Headlines
•Amazon and Microsoft AI capex divergence — NVDA demand outlook uncertain as hyperscaler spending patterns diverge
•SoFi Technologies forward guidance underwhelms — SOFI stock slips as investors react to growth outlook
•Apple earnings beat extends April's record-setting run — S&P 500 and Nasdaq rally as tech stocks soar
•Church & Dwight CEO warns of Middle East-driven inflation but calls it 'transitory' — organic sales jump 5% and margins expand in Q1 beat
•CNO outlines Medicare Supplement rate actions of 10.2% and ~14.5% approvals with full quarterly impact by Q4 2026 (NYSE:CNO)
•Nutex outlines plan to open 3 hospitals in H2 2026 while internalizing development with $20M-$30M builds (NASDAQ:NUTX)
•Gildan Activewear Reports on Shareholders’ Voting Results