Comcast Corporation operates as a media and technology company worldwide. It operates through Residential Connectivity & Platforms, Business Services Connectivity, Media, Studios, and Theme Parks segments. The Residential Connectivity & Platforms segment provides residential broadband and wireless connectivity services, residential and business video services, sky-branded entertainment television networks, and advertising. The Business Services Connectivity segment offers connectivity services for small business locations, which include broadband, wireline voice, and wireless services, as well as solutions for medium-sized customers and larger enterprises; and small business connectivity services in the United Kingdom. The Media segment operates NBCUniversal's television and streaming business, including national and regional cable networks; the NBC and Telemundo broadcast networks and owned local broadcast television stations; and Peacock, a direct-to-consumer streaming services. It also operates international television networks comprising the Sky Sports networks, as well as other digital properties. The Studios segment operates NBCUniversal and Sky film and television studio production and distribution operations. The Theme Parks segment operates Universal theme parks in Orlando, Florida; Hollywood, California; Osaka, Japan; and Beijing, China. The company also offers a consolidated streaming platforms under the Philadelphia Flyers and the Wells Fargo Center arena in Philadelphia, Pennsylvania; and Xumo. Comcast Corporation was founded in 1963 and is headquartered in Philadelphia, Pennsylvania.

Компания Comcast Corporation демонстрирует смешанную картину по фундаментальным метрикам. С одной стороны, низкие мультипликаторы, такие как P/E и P/B, указывают на недооцененность компании относительно отрасли, что может быть привлекательным для инвесторов. Однако, высокая долговая нагрузка и низкие значения текущего и быстрой ликвидности сигнализируют о потенциальных рисках. В то же время, компания показывает сильные показатели эффективности, такие как ROE и ROA, значительно превышающие медианные значения по отрасли. Чистая прибыль и выручка также значительно выше медианы, что свидетельствует о сильной операционной деятельности. Однако, снижение валовой маржи и отсутствие дивидендов могут вызвать беспокойство у инвесторов. В целом, несмотря на некоторые положительные аспекты, долговая нагрузка и низкие ликвидные коэффициенты могут ограничивать рост компании в будущем.

Comcast Corporation

Key Points
David Tepper piled into this memory stock.
Ken Griffin invested heavily in two "Magnificent Seven" stocks.
David Einhorn added a new position in this recent IPO.
It has been a volatile first one-third of 2026, with stocks rebounding a bit in April after a sharp decline in the first quarter.
If volatility and uncertainty have made it hard to determine where markets are headed, investors may find some guidance by learning what billionaire hedge fund managers are doing.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Recent 13-F disclosures show David Tepper, the founder of Appaloosa Management, took a large position in Micron Technology (NASDAQ: MU), adding about 1 million shares. It is now his fourth-largest holding.
Memory and storage stocks are in a supercycle of demand, and Micron is a growth stock masquerading as a super cheap value stock, trading at just 8 times forward earnings. Micron stock is up 85% year to date.
A different disclosure form shows Ken Griffin, the billionaire owner of Citadel Advisors, added nearly 11 million shares of Amazon (NASDAQ: AMZN) and 12 million shares of Nvidia (NASDAQ: NVDA) at the end of last year. Both of these Magnificent Seven stocks were trading at discounted valuations at the end of last year, and both have generated market-beating returns year to date.
One that might surprise you
While these big-name stocks may not surprise you, here's one that might -- Versant Media Group (NASDAQ: VSNT). Recent 13-F filings show Billionaire David Einhorn, founder of Greenlight Capital, took a new position in this stock, which went public in January after spinning off from Comcast (NASDAQ: CMCSA).
Versant owns MS Now, CNBC, USA Network, and other properties like GolfNow and Fandango.
"While the legacy cable business faces ongoing cord-cutting, over 60% of its programming is tied to live news and events, which we believe is more resistant to subscriber losses than other entertainment categories. Additionally, the company's non-Pay TV revenue are growing and now represent nearly 20% of total revenues," Greenlight management wrote in the Q1 investor letter.
Versant stock is down 10% since its launch, but has surged 48% over the past month.
Should you buy stock in Versant Media Group right now?
Before you buy stock in Versant Media Group, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Versant Media Group wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $496,797!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,282,815!*
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Dave Kovaleski has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon, Micron Technology, and Nvidia. The Motley Fool recommends Comcast and Versant Media Group. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

3 Stocks Billionaires Are Piling Into Right Now -- and 1 Might Surprise You

Key Points
Roku stock has recovered nicely over the past year, as the streaming pioneer has returned to profitability.
The company is expanding beyond its namesake streaming device, and a recent strategy is beginning to pay off.
We'll know more soon as Roku is scheduled to report its quarterly financial results after the market close on Thursday.
In many ways, Roku (NASDAQ: ROKU) could be described as the Rodney Dangerfield of streaming; it doesn't get any respect. However, while investors weren't looking, the growth stock got its mojo back, soaring 65% over the past year (as of this writing).
Perhaps more importantly, the company has expanded beyond its industry-leading streaming platform and implemented new growth strategies that are beginning to pay off.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Howdy, y'all
Late last year, the streaming pioneer made a calculated decision to launch a paid streaming channel, dubbed "Howdy." This subscription video-on-demand (SVOD) service debuted in August for just $2.99 per month, catering to price-sensitive customers. At the time, Roku noted that the service's library featured thousands of titles and 10,000 hours of entertainment, including programs and movies from Lionsgate, Warner Bros. Discovery, and FilmRise, as well as select Roku originals.
Skeptics immediately panned the service as just another subscription to manage and lacking in first-run movies. Now, just eight months later, that relatively modest bet appears to be paying off. Estimates suggest that Howdy has surpassed 1 million subscribers, according to a report by analytics company Antenna.
The data suggests Roku's platform was a significant driver of growth, as 23% of subscribers came via The Roku Channel, the company's ad-supported offering. Retention is also respectable, with 51% of initial viewers still subscribed after six months. For context, only 47% of premium SVOD services survive the six-month threshold. While it might not seem like much, this adds to Roku's growing advantage.
Then there's The Roku Channel -- the company's free, ad-supported streaming service. It ended 2025 with a 3% share of all TV viewership, according to Nielsen, placing it in the Top 10 among media companies and ahead of other streaming providers, including Paramount+, Comcast's Peacock, Fox's Tubi, and Warner Bros. Discovery. The Roku Channel was also ranked No. 2 on the company's platform in terms of engagement.
Just last week, Roku announced that it had surpassed 100 million streaming households worldwide. The company also commands a 55% market share of streaming devices in the U.S.
Taken together, the growth of Howdy, the ongoing success of The Roku Channel, and the company's expanding worldwide influence suggest Roku has taken all the right steps to position itself for future growth.
What the future could hold
Roku is scheduled to report its first-quarter financial results after the market close on Thursday, and the future looks bright. Management's forecast calls for revenue to grow 18% year over year to $1.2 billion, while swinging from a net loss of $27 million to a profit of $50 million. If the company delivers, this will mark the fourth consecutive quarter of profitability, a significant milestone in the company's recovery.
Wall Street is equally bullish, as analysts' consensus estimates call for revenue of $1.2 billion and adjusted earnings per share (EPS) of $0.35.
At 35 times next year's expected earnings, the stock commands a premium. However, if the company continues to deliver on its promise, Roku's current valuation could turn out to be a bargain.
For my money, Roku stock is a buy.
Should you buy stock in Roku right now?
Before you buy stock in Roku, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Roku wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $497,606!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,306,846!*
Now, it’s worth noting Stock Advisor’s total average return is 985% — a market-crushing outperformance compared to 200% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
Danny Vena, CPA has positions in Roku. The Motley Fool has positions in and recommends Roku and Warner Bros. Discovery. The Motley Fool recommends Comcast. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Roku's Secret Weapon Is Gaining Traction and Could Be a Big Growth Driver

