News

Time	Headlines	URL	Source	site	text
11:35 AM	VIX in Whipsaw on Sticky Inflation, Fed Dissent and Lofty AI Capex	https://247wallst.com/investing/2026/04/30/vix-in-whipsaw-on-sticky-inflation-fed-dissent-and-lofty-ai-capex/	24/7 Wall Street	247wallst.com	The CBOE Volatility Index (^VIX) is in a whipsaw trajectory, trading between 17.32 and 18.73 in today's session alone, a range of 8.2% in this uncertain market climate.
11:20 AM	Germany Takes a Hit With Iran War. These Stocks Might Still Be Bargains.	https://www.barrons.com/articles/germany-iran-war-stocks-bargains-7dd9c702	Barrons	barrons.com	Investors might want to eye oversold stocks like SAP and Rheinmetall, both plays on tech and defense.
11:15 AM	Big central banks say rate hikes are getting closer	https://www.reuters.com/business/finance/global-markets-central-banks-graphic-2026-04-30/	Reuters	reuters.com	Major central banks left interest rates unchanged this week but warned that they could raise them soon to prevent a jump in energy prices, caused by the U.S.-Israeli war with Iran, spilling over into a surge in broader inflation.
11:15 AM	A Subtle Change Took Place For The Capex Story	https://seekingalpha.com/article/4896677-a-subtle-change-took-place-for-the-capex-story	Seeking Alpha	seekingalpha.com	The tech megacaps like Microsoft, Meta, Google, and Amazon raised 2026 capex, as expected. Unlike prior cycles, this increase is subtly different.
11:11 AM	US telecom agency votes to expand tech crackdown on China	https://www.reuters.com/business/media-telecom/us-telecom-agency-votes-expand-tech-crackdown-china-2026-04-30/	Reuters	reuters.com	The Federal Communications Commission on Thursday voted ‌to advance a proposal to bar all Chinese labs from testing electronic devices ⁠such as smartphones, cameras and computers for use in the United States.
11:11 AM	3 Terms Investors Will Unfortunately Be Forced To Learn	https://seekingalpha.com/article/4896668-3-terms-investors-will-unfortunately-be-forced-to-learn	Seeking Alpha	seekingalpha.com	Demographic shifts and low affordability are driving a surge in vacant single-family homes and "accidental landlords," especially in former hot markets. PIK loans and "extend & pretend" practices are masking true default rates in private credit, with over a third of software borrower agreements now allowing PIK.
11:04 AM	Big Tech's $700 billion spending on AI this year is called the ‘greatest capital misallocation in history'	https://www.marketwatch.com/story/big-techs-700-billion-spending-on-ai-this-year-is-called-the-greatest-capital-misallocation-in-history-7d44aa4b	Market Watch	marketwatch.com	Investors were already uneasy last quarter when Alphabet, Amazon.com, Meta Platforms and Microsoft announced plans to spend a cumulative $650 billion on artificial intelligence in 2026. So when three of the four hyperscalers shared plans to spend even more on Wednesday, those concerns were amplified.
10:51 AM	Magnificent Earnings May Not Last	https://seekingalpha.com/article/4896658-magnificent-earnings-may-not-last	Seeking Alpha	seekingalpha.com	Top hyperscalers—Microsoft, Meta, Amazon, and Alphabet—posted strong earnings and guidance, but surging CapEx raises ROI and sustainability concerns. CapEx projections for 2026 have already been surpassed, with over $700B now expected from these four companies alone.
10:46 AM	U.S. Leading Indicators Forecasts Further Slowdown	https://www.wsj.com/economy/u-s-leading-indicators-forecasts-further-slowdown-a84066aa	WSJ	wsj.com	The Conference Board's Leading Economic Index declined by 0.6% in March, reversing a February increase.
10:45 AM	Big Tech's Capex Surge: Why Paul Tudor Jones Is Right About The Liquidity Squeeze	https://seekingalpha.com/article/4896699-big-tech-capex-surge-why-paul-tudor-jones-is-right-about-liquidity-squeeze	Seeking Alpha	seekingalpha.com	Oversubscribed data storage is the cleanest signal on the current state of AI demand. The signal showed up in the latest earnings reports across the AI kings.
10:41 AM	Stagflation describes the 1970s, not today's economy, Lagarde says	https://www.reuters.com/business/finance/stagflation-describes-1970s-not-todays-economy-lagarde-says-2026-04-30/	Reuters	reuters.com	The euro zone economy isn't facing stagflation even as growth and inflation risks intensify, European Central Bank chief Christine Lagarde said on Thursday.
10:37 AM	Chicago grains pare gains, mirroring crude oil	https://www.reuters.com/business/energy/chicago-grains-pare-gains-mirroring-crude-oil-2026-04-30/	Reuters	reuters.com	Chicago grain futures reversed course on Thursday, tracking a retreat in ‌crude oil prices that earlier hit a four-year high.
10:19 AM	Hassett on Powell Staying at Fed, Inflation and Oil Spike	https://www.youtube.com/watch?v=mRLHW9O489w	Bloomberg Markets and Finance	youtube.com	National Economic Council Director Kevin Hassett says productivity gains should help keep core prices under control and it would be a mistake for the Federal Reserve and ECB to hike rates during what he sees as a temporary oil shock. Speaking on "Bloomberg Surveillance," Hassett also weighs in on Fed Chair Jerome Powell's plans to stay on at the central bank once his term as chairman ends.
10:14 AM	U.S. jobless claims sink to a 57-year low. Jobs aren't easy to find — or lose.	https://www.marketwatch.com/story/u-s-jobless-claims-sink-to-a-57-year-low-jobs-arent-easy-to-find-or-lose-a9088ff9	Market Watch	marketwatch.com	The number of people who applied for unemployment benefits in late April sank to a 57-year low, underscoring the remarkably low level of layoffs in the U.S. economy amid heavy turbulence.
09:58 AM	After Q1 Tech Earnings, AI Is Boom Or Bust For Markets And Society Too	https://seekingalpha.com/article/4896587-after-q1-tech-earnings-ai-is-boom-or-bust-for-markets-and-society-too	Seeking Alpha	seekingalpha.com	AI is now central to over 28% of the S&P 500's market cap, making its success or failure a systemic market driver. Recent mixed earnings from AI leaders like AMZN, MSFT, GOOG, and META have fueled volatility but do not signal an imminent AI bubble burst.
09:49 AM	Inflation Data Deep-Dive, Understanding Fed's Plan with Powell Sticking Around	https://www.youtube.com/watch?v=5cCqwUp3Kug	Schwab Network	youtube.com	Reporting from the Cboe, Kevin Hincks dives into a busy slate of economic data including the latest PCE and GDP prints. "None of it really scared the market too much," he adds.
09:42 AM	Dow rises 314 points as earnings offset oil, inflation worries	https://invezz.com/news/2026/04/30/dow-rises-314-points-as-earnings-offset-oil-inflation-worries/	Invezz	invezz.com	US stocks opened higher on Thursday as investors balanced strong corporate earnings against rising geopolitical tensions in the Middle East and persistent inflation concerns. The Dow Jones Industrial Average rose about 0.64% or 314 points, while the S&P 500 gained roughly 0.22%.
09:30 AM	Powell STUNS Washington, DEFIES exit by staying on Fed	https://www.youtube.com/watch?v=sOLi6mPRn64	Fox Business	youtube.com	Sen. Tim Scott, R-S.C., joins ‘Mornings with Maria' to discuss Kevin Warsh's Fed nomination, credit President Donald Trump for economic gains, outline GOP midterm strategy, and weigh in on crypto, border funding and retirement access.
09:30 AM	Office CRE: A Fragile Equilibrium In A Weakening Market	https://seekingalpha.com/article/4896091-office-cre-a-fragile-equilibrium-in-a-weakening-market	Seeking Alpha	seekingalpha.com	The U.S. office real estate market faces persistent vacancy rates near 20.2%, with only modest signs of stabilization. Asking rents remain stable, but net absorption turned negative in Q1 2026, reflecting tenant weakness amid economic headwinds.
09:25 AM	5 Things to Know Before the Stock Market Opens	https://www.investopedia.com/5-things-to-know-before-the-stock-market-opens-april-30-2026-11961884	Investopedia	investopedia.com	Stock futures are rising as investors digest a barrage of earnings reports from tech giants and other major companies; quarterly results from Alphabet, Meta, Amazon and Microsoft all came in above Wall Street expectations; Apple is set to release its numbers later today after announcing a CEO succession plan last week; Eli Lilly and Caterpillar headline a busy morning of earnings reports; and investors will be keeping an eye on inflation and economic growth data this morning. Here's what you need to know today.
09:23 AM	Atlas Merchant Capital CEO: There are growing risks around inflation and U.S. debt	https://www.youtube.com/watch?v=xY8aNqrvm7Y	CNBC Television	youtube.com	Robert Diamond, Atlas Merchant Capital Founding Partner and CEO, says rate cuts are unlikely, warns on inflation and debt risks, and highlights growth in 24 7 trading and commodities markets.
09:22 AM	‘Big Short' investor Steve Eisman: I don't have a problem with the market right now	https://www.youtube.com/watch?v=osKrww-RHGk	CNBC Television	youtube.com	Steve Eisman, ‘The Real Eisman Playbook' podcast host and former Neuberger senior portfolio manager, joins 'Squawk Box' to discuss the state of the economy, latest market trends, state of private credit, and more.
09:20 AM	Elevated Energy and Inflation: What's Next for the Fed	https://www.youtube.com/watch?v=-59zCIinfrg	Schwab Network	youtube.com	Kenny Polcari joins Diane King Hall at the NYSE to provide his market analysis as investors gauge positioning amidst elevated crude oil prices. He says the inflation data will also be elevated, as it goes hand and hand with energy costs pressuring consumers.
09:11 AM	U.S. economy rebounded in first quarter, driven by sizzling-hot business investment	https://www.marketwatch.com/story/u-s-economy-rebounded-in-first-quarter-driven-by-sizzling-hot-business-investment-c477e26d	Market Watch	marketwatch.com	The U.S. economy rebounded to a solid 2% annual growth rate in the first quarter after a tepid 0.5% growth rate in the prior quarter, as the artificial-intelligence spending boom appears to be gathering steam.
09:06 AM	Iran War Lifts Fed's Targeted Inflation Metric	https://www.wsj.com/economy/central-banking/iran-war-lifts-feds-targeted-inflation-metric-24fc61d6	WSJ	wsj.com	Higher energy prices ratcheted up the Federal Reserve's preferred measure of inflation in March, illustrating why plans for further rate cuts have grown divisive at the central bank.
09:05 AM	Mag 7 Earnings Boost Futures	https://www.youtube.com/watch?v=HQu2HD7bMUg	Schwab Network	youtube.com	A day after 4 Mag 7 companies reported their quarterly numbers, futures are moving higher despite threats of escalation in Iran and higher oil prices. Kevin Green examines the reports of Alphabet (GOOGL), which is rallying after strong Gemini growth, and Meta Platforms (META), which is the worst performing of the Mag 7 after announcing higher Capex spending.
09:04 AM	Former NEC Director Gary Cohn: Rising oil prices will have an impact on U.S. consumption power	https://www.youtube.com/watch?v=5Gt8rjFHA24	CNBC Television	youtube.com	Gary Cohn, IBM vice chairman and former Trump NEC director, joins 'Squawk Box' to discuss the state of AI capex spending, state of the economy, impact of Iran war on oil prices, news of White House opposing Anthropic's plan to expand access to Mythos model, the Fed's interest rate outlook, and more.
08:59 AM	The U.S. national debt now exceeds 100% of gross domestic product, crossing a once-unthinkable threshold	https://www.wsj.com/economy/u-s-debt-tops-100-of-gdp-81c013d7	WSJ	wsj.com	Federal debt exceeding the size of the economy is a potent symbol of the gathering fiscal stresses on the U.S.
08:55 AM	Key Inflation Meter Jumped Again During Iran War—As Consumer Prices Remain High	https://www.forbes.com/sites/tylerroush/2026/04/30/key-inflation-meter-jumped-again-during-iran-war-as-consumer-prices-remain-high/	Forbes	forbes.com	The Federal Reserve's favored inflation reading rose once again in March, according to federal data published Thursday, providing the latest insight into how the war in Iran disrupted consumer prices for Americans.
08:49 AM	U.S. Jobless Claims Fell Last Week	https://www.wsj.com/economy/jobs/u-s-jobless-claims-fell-last-week-91521f9b	WSJ	wsj.com	U.S. jobless claims fell more than expected last week as layoffs remained contained despite cooling job growth.
08:47 AM	Fed's favored inflation gauge remained elevated in March	https://www.foxbusiness.com/economy/march-2026-pce-inflation	Fox Business	foxbusiness.com	The latest PCE inflation data was released by the Commerce Department which showed that inflation rose and remained elevated in March due in part to the Iran war's impact.
08:36 AM	Core inflation rate hit 3.2% in March, as expected; GDP grew 2% in first quarter	https://www.cnbc.com/2026/04/30/pce-inflation-rate-march-2026.html	CNBC	cnbc.com	Core inflation rate hit 3.2% in March, as expected; GDP grew 2% in first quarter
08:35 AM	Why Macro Investing Is Passé After The FOMC Statement	https://seekingalpha.com/article/4896488-why-macro-investing-is-pass-after-the-fomc-statement	Seeking Alpha	seekingalpha.com	The Fed delivered as expected yesterday, leaving rates unchanged. However, the FOMC statement did highlight growing uncertainty for the economy, and by extension, the markets.
08:35 AM	Inflation rate leaps to nearly 3-year high due to Iran war. Now the Fed's hands are tied.	https://www.marketwatch.com/story/inflation-rate-leaps-to-nearly-3-year-high-due-to-iran-war-now-the-feds-hands-are-tied-2b78b103	Market Watch	marketwatch.com	A key measure of inflation used by the Federal Reserve to set interest rates posted the biggest increase in March in almost three years, marking another major hurdle for a resilient but harried U.S. economy.
08:32 AM	U.S. Economy Grew at 2% Rate in First Quarter	https://www.wsj.com/economy/central-banking/u-s-economy-grew-at-2-rate-in-first-quarter-6e0c18cc	WSJ	wsj.com	The Commerce Department said U.S. gross domestic product rose at a seasonally and inflation adjusted 2% annual rate in the first quarter.
08:30 AM	The Next Rotation (The Value Call Is Wrong)	https://seekingalpha.com/article/4896460-the-next-rotation-the-value-call-is-wrong	Seeking Alpha	seekingalpha.com	AI has created clear winners and losers. But the next wave won't follow the same playbook — and most investors are still positioned for the last one.
08:28 AM	Nasdaq 100, Dow Jones 30 and S&P 500 Forecasts – US Indices Rise as Rates Dip	https://www.fxempire.com/forecasts/article/nasdaq-100-dow-jones-30-and-sp-500-forecasts-us-indices-rise-as-rates-dip-1594903	FXEmpire	fxempire.com	Rates drop, US indices rally again on Thursday, as this correlation continues to be a major driver of where we go. That being said, this is a market that is still moving on the latest headline.
08:16 AM	Trump said his blockade would cause Iran's oil industry to 'explode' this week. Why that won't happen	https://www.cnbc.com/2026/04/30/trump-blockade-iran-oil-strait-hormuz.html	CNBC	cnbc.com	President Donald Trump said he will blockade Iran until it agrees to a nuclear deal. But it could take a while before the regime feels enough economic pressure.
08:10 AM	Why the 60/40 portfolio is crushing it — despite market chaos and inflation fears	https://www.marketwatch.com/story/why-the-60-40-portfolio-is-crushing-it-despite-market-chaos-and-inflation-fears-bd08f664	Market Watch	marketwatch.com	This is noteworthy because this balanced portfolio has come in for considerable criticism over the past couple of years. It suffered one of its worst years on record in 2022, for example, leading many investors to conclude that there are better ways to reduce portfolio risk than taking 40% of a stock portfolio and investing it in bonds.
08:00 AM	Activist Hedge Fund Makes Nearly $3 Billion Offer to Buy Meineke Owner	https://www.wsj.com/business/deals/activist-hedge-fund-makes-nearly-3-billion-offer-to-buy-meineke-owner-b3b265d5	WSJ	wsj.com	ADW Capital says private-equity firm Roark Capital is mismanaging Driven and offers a roughly 40% premium to buy the company.
07:36 AM	Big Tech's AI build-out needs these 3 companies to keep the lights on — and they're cashing in	https://www.marketwatch.com/story/big-techs-ai-build-out-needs-these-3-companies-to-keep-the-lights-on-and-theyre-cashing-in-e46bcba2	Market Watch	marketwatch.com	The headlines focus on apps, but the big money is flowing to agentic AI's boring industrial backbone.
07:21 AM	Fed Chair Powell hopes to clear his name ‘once and for all' by staying on, says Roger Ferguson	https://www.youtube.com/watch?v=7nDquIknuR8	CNBC Television	youtube.com	Former Federal Reserve Vice Chairman Roger Ferguson joins 'Squawk Box' to discuss Fed Chair Powell's decision to stay on the Board of Governors for an indefinite period while a probe into the renovation of the central bank's headquarters continues, the Fed's decision to leave interest rates unchanged, and more.
07:10 AM	Inflation Nears The 'Red Zone,' Odds Of The Fed Hikes Rise	https://seekingalpha.com/article/4896490-inflation-nears-the-red-zone-odds-of-the-fed-hikes-rise	Seeking Alpha	seekingalpha.com	10Y breakeven inflation is approaching the critical 2.5% 'red line,' and the breakout would force the Fed to start considering hikes, like in 2022. In fact, the Federal Funds futures are already pricing a Fed hike by December with 11% probability and by March with 35% probability.
07:02 AM	Forget buy the dip. Now retail investors are ‘trading the mania' in chip stocks, and it's about to get messy.	https://www.marketwatch.com/story/forget-buy-the-dip-now-retail-investors-are-trading-the-mania-in-chip-stocks-and-its-about-to-get-messy-08ef5540	Market Watch	marketwatch.com	Goldman Sachs' traders say investors have been chasing the hot semiconductor sector, but with some high-stakes bets that may be hard to get out of should things go wrong.
07:01 AM	Here's why surging oil prices may not derail the consumer trade	https://www.cnbc.com/2026/04/30/why-surging-oil-prices-may-not-derail-the-consumer-trade.html	CNBC	cnbc.com	Here's why surging oil prices may not derail the consumer trade
06:51 AM	The AI Rally Is on a Collision Course With a Divided Fed	https://www.barrons.com/articles/things-to-know-today-27a7821f	Barrons	barrons.com	Alphabet jumps on 'unprecedented' AI demand, Meta raises spending expectation, and more news to start your day.
06:46 AM	Morning Bid: Oil fear shrouds tech splurge	https://www.reuters.com/commentary/reuters-open-interest/global-markets-view-usa-2026-04-30/	Reuters	reuters.com	What matters in U.S. and global markets today. Try as they might, it's impossible for markets to ignore the renewed surge in oil prices on the Iran war stasis. Global crude prices surged to their highest level since the war began amid reports that Washington was considering a resumption of military action to ‌break the deadlock.
06:32 AM	Small caps have been crushing the S&P500 in 2026	https://finbold.com/small-caps-have-been-crushing-the-sp500-in-2026/	Finbold	finbold.com	As mega-cap stocks, led by giants such as Nvidia (NASDAQ: NVDA), have been dominating finance narratives, small-cap companies have, on average, actually been outperforming their bigger peers in 2026.
06:30 AM	The key takeaways from a massive day of tech earnings	https://www.businessinsider.com/big-tech-earnings-meta-google-microsoft-amazon-newsletter-2026-4	Business Insider	businessinsider.com	This post originally appeared in the Business Insider Today newsletter. You can sign up for Business Insider's daily newsletter here.
06:24 AM	It's a Blowout Earnings Season. Here's Why That Might Be a Bad Sign.	https://www.wsj.com/finance/stocks/its-a-blowout-earnings-season-heres-why-that-might-be-a-bad-sign-465237cd	WSJ	wsj.com	Plus, Meta does a faceplant

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