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Microsoft's Strong Earnings Boosts Stock Futures Rebound
Stock futures are rebounding Thursday after Wednesday's volatile session, as a strong earnings report from Microsoft helped restore confidence in the artificial intelligence trade and offset lingering uncertainty following the Federal Reserve's latest policy decision.The Federal Reserve left interest rates unchanged on Wednesday, as widely expected, but markets were unsettled by signs of growing disagreement among policymakers and Fed Chair Kevin Warsh's reluctance to provide clear forward guidance on the path of monetary policy. Treasury yields climbed following the decision, with the 30-year Treasury yield reaching its highest level in nearly two decades, reflecting persistent concerns about inflation and the outlook for rates.Corporate earnings remain the primary catalyst for markets. Microsoft shares are surging in premarket trading after the software giant reported stronger-than-expected quarterly results, projected robust current-quarter sales and cloud growth, and reassured investors with a lower-than-feared capital expenditure outlook. The results helped ease recent concerns that soaring AI-related spending was outpacing returns. Not all technology earnings were well received, however, as Meta Platforms is trading sharply lower after reporting a steep decline in free cash flow tied to heavy AI investment.In pre-market trading, S&P 500 futures rose 0.58%, Nasdaq futures rose 1.60% and Dow futures rose 0.35%.Check out this morning's top movers from around Wall Street, compiled by The Fly.HIGHER -MarketAxessup 30% after Intercontinental Exchangeannounced a definitive agreement to acquire the company for $167 per share in cashUP AFTER EARNINGS -Baxterup 14%Quanta Servicesup 13%Lam Researchup 13%Fortinetup 12%Microsoftup 9%Chipotleup 7%ING Groepup 5%Lloyds Bankingup 4%Starbucksup 4%Oil Statesup 3%Shellup 2%Wescoup 1%Bristol Myersup 1%DOWN AFTER EARNINGS -Teladocdown 19%Meta Platformsdown 9%Sirius XMdown 8%Check Pointdown 8%Carvanadown 8%AMC Networksdown 6%Norwegian Cruise Linedown 6%Sanofidown 5%Altria Groupdown 3%Qualcommdown 3%AB InBevdown 2%
Oil States Reports Q1 Revenue of $145M
Reports Q1 revenue $145M, consensus $153.79M. Oil States' President and Chief Executive Officer, Lloyd Hajdik, stated: "During the first quarter, our results were tempered by heightened geopolitical conflict and ongoing uncertainty in the Middle East, which contributed to contract award delays, reduced revenue and increased costs. Transitory project deferrals also impacted reported results in the quarter. While these factors weighed on near-term activity, we remained focused on cost control, monetization of exited facilities and equipment and supporting our customers' critical programs. We strengthened our balance sheet by reducing debt in early April, which enhances our financial flexibility. With a strong liquidity position and a more resilient capital structure, we believe Oil States is well positioned to navigate ongoing near-term volatility and longer-term structural changes."
Oil States International Appoints Lloyd Hajdik as New CEO
Oil States International announced that Cindy Taylor, Oil States' President and Chief Executive Officer, has informed the Board of Directors of her plans to retire, and Lloyd Hajdik, Oil States' current Executive Vice President, Chief Financial Officer and Treasurer, will succeed her and serve as President and Chief Executive Officer, effective May 1, 2026. Hajdik will also join the Board effective with his appointment as President and CEO. Taylor has agreed to stay on through October 31, 2026 in a consulting role. "On behalf of the Board, I want to thank Cindy for her leadership and lasting impact on Oil States," said Robert L. Potter, Oil States' Chairman of the Board. "With more than twenty-five years of service to Oil States and nineteen years as CEO, Cindy has guided Oil States through many industry cycles. Her leadership has shaped a culture of integrity, innovation, and excellence that will continue to shape Oil States' future."