Tuesday, April 28, 2026
The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Lam Research Corp. (LRCX), BlackRock, Inc. (BLK) and Corning Inc. (GLW), as well as two micro-cap stocks The Monarch Cement Co. (MCEM) and BK Technologies Corp. (BKTI). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country.
These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.
You can see all of today’s research reports here >>>
Ahead of Wall Street
The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.
You can read today's AWS here >>> Pre-Markets Down on Oil Prices, Q1 Earnings Results
Today's Featured Research Reports
Lam Research’s shares have outperformed the Zacks Electronics - Semiconductors industry over the past six months (+67.2% vs. +24.3%). The company is benefiting from AI-driven increases in demand for deposition and etch tools across memory, foundry and advanced packaging industries.
Management lifted its calendar year 2026 WFE outlook and sees growth continuing into 2027 as customers work through capacity and cleanroom constraints. Record Q3 results and a higher Q4 outlook reflect momentum in leading-edge foundry and HBM-driven DRAM, while NAND conversion activity is being pulled forward. Customer Support is scaling with a larger installed base and new productivity services that can lift output and yield. Strong cash flow and an aggressive shareholder return policy are other positives.
However, global spending on mature nodes is likely to remain soft in the near term. Growing trade and tariff tensions between the United States and China are a concern.
(You can read the full research report on Lam Research here >>>)
Shares of BlackRock have outperformed the Zacks Financial - Investment Management industry over the past year (+17.6% vs. -0.2%). The company’s earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters. Its first-quarter 2026 results were aided by higher revenues and robust assets under management (AUM) growth.
BlackRock’s strategic acquisitions, aimed at strengthening presence in lucrative alternatives and private equity assets, alongside product diversification efforts, will keep supporting the top line and AUM growth. Its continued focus on the active equity business is impressive. A solid balance sheet, alongside earnings strength, will keep capital distributions sustainable.
However, elevated operating expenses may hurt the bottom line. The company’s significant reliance on overseas revenues exposes it to geopolitical tensions and diverse regulatory environments.
You can read the full research report on BlackRock here >>>)
Corning’s shares have gained +78.8% over the past six months against the Zacks Communication - Components industry’s gain of +123.7%. The company continues to focus on developing state-of-the-art cover materials, which have been deployed on more than 8 billion devices. Growing collaboration with leading smartphone manufacturers such as Apple, Samsung and Xiaomi is driving growth in the Specialty Materials segment.
Corning offers several products focused on the data center, with a portfolio consisting of optical fiber, hardware, cables and connectors, enabling it to create optical solutions to meet evolving customer needs. This augurs well for its long-term growth. Its collaboration with AUO Corp. will boost prospects in Automotive.
However, end-market diversification is limited within the Display and Optical segments, which account for more than half of total revenues. Corning's extensive presence in China exposes it to Sino-U.S. trade hostilities.
(You can read the full research report on Corning here >>>)
Shares of Monarch Cement have outperformed the Zacks Building Products - Concrete and Aggregates industry over the past six months (+20.9% vs. +1.5%). This microcap company with a market capitalization of $965.93 million offers a compelling investment case driven by disciplined capital allocation, strong financial positioning, and long-term operational advantages. Monarch Cement consistently returns capital through dividends and share repurchases while maintaining a debt-free balance sheet and ample liquidity.
The company’s expanding equity base and retained earnings enable self-funded reinvestment in core assets without reliance on external financing. Vertically integrated operations, supported by extensive raw material reserves, provide cost visibility and supply security, reinforcing resilience in a cyclical, weather-sensitive industry.
Ongoing modernization initiatives are expected to improve efficiency, reliability, and product quality over time. Additionally, the RMCMO joint venture enhances exposure to downstream markets while limiting risk, supporting diversified earnings and demand stability.
(You can read the full research report on Monarch Cement here >>>)
BK Technologies’ shares have outperformed the Zacks Wireless Equipment industry over the past six months (+23.8% vs. +15.3%). This microcap company with a market capitalization of $342.89 million has its thesis centers on expanding into Tier 2/3 public safety markets, where demand for interoperable, cost-effective solutions supports share gains.
Growth is driven by recurring replacement cycles, rising adoption of its multiband BKR platform and mix-driven margin expansion from an asset-light model. The upcoming mobile offering and BK ONE software ecosystem extend the platform, with potential for deeper engagement and higher-margin recurring revenue.
However, execution remains key. Software monetization is uncertain, while customer concentration and procurement cycles add volatility. A gap in next-gen mobile offerings and rising costs may weigh on momentum. Limited infrastructure capability may restrict larger contracts. Valuation reflects improving profitability and growth potential but signals caution on sustainability, implying measured expectations.
(You can read the full research report on BK Technologies here >>>)
Other noteworthy reports we are featuring today include Danaher Corp. (DHR), Comcast Corp. (CMCSA) and EMCOR Group, Inc. (EME).
Mark Vickery
Senior Editor
Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
Today's Must Read
Featured Reports
Strong Biotechnology Segment to Aid Danaher, High Debt Ails
Per the Zacks analyst, solid performance of Danaher's Biotechnology unit, driven by increase in demand for consumables will continue to lend momentum to it. However, high debt remains a woe.
Comcast (CMCSA) Faces Broadband Loss Amid Streaming Growth
Per the Zacks analyst, wireless growth and Peacock's streaming gains indicate Comcast's pivot, though broadband losses and EBITDA compression signal transition risks.
Insmed (INSM) Rides on Sales Uptake for Bronchiectasis Drug
The Zacks Analyst believes the demand for Insmed's Brinsupri, the first treatment for non-CF bronchiectasis, is strong. The drug is expected to achieve blockbuster status in 2026.
Advanced Testing Aids Quest Diagnostics (DGX), Macro Woes Stay
The Zacks analyst is impressed with Quest Diagnostics growing its customer channel via advanced diagnostics in five key clinical areas, including oncology. Macroeconomic pressures may hurt growth.
Vista Energy's (VIST) Strong Vaca Muerta Presence Aids Growth
Per the Zacks analyst, Vista Energy's strong presence in the Vaca Muerta shale, with numerous untapped drilling locations and a high reserve-replacement ratio, should support future production growth.
First American (FAF) Rides on Buyouts, Financial Flexibility
Per the Zacks analyst, a number of buyouts have helped First American to boost its core business, expand valuation and data business. Moreover, a solid balance sheet provides financial flexibility.
Revamped Operating Model Aids Harley (HOG) Amid Tariff Challenges
Per the Zacks analyst, Harley-Davidson's revamped operating model has enhanced efficiency and effectiveness across all functions. However, tariffs are materially compressing gross margins.
New Upgrades
Strong End-Market Demand and Technology Investments Aid EMCOR (EME)
Per the Zacks analyst, EMCOR is gaining from robust demand across key end markets and its ability to execute complex projects. Also, investments in construction technology strengthen the momentum.
Strength in Private Student Loan Business Aid Sallie Mae (SLM)
Per the Zacks analyst, Sallie Mae's focus on enhancing its private student loan business by introducing complementary products will expand its operations and diversify revenue streams.
Customer Expansion and Strategic Investments Aid American States Water
Per the Zacks analyst AWR's systematic investment to strengthen its infrastructure and increasing demand from its expanding customer base will boost its operation.
New Downgrades
Sluggish Global Vehicle Production to Hurt Aptiv (APTV)
Per the Zacks analyst, weak global vehicle production due to continued impacts of the pandemic and worldwide semiconductor shortage is expected to impact Aptiv's business going forward.
Campbell's (CPB) Appears Troubled by Elevated Cost Inflation
Per the Zacks analyst, cost inflation hurt Campbell's gross margin. In Q2 adjusted gross profit margin fell 270 basis points to 27.7%, impacted by cost inflation and supply-chain costs among others.
General Mills' (GIS) Margins Appear Troubled by Input Cost Inflation
Per the Zacks analyst, General Mills is witnessing elevated cost inflation. In the third quarter of fiscal 2026, adjusted gross margin fell 280 basis points due to higher input costs and other factors
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
Free: See Our Top Stock And 4 Runners Up
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Top Research Reports for Lam Research, BlackRock & Corning

