Goldman Sachs CEO warns oil could hit $80-$100 soon, or $170 if Iran conflict worsens. Hormuz remains closed as ceasefire talks falter before deadline.
Author: Trader Edge
Nvidia (NVDA) stock climbed 0.3% premarket, nearing record highs as Google unveils new TPUs. KeyBanc keeps $275 target citing CUDA’s competitive moat.
US stock futures advance as Iran ceasefire talks continue, Apple CEO Tim Cook steps down, and Bitcoin rallies toward $76,000 in Tuesday trading.
AXT (AXTI) stock falls 12% in premarket following announcement of $550M public offering priced at $64.25 per share for China expansion plans.
Equifax (EFX) exceeded Q1 expectations with $1.86 EPS but Iran conflict-driven rate increases slowed mortgages, keeping full-year outlook unchanged.
GE Aerospace (GE) beat Q1 estimates with $1.86 EPS but stock fell 3.5% on concerns over jet fuel costs and reduced flight departure growth outlook.
Goldman Sachs sets S&P 500 target at 7,600, but soaring gas prices have driven consumer confidence to a historic 74-year low. Analysis inside.
UnitedHealth (UNH) stock jumps 5.7% after crushing Q1 estimates with $7.23 EPS and $111.7B revenue. Full-year guidance raised to over $18.25 per share.
Apple (AAPL) stock dips as Tim Cook announces Sept 2026 CEO exit. John Ternus to replace him. Wedbush keeps Buy rating with $350 target amid mixed views.
Hims & Hers (HIMS) stock jumped 49% in five days after FDA peptide regulatory changes and a Novo Nordisk Wegovy distribution deal were announced.
Gold drops nearly 1% as U.S.-Iran ceasefire deadline nears, Strait of Hormuz stays closed, and Kevin Warsh testifies before Senate Banking Committee.
Northrop Grumman (NOC) surpassed Q1 estimates with $6.14 EPS and $9.88B revenue, yet stock dropped 1.6% as 2026 guidance remained unchanged.
RTX (RTX) stock jumps 3% after crushing Q1 estimates with $1.78 EPS and $22.1B revenue. Company raises full-year guidance on defense strength.
Qualcomm (QCOM) climbs 11% over nine days but is still down 20% in 2026. DRAM shortages and analyst downgrades weigh heavily on the chipmaker’s outlook.
Cathie Wood’s ARK Invest purchased Amazon and Kratos Defense shares while selling Iridium stock. Details on the strategic moves ahead of AMZN earnings.

