News Bulletin

Friday, May 01st, 2026

Morning Edition

 

Economic Numbers:

Time

Event

Actual

Forecast

Previous

Friday May 1st, 2026

9:45

S&P Global Manufacturing PMI (Apr)

 

54

54

10:00

ISM Manufacturing PMI (Apr)

 

53.1

52.7

10:00

ISM Manufacturing Prices (Apr)

 

80

78.3

10:00

ISM Manufacturing Employment (Apr)

 

49

48.7

10:00

ISM Manufacturing New Orders Index (Apr)

 

 

53.5

11:30

Atlanta Fed GDPNow (Q2)

 

3.70%

3.70%

13:00

U.S. Baker Hughes Oil Rig Count

 

 

407

13:00

U.S. Baker Hughes Total Rig Count

 

 

544

15:30

CFTC S&P 500 speculative net positions

 

 

-110.1K

15:30

CFTC Nasdaq 100 speculative net positions

 

 

9.4K

15:30

CFTC Gold speculative net positions

 

 

164.0K

15:30

CFTC Crude Oil speculative net positions

 

 

192.3K

15:30

CFTC Aluminium speculative net positions

 

 

0.4K

15:30

CFTC Copper speculative net positions

 

 

59.2K

15:30

CFTC Silver speculative net positions

 

 

23.7K

15:30

CFTC Natural Gas speculative net positions

 

 

-168.3K

15:30

CFTC Wheat speculative net positions

 

 

-25.5K

15:30

CFTC Corn speculative net positions

 

 

263.7K

15:30

CFTC Soybeans speculative net positions

 

 

211.1K

 

Indices
 

 

CLOSE

50 DMA

200 DMA

DJIA

49,652.14

47,857.99

47,181.95

NASDAQ

24,892.31

22,876.75

22,686.95

S&P 500

7,209.01

6,808.97

6,725.21

 

Earnings Calendar:

(EPS: Earning Per Share / Rev: Revenue / Mkt Cap : market Capital/ BMO : Before Market Opening /AMC : After Market Close)

NAME

COMPANY

Mkt CAP

EPS (Forcast)

EPS (Actual)

Rev (Forcast)

Rev (Actual)

Time

KGEI

Kolibri Global Energy

C$204.07M

0.17

 

$19.21M

 

 

IPMLF

Imperial Metals

C$885.84M

 

 

 

 

 

MARUY

Marubeni

$64.72B

4.58

(-5.07%) +$4.345

$14.83B

 

 

WTSHF

Westshore Terminals

C$1.62B

0.14

 

$59.15M

 

 

ANZGY

Australia & New Zealand Banking

$79.44B

0.88

(+2.06%) +$0.893

$4.05B

 

 

NHC

National Healthcare

$2.70B

 

 

 

 

 

TXNM

TXNM Energy

$6.43B

0.3

(-90.1%) +$0.03

$506.24M

(-0.25%) +$504.982M

 

ITIC

Investors Title Company

$447.04M

 

 

 

 

 

INTT

inTEST

$233.54M

0.09

 

$31.69M

 

 

IMO

Imperial Oil

$64.81B

1.76

 

$8.76B

 

 

CCEC

Capital Clean Energy Carriers

$1.22B

0.45

 

$102.06M

 

 

BWEN

Broadwind Energy

$62.25M

-0.07

 

$32.72M

 

 

ACH

Accendra Health

$283.58M

-0.1

 

$644.18M

 

 

PAGP

Plains GP Holdings

$18.63B

0.46

 

$11.72B

 

 

ONCY

Oncolytics Biotech

$102.19M

-0.04

 

0

 

 

ABR

Arbor Realty

$1.53B

0.13

 

$109.86M

 

 

TU

Telus

$19.56B

0.16

 

$3.70B

 

 

SEKEY

Seiko Epson

$4.27B

0.07

(-335.62%) -$0.172

$2.17B

 

BMO

LBTYB

Liberty Global B

$3.89B

-0.35

 

$1.27B

 

BMO

PWP

Perella Weinberg Partners

$2.10B

0.17

(-87.88%) +$0.02

$158.82M

(-6.18%) +$149M

BMO

ITOCY

Itochu

$95.92B

0.18

(-3.78%) +$0.178

$28.52B

 

BMO

CVEO

Civeo

$349.09M

-0.61

(+43.99%) -$0.34

$154.70M

(+11.61%) +$172.667M

BMO

MITSY

Mitsui & Co

$105.52B

10.81

(-7.87%) +$9.96

$34.72B

 

BMO

XHR

Xenia Hotels & Resorts

$1.50B

0.18

(+16.67%) +$0.21

$291.33M

(+1.4%) +$295.41M

BMO

GTES

Gates Industrial

$6.52B

0.33

 

$859.72M

 

BMO

VRTS

Virtus Investment Partners

$972.57M

5.67

(-81.48%) +$1.05

$179.43M

(+11.18%) +$199.5M

BMO

ATMU

Atmus Filtration Technologies, Inc.

