News Bulletin
Tuesday, May 05, 2026
Evening Edition

Economic Numbers:

Time	Event	Actual	Forecast	Previous
8:30	Trade Balance (Mar)	-60.30B	-61.00B	-57.80B
8:30	Exports (Mar)	320.90B		314.70B
8:30	Imports (Mar)	381.20B		372.40B
8:30	Building Permits (Feb)	1.538M	1.538M	1.386M
8:30	Building Permits (MoM) (Feb)	0.11	0.109	-0.047
8:31	Building Permits (Mar)	1.363M	1.372M	1.538M
8:31	Building Permits (MoM) (Mar)	-0.114	-0.108	0.11
8:55	Redbook (YoY)	0.078		0.077
9:45	S&P Global Services PMI (Apr)	5100.00%	51.3	4980.00%
9:45	S&P Global Composite PMI (Apr)	5170.00%	52	5030.00%
9:59	New Home Sales (Feb)	635K		587K
9:59	New Home Sales (MoM) (Feb)	0.089		-0.176
10:00	New Home Sales (Mar)	682K	652K	583K
10:00	JOLTS Job Openings (Mar)	6.866M	6.860M	6.922M
10:00	ISM Non-Manufacturing Prices (Apr)	7070.00%	73.7	7070.00%
10:00	ISM Non-Manufacturing PMI (Apr)	5360.00%	53.7	5400.00%
10:00	ISM Non-Manufacturing Employment (Apr)	48	48.3	45.2
10:00	New Home Sales (MoM) (Mar)	0.074		-0.199
10:00	ISM Non-Manufacturing Business Activity (Apr)	55.9		53.9
10:00	ISM Non-Manufacturing New Orders (Apr)	5350.00%	57.3	6060.00%
10:10	IBD/TIPP Economic Optimism (May)	4260.00%	42	4280.00%
12:00	Atlanta Fed GDPNow (Q2)	0.037	0.035	0.035
22m	API Weekly Crude Oil Stock		-2.800M	-1.790M

Indices

	CLOSE	50 DMA	200 DMA
DJIA	49,298.25	47,857.24	47,255.48
NASDAQ	25,326.13	23,023.39	22,752.04
S&P 500	7,259.22	6,830.24	6,739.22

Earnings Calendar:

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

COMPANY	EPS	Consensus	Previous	Revenue	Consensus	Previous	MarketCap	Fiscal	Time
Advanced Micro Devices AMD:US		1.27	0.96		9.84B	7.44B	$575.67B	Q1	PM
Arista Networks ANET:US	0.87	0.81	0.65	2.71B	2.62B	2.01B	$219.2B	Q1	PM
Pfizer PFE:US	0.75	0.73	0.92	14.5B	13.89B	13.72B	$148.02B	Q1	AM
Duke Energy DUK:US	1.93	1.78	1.76	9.18B	8.5B	8.25B	$99.17B	Q1	AM
Marathon Petroleum MPC:US	1.65	1.76	-0.24	34.57B	32.2B	31.85B	$92.34B	Q1	AM
Cummins CMI:US	4.71	5.62	5.96	8.4B	8.33B	8.17B	$91.16B	Q1	AM
KKR KKR:US	1.39	1.44	1.15	2.35B	2.38B	3.11B	$89.84B	Q1	AM
EOG Resources EOG:US		2.3	2.87		5.78B	5.67B	$80.13B	Q1	PM
Emerson Electric EMR:US		1.54	1.48		4.6B	4.43B	$79.49B	Q2	PM
American Electric Power AEP:US	1.64	1.57	1.54	6.02B	5.57B	5.46B	$73.53B	Q1	AM
TransDigm TDG:US	9.85	9.25	9.11	2.54B	2.42B	2.15B	$66.85B	Q2	AM
Corteva CTVA:US		1.17	1.13		4.64B	4.61B	$57.25B	Q1	PM
MPLX MPLX:US	0.9	1.07	1.1	3.04B	3.15B	3.12B	$56.23B	Q1	AM
Electronic Arts EA EA:US	1.81	2.39	0.98	1.86B	1.98B	1.9B	$52.96B	Q4	PM
Occidental Petroleum OXY:US		0.32	0.87		5.2B	6.84B	$52.91B	Q1	PM
Rockwell Automation ROK:US	3.3	2.87	2.45	2.24M	2.15B	2B	$51.32B	Q2	AM
PayPal PYPL:US	1.34	1.27	1.33	8.4B	8.06B	7.8B	$49.14B	Q1	AM
Idexx Laboratories IDXX:US	3.47	3.43	2.91	1.14B	1.12B	998.43M	$47.98B	Q1	AM
Public Service PEG:US	1.55	1.5	1.43	3.85B	3.53B	3.22B	$40.26B	Q1	AM
Globalfoundries GFS:US	0.4	0.35	0.34	1.63B	1.63B	1.59B	$39.35B	Q1	AM
Archer-Daniels Midland ADM:US	0.71	0.76	0.7	20.49B	20.86B	20.18B	$38.39B	Q1	AM
WEC Energy WEC:US	2.45	2.01	2.27	3.4B	3.19B	3.15B	$36.66B	Q1	AM
Microstrategy MSTR:US		-14.77	-16.53		120.67M	111.1M	$36.53B	Q1	PM
Live Nation Entertainment LYV:US		-0.33	-0.32		3.59B	3.38B	$36.45B	Q1	PM
Prudential Financial PRU:US		3.34	3.29		14.64B	13.41B	$35.09B	Q1	PM
Devon Energy DVN:US		0.77	1.21		4B	4.45B	$33.47B	Q1	PM
Fiserv FISV:US	1.79	1.59	2.14	5.03B	4.75B	5.13B	$33.08B	Q1	AM
Cheniere Partners CQP:US		1.1	1.08		2.71B	2.99B	$32.43B	Q1	PM
IQVIA Holdings IQV:US	2.9	2.82	2.7	4.15B	4.1B	3.83B	$30.24B	Q1	AM
Ameren AEE:US		1.13	1.07		2.13B	2.1B	$29.97B	Q1	PM
Coterra Energy CTRA:US		0.68	0.8		2.08B	1.9B	$26.47B	Q1	PM
Dupont De Nemours DD:US	0.55	0.49	1.03	1.68B	1.68B	3.07B	$20.68B	Q1	AM
Expeditors International Of Washington EXPD:US	1.71	1.35	1.47	2.78B	2.6B	2.67B	$20.58B	Q1	PM
Waters WAT:US	2.7	2.34	2.25	1.27B	1.23B	662M	$20.11B	Q1	AM
Leidos LDOS:US	3.13	2.93	2.97	4.4B	4.3B	4.25B	$19.39B	Q1	AM
International Flavors Fragrances IFF:US		1.08	1.2		2.65B	2.8B	$18.2B	Q1	PM
Ball BLL:US	0.94	0.85	0.76	3.6B	3.31B	3.1B	$17.64B	Q1	AM
Jacobs Engineering JEC:US		1.64	1.43		3.22B	2.91B	$16.3B	Q2	PM
Onto Innovation NANO:US		1.28	1.51		272.49M	267M	$15.12B	Q1	PM
Westlake Chemical WLK:US	-0.77	-0.37	-0.31	2.65B	2.76B	2.85B	$13.43B	Q1	AM
Neurocrine Biosciences NBIX:US		1.15	0.7		770.29M	572.6M	$13.39B	Q1	PM
Huntington Ingalls Industries HII:US	3.79	3.71	3.79	3.1B	3.01B	2.7B	$13.1B	Q1	AM
Exelixis EXEL:US		0.76	0.62		608.77M	555.4M	$12.9B	Q1	PM
DaVita Healthcare Partners DVA:US		2.34	2		3.34B	3.22B	$12.33B	Q1	PM
Assurant AIZ:US	5.95	5.33	5.79	3.42B	3.3B	3.07B	$11.79B	Q1	PM
Solventum Corp SOLV:US		1.34	1.34			2.1B	$11.76B	Q1	PM
Healthpeak Properties PEAK:US		0.072	0.06		687.93M	702.89M	$11.69B	Q1	PM
Gartner IT:US	3.32	2.91	2.98	1.51B	1.53B	1.53B	$11.67B	Q1	AM
Revvity PKI:US	1.06	1.11	1.01	711M	682.6M	665M	$11.52B	Q1	AM
Skyworks Solutions SWKS:US		1.04	1.24		901.44M	953M	$11.43B	Q2	PM
Healthpeak Properties Inc DOC:US		0.07	0.06		686.74M	702.89M	$11.33B	Q1	PM
Hecla Mining HL:US		0.26	0.05		449.36M	261.34M	$10.98B	Q1	PM
Jack Henry Associates JKHY:US		1.45	1.52		616.88M	585.09M	$10.93B	Q3	PM
Primoris Services PRIM:US		0.86	0.98		1.73B	1.65B	$10.86B	Q1	PM
AES AES:US		0.45	0.27		3.05B	2.93B	$10.17B	Q1	PM
Match MTCH:US		0.61	0.44		854.39M	831.2M	$10.02B	Q1	PM
Lumen Technologies LUMN:US	-0.47	-0.13	-0.13	2.9B	2.82B	3.18B	$9.4B	Q1	PM
Henry Schein HSIC:US	1.32	1.22	1.15	3.37B	3.34B	3.17B	$9.38B	Q1	AM
Cytokinetics CYTK:US		-1.65	-1.36		8.32M	1.6M	$9.25B	Q1	PM
Qorvo QRVO:US	1.69	1.21	1.42	808.3M	801.3M	869.5M	$9.19B	Q4	PM