Key Points
The stock's drop followed a pop on Thursday after the company published first quarter earnings.
It beat on both the top and bottom lines.
One day after Comcast (NASDAQ: CMCSA) published its latest set of quarterly results, an analyst's downgrade put the hurt on the stock. It suffered a nearly 13% decline on Friday, in sharp contrast to the healthy gain it posted on earnings day.
Time for a downgrade
Comcast scored a double beat on the consensus pundit estimates for its first quarter, but not all of those analysts were impressed by the feat. Before market open Friday, Deutsche Bank's Bryan Craft downgraded his recommendation on the media company's stock to hold from his preceding buy. He also shaved his price target to $34 per share from $35.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
According to reports, Craft's new view is based on his reduced estimates for earnings before interest, taxes, depreciation, and amortization (EBITDA) and free cash flow (FCF) from 2027 onward. While he acknowledged that Comcast did better than many expected in that inaugural quarter, he doubts this can be repeated across the coming periods.
Craft cited stiff competition in the broadband segment as another headwind, and said that with its recent price appreciation, the company's stock wasn't as compelling as it was previously.
Not the biggest fish in the sea
Media stocks can be very up-and-down, and with the recent Paramount Skydance blockbuster deal for Warner Bros. Discovery, we're in one of the more volatile times.
Comcast is now looking like something of a minnow next to the whale that will be the combined Skydance/Warner Bros. And despite a presence in the theme parks segment (with its Universal parks), I don't think it's differentiated enough to be compelling at its current valuations. I wouldn't be a buyer of the stock.
Should you buy stock in Comcast right now?
Before you buy stock in Comcast, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Comcast wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $500,572!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,223,900!*
Now, it’s worth noting Stock Advisor’s total average return is 967% — a market-crushing outperformance compared to 199% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of April 24, 2026.
Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Warner Bros. Discovery. The Motley Fool recommends Comcast. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why Comcast Stock Dived by Almost 13% Today

