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market is riding high on an AI spending boom - but what could crack this rally?","url":"https://stock-news.laohu8.com/highlight/detail?id=2633950245","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633950245?lang=en_us&edition=fundamental","pubTime":"2026-05-05 02:45","pubTimestamp":1777920300,"startTime":"0","endTime":"0","summary":"Earnings have dazzled in Q1, but continued upward revisions to 2026 outlooks have been highly concentrated. The market is riding high as investors look past the Iran conflict. But the bull market rests on a few critical assumptions.Investors - at least those in the equity market - appear to be looking past risks tied to the Iran conflict, focusing instead on an artificial-intelligence spending boom that has prompted Wall Street analysts to dramatically raise their expectations for corporate profits in 2026.As the first-quarter earnings season rumbles on, those lofty expectations have looked justified so far: The pace of earnings growth reported by firms so far has dramatically surpassed analysts' expectations. That's even as Wall Street analysts continued to push up their profit forecasts for the largest U.S. companies heading into earnings season.If those assumptions break down, the same forces that have lifted stocks could quickly become sources of pressure, said Josh Jamner, 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stocks weekly: Unfazed","url":"https://stock-news.laohu8.com/highlight/detail?id=2632958660","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632958660?lang=en_us&edition=fundamental","pubTime":"2026-05-04 20:00","pubTimestamp":1777896000,"startTime":"0","endTime":"0","summary":"RPT-BUZZ-US stocks weekly: UnfazedRepeats from Friday, no changes to text. Updates graphic.** S&P 500 .SPX stretches winning streak to fifth week, adds 0.9% as Wall Street shrugs off war-related economic worries .N** Dow .DJI gains 0.5%, Nasdaq Composite .IXIC lifts 1.1%** This as Mag Seven ETF MAGS.K forges above resistance in busy week of earnings for five of its members** S&P 500 registers 12th record closing high of 2026 on Fri, as tech earnings counter crude and data crosscurrents; though benchmark index nears resistance, backs away** Stocks are scoring records, but the Dow is still benched, blue-chip average ends Fri down 1.4% from Feb 10 record close** Indeed, risk is back - and momentum MTUM.Z is running the show** U.S. 10-Year Treasury yield US10YT=RR rises to 4.436%, highest since late Mar, before settling back, now around ~4.38%, still up around 7 basis points on the week ** Nearly every sector shows poise: Communication Services and Energy most composed, while just Material","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260504:nL6N41G0A5:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["USAW.SI","MSFO","AAPU","ORCS","GOOW","AAPY","MSFW","AMZP","AMZD","CNC","XOMX","MACW.SI","PSUS","GGLL","AAPL","ORCX","AMZW","MSFD","MSFL","AAPB","SBU","MTUM","PS","GOOGL","GOU","SBUX","CNCG","MSFT","MSFX","ORCL","XOMO","GOOX","GGLS","AMZU","CAT","AAPD","GOOY","MAGS","XOM","XOMZ","CVX","GOOP","ORCU","APLY","AMZN","AMZY","META","AZYY","MSFU","AMZZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1193640259","title":"Wall Street Prepares to Offload Magnificent Seven Holdings to Fund SpaceX Investment","url":"https://stock-news.laohu8.com/highlight/detail?id=1193640259","media":"Deep News","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1193640259?lang=en_us&edition=fundamental","pubTime":"2026-05-04 10:10","pubTimestamp":1777860654,"startTime":"0","endTime":"0","summary":"Approximately ten days ago, a private jet bearing the SpaceX logo transported nearly 200 investors from top-tier Wall Street funds from Newark, New Jersey, to the southern tip of Texas for a...","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DXYZ","FAZ","META","NVDA","UFO","MSFT","TSLA","GOOG","XOVR","AAPL","MAGS","XMAG","AMZN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632660988","title":"The market is riding high on an AI spending boom - but what could crack this rally?","url":"https://stock-news.laohu8.com/highlight/detail?id=2632660988","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632660988?lang=en_us&edition=fundamental","pubTime":"2026-05-04 00:00","pubTimestamp":1777824000,"startTime":"0","endTime":"0","summary":"Earnings have dazzled in Q1, but continued upward revisions to 2026 outlooks have been highly