Supreme Court Rules Against Trump's Tariffs
The major averages initially had a muted reaction after the Supreme Court ruled against certain of President Donald Trump's tariffs, resulting in stock spikes for retailers and other names that have had to deal with major impacts from rising import and manufacturing costs. The court determined that the International Emergency Economic Powers Act "does not authorize the President to impose tariffs."In response, Trump called the ruling "deeply disappointing," adding that 10% Section 122 tariffs will be imposed on top of the other tariffs. Trade Representative Jamieson Greer said the Section 122 tariffs will be implemented and signed today.When the dust settled, the averages closed with gains for the day, though uncertainty remains about how any tariff refunds will be paid, to whom and if refunds will be issued at all.Looking to commodities, gold was sharply higher, while oil was marginally higher amid continued tensions with Iran.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Nvidiais close to finalizing a $30B investment into Microsoft-backedOpenAI,Akamaireportedand provided its outlook for Q1 and FY26Grailreported upbeat Q4 earnings and revenue and reported its NHS-Galleri trialDomosaid it will, including a potential sale of the companyLive Nationreported2. WALL STREET CALLS:Etsyto Overweight at BarclaysHSBCWalmartto Hold on lack of momentumGE Aerospacewith an Overweight at Morgan StanleyCoStar Groupto Buy at JefferiesWells FargoMolina Healthcareafter "quite poor" Q43. AROUND THE WEB:ConocoPhillipsis exploring the sale of $2B in Permian Basin assets, Bloomberg saysThe SEC told Bloomberg that its probe of AppLovinis "still active and ongoing"A federal judge has denied Tesla'sattempt to overturn a $243M jury verdict related to a fatal 2019 Autopilot crash in Florida, upholding the ruling and ending the company's last avenue to avoid paying the award at the trial court level, Electrek saysAmazonhas surpassed Walmartas the U.S.'s largest company by annual revenue, with Walmart making $713.2B in sales in the year through January 31 compared to Amazon's $716.9M during the same period, WSJ reportsAccenturehas begun monitoring staff use of AI to determine how it decides top-level promotions as the company pushes its employees to use the technology, FT reports4. MOVERS:RingCentralincreases afterand providing guidance for Q1 and FY26Satellogicgains after Cantor Fitzgeraldcoverage of the stock with an Overweight ratingTandem Diabetesand AXT Inc.higher after reporting quarterly resultsChemoursfalls afterand providing guidance for Q1 and FY26Ardelyxand Dnowlower after5. EARNINGS/GUIDANCE:PPL Corpand provided guidance for FY26Oil States, with EPS beating consensusWestern Union, with CEO Devin McGranahan commenting, "Despite a challenging operating environment in 2025, we delivered meaningful progress across the business"Danone, with revenue missing consensusHudbay Minerals, with EPS and revenue missing consensusINDEXES:The Dow rose 230.81 or 0.47%, to 49,625.97, the Nasdaq gained 203.34, or 0.90%, to 22,886.07, and the S&P 500 advanced 47.62, or 0.69%, to 6,909.51.
Supreme Court Rules Against Trump's Tariffs
The major averages were mixed near midday after the Supreme Court ruled against President Donald Trump's tariffs, resulting in stock spikes for retailers and other names that have had to deal with major impacts from rising import and manufacturing costs. The court determined that the International Emergency Economic Powers Act "does not authorize the President to impose tariffs."Looking to commodities, gold was trading higher noon, while oil was fractionally lower amid continued tensions with Iran.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Nvidiais close to finalizing a $30B investment into Microsoft-backedOpenAI,Akamaireportedand provided its outlook for Q1 and FY26Grailreported upbeat Q4 earnings and revenue and reported its NHS-Galleri trialDomosaid it will, including a potential sale of the companyLive Nationreported2. WALL STREET CALLS:Etsyto Overweight at BarclaysHSBCWalmartto Hold on lack of momentumGE Aerospacewith an Overweight at Morgan StanleyCoStar Groupto Buy at JefferiesWells FargoMolina Healthcareafter "quite poor" Q43. AROUND THE WEB:A federal judge has denied Tesla'sattempt to overturn a $243M jury verdict related to a fatal 2019 Autopilot crash in Florida, upholding the ruling and ending the company's last avenue to avoid paying the award at the trial court level, Electrek saysAmazonhas surpassed Walmartas the U.S.'s largest company by annual revenue, with Walmart making $713.2B in sales in the year through January 31 compared to Amazon's $716.9M during the same period, WSJ reportsAccenturehas begun monitoring staff use of AI to determine how it decides top-level promotions as the company pushes its employees to use the technology, FT reportsAfter hundreds of layoffs in early February, employees at Blockare reporting rising performance anxiety, mandatory use of generative AI tools, and declining morale, Wired saysRobloxis facing a lawsuit from Los Angeles County alleging the company engaged in unfair and deceptive practices that exposed children to sexual content and online predators, NBC LA reports4. MOVERS:RingCentralincreases afterand providing guidance for Q1 and FY26Satellogicgains after Cantor Fitzgeraldof the stock with an Overweight ratingTandem Diabetesand AXT Inc.higher afterChemoursfalls afterand providing guidance for Q1 and FY26Ardelyxand Dnowlower after5. EARNINGS/GUIDANCEPPL Corpand provided guidance for FY26Oil States, with EPS beating consensusWestern Union, with CEO Devin McGranahan commenting, "Despite a challenging operating environment in 2025, we delivered meaningful progress across the business"Danone, with revenue missing consensusHudbay Minerals, with EPS and revenue missing consensusINDEXES:Near midday, the Dow was down 0.22%, or 107.86, to 49,287.30, the Nasdaq was up 0.41%, or 92.65, to 22,775.38, and the S&P 500 was up 0.18%, or 12.08, to 6,873.97.
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