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What Moved Markets — 8pm ET, May 6, 2026

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Headlines

  • Tesla Semi receives 370-unit order — PEP order adds to delivery pipeline

  • CVS Health crushes Q1 estimates — stock skyrockets on Wednesday

  • Arm reports record Q4 FY2026 results — cloud AI momentum accelerates, customer interest grows in new launch

  • Recursion outlines runway into early 2028 while maintaining 2026 cash operating expenses under $390M (NASDAQ:RXRX)

  • Marex signals margins in the mid-20s over 3 years as it targets Bermuda redomicile in 2H 2026 (NASDAQ:MRX)

  • Guardian Pharmacy Services forecasts $123M-$127M adjusted EBITDA amid ira pricing reset (NYSE:GRDN)

  • Nextdoor signals ~10% 2026 revenue growth while guiding Q2 revenue to $71M-$73M (NYSE:NXDR)

Today’s wrap

May 6, 2026 Market Wrap

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.