi Solutions Soars 20% on Strong Earnings, AI Data Center Demand

Viavi Solutions shares jumped about 20% after fiscal Q3 revenue rose 42.8% to $406.8 million, beating estimates, driven by AI data center and aerospace demand.

VIAV
Gold vs Oil: Which Hedge Wins as Inflation Fears Resurface?
Commodities Rebecca Torres

Gold vs Oil: Which Hedge Wins as Inflation Fears Resurface?

Brent crude spiked to $126.41 on Strait of Hormuz closure, while gold rose 2.2% to $4,639.26. History shows oil hedges quickly in energy-driven inflation, but gold protects capital longer-term.

GLD USO SPY
Marvell Technology Gains as Big Tech AI Spending Surges Past $700 Billion
Technology Sarah Chen

Marvell Technology Gains as Big Tech AI Spending Surges Past $700 Billion

Marvell Technology shares rose 3% as Big Tech AI spending hits $700 billion. Nvidia slipped 1.6% but invested $2 billion in Marvell and partnered on AI infrastructure.

MRVL NVDA GOOGL MSFT AMZN META AVGO QCOM AMD
AI Stocks Face Reality Check as Spending Surge Worries Investors
Earnings James Calloway

AI Stocks Face Reality Check as Spending Surge Worries Investors

Meta Platforms dropped nearly 10% and Microsoft fell over 3% as rising AI capital expenditures overshadowed strong earnings, signaling a potential shift in investor sentiment.

META MSFT GOOGL AMZN NVDA AMD AVGO