April 29, 2026 · Market Brief

Pre-Market · April 29, 2026

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Semiconductor strength dominated overnight action, with NXPI exploding 26.4% on automotive recovery guidance, STX +10.7% on 20%+ growth outlook, and INTC +11.0% as OpenAI's missed targets eased chip competition fears. The broader chip rally (SOXL +7.27%, QQQ +0.52%) extended to memory and data storage plays—SNDK +7.1%, WDC +6.2%—capitalizing on AI data center buildout. Healthcare took the opposite path: GEHC crashed 13.5% after missing EPS and cutting full-year guidance on supply chain costs, while REGN fell 6.1% despite an earnings beat due to Eylea HD disappointment. Financial services also weakened with HOOD -13.6% on earnings miss and COIN -7.0% on crypto sector contagion, though V bounced 8.5% on strong results and analyst upgrade.

Recommendation

Buy:** Semiconductor and data storage plays remain compelling—NXPI, STX, WDC, and SNDK show earnings-driven upside with AI tailwinds intact. **Hold:** V and financial infrastructure winners like ADP (+7.0%) offer solid fundamental support. **Avoid:** Healthcare names flagging guidance (GEHC, REGN, PODD) and telecom/cable (CHTR -7.6%) until stabilization signals emerge. Watch HOOD and COIN closely; financial sector volatility may persist pending rate clarity.

Indices & ETFs

SPY$710.84

▼ 0.12%

7D ▼ 0.1%30D ▲ 12.5%6M ▲ 3.4%

QQQ$660.97

▲ 0.52%

7D ▲ 0.9%30D ▲ 18.4%6M ▲ 4.0%

TQQQ$61.67

▲ 1.52%

7D ▲ 2.4%30D ▲ 62.7%6M ▲ 2.3%

SOXL$117.53

▲ 7.27%

7D ▲ 11.3%30D ▲ 189.3%6M ▲ 138.0%

SPX$7131.28

▼ 0.11%

7D ▼ 0.1%30D ▲ 12.4%6M ▲ 3.5%

Top Movers35 movers

NXPINXP Semiconductors N.V.▲ 26.4%

NXP surged on Q1 earnings and revenue beats, plus stronger-than-expected Q2 guidance driven by recovering automotive demand.

Price

$230.39 → $291.29

Mkt Cap

$73.6B

P/E

27.9x

▲ 29.0%

30D

▲ 55.4%

▲ 42.3%

TERTeradyne, Inc.▼ 19.8%

Teradyne's strong Q1 earnings and record AI-driven revenue beat estimates, but the stock fell likely due to profit-taking after its exceptional 2026 run-up.

Price

$380.13 → $304.75

Mkt Cap

$47.6B

P/E

88.0x

▼ 20.9%

30D

▲ 10.3%

▲ 75.2%

GNRCGenerac Holdings Inc.▲ 14.4%

Generac beat Q1 earnings estimates significantly and raised 2026 revenue guidance, driven by strong data center demand growth.

Price

$217.12 → $248.36

Mkt Cap

$14.6B

P/E

92.6x

▲ 16.2%

30D

▲ 33.9%

▲ 37.3%

HOODRobinhood Markets, Inc.▼ 13.6%

# HOOD Stock Decline Explanation Robinhood fell 13.6% likely due to disappointing quarterly earnings combined with broader financial sector weakness amid Fed rate uncertainty and tech earnings concerns.

Price

$82.07 → $70.90

Mkt Cap

$63.8B

P/E

34.4x

▼ 19.8%

30D

▲ 8.8%

▼ 51.0%

GEHCGE HealthCare Technologies Inc.▼ 13.5%

GEHC missed Q1 EPS estimates ($0.99 vs. $1.05 expected) and cut full-year profit guidance due to supply chain pressures and higher input costs.

Price

$68.50 → $59.28

Mkt Cap

$27.0B

P/E

13.0x

▼ 17.0%

30D

▼ 13.8%

▼ 23.4%

PODDInsulet Corporation▼ 12.0%

Insulet's fair value estimates were cut following Omnipod 5 device corrections and increased competitive pressure in the insulin patch pump market.