AGCO AGCO:US	0.94	0.44	0.41	2.34B	2.24B	2.1B	$9.02B	Q1	AM
Chart Industries GTLS:US		2.47	1.86		1.12B	1B	$8.78B	Q1	AM
Voya Financial VOYA:US		2.14	2		2.04B	1.97B	$8.49B	Q1	PM
Celanese CE:US		0.81	0.57		2.29B	2.4B	$7.64B	Q1	PM
Repligen RGEN:US	0.48	0.39	0.39	194M	191.94M	169M	$7.12B	Q1	AM
Silicon Laboratories SLAB:US		0.5	-0.08		213.89M	178M	$6.96B	Q1	AM
Ingredion INGR:US	2.34	2.53	2.97	1.79B	1.79B	1.81B	$6.84B	Q1	AM
Southwest Gas SWX:US	1.91	2.05	1.65	585.12M	691.94M	1.3B	$6.75B	Q1	AM
Light & Wonder SGMS:US		1.35	0.94		869.48M	774M	$6.59B	Q1
California Resources CRC:US		0.29	1.07		851.29M	912M	$6.35B	Q1	PM
Credit Acceptance CACC:US		10.39	9.35		584.8M	571.1M	$6.24B	Q1	PM
EnPro Industries NPO:US	2.14	2.07	1.9	303M	305.2M	273.2M	$6.19B	Q1	AM
Klaviyo KVYO:US	0.22		0.14	358M	293.2M	279.8M	$6B	Q1	PM
Sunoco SUN:US	2.85	1.44	1.21	10.69B	10.89B	5.18B	$5.9B	Q1	AM
Mercury General MCY:US		2.5	0.33		1.48B	1.39B	$5.36B	Q1	PM
Comstock Resources CRK:US		0.23	0.18		508.08M	512.8M	$5.11B	Q1	PM
Telephone Data Systems TDS:US		-0.39	-0.09		323.04M	1.15B	$4.82B	Q1	AM
Mercury Systems MRCY:US		0.09	0.06		212.34M	211.36M	$4.73B	Q3	PM
Bright Horizons Family Solutions BFAM:US		0.79	0.77		712.82M	666M	$4.61B	Q1	PM
Pennymac Financial Services PFSI:US		2.56	1.42		572.62M	430.9M	$4.49B	Q1	PM
International Bancshares IBOC:US		1.69	1.56			214.64M	$4.46B	Q1
Mueller Water Products MWA:US		0.38	0.34		380.77M	364.3M	$4.32B	Q2	PM
IPG Photonics IPGP:US	0.29	0.26	0.31	265.5M	256.45M	227.8M	$4.25B	Q1	AM
Chemours CC:US		-0.05	0.13		1.38B	1.37B	$4.24B	Q1	PM
Cabot CBT:US		1.47	1.9		900.03M	936M	$4.21B	Q2	PM
Genworth Financial GNW:US		0.18	0.12			1.79B	$3.94B	Q1	PM
Openlane KAR:US		0.297	0.31		488.74M	460M	$3.79B	Q1
Kadant KAI:US		2.14	2.1		277.9M	239M	$3.4B	Q1	PM
Qualys QLYS:US		1.8	1.67		173.66M	159.9M	$3.34B	Q1	PM
Avista AVA:US	1.1	1.08	0.98	555M	657.61M	603M	$3.24B	Q1	AM
Harley Davidson HOG:US	0.22	0.34	1.07	1.1B	1.01B	1.33B	$3.23B	Q1	AM
Graphic Packaging GPK:US	0.09	0.11	0.51	2.16B	2.05B	2.12B	$3.21B	Q1	AM
Peabody Energy BTU:US	-0.26	0.42	0.27	973.3M	1.02B	927M	$3.19B	Q1	AM
Teradata TDC:US		0.69	0.66		411.14M	418M	$2.95B	Q1	PM
Inter Parfums IPAR:US		1.23	1.14		354.28M	339M	$2.92B	Q1	PM
Veeco Instruments VECO:US		0.27	0.37		162.13M	167.29M	$2.91B	Q1	PM
Mge Energy MGEE:US		1.14	1.14			218.97M	$2.9B	Q1	AM
The Andersons ANDE:US		0.52	0.12		2.69B	2.66B	$2.76B	Q1	PM
Supernus Pharmaceuticals SUPN:US		0.52	-0.21		193.13M	149.8M	$2.7B	Q1	PM
HUB HUBG:US		0.39	0.44		885.76M	915.22M	$2.62B	Q1	PM
Veracyte VCYT:US		0.34	0.31		130.29M	114.47M	$2.62B	Q1	PM
Marriott Vacations Worldwide VAC:US	1.24	1.7	1.66	1.26B	1.2B	1.2B	$2.56B	Q1	AM
Huron Consulting HURN:US		1.66	1.68		438.89M	395.7M	$2.43B	Q1	PM
Dentsply International XRAY:US		0.31	0.43		846.57M	879M	$2.29B	Q1	PM
Celldex Therapeutics CLDX:US		-1.19	-0.71		874.9K	1.18M	$2.17B	Q1	PM
Coty COTY:US		0	0.01		1.28B	1.3B	$2.13B	Q3	PM
Sunstone Hotel Investors SHO:US	0.08	0.01	0.01	259.71M	242.83M	234.07M	$2.03B	Q1	AM
Ultragenyx Pharmaceutical RARE:US		-1.43	-1.57		163.77M	139.29M	$2.02B	Q1	PM
Douglas Emmett DEI:US		-0.06	0.24		252.71M	251.54M	$1.88B	Q1	PM
Fresh Del Monte Produce FDP:US	0.63	0.82	0.63	1.04B	1.05B	1.1B	$1.84B	Q1	AM
Veris Residential CLI:US			-0.12		67.94M	67.76M	$1.76B	Q1	PM
Federal Agricultural Mortgage AGM:US	4.74	4.53	4.19	109.12M	107.14M	94.32M	$1.6B	Q1	PM
Arbor Realty ABR:US		0.15	0.16		109.59M	134.16M	$1.48B	Q1	AM
NOW DNOW:US		0.23	0.22		1.24B	599M	$1.44B	Q1	AM
AtriCure ATRC:US		-0.09	-0.14	141.2M	139.26M	123.6M	$1.37B	Q1	PM
Energizer ENR:US	0.94	0.57	0.67	643.3M	656.37M	662.9M	$1.32B	Q2	AM
Global Industrial SYX:US		0.39	0.35		337.24M	321M	$1.28B	Q1	PM
Carters CRI:US		0.1	0.66		653.53M	630M	$1.22B	Q1	AM
Avanos Medical AVNS:US	0.11	0.24	0.26	182.2M	169M	167.5M	$1.14B	Q1	AM
Integra LifeSciences IART:US	0.54	0.4	0.41	391.9M	381.81M	382.7M	$1.06B	Q1	AM
Pennymac Mortgage Investment PMT:US		0.37	-0.01		93.99M	44.47M	$1.05B	Q1	PM
MFA Financial MFA:US	0.34	0.31	0.29	59.19M	66.68M	81.9M	$995.8M	Q1	AM
Quidel QDEL:US		0.45	0.74		680.58M	693M	$824.3M	Q1	PM