The S&P 500 Index ($SPX) (SPY) on Friday closed up +0.80%, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.16%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +1.95%. June E-mini S&P futures (ESM26) rose +0.72%, and June E-mini Nasdaq futures (NQM26) rose +1.86%.
Stock indexes settled mostly higher on Friday, with the S&P 500 and Nasdaq 100 posting new all-time highs. Intel rose more than +23% to a record high to lead chipmakers higher after forecasting Q2 revenue of $13.8 billion to $14.8 billion, well above expectations of $13.04 billion. The surge in Intel has reignited optimism over the economic potential of artificial intelligence for semiconductor manufacturers. Software stocks also rallied on Friday, adding to the bullish momentum.
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Stocks added to their gains Friday amid optimism that the US and Iran are moving toward talks after days of deadlock. President Trump said he will send two envoys to Pakistan this weekend for talks with Iran, and the New York Times reported that Iranian Foreign Minister Abbas Araghchi will meet with a US envoy in Islamabad on Saturday.
Stocks maintained their gains on Friday as bond yields fell, following the Department of Justice (DOJ) announcement that it was dropping its investigation into Fed Chair Powell over cost overruns in the Federal Reserve's renovation. The ending of the DOJ probe into Fed Chair Powell may now persuade Senator Tillis to drop his opposition to appointing Fed nominee Warsh as the next Fed Chair, as Tillis had vowed to block Warsh’s confirmation unless the DOJ investigation was dropped.
Friday’s US economic news was supportive of stocks. The University of Michigan US Apr consumer sentiment index was revised upward by +2.2 to 49.8, stronger than expectations of 48.5. The University of Michigan US Apr 1-year inflation expectations were revised downward by -0.1 to 4.7% from 4.8%. The Apr 5-10 year inflation expectations were revised upward by +0.1 to a 6-month high of 3.5% from 3.4%.
The US and Iran are locked in a battle for control of the Strait of Hormuz, with both sides blocking the waterway to gain leverage during an extended ceasefire. The US increased pressure on Iran with its naval blockade as it seeks to get Iran to agree to talks, while Israel and Lebanon are set to extend a ceasefire for three weeks.
WTI crude oil prices (CLM26) fell by more than -1% on Friday after Pakistani officials said a second round of US-Iran talks was expected. The Strait of Hormuz remains essentially closed, threatening to deepen the global energy crisis. The ongoing blockade could exacerbate global oil and fuel shortages, as about a fifth of the world’s oil and liquefied natural gas transits through the strait. Goldman Sachs estimates that crude output in the Persian Gulf has been curtailed by about 14.5 million bpd, or more than 50%, so far in April, and that the current disruption has drawn down nearly 500 million bbl from global crude stockpiles, which could hit a billion bbl by June.
Earnings season thus far has been supportive of stocks. As of Friday, 80% of the 139 S&P 500 companies that reported Q1 earnings have beaten estimates. Q1 S&P 500 earnings are projected to climb +12% y/y, according to Bloomberg Intelligence. Stripping out the technology sector, Q1 earnings are projected to increase around +3%, the weakest in two years.
The markets are discounting a 1% chance for a +25 bp FOMC rate hike at the April 28-29 policy meeting.
Overseas stock markets settled mixed on Friday. The Euro Stoxx 50 fell to a 2-week low and closed down -0.19%. China's Shanghai Composite closed down -0.33%. Japan's Nikkei Stock 225 closed up +0.97%.
Interest Rates
June 10-year T-notes (ZNM6) on Friday closed up +5.5 ticks. The 10-year T-note yield fell -2.0 bp to 4.304%. Jun T-notes recovered from early losses on Friday and moved higher, and the 10-year T-note yield fell from a 1.5-week high of 4.353% and moved lower. T-notes rebounded on Friday after WTI crude oil gave up a +1% advance and fell more than -1%, easing inflation concerns.
Gains in T-notes accelerated on Friday after the DOJ said it was dropping its investigation of Fed Chair Powell over building-renovation costs at the Federal Reserve. The ending of the investigation into Fed Chair Powell may persuade Senator Tillis to drop his opposition to appointing Fed nominee Warsh as the next Fed Chair, as Tillis had vowed to block Warsh’s confirmation unless the DOJ investigation was dropped. Speculation is that Mr. Warsh will take a more dovish tone to Fed policy than outgoing Fed Chair Powell.
European government bond yields moved lower on Friday. The 10-year German bund yield fell -1.5 bp to 2.994%. The 10-year UK gilt yield fell from a 4-week high of 4.993% and finished down by -2.7 bp to 4.912%.
The German Apr IFO business confidence index fell -1.9 to a nearly 6-year low of 84.4, weaker than expectations of 85.7.
ECB Governing Council member Peter Kazimir said the war in Iran might necessitate a slight increase in ECB interest rates.
UK Mar retail sales ex-autos rose +0.2% m/m, stronger than expectations of no change m/m.
Swaps are discounting a 9% chance of a +25 bp ECB rate hike at its next policy meeting on April 30.
US Stock Movers
Intel (INTC) closed up more than 23% to lead chip stocks higher and gainers in the S&P 500 and Nasdaq 100 after forecasting Q2 revenue of $13.8 billion to $14.8 billion, well above expectations of $13.04 billion. Also, Advanced Micro Devices (AMD) and ARM Holdings Plc (ARM) closed up more than +13%, and Qualcomm (QCOM) closed up more than +11%. In addition, KLA Corp (KLAC) closed up more than +5%, and Nvidia (NVDA) closed up more than +4% to lead gainers in the Dow Jones Industrials. Finally, Lam Research (LRCX) and Micron Technology (MU) closed up more than +3%, and Applied Materials (AMAT) and ASML Holding NV (ASML) closed up more than +2%.
Software stocks rallied on Friday, helping support gains in the broader market. ServiceNow (NOW) closed up more than +6%, and Atlassian (TEAM) and Cadence Design Systems (CDNS) closed up more than +5%. Also, (WDAY) closed up more than +4%, and Intuit (INTU) closed up more than +3%. In addition, Microsoft (MSFT), Salesforce (CRM), Adobe Systems (ADBE), and Autodesk (ADSK) closed up more than +2%.
Organon & Co. (OGN) closed up more than +32% after the Economic Times reported that Sun Pharma is planning to submit a binding offer of $13 billion for the company.
Chemed Corp (CHE) closed up more than +10% after reporting Q1 adjusted EPS of $5.65, stronger than the consensus of $5.30.
Hims & Hers Health (HIMS) closed up more than +8% after JPMorgan Chase initiated coverage on the stock with a recommendation of overweight and a price target of $35.
Edwards Lifesciences (EW) closed up more than +5% after reporting Q1 adjusted EPS of 78 cents, better than the consensus of 73 cents.
Procter & Gamble (PG) closed up more than +2% after reporting Q3 net sales of $21.24 billion, above the consensus of $20.50 billion.
Principal Financial Group (PFG) closed up more than +2% after reporting Q1 adjusted operating EPS of $2.07, better than the consensus of $2.01.
Charter Communications (CHTR) closed down more than -25%, leading losers in the S&P 500 and Nasdaq 100 after reporting Q1 EPS of $9.17, weaker than the consensus of $9.52.
Comcast (CMCSA) closed down more than -12% after Deutsche Bank downgraded the stock to hold from buy.
HCA Healthcare (HCA) closed down more than -9% after reporting Q1 net income of $1.62 billion, below the consensus of $1.63 billion.
Boyd Gaming (BYD) closed down more than -6% after reporting Q1 revenue of $997.4 million, below the consensus of $1 billion.
Eli Lilly (LLY) closed down more than -3% after weekly data showed total prescriptions for the company’s Zepbound obesity drug fell -2% compared to the prior week.
Earnings Reports(4/27/2026)
Alexandria Real Estate Equities (ARE), Amkor Technology Inc (AMKR), AvalonBay Communities Inc (AVB), Brixmor Property Group Inc (BRX), Brown & Brown Inc (BRO), Cadence Design Systems Inc (CDNS), Cincinnati Financial Corp (CINF), Crane Co (CR), Crown Holdings Inc (CCK), Domino's Pizza Inc (DPZ), Kilroy Realty Corp (KRC), NOV Inc (NOV), Nucor Corp (NUE), Public Storage (PSA), Simpson Manufacturing Co Inc (SSD), Sun Communities Inc (SUI), Universal Health Services Inc (UHS), Ventas Inc (VTR), Verizon Communications Inc (VZ).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