$5.18B

0.67

(-11.41%) +$0.59

$474.41M

(+0.65%) +$477.5M

BMO

IRMD

Iradimed

$1.07B

0.45

 

$21.32M

 

BMO

TPG

TPG

$16.76B

0.59

(-137.23%) -$0.22

$610.28M

(-18.07%) +$500M

BMO

WNC

Wabash National

$353.46M

-1.01

(-10.01%) -$1.11

$319.03M

(-4.96%) +$303.2M

BMO

PIPR

Piper Sandler

$6.21B

0.91

 

$436.30M

 

BMO

LBTYK

Liberty Global C

$3.89B

-0.35

 

$1.27B

 

BMO

SHEN

Shenandoah Telecommunications Co

$869.89M

 

0.31

$91.34M

(+0.89%) +$92.15M

BMO

BTSG

BrightSpring Health Services, Inc.

$9.27B

0.31

(+10.03%) +$0.34

$3.39B

(+6.55%) +$3.614B

BMO

RLLMF

Real Matters Inc

C$314.62M

<$0.01

(+566.67%) +$0.02

$12.66M

(+272.74%) +$47.2M

BMO

EAF

GrafTech International

$220.90M

-1.3

(-27.4%) -$1.66

$120.60M

(+3.73%) +$125.101M

BMO

POR

Portland GE

$6.01B

0.77

(-50.46%) +$0.38

$953.24M

(-7.79%) +$879M

BMO

TEX

Terex

$7.07B

0.78

(-225.16%) -$0.97

$1.70B

(+2.05%) +$1.734B

BMO

IESC

IES Holdings

$12.84B

3.95

 

$1.01B

 

BMO

LBTYA

Liberty Global A

$3.89B

-0.35

 

$1.27B

 

BMO

AMG

Affiliated Managers

$7.86B

8.08

(-52.5%) +$3.84

$544.01M

(+0.16%) +$544.9M

BMO

LEA

Lear

$6.44B

3.5

(-4.71%) +$3.34

$5.84B

(-0.25%) +$5.823B

BMO

NEXT

NextDecade

$2.07B

-0.66

 

0

 

BMO

AN

AutoNation

$7.29B

4.51

(+29.77%) +$5.85

$6.65B

(-1.4%) +$6.552B

BMO

WT

WisdomTree

$2.41B

0.25

(-168%) -$0.17

$156.96M

(+1.62%) +$159.5M

BMO

AMRX

Amneal Pharmaceuticals

$4.11B

0.17

(+59.76%) +$0.27

$719.66M

(+0.46%) +$723M

BMO

NWG

NatWest Group

$63.40B

0.46

 

$5.76B

 

BMO

LAZ

Lazard

$4.55B

0.51

(+79.49%) +$0.91

$707.42M

(+6.95%) +$756.582M

BMO

AON

Aon

$66.77B

6.37

(-11.62%) +$5.63

$4.97B

(+1.22%) +$5.034B

BMO

MGA

Magna International

$17.75B

1.01

(-102.89%) -$0.029

$10.31B

(+0.64%) +$10.381B

BMO

CBOE

Cboe Global Markets

$31.43B

3.34

 

$703.35M

 

BMO

NVT

nVent Electric

$23.11B

0.94

(-8.61%) +$0.86

$1.11B

(+11.99%) +$1.242B

BMO

ARES

Ares Management

$38.68B

1.33

(-65.49%) +$0.46

$1.28B

 

BMO

BEP

Brookfield Renewable Partners

$22.59B

-0.23

(-74.67%) -$0.4

$1.50B

(+0.97%) +$1.514B

BMO

PRLB

Proto Labs

$1.54B

0.4

(-16.88%) +$0.33

$135.31M

(+2.98%) +$139.336M

BMO

CHD

Church & Dwight

$22.99B

0.93

(-2.15%) +$0.91

$1.46B

(+0.93%) +$1.469B

BMO

DINO

HF Sinclair Corporation

$12.12B

-0.07

(+5,576.92%) +$3.56

$6.83B

(+4.36%) +$7.123B

BMO

UPLD

Upland Software

$18.35M

0.13

 

$48.50M

 

BMO

CNK

Cinemark Holdings

$3.45B

-0.09

(+167.42%) +$0.06

$632.74M

(+1.62%) +$643M

BMO

FRT

Federal Realty

$9.64B

0.69

 

$332.08M

 

