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Yields Are Rising. Why That Could End the Stock Market's Rally. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2633385966","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633385966?lang=en_us&edition=fundamental","pubTime":"2026-05-05 04:19","pubTimestamp":1777925940,"startTime":"0","endTime":"0","summary":"Stocks surged to new highs last week, fully erasing losses caused by the U.S.-Iran war, but the bond market could spoil the party.The S&P 500, a benchmark for U.S. market performance, finished Friday's sessions at a record level and was up about 5% from its pre-conflict level through Friday. In contrast, the Treasury market, evidenced by the Bloomberg Treasury Index, was down 1.7% compared with pre-conflict levels.The Treasury market is at a critical juncture and deepening losses at this point could pull money away from stocks as prices fall and yields rise.This same turning point is visible in Treasury yields. For a 10-year bond, the yield is at 4.444%. The market is on watch for a move toward 4.5%. The last time the 10-year bond yielded above 4.5% was on June 11.\"For the time being, stocks appear content to forge toward fresh record highs as earnings season has left investors with enough confidence to 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MARKETS-US stocks dip as Middle East jitters overshadow earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2633396562","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633396562?lang=en_us&edition=fundamental","pubTime":"2026-05-05 04:09","pubTimestamp":1777925397,"startTime":"0","endTime":"0","summary":"LIVE MARKETS-US stocks dip as Middle East jitters overshadow earnings Nasdaq, S&P 500 end modestly red; Dow down >1%Materials weakest S&P 500 sector; Energy sole gainerDollar gains; bitcoin up >1%, US crude up >3%; gold falls ~2%US 10-year Treasury yield rises to ~4.44%Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at markets.research@thomsonreuters.com. US STOCKS DIP AS MIDDLE EAST JITTERS OVERSHADOW 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market is riding high on an AI spending boom - but what could crack this rally?","url":"https://stock-news.laohu8.com/highlight/detail?id=2633950245","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633950245?lang=en_us&edition=fundamental","pubTime":"2026-05-05 02:45","pubTimestamp":1777920300,"startTime":"0","endTime":"0","summary":"Earnings have dazzled in Q1, but continued upward revisions to 2026 outlooks have been highly concentrated. The market is riding high as investors look past the Iran conflict. But the bull market rests on a few critical assumptions.Investors - at least those in the equity market - appear to be looking past risks tied to the Iran conflict, focusing instead on an artificial-intelligence spending boom that has prompted Wall Street analysts to dramatically raise their expectations for corporate profits in 2026.As the first-quarter earnings season rumbles on, those lofty expectations have looked justified so far: The pace of earnings growth reported by firms so far has dramatically surpassed analysts' expectations. That's even as Wall Street analysts continued to push up their profit forecasts for the largest U.S. companies heading into earnings season.If those assumptions break down, the same forces that have lifted stocks could quickly become sources of pressure, said Josh Jamner, 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Midday Decliners","url":"https://stock-news.laohu8.com/highlight/detail?id=2633462950","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633462950?lang=en_us&edition=fundamental","pubTime":"2026-05-05 02:36","pubTimestamp":1777919809,"startTime":"0","endTime":"0","summary":"Cogent Communications  shares sank 35% amid heavy trading after the company reported on Monday lower Q1 service revenue that was below analysts' estimates.Shares sank 35% following a surge in intraday trading volume to over 5 million from a daily average of about 1.2 million.United Parcel Service  and FedEx  shares declined after Amazon.com  announced the launch of Amazon Supply Chain Services, opening its logistics network to businesses.UPS shares slumped 10% as intraday trading volume catapulted to more than 12.9 million from a daily average of about 6.10 million.Norwegian Cruise Line  reported Monday Q2 adjusted earnings outlook below analysts' forecasts and also cut its 2026 adjusted EPS guidance.Shares dropped nearly 9%, with intraday trading volume at over 41.3 million, versus a daily average of about 22.4 million.Price: 15.28, Change: -7.88, Percent Change: 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bullish activity in Amazon with shares up 1.23%","url":"https://stock-news.laohu8.com/highlight/detail?id=2633957266","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633957266?lang=en_us&edition=fundamental","pubTime":"2026-05-05 01:30","pubTimestamp":1777915819,"startTime":"0","endTime":"0","summary":"Moderately bullish activity in Amazon (AMZN), with shares up $3.31, or 1.23%, near $271.56. Options volume running well above average with 1.15m 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Opinions Are Mixed on These Consumer Cyclical Stocks: eBay (EBAY) and Amazon (AMZN)","url":"https://stock-news.laohu8.com/highlight/detail?id=2633957334","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633957334?lang=en_us&edition=fundamental","pubTime":"2026-05-05 01:00","pubTimestamp":1777914048,"startTime":"0","endTime":"0","summary":"Companies in the Consumer Cyclical sector have received a lot of coverage today as analysts weigh in on eBay (EBAY) and Amazon (AMZN). eBay (EBAY) 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Second P&L Seen Driving Majority of Future Earnings Growth, UBS Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2633695202","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633695202?lang=en_us&edition=fundamental","pubTime":"2026-05-05 00:51","pubTimestamp":1777913507,"startTime":"0","endTime":"0","summary":"Walmart's  second P&L has driven a significant upward revaluation of its share price, though UBS Securities said in a note Monday that the market still does not fully reflect the long-term earnings potential or duration of growth from these businesses.The market is debating the second P&L because it has not fully incorporated either the magnitude of its contribution or how long Walmart can sustain its current growth rate.Amazon  provides a close comparison and serves as a benchmark for Walmart's second P&L. UBS said Amazon's scaling of its 3P marketplace suggests Walmart can sustain the second P&L's current growth rate for an extended period.UBS forecasts that Walmart's total enterprise-wide earnings before interest and taxes will reach about $53.7 billion by 2030, compared with $29.5 billion in 2025. 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AI Spending Won't Stoke Inflation? This Time Could Be Different. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2632954235","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632954235?lang=en_us&edition=fundamental","pubTime":"2026-05-04 23:55","pubTimestamp":1777910100,"startTime":"0","endTime":"0","summary":"Big tech spending on artificial intelligence is set to soar past $1 trillion next year as companies race to secure their place in the queue of the world's hottest technology. That is a level equal to around one third of all U.S. profits outside of the financial sector, and around 2% of U.S. GDP.The upshot of a ll that spending, however, is a likely boost to inflation prospects, which are already rising from oil and energy prices tied to the U.S. war with Iran and the on again, off again nature of tariffs put in place by President Donald Trump.\"The U.S. economy appears to be rotating into a 'Run Hot' regime, which favors investment over consumption, pressuring the consumer alongside an ongoing energy shock,\" he added. \"It's the biggest macro shift no one's discussing: technology has turned inflationary.\". 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Stock Falls as Amazon Expands Into Logistics. Disruption Fears Rise Again. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2632954376","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632954376?lang=en_us&edition=fundamental","pubTime":"2026-05-04 23:28","pubTimestamp":1777908480,"startTime":"0","endTime":"0","summary":"FedEx stock dropped early Monday on fears that Amazon.com wants some of its business.Shares of the shipper were down 6.5% at $368.43, while the S&P 500 and Dow Jones Industrial Average were flat and down 0.5%, respectively.The move came after Amazon  introduced \"Amazon Supply Chain Solutions,\" which aims to provide distribution, warehousing, and last-mile delivery to \"any business.\". It sounds a lot like what FedEx does -- and it is. Amazon, as it has grown, has built out its logistics capabilities, internalizing some of its shipping needs and offering services to its third-party sellers. This marks the next step in that expansion.Cloud infrastructure was new. There was no FedEx of the cloud before Amazon jumped in. Shipping is more mature. 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