S&P 500 and Nasdaq Post Record Highs on Tech Stock Strength and Iran Diplomacy

The S&P 500 Index ($SPX) (SPY) today is up +0.41%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.33%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.36%. June E-mini S&P futures (ESM26) are up +0.38%, and June E-mini Nasdaq futures (NQM26) are up +1.35%.
Stock indexes are mostly higher today, with the Nasdaq 100 posting a new all-time high. Intel is up more than +22% at a record high to lead chipmakers higher after forecasting Q2 revenue of $13.8 billion to $14.8 billion, well above expectations of $13.04 billion. The surge in Intel has reignited optimism over the economic potential of artificial intelligence for semiconductor manufacturers.
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Stocks added to their gains today on optimism that the US and Iran are moving toward talks after days of deadlock. Bloomberg reported that Iranian Foreign Minister Abbas Araghchi is expected to arrive in Pakistan on Friday night for a possible second round of peace talks between the US and Iran.
Stocks maintained their gains today as bond yields fell, following the Department of Justice (DOJ) announcement that it was dropping its investigation into Fed Chair Powell over cost overruns in the Federal Reserve's renovation. The ending of the DOJ probe into Fed Chair Powell may now persuade Senator Tillis to drop his opposition to appointing Fed nominee Warsh as the next Fed Chair, as Tillis had vowed to block Warsh’s confirmation unless the DOJ investigation was dropped.
Today’s US economic news was supportive of stocks. The University of Michigan US Apr consumer sentiment index was revised upward by +2.2 to 49.8, stronger than expectations of 48.5. The University of Michigan US Apr 1-year inflation expectations were revised downward by -0.1 to 4.7% from 4.8%. The Apr 5-10 year inflation expectations were revised upward by +0.1 to a 6-month high of 3.5% from 3.4%.
The US and Iran are locked in a battle for control of the Strait of Hormuz, with both sides blocking the waterway to gain leverage during an extended ceasefire. The US increased pressure on Iran with its naval blockade as it seeks to get Iran to agree to talks, while Israel and Lebanon are set to extend a ceasefire for three weeks.
WTI crude oil prices (CLM26) gave up a +1% advance today and are down more than -1% after Pakistan officials said a second round of US-Iran talks was expected. The Strait of Hormuz remains essentially closed, threatening to deepen the global energy crisis. The ongoing blockade could exacerbate global oil and fuel shortages, as about a fifth of the world’s oil and liquefied natural gas transits through the strait. Goldman Sachs estimates that crude output in the Persian Gulf has been curtailed by about 14.5 million bpd, or more than 50%, so far in April, and that the current disruption has drawn down nearly 500 million bbl from global crude stockpiles, which could hit a billion bbl by June.
Earnings season continues this week. So far, 81% of the 123 S&P 500 companies that reported Q1 earnings have beaten estimates. Q1 S&P 500 earnings are projected to climb +12% y/y, according to Bloomberg Intelligence. Stripping out the technology sector, Q1 earnings are projected to increase around +3%, the weakest in two years.
The markets are discounting a 1% chance for a +25 bp FOMC rate hike at the April 28-29 policy meeting.
Overseas stock markets are mixed today. The Euro Stoxx 50 fell to a 2-week low and is down -0.25%. China's Shanghai Composite closed down -0.33%. Japan's Nikkei Stock 225 closed up +0.97%.
Interest Rates
June 10-year T-notes (ZNM6) today are up +5 ticks. The 10-year T-note yield is down -2.0 bp to 4.305%. Jun T-notes recovered from early losses today and moved higher, and the 10-year T-note yield fell from a 1.5-week high of 4.353% and turned lower. T-notes rebounded today after WTI crude oil gave up a +1% advance and turned lower, easing inflation concerns. Gains in T-notes accelerated today after the DOJ said it was dropping its investigation of Fed Chair Powell over building-renovation costs at the Federal Reserve. The ending of the investigation into Fed Chair Powell may persuade Senator Tillis to drop his opposition to appointing Fed nominee Warsh as the next Fed Chair, as Tillis had vowed to block Warsh’s confirmation unless the DOJ investigation was dropped.
European government bond yields are moving lower today. The 10-year German bund yield is down -0.9 bp to 3.000%. The 10-year UK gilt yield fell from a 4-week high of 4.993% and is down by -1.2 bp to 4.927%.
The German Apr IFO business confidence index fell -1.9 to a nearly 6-year low of 84.4, weaker than expectations of 85.7.
ECB Governing Council member Peter Kazimir said the war in Iran might necessitate a slight increase in ECB interest rates.
UK Mar retail sales ex-autos rose +0.2% m/m, stronger than expectations of no change m/m.
Swaps are discounting an 8% chance of a +25 bp ECB rate hike at its next policy meeting on April 30.
US Stock Movers
Intel (INTC) is up more than 22% to lead chip stocks higher and gainers in the S&P 500 and Nasdaq 100 after forecasting Q2 revenue of $13.8 billion to $14.8 billion, well above expectations of $13.04 billion. Also, Advanced Micro Devices (AMD) and ARM Holdings Plc (ARM) are up more than +13%, and Qualcomm (QCOM) is up more than +7%. In addition, Nvidia (NVDA), Lam Research (LRCX), KLA Corp (KLAC), and Micron Technology (MU) are up more than +4%, and Applied Materials (AMAT) and ASML Holding NV (ASML) are up more than +2%.
Organon & Co. (OGN) is up more than +17% after the Economic Times reported that Sun Pharma is planning to submit a binding offer of $13 billion for the company.
Chemed Corp (CHE) is up more than +11% after reporting Q1 adjusted EPS of $5.65, stronger than the consensus of $5.30.
Edwards Lifesciences (EW) is up more than +5% after reporting Q1 adjusted EPS of 78 cents, better than the consensus of 73 cents.
Hims & Hers Health (HIMS) is up more than +6% after JPMorgan Chase initiated coverage on the stock with a recommendation of overweight and a price target of $35.
Principal Financial Group (PFG) is up more than +4% after reporting Q1 adjusted operating EPS of $2.07, better than the consensus of $2.01.
Procter & Gamble (PG) is up more than +3% after reporting Q3 net sales of $21.24 billion, above the consensus of $20.50 billion.
Charter Communications (CHTR) is down more than -21% to lead losers in the S&P 500 and Nasdaq 100 after reporting Q1 EPS of $9.17, weaker than the consensus of $9.52.
HCA Healthcare (HCA) is down more than -7% after reporting Q1 net income of $1.62 billion, below the consensus of $1.63 billion.
Comcast (CMCSA) is down more than -7% after Deutsche Bank downgraded the stock to hold from buy.
Eli Lilly (LLY) is down more than -4% after weekly data showed total prescriptions for the company’s Zepbound obesity drug fell -2% compare to the prior week.
Boyd Gaming (BYD) is down more than -4% after reporting Q1 revenue of $997.4 million, below the consensus of $1 billion.
Earnings Reports(4/24/2026)
Charter Communications Inc (CHTR), First Hawaiian Inc (FHB), Gentex Corp (GNTX), Hasbro Inc (HAS), HCA Healthcare Inc (HCA), Norfolk Southern Corp (NSC), Procter & Gamble Co/The (PG), SLB Ltd (SLB), Southern Copper Corp (SCCO), Western Union Co/The (WU).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
More news from Barchart
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Rise on Intel’s Earnings and Possible Resumption of Iran Peace Talks