BMO

NWL

Newell Brands

$1.73B

-0.09

(+8.05%) -$0.08

$1.51B

(+2.36%) +$1.549B

BMO

TRP

TC Energy

$69.85B

0.71

(-11.25%) +$0.629

$3.05B

(+26.46%) +$3.861B

BMO

FLGT

Fulgent Genetics

$451.86M

-0.35

(+203.45%) +$0.36

$68.09M

(+4.42%) +$71.1M

BMO

LYB

LyondellBasell

$24.03B

0.28

(+35.23%) +$0.38

$7.53B

(-4.42%) +$7.197B

BMO

OMF

OneMain Holdings

$6.89B

1.86

(+3.82%) +$1.93

$1.28B

(+24.89%) +$1.6B

BMO

LIN

Linde

$232.23B

4.27

(-6.79%) +$3.98

$8.60B

(+2.13%) +$8.781B

BMO

CL

Colgate-Palmolive

$68.48B

0.94

(-15.16%) +$0.8

$5.22B

(+2.07%) +$5.324B

BMO

EL

The Estée Lauder Companies

$27.75B

0.65

(-62.96%) +$0.24

$3.69B

(+0.62%) +$3.712B

BMO

D

Dominion Energy

$56.69B

0.9

 

$4.43B

 

BMO

MRNA

Moderna

$18.22B

-4.45

(+23.53%) -$3.4

$236.37M

(+64.58%) +$389M

BMO

CVX

Chevron

$385.73B

0.97

(+14.08%) +$1.11

$51.86B

(-8.3%) +$47.556B

BMO

XOM

Exxon Mobil

$641.48B

0.98

(+1.63%) +$1

$81.13B

(+2.5%) +$83.161B

BMO

PZRIF

Pizza Pizza Royalty

$383.25M

0.17

 

$110.33M

 

AMC

 

Market News:

Brookfield Renewable Partners L.P. (NYSE:BEP; TSX:BEP.UN) on Friday reported first-quarter results Thursday, with shares rising 3.3% as investors focused on record funds from operations despite an earnings miss. The company posted a loss of -$0.40 per unit for the quarter ended March 31, missing the analyst consensus estimate of -$0.23 by $0.17. Revenue came in at $1.51 billion, matching analyst expectations but declining from $1.58 billion in the prior-year period.

 

 

AutoNation, Inc. (NYSE:AN) reported first quarter results that exceeded earnings expectations but fell short on revenue, with shares declining 1.9% following the announcement on Friday. The automotive retailer posted adjusted earnings per share of $4.69 for the first quarter, beating the analyst consensus of $4.61 by $0.08. However, revenue of $6.6 billion missed expectations of $6.66 billion and declined 2% YoY from $6.69 billion in the prior-year period.

 

 

Morgan Stanley analysts now expect the Federal Reserve to hold interest rates steady until early 2027, citing hawkish economic data and a shift in the central bank’s stance toward neutrality. The April Federal Open Market Committee meeting showed the Fed moving away from an easing bias, with policymakers raising the bar for future rate cuts. The firm noted that solid growth, resilient labor markets, and elevated inflation during the first quarter support an extended pause in monetary policy adjustments.

 

 

The Pentagon announced Friday that it has secured agreements with four additional technology companies to deploy advanced artificial intelligence tools on classified military networks, according to a Bloomberg report Friday. Nvidia Corp., Microsoft Corp., Reflection AI Inc., and Amazon Web Services have all entered into agreements with the U.S. Defence Department for operational use, according to a Defense Department statement. Two defense officials familiar with the matter confirmed the deals.

These companies join SpaceX, OpenAI, and Google in recently agreeing to provide AI tools for Pentagon classified networks. The statement marks the first official Pentagon confirmation of a new deal with Google that was reported earlier this week.

 

 

Affiliated Managers Group Inc. (NYSE:AMG) reported first quarter results that exceeded profit expectations while revenue fell slightly short of analyst estimates. The investment management firm posted adjusted earnings per share of $8.23, beating the analyst consensus of $8.07 by $0.16. However, revenue of $544.9 million missed the estimate of $547.32 million. Revenue increased 10% YoY from $496.6 million in the prior-year period. The company reported record assets under management of $882 billion and record net client cash flows exceeding $22 billion, driven by momentum in alternative strategies. Economic EPS of $8.23 increased 58% YoY, while adjusted EBITDA rose 39% to $317.3 million.

 

 

The S&P 500 Tech sector is set to close April with a 17% gain, marking its strongest monthly performance since November 2002, according to BTIG. The SOX semiconductor index rose 37% in April, which would rank as the second-largest monthly gain on record, trailing only February 2000. The index currently trades further above its 200-day moving average than at any point in the past 26 years.

Chinese equities showed strength in April, with the KraneShares STAR 50 Market ETF (KSTR) climbing 26% for the month to reach its highest level since 2022. The xTrackers CSI 300 ETF (ASHR) hit a 52-week high on Friday, approaching a multi-year breakout. The China Internet Fund (KWEB) is attempting to form a double bottom against its March lows.

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