•SpaceX IPO spillover lifts aerospace and industrial names — ATI target raised to $185 from $155
•Brokerage and utility calls move in opposite directions — Comfort Systems upgraded to Overweight with a $2,004 target
•Defensive and materials targets reset lower or modestly higher — Sherwin-Williams cut to $365 from $370 and Consolidated Edison raised to $107 from $104
•Morgan Stanley's Slimmon sees 'significant upside' for S&P 500, citing historical precedent — market outlook shifts as recession fears subside.
•Analyst compilations highlight NASDAQ stocks with 'highest upside potential' — focus shifts to specific equity opportunities.
•Analysis predicts AI stocks will lead Nasdaq to new highs — cites recent huge rally as potential start of further gains.
What Moved Markets — 1pm ET, Apr 26, 2026
GoodMoat publishes hourly macro-headline digests synthesized by AI from leading financial newswires (Reuters, Bloomberg, Tiingo). Each bulletin is editorially reviewed for accuracy before publication. See the Macro Desk editorial process for details.