What Moved Markets — 9am ET, May 4, 2026

Headlines

• •Nvidia CEO warns U.S. chip restrictions may accelerate China's domestic AI hardware shift — NVDA down 7% in 2026

  $NVDAfinance.yahoo.com finance.yahoo.com

• •Apple delivers record March quarter, authorizes $100 billion buyback — AAPL

  $AAPLfinance.yahoo.com

• •Cathie Wood's ARK Invest buys Google and Meta, cuts AMD — GOOGL, META

  $GOOGL$METAseekingalpha.com

• •Broadcom to report Q2 fiscal 2026 financial results on June 3, 2026 — AVGO

  $AVGOfinance.yahoo.com

• •LOBO integrates DeepSeek V4 model — LOBO Claw AI agent completes upgrade with enhanced task orchestration and long-context processing

  $LOBO$GOOG$GOOGLfinance.yahoo.com

• •U.S.-Iran tensions escalate — Dow futures fall 200 points

  $SPYseekingalpha.com bnnbloomberg.ca benzinga.com

• •Bitcoin breaks above $80,000 for first time in three months — BTC price surpasses $80K

  $BTCfinance.yahoo.com