Price

$182.87 → $160.84

Mkt Cap

$11.1B

P/E

46.1x

▼ 16.9%

30D

▼ 22.7%

▼ 49.1%

INTCIntel Corporation▲ 11.0%

INTC rallied as OpenAI's missed targets reduced competition concerns for Intel's chip manufacturing and AI processor demand.

Price

$84.52 → $93.83

Mkt Cap

$471.8B

P/E

N/A

▲ 43.8%

30D

▲ 127.8%

▲ 127.0%

STXSeagate Technology Holdings plc▲ 10.7%

Seagate surged on strong earnings results, raised guidance to 20%+ growth, and benefited from AI-driven demand for data storage infrastructure.

Price

$579.03 → $640.99

Mkt Cap

$143.4B

P/E

60.7x

▲ 10.5%

30D

▲ 76.9%

▲ 141.3%

CNCCentene Corporation▲ 9.8%

Bank of America's double upgrade on Centene sparked gains as Medicaid margins are expected to recover, bolstered by strong Q1 results and raised guidance.

Price

$49.57 → $54.43

Mkt Cap

$26.9B

P/E

N/A

▲ 39.8%

30D

▲ 71.2%

▲ 45.8%

VVisa Inc.▲ 8.5%

Visa surged 8.5% following strong earnings results and UBS analyst upgrade citing accelerating growth from pricing actions and value-added services.

Price

$309.30 → $335.62

Mkt Cap

$647.4B

P/E

29.2x

▲ 7.8%

30D

▲ 12.0%

▼ 1.7%

LITELumentum Holdings Inc.▲ 8.3%

Northland analyst raised Lumentum's price target to $1,000 from $775, citing accelerating edge computing demand driving the 8.3% gain.

Price

$791.37 → $856.73

Mkt Cap

$61.2B

P/E

246.2x

▼ 1.9%

30D

▲ 30.8%

▲ 299.8%

SBUXStarbucks Corporation▲ 8.1%

Starbucks surged on an earnings beat and raised guidance, signaling CEO Brian Niccol's turnaround strategy is delivering measurable results.

Price

$97.28 → $105.19

Mkt Cap

$120.0B

P/E

87.8x

▲ 5.7%

30D

▲ 21.3%

▲ 25.0%

FFIVF5, Inc.▲ 7.6%

F5 beat Q2 earnings estimates with 11% Systems revenue growth and record free cash flow, prompting an optimistic FY26 guidance raise.

Price

$303.79 → $326.89

Mkt Cap

$18.5B

P/E

27.0x

▲ 5.0%

30D

▲ 16.9%

▲ 26.3%

CHTRCharter Communications, Inc.▼ 7.6%

Charter Communications fell 7.6% after missing Q1 earnings estimates, prompting analyst downgrades and revised forecasts.

Price

$173.11 → $160.04

Mkt Cap

$22.6B

P/E

4.3x

▼ 34.0%

30D

▼ 27.6%

▼ 33.7%

GDGeneral Dynamics Corporation▲ 7.4%

General Dynamics beat Q1 earnings estimates, raised full-year guidance, and reported strong order growth with a 2-to-1 book-to-bill ratio.

Price

$313.68 → $336.99

Mkt Cap

$91.3B

P/E

21.8x

▲ 5.1%

30D

▼ 1.1%

▼ 1.9%

SNDKSandisk Corporation▲ 7.1%

SanDisk surged 7.1% as memory stocks rallied on AI data center demand and ahead of tomorrow's Q3 earnings announcement.

Price

$1002.35 → $1073.22

Mkt Cap

$158.5B

P/E

N/A

▲ 9.6%

30D

▲ 87.5%

▲ 425.2%

MCHPMicrochip Technology Incorporated▲ 7.0%

MCHP surged on strong earnings outlook and new Intel data center/5G timing modules amid semiconductor industry's AI-driven rally.

Price

$84.26 → $90.19

Mkt Cap

$48.8B

P/E

N/A

▲ 9.3%

30D

▲ 50.2%

▲ 44.2%

COINCoinbase Global, Inc.▼ 7.0%

Coinