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MCM · Daily Brief

2026-05-04 · as of 00:05Z

Sentiment: bullish1 min readShare

Tech Stocks Rally

Movers

Winners

  1. AAPL280.14+3.24%
  2. TSLA390.82+2.41%
  3. MSFT414.44+1.63%
  4. AMZN268.26+1.21%
  5. QQQ674.15+0.96%

Losers

  1. NVDA198.45-0.56%
  2. META608.75-0.52%
  3. GOOGL385.69+0.23%
  4. SPY720.65+0.28%
  5. QQQ674.15+0.96%

Earnings Reports

Alphabet Inc. published its Q1 2026 earnings call presentation [1]. Apple delivered a strong quarter with 17% revenue growth, powered by a 22% jump in iPhone sales [4]. The company is also rewriting its financial and strategic playbook as Tim Cook prepares to step down. Meanwhile, Amazon is making big moves, and its actions could have a positive impact on retail stocks [3].

Market Trends

The S&P 500 finished at 7,230, and the Nasdaq hit a brand new all-time high of 25,114 [2]. The Amplify Natural Resources Dividend Income ETF has outperformed the S&P 500 year-to-date while yielding 5% [7]. Big Tech earnings have shown that big, smart spending can be rewarded by the market [9].

Company News

SpaceX's upcoming IPO will arm it with huge amounts of cash, and Elon Musk is set to receive a bonus if he can get at least 1 million people to live on Mars [5]. The SpaceX IPO is expected to create a $75 billion spending spree, which could benefit AI stocks like NVDA [6].

Watch

Sources

  1. [1]Alphabet Inc. 2026 Q1 - Results - Earnings Call Presentation (NASDAQ:GOOGL) 2026-05-03seekingalpha.com · 2026-05-03T23:08Z
  2. [2]The Week That Had Everything — Your Full Breakdown Insideupsidetrader.com · 2026-05-03T23:05Z
  3. [3]Amazon Just Made a Big Move. These 2 S&P 500 Stocks Are Next to Watch.finance.yahoo.com · 2026-05-03T22:25Z
  4. [4]Apple Is Changing The Rules Right Before Tim Cook Exitsfinance.yahoo.com · 2026-05-03T22:01Z
  5. [5]SpaceX will pay Elon Musk a bonus if he gets at least 1 million people to live on Mars — here's the planfinance.yahoo.com · 2026-05-03T21:55Z
  6. [6]The SpaceX IPO Will Create a $75 Billion Spending Spree -- These 2 AI Stocks Will Winfinance.yahoo.com · 2026-05-03T21:25Z
  7. [7]This Natural Resources ETF Has Silently Outperformed The S&P 500 Year-To-Date While Yielding 5%Yahoo · 2026-05-03T20:05Z
  8. [8]Dogecoin Price Prediction End of 2026: Can DOGE Hit $0.42?financefeeds.com · 2026-05-03T19:24Z
  9. [9]Big Tech earnings show how big, smart spending can be rewarded by the marketcnbc.com · 2026-05-03T19:20Z
  10. [10]Jim Chanos Warns AI Capex To Boost S&P 500 EPS Estimates - Meta Platforms (NASDAQ:META)benzinga.com · 2026-05-03T19:00Z
  11. [11]Is Amazon.com, Inc. (AMZN) A Good Stock To Buy Now?insidermonkey.com · 2026-05-03T17:36Z
  12. [12]Jim Cramer on Meta: “It’s Being Clubbed Like a Baby Seal”finance.yahoo.com · 2026-05-03T15:51Z

analyst · Groq · llama-3.3-70b · archived snapshot

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