In trading on Friday, television & radio shares were relative laggards, down on the day by about 3.3%. Helping drag down the group were shares of Charter Communications, down about 22.9% and shares of Comcast off about 8.3% on the day.
Also lagging the market Friday are defense shares, down on the day by about 2.9% as a group, led down by Kratos Defense & Security Solutions, trading lower by about 4.5% and Elbit Systems, trading lower by about 4.4%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Friday Sector Laggards: Television & Radio, Defense Stocks

The S&P 500 Index ($SPX) (SPY) today is up +0.27%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.34%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.10%. June E-mini S&P futures (ESM26) are up +0.20%, and June E-mini Nasdaq futures (NQM26) are up +1.06%.
Stock indexes are mostly higher today, with the Nasdaq 100 posting a new all-time high. Intel is up more than +22% at a record high to lead chipmakers higher after forecasting Q2 revenue of $13.8 billion to $14.8 billion, well above expectations of $13.04 billion. The surge in Intel has reignited optimism over the economic potential of artificial intelligence for semiconductor manufacturers.
Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.
Stocks added to their gains today on optimism that the US and Iran are moving toward talks after days of deadlock. Bloomberg reported that Iranian Foreign Minister Abbas Araghchi is expected to arrive in Pakistan on Friday night for a possible second round of peace talks between the US and Iran.
The US and Iran are locked in a battle for control of the Strait of Hormuz, with both sides blocking the waterway to gain leverage during an extended ceasefire. The US increased pressure on Iran with its naval blockade as it seeks to get Iran to agree to talks, while Israel and Lebanon are set to extend a ceasefire for three weeks.
WTI crude oil prices (CLM26) gave up a +1% advance today and are down more than -1% after Pakistan officials said a second round of US-Iran talks was expected. The Strait of Hormuz remains essentially closed, threatening to deepen the global energy crisis. Goldman Sachs estimates that crude output in the Persian Gulf has been curtailed by about 14.5 million bpd, or more than 50%, so far in April. The ongoing blockade could exacerbate global oil and fuel shortages, as about a fifth of the world’s oil and liquefied natural gas transits through the strait.
Earnings season continues this week. So far, 81% of the 123 S&P 500 companies that reported Q1 earnings have beaten estimates. Q1 S&P 500 earnings are projected to climb +12% y/y, according to Bloomberg Intelligence. Stripping out the technology sector, Q1 earnings are projected to increase around +3%, the weakest in two years.
The markets are discounting a 1% chance for a +25 bp FOMC rate hike at the April 28-29 policy meeting.
Overseas stock markets are mixed today. The Euro Stoxx 50 fell to a 2-week low and is down -0.20%. China's Shanghai Composite closed down -0.33%. Japan's Nikkei Stock 225 closed up +0.97%.
Interest Rates
June 10-year T-notes (ZNM6) today are down -3 ticks. The 10-year T-note yield is up +2.7 bp to 4.351%. Jun T-notes are under pressure today, and the 10-year T-note yield rose to a 1.5-week high of 4.353%. Today's strength in stocks has reduced safe-haven demand for government debt securities and is weighing on T-notes. Losses are limited in T-notes; however, after WTI crude oil gave up a +1% advance and fell more than -1%, which eases inflation expectations and is supportive for T-notes.
European government bond yields are moving higher today. The 10-year German bund yield is up +1.4 bp to 3.023%. The 10-year UK gilt yield rose to a 4-week high of 4.993% and is up by +3.4 bp to 4.972%.
The German Apr IFO business confidence index fell -1.9 to a nearly 6-year low of 84.4, weaker than expectations of 85.7.
ECB Governing Council member Peter Kazimir said the war in Iran might necessitate a slight interest rate increase by the ECB.
UK Mar retail sales ex-autos rose +0.2% m/m, stronger than expectations of no change m/m.
Swaps are discounting an 8% chance of a +25 bp ECB rate hike at its next policy meeting on April 30.
US Stock Movers
Intel (INTC) is up more than 22% to lead chip stocks higher and gainers in the S&P 500 and Nasdaq 100 after forecasting Q2 revenue of $13.8 billion to $14.8 billion, well above expectations of $13.04 billion. Also, Qualcomm (QCOM) is up more than +12%, and Advanced Micro Devices (AMD) and ARM Holdings Plc (ARM) are up more than +10%. In addition, Lam Research (LRCX) is up more than +4%, and KLA Corp (KLAC), Micron Technology (MU), Applied Materials (AMAT), and ASML Holding NV (ASML) are up more than +2%.
Organon & Co. (OGN) is up more than +25% after the Economic Times reported that Sun Pharma is planning to submit a binding offer of $13 billion for the company.
Chemed Corp (CHE) is up more than +17% after reporting Q1 adjusted EPS of $5.65, stronger than the consensus of $5.30.
Edwards Lifesciences (EW) is up more than +5% after reporting Q1 adjusted EPS of 78 cents, better than the consensus of 73 cents.
Hims & Hers Health (HIMS) is up more than +4% after JPMorgan Chase initiated coverage on the stock with a recommendation of overweight and a price target of $35.
Procter & Gamble (PG) is up more than +3% to lead gainers in the Dow Jones Industrials after reporting Q3 net sales of $21.24 billion, above the consensus of $20.50 billion.
Comfort Systems USA (FIX) is up more than +2% after reporting Q1 revenue of $2.87 billion, well above the consensus of $2.39 billion.
Charter Communications (CHTR) is down more than -13% to lead losers in the S&P 500 and Nasdaq 100 after reporting Q1 EPS of $9.17, weaker than the consensus of $9.52.
HCA Healthcare (HCA) is down more than -10% after reporting Q1 net income of $1.62 billion, below the consensus of $1.63 billion.
Boyd Gaming (BYD) is down more than -5% after reporting Q1 revenue of $997.4 million, below the consensus of $1 billion.
Comcast (CMCSA) is down more than -4% after Deutsche Bank downgraded the stock to hold from buy.
Eli Lilly (LLY) is down more than -2% after weekly data showed total prescriptions for the company’s Zepbound obesity drug fell -2% compare to the prior week.
Earnings Reports(4/24/2026)
Charter Communications Inc (CHTR), First Hawaiian Inc (FHB), Gentex Corp (GNTX), Hasbro Inc (HAS), HCA Healthcare Inc (HCA), Norfolk Southern Corp (NSC), Procter & Gamble Co/The (PG), SLB Ltd (SLB), Southern Copper Corp (SCCO), Western Union Co/The (WU).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Supported by Intel’s Blowout Earnings and Iran Peace Talk Optimism