Market News:

Here are some of the biggest premarket US stock movers today:

Lumentum Holdings Inc (NASDAQ:LITE) reported third quarter results that exceeded analyst expectations, yet shares fell 5.6% in after-hours trading Tuesday as investors focused on the company’s debt position and sustainability of margin gains.

BJ’s Restaurants, Inc. (NASDAQ:BJRI) reported mixed first quarter results, with revenue exceeding expectations but earnings falling short of analyst estimates, as the casual dining chain posted its seventh consecutive quarter of comparable sales growth.

Qorvo Inc. (NASDAQ:QRVO) reported fourth quarter results that exceeded Wall Street expectations, with adjusted earnings per share of $1.69 beating the analyst consensus of $1.21 by $0.48. Revenue reached $808.3 million, topping estimates of $801.31 million, though declining 7.0% YoY from $869.5 million in the prior year period.

Sabadell (BME:SABE) will join the Qivalis consortium, a group of European banks forming a company to launch a euro-pegged stablecoin in the second half of 2026, CEO Cesar Gonzalez-Bueno said Tuesday.

Flex (FLEX) announced its board has approved a plan to spin off its power and cloud portfolio into an independent publicly traded company, targeted to close in the first quarter of 2027.

Veeco Instruments Inc. (VECO) announced it received orders totaling more than $250 million from multiple customers for its semiconductor processing equipment used in manufacturing indium phosphide lasers.

Meta is developing a highly personalized AI assistant designed to handle everyday tasks for its more than 3 billion users, according to a report from the Financial Times, citing people familiar with the matter.

Skyworks Solutions Inc. (NASDAQ:SWKS) reported second quarter fiscal 2026 results that exceeded analyst expectations, though shares declined 1.4% following the announcement.

Super Micro Computer (SMCI) on Tuesday projected fourth-quarter net sales above analyst estimates, as demand for datacenter infrastructure remains strong amid rising adoption of artificial intelligence.

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