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TradingKey - After the market close on Wednesday ET, Google parent Alphabet (GOOGL) (GOOG) reported its first-quarter earnings for 2026. Fully empowered by AI technology, the company saw accelerating growth across all business lines. Driven by stellar performance in its cloud business, both revenue and earnings for the period significantly exceeded market expectations. Following the announcement, the company’s shares rose by more than 7% in after-hours trading.

Markets fluctuated as a divided Fed met volatile AI earnings. Alphabet and Microsoft surged on cloud gains, but Meta slumped on $145B capex guidance. Meanwhile, Iran tensions pushed oil up 7%, and record capital goods orders confirmed a massive AI infrastructure supercycle.

• CVS stock rose due to strong earnings outlook and favorable regulation. • Medicare Advantage payment rates increase benefits CVS's Aetna unit. • Analyst ratings and bullish options trading signal investor confidence.

• Analysts raised CoreWeave's price targets, citing AI sector growth. • CoreWeave expands data center capacity, anticipating higher revenue. • Company focuses on AI infrastructure despite unprofitability concerns.

• ConocoPhillips stock rose due to surging global crude oil prices. • Analysts expect strong sequential earnings and revenue rebound tomorrow. • Multiple analysts revised COP price targets upwards, citing oil prices.

• Cisco beat Q2 FY2026 estimates and raised full-year guidance. • AI product launches and advancements are driving investor optimism. • Analysts show positive sentiment, with upgrades and price target increases.

• Medtronic's share price declined due to negative analyst sentiment. • Cybersecurity incident disclosure contributed to investor concerns and uncertainty. • Stock reached a 52-week low, signaling lack of investor confidence.

• BBVA's share price fell due to analyst downgrades and concerns. • Exposure to Turkey and emerging markets impacts earnings prospects. • Cautious Euro area outlook and pre-earnings anticipation contribute.

• CNI's Q1 2026 earnings report caused share price decline. • Adjusted operating ratio worsened due to increased expenses. • Management maintained 2026 outlook amid cautious industry outlook.

• Robinhood's Q1 2026 earnings missed analyst estimates for revenue and EPS. • Crypto revenue declined 47%, while operating expenses increased 18%. • Analysts lowered price targets amid regulatory concerns and insider selling.

• NXP Semiconductors reported Q1 2026 revenue of $3.18 billion, up 12% year-over-year. • Company provided strong Q2 2026 guidance, forecasting revenue of $3.35-$3.55 billion. • Analysts raised price targets and maintained "Buy" ratings due to strong results and outlook.

• Regeneron reported strong Q1 2026 financial results, exceeding expectations. • Eylea sales declined due to inventory and regulatory issues with syringe. • Experimental lung cancer drug combination will not advance to late-stage trials.

• Nokia raised 2026 Network Infrastructure sales growth forecast to 12%-14%. • Analysts upgraded Nokia stock and increased price targets due to AI demand. • Nokia announced a hybrid AI infrastructure collaboration in Southeast Asia.

• General Dynamics' Q1 2026 results beat analyst expectations. • Strong cash generation and increased backlog boosted investor confidence. • Company provided optimistic future outlook and raised dividend.

• Rising oil and gas prices positively impact Equinor. • Equinor announced an increased quarterly dividend payment. • A FEED agreement for Bay du Nord signals project progress.

• GSK shares fell despite strong sales and reaffirmed guidance. • Earnings per share missed analyst estimates, driving negative market reaction. • Legal provisions and concerns about older medicines impacted investor confidence.

• ADP reported strong Q3 fiscal 2026 results, beating revenue and EPS expectations. • Company raised full-year fiscal 2026 revenue and EPS growth guidance. • Strategic AI investments and operational improvements drive future growth.

• Mondelēz Q1 2026 results surpassed expectations; revenue and EPS were strong. • Emerging markets showed double-digit revenue growth, boosting results. • Analysts upgraded price targets, reinforcing positive sentiment and outlook.

• Starbucks beat earnings and revenue expectations for Q2 FY26. • Comparable store sales grew globally, especially in North America. • Company raised full-year guidance and analysts increased price targets.

• GE Vernova's stock declined following analyst downgrade and market sentiment. • Recent strong Q1 results and raised guidance were attributed to AI demand. • Wind segment underperformance and legal disputes pose ongoing challenges.