In early trading on Friday, shares of Intel topped the list of the day's best performing components of the Nasdaq 100 index, trading up 25.1%. Year to date, Intel registers a 126.3% gain.
And the worst performing Nasdaq 100 component thus far on the day is Charter Communications, trading down 11.0%. Charter Communications is showing a gain of 3.0% looking at the year to date performance.
Two other components making moves today are Comcast, trading down 4.2%, and Arm Holdings, trading up 12.2% on the day.
VIDEO: Nasdaq 100 Movers: CHTR, INTC
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Nasdaq 100 Movers: CHTR, INTC

The S&P 500 Index ($SPX) (SPY) on Thursday closed down -0.41%, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.36%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.57%. June E-mini S&P futures (ESM26) fell -0.42%, and June E-mini Nasdaq futures (NQM26) fell -0.59%.
Stock indexes erased early gains on Thursday and settled lower as peace talks with Iran remain in limbo. The US and Iran are locked in a battle for control of the Strait of Hormuz, with both sides blocking the waterway to gain leverage during an extended ceasefire. The US said it was waiting for a response from Iran before peace talks could restart, and Iran said it will not resume negotiations while a US naval blockade on its ports is in place. Stock losses accelerated on Thursday amid signs the war in Iran will persist after President Trump said a deal with Iran will only be made "when it's appropriate and good" for the US and its allies.
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Stock index initially moved higher on Thursday, with the S&P 500 and Nasdaq 100 posting new all-time highs amid a rally in chipmakers that boosted the broader market. Texas Instruments rose more than +19% to lead chipmakers higher after reporting strong earnings. Other positive earnings were also supportive of the market, with United Rentals up +22% and Comcast up more than +7% after reporting better-than-expected Q1 revenue. Also, Keurig Dr. Pepper rose more than +7% after reporting stronger-than-expected Q1 net sales.
The weakness in software stocks on Thursday was a negative factor for the broader market, with ServiceNow falling more than -17% after reporting disappointing earnings and saying the war in the Middle East has delayed some sales deals. Also, IBM fell more than -8% after reporting Q1 results that featured an underwhelming read for its software business.
Thursday’s US economic news was mixed for stocks. Weekly initial unemployment claims rose by +6,000 to 214,000, showing a weaker labor market than expectations of 210,000. Also, the Mar Chicago Fed national activity index fell -0.23 to a 4-month low of -0.20, weaker than expectations of -0.13. Conversely, the Apr S&P manufacturing PMI rose +1.7 to 54.0, stronger than expectations of 52.5 and the strongest level in nearly 4 years.
WTI crude oil prices (CLM26) rose more than +3% on Thursday as the Strait of Hormuz remains essentially closed, threatening to deepen the global energy crisis. Gains in crude oil accelerated on Thursday after Axios reported that Iran laid more mines in the Strait of Hormuz this week, and President Trump ordered the US Navy to "shoot and kill" any Iranian boats laying mines with "no hesitation." The ongoing blockade could exacerbate global oil and fuel shortages, as about a fifth of the world’s oil and liquefied natural gas transits through the strait.
Earnings season continues this week. So far, 81% of the 123 S&P 500 companies that reported Q1 earnings have beaten estimates. Q1 S&P 500 earnings are projected to climb +12% y/y, according to Bloomberg Intelligence. Stripping out the technology sector, Q1 earnings are projected to increase around +3%, the weakest in two years.
The markets are discounting a 1% chance for a +25 bp FOMC rate hike at the April 28-29 policy meeting.
Overseas stock markets settled lower on Thursday. The Euro Stoxx 50 fell to a 2-week low and closed down -0.19%. China's Shanghai Composite fell from a 1.25-month high and closed down -0.32%. Japan's Nikkei Stock 225 fell from a record high and closed down -0.75%.
Interest Rates
June 10-year T-notes (ZNM6) on Thursday closed down -7.5 ticks. The 10-year T-note yield rose +1.9 bp to 4.322%. Jun T-notes fell to a 1.5-week low on Thursday, and the 10-year T-note yield rose to a 1.5-week high of 4.349%. Soaring crude oil prices on Thursday pushed inflation expectations higher and weighed on T-notes, as the 10-year breakeven inflation rate rose to a 5-week high of 2.429%. Losses in T-notes were limited after weekly US jobless claims rose more than expected, a dovish factor for Fed policy.
European government bond yields moved higher on Thursday. The 10-year German bund yield rose +0.1 bp to 3.009%. The 10-year UK gilt yield rose to a 3.5-week high of 4.973% and finished up by +2.9 bp to 4.939%.