concentrated. The market is riding high as investors look past the Iran conflict. But the bull market rests on a few critical assumptions.Investors - at least those in the equity market - appear to be looking past risks tied to the Iran conflict, focusing instead on an artificial-intelligence spending boom that has prompted Wall Street analysts to dramatically raise their expectations for corporate profits in 2026.As the first-quarter earnings season rumbles on, those lofty expectations have looked justified so far: The pace of earnings growth reported by firms so far has dramatically surpassed analysts' expectations. That's even as Wall Street analysts continued to push up their profit forecasts for the largest U.S. companies heading into earnings season.If those assumptions break down, the same forces that have lifted stocks could quickly become sources of pressure, said Josh Jamner, 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7 Just Committed $710 Billion To AI Capex","url":"https://stock-news.laohu8.com/highlight/detail?id=2632627886","media":"Benzinga_recent_news","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632627886?lang=en_us&edition=fundamental","pubTime":"2026-05-02 12:00","pubTimestamp":1777694400,"startTime":"0","endTime":"0","summary":"Apple beat at $111.2B with a $100B buyback. Meta got hit. Powell's last press conference brought the most divided Fed since 1992.","market":"us","thumbnail":"https://cdn.benzinga.com/files/images/story/2026/05/02/Gav-Blaxberg.jpeg?optimize=medium&dpr=2&auto=webp&width=240","type":0,"news_type":0,"thumbnails":["https://cdn.benzinga.com/files/images/story/2026/05/02/Gav-Blaxberg.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/Opinion/26/05/52235838/mag-7-just-committed-710-billion-to-ai-capex","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.benzinga.com/Opinion/26/05/52235838/mag-7-just-committed-710-billion-to-ai-capex","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"benzinga_recent_news","symbols":["SG9999001424.SGD","LU0345769128.USD","LU2100268510.USD","LU0545039389.USD","LU0943347566.SGD","LU1935042991.SGD","AAPB","AAPY","LU1506573853.SGD","LU2430703251.USD","XMAG","SG9999015358.SGD","ARTY","AAPU","LU0965509101.SGD","LU2023251221.USD","BK4579","AAPX","APLY","META","MACW.SI","AAPL","AGIX","AIPO","LU0345768153.USD","LU0082616367.USD","LU2065171311.SGD","LU2047632596.USD","LU1037948541.HKD","LU2430703178.SGD","AMZN","AAPD","NVDA","IE000ITXATA3.USD","SOCL","CHAT","LU1582986359.USD","LU1674673428.USD","AAPW","LU2247934214.USD","LU1989764664.SGD","IE000W1ABFV2.USD","YMAG","MAGS","IE000YTNTUN2.SGD","TSLA","LU0823434583.USD","MAGY","LU0158827948.USD","LU1235294995.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632694018","title":"This Tech Sector ETF Gives Investors the Best Bang for Their Buck -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2632694018","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632694018?lang=en_us&edition=fundamental","pubTime":"2026-05-01 13:30","pubTimestamp":1777613400,"startTime":"0","endTime":"0","summary":"Good things can come in old packages, and that's the case with the State Street Technology Select Sector SPDR exchange-traded fund, the granddaddy of tech-focused ETFs, which trades under the ticker XLK.But a mixed bag of earnings this past week from Amazon.com, Alphabet, Microsoft, Meta Platforms, and Apple has reinforced the notion that XLK may be the way to go. Alphabet surged to a new all-time high following earnings, and Amazon was flat. But Microsoft and Meta were hit hard by worries about their capital spending plans, which caused the Mag Seven ETF to drop about 0.5% the day after the earnings deluge. It's now flat for the year. The IGV ETF has tumbled more than 20% in 2026 as investors bailed on software stocks. SOXX has gained over 50% this year, but is likely to underperform once the chip boom turns to bust.And despite its winning ways, XLK looks cheaper than some of the tech alternatives. It's trading for just under 25 times earnings estimates for this year, a discount to 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But in 2026, a new group of “secondary” tech stocks is quietly outperforming. Here’s what is driving the shift — and what it could mean for 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Is the Stock Market Up Today, 4/30/26?","url":"https://stock-news.laohu8.com/highlight/detail?id=2632650107","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632650107?lang=en_us&edition=fundamental","pubTime":"2026-05-01 02:15","pubTimestamp":1777572950,"startTime":"0","endTime":"0","summary":"Both the S&P 500 (SPX) and the Nasdaq 100 (NDX) are trading higher as investors react to a slate of big tech earnings and economic data. Amazon ($A...