Morning Brief — Fri., May 1, 2026
ES
7,253.00
+0.13%
NQ
27,549.25
-0.17%
VIX
16.99
+0.59%
DXY
97.97
-0.09%
The Big Story
AI-led risk appetite is absorbing Iran oil and currency-market stress.
- Apple rose after beating earnings estimates, authorizing a $100 billion buyback and lifting its dividend.
- Pentagon agreements expanded AI use across NVIDIA, Microsoft, Google, OpenAI and AWS.
- Exxon and Chevron earnings fell as Iran war disruptions hit oil shipments.
- Oil rose as the White House said the Iran ceasefire halted the 60-day war deadline.
- Japan likely intervened with about 5.4 trillion yen as currency volatility stayed in focus.
Pre-Market Price Action
SPY
720.14
Above Prior Day High
QQQ
667.24
Within Prior Day Range
AAPL
281.80
Above Prior Day High
AMD
350.71
Within Prior Day Range
AMZN
262.25
Within Prior Day Range
GOOGL
383.40
Within Prior Day Range
META
613.12
Within Prior Day Range
MSFT
409.44
Within Prior Day Range
NVDA
200.90
Within Prior Day Range
TSLA
381.26
Within Prior Day Range
Pre-Market Movers
Gainers
AAPL
281.90
+1.94%
MRK
112.49
+1.14%
LLY
941.50
+0.91%
NVDA
200.89
+0.44%
ABBV
212.50
+0.41%
Decliners
INTC
92.62
-0.99%
CVX
193.30
-0.74%
AMZN
262.39
-0.63%
GOOGL
383.40
-0.57%
PEP
158.32
-0.37%
Key Levels
| Ticker | Last | PDH | PDL | VWAP | Range Break | Chg |
|---|---|---|---|---|---|---|
| SPY | 720.17 | 719.79 | 710.45 | 713.32 | Above PDH | +1.21% |
| QQQ | 667.22 | 668.90 | 657.56 | 661.43 | Inside Range | +0.85% |
| AAPL | 281.80 | 276.00 | 268.14 | 270.44 | Above PDH | +4.30% |
| AMD | 350.71 | 354.96 | 332.60 | 337.70 | Inside Range | +4.03% |
| AMZN | 262.39 | 273.88 | 256.16 | 262.63 | Inside Range | -0.25% |
| GOOGL | 383.44 | 385.84 | 365.82 | 359.48 | Inside Range | +9.57% |
| META | 613.12 | 620.85 | 600.00 | 642.14 | Inside Range | -8.37% |
| MSFT | 409.32 | 414.42 | 398.01 | 417.80 | Inside Range | -3.57% |
| NVDA | 200.92 | 210.30 | 198.70 | 208.53 | Inside Range | -3.98% |
| TSLA | 381.19 | 384.75 | 368.17 | 375.87 | Inside Range | +2.25% |
Economic Calendar
10:00
ISM Manufacturing PMI
10:00
ISM Manufacturing Prices