The Eurozone Apr S&P manufacturing PMI unexpectedly rose +0.6 to 52.2, stronger than expectations of a decline to 50.9 and the fastest pace of expansion in nearly four years. However, the Apr composite PMI fell -2.1 to 48.6, weaker than expectations of 50.1 and the weakest level in 17 months.
Eurozone Mar new car registrations rose +12.5% y/y to 1.158 million units, the biggest increase in nearly two years.
The UK Apr S&P manufacturing PMI unexpectedly rose +2.6 to 53.6, stronger than expectations of a decline to 50.3 and the fastest pace of expansion in nearly four years.
Swaps are discounting a 9% chance of a +25 bp ECB rate hike at its next policy meeting on April 30.
US Stock Movers
ServiceNow (NOW) closed down more than -17% to lead software stocks lower and lead losers in the S&P 500 after cutting its full-year subscription adjusted gross margin forecast to 81.5% from 82%, weaker than the consensus of 82.1%. Also, Workday (WDAY) closed down more than -9% to lead losers in the Nasdaq 100, and Salesforce (CRM) closed down more than -8% to lead losers in the Dow Jones Industrials. In addition, IBM (IBM) and Atlassian (TEAM) closed down more than -8%, and Intuit (INTU), Adobe Systems (ADBE), and Autodesk (ADSK) closed down more than -6%. Finally, Oracle (ORCL) closed down more than -5%, and Microsoft (MSFT) closed down -4%.
Texas Instruments (TXN) closed up more than +19% to lead chipmakers higher and gainers in the Nasdaq 100 after reporting Q1 revenue of $4.83 billion, better than the consensus of $4.53 billion, and forecasting Q2 revenue of $5.00 billion to $5.40 billion, well above the consensus of $4.85 billion. Also, ON Semiconductor (ON) and Microchip Technology (MCHP) closed up more than +9%, and NXP Semiconductors NV (NXPI) closed up more th +6%. In addition, Analog Devices (ADI) and Marvell Technology (MRVL) closed up more than +5%, and ARM Holdings Plc (ARM) closed up more than +3%. Finally, Intel (INTC) closed up more than 2%.
ASGN Inc (ASGN) closed down more than -51% after reporting Q1 revenue of $968.3 million, below the consensus of $972.9 million, and forecasting Q2 revenue of $970 million to $1.00 billion, weaker than the consensus of $1.02 billion.
Medpace Holdings (MEDP) closed down more than -22% after forecasting full-year EPS of $16.68 to $17.50, the midpoint below the consensus of $17.12.
Lululemon Athletica (LULU) closed down more than -13% on disappointment with the naming of Heidi O’Neill as the new CEO, a surprise pick with no previous experience as a CEO.
Thermo Fisher Scientific (TMO) closed down more than -9% after reporting Q1 organic revenue growth of +1.00%, weaker than the consensus of +1.17%.
Las Vegas Sands (LVS) closed down more than -8% after raising its full-year capital expenditure forecast to $1.49 billion from a previous forecast of $1.33 billion, well above the consensus of $1.27 billion.
Tesla (TSLA) closed down more than -3% after boosting its full-year capital expenditure to more than $25 billion to support its push into AI and robotics.
Honeywell International (HON) closed down more than -2% after reporting Q1 sales of $9.14 billion, below the consensus of $9.30 billion.
United Rentals (URI) closed up more than +22% to lead gainers in the S&P 500 after reporting Q1 revenue of $3.99 billion, above the consensus of $3.88 billion, and raising its full-year revenue forecast to $16.9 billion-$17.4 billion from a previous forecast of $16.8 billion-$17.3 billion, stronger than the consensus of $17.07 billion.
West Pharmaceutical Services (WST) closed up more than +12% after reporting Q1 net sales of $844.9 million, well above the consensus of $780.4 million, and raising its full-year net sales forecast to $3.30 billion-$3.35 billion from a previous estimate of $3.22 billion-$3.28 billion, better than the consensus of $3.25 billion.
Comcast (CMCSA) closed up more than +7% after reporting Q1 revenue of $31.46 billion, stronger than the consensus of $30.35 billion.
Keurig Dr. Pepper (KDP) closed up more than +7% after reporting Q1 net sales of $3.98 billion, above the consensus of $3.83 billion.
CSX Corp. (CSX) closed up more than +6% after reporting Q1 operating income of $1.25 billion, higher than the consensus of $1.14 billion.
Hasbro (HAS) closed up more than +6% after reporting preliminary Q1 net revenue of $970 million to $985 million, well above the consensus of $908.6 million.
Earnings Reports(4/24/2026)
Charter Communications Inc (CHTR), First Hawaiian Inc (FHB), Gentex Corp (GNTX), Hasbro Inc (HAS), HCA Healthcare Inc (HCA), Norfolk Southern Corp (NSC), Procter & Gamble Co/The (PG), SLB Ltd (SLB), Southern Copper Corp (SCCO), Western Union Co/The (WU).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
More news from Barchart
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Comcast Corporation

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