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/why-is-the-stock-market-up-today-4-30-26?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/why-is-the-stock-market-up-today-4-30-26?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["ETFT","SPXS","SPY","DBSC","GSLC","OEF","SPXU","AAPL","NDX","SPXL","HIBL","SPYD","IJH","VTV",".SPX","SCHX","AMZP","AMZZ","AMZN","SDS","RSP","YMAG","IVV","SPHQ","MSFT","XYLD","BMAY","VOO","ITOT","NQmain","VOOG","SPDN","SPYG","VUG","MAGS","SPGP","SPYV","TSPY","AMZU","NOBL","SPYU","VTI","MESmain","SCHB","VYM","MAGY","SCHG","SSO","VBK","AMZD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631601544","title":"AI Earnings From Four Tech Giants Land Tonight. Bitcoin Is Watching.","url":"https://stock-news.laohu8.com/highlight/detail?id=2631601544","media":"cryptonews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2631601544?lang=en_us&edition=fundamental","pubTime":"2026-04-30 01:00","pubTimestamp":1777482000,"startTime":"0","endTime":"0","summary":"Amazon, Alphabet, Microsoft, and Meta all report Q1 2026 AI earnings after the close on April 29, with crypto traders tracking whether their combined $600 billion in planned 2026 AI capital expenditure is translating into commensurate revenue and cloud growth.As crypto.news reported, the last time Big Tech AI capex figures landed without sufficient revenue justification, top AI tokens dropped over 20% and Bitcoin fell sharply in the same session, as investors feared that astronomical infrastructure costs would erode margins before monetization arrived. The February 2026 episode illustrated how tightly crypto has become correlated with the AI investment narrative: a miss on cloud growth or a raised capex guide without matching revenue acceleration is processed by markets as evidence that the AI return on investment timeline is longer than priced, which tightens risk sentiment across both equity and crypto simultaneously. For tonight’s reports, the specific thresholds that matter are 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Tech Rally at a Crossroads: Magnificent 7 Earnings to Provide Clarity","url":"https://stock-news.laohu8.com/highlight/detail?id=1136013906","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1136013906?lang=en_us&edition=fundamental","pubTime":"2026-04-29 18:35","pubTimestamp":1777458920,"startTime":"0","endTime":"0","summary":"The sustainability of the AI-fueled technology stock rally may be determined tonight. On April 29th, Alphabet, Microsoft, Amazon, and Meta are scheduled to release their first-quarter earnings...","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["XMAG","CHAT","NVDA","AGIX","MSFT","MAGS","AAPL","TSLA","AIPO","AMZN","ARTY","META","GOOG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631808665","title":"Can Meta Make Money on AI Beyond Consumer Ads? 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Is Missing Revenue Targets -- and an IPO Is Suddenly No Sure Thing -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2630302533","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2630302533?lang=en_us&edition=fundamental","pubTime":"2026-04-28 20:38","pubTimestamp":1777379880,"startTime":"0","endTime":"0","summary":"The circular world of artificial intelligence investment -- and the beating heart of OpenAI's $1.4 trillion in spending commitments -- was called into question on Tuesday ahead of a series of big tech earnings and renewed capex ambitions that continue to form the most important plank of the market's record-setting April run.The Wall Street Journal reported that OpenAI, the maker of the ChatGPT chatbot and the firm responsible for firing the starting pistol on the AI revolution in November of 2022, is missing its own revenue targets, falling short of user benchmarks, and is worried about meeting its future 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The Cboe Volatility Index, also known as Wall Street's fear gauge, has tumbled from above 30 in late March to a more reasonable level of 18.Adding to the stakes: Never before have powerhouses Alphabet, Microsoft, Amazon, and Meta Platforms all posted earnings on the same day. 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