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Wall Street is coming off one of its best months in years. The best monthly gain since 2020—to be precise.
CNBC's Steve Sedgwick breaks down the market action in April as the S&P 500 and Nasdaq round off their best months since 2020.
Fundstrat's head of research Tom Lee says investors are underestimating how strong software companies will rise to the AI challenge.
March saw many chip stocks drop amid concerns over the AI buildout, but their fortunes have reversed in April. Nasdaq's chip index rose 35% last month as investors ploughed into the sector.
The S&P 500 booked at a 10.4% gain in April, its best month since 2020,
US stock index futures edged modestly higher on Friday as investors absorbed a strong earnings beat from Apple and basked in the afterglow of April's exceptional rally, which handed the S&P 500 its best monthly performance in more than five years. The gains were tempered, however, by a sharp sell-off in Roblox after a sweeping guidance cut, persistently elevated oil prices linked to the US-Iran conflict, and a seasonal calendar that historically delivers thinner returns for equity markets from May onwards.
US equities, especially QQQ, are at the upper bounds of multi-year trend channels, signaling elevated short-term risk. Historically, buying near the lower trend channel yields outsized forward returns, while buying near the top underperforms or risks losses.
AI capex is currently expected to increase in 2027 by 15-30%, which is well below the 2026 growth of over 100% - that's negative the AI stocks. The valuation multiples have been contracting for tech stocks as earnings increased, which confirms an expected slowdown in earnings growth.
A global base oils shortage is starting to filter through to drivers of luxury vehicles as the Iran war drags on. Supercars engines rely on base oils because they can withstand extreme heat, high revs and intense pressure.
U.S. stock futures edged higher after most major indexes recorded their best month in six years.
Stocks waver, with Brent crude trading around $111
Towercos have increased their presence at Mobile World Congress in 2026, reflecting their growing relevance as key infrastructure providers for the industry. Towerco ownership of global towers grew from 25% in 2014 to 75% today, as telcos around the world have sought to spin off infrastructure assets.
Greg Shearer, JPMorgan base and precious metals research head, discusses the aluminum market and the impact the conflict in the Middle East on prices. "Our outlook in the very near term is still for prices to move up towards $4,000 per metric ton," Shearer tells Bloomberg Television.
The US basked in excess sunshine in the March quarter of 2026, with solar insolation levels exceeding the 20-year average by 5.8%. Wind was more diversified in terms of average winds in the March quarter.
Treasury yields traded steadily, with continued uncertainty surrounding the war in the Middle East offset by oil prices retreating from Thursday's spike.
The Iran war has disrupted the global fertilizer market. Barron's sizes up where these agricultural stocks could be headed next.
Earnings for State Street Technology Select Sector SPDR members are expected to be up 43% this year from last and rise another 24% in 2027.
Former U.S. Secretary of Commerce Gina Raimondo discusses President Donald Trump's trade and tariff agenda on ‘The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #trump #donaldtrump #tariffs #trade #economy #business #investment #markets #commerce #policy #politics #political #politicalnews #government #finance #global #jobs #industry #gina #raimondo
Brazil's current P/E of 12.5x versus emerging markets' 16.2x suggests a potential 29% upside if re-rating occurs post-election. Risks include Lula's political resilience, judicial influence, and historical underperformance at similar P/E levels, necessitating careful timing and monitoring.
Huawei expects revenue from its AI chips to jump at least 60% this year, boosted by strong demand for domestic offerings from Chinese companies, the Financial Times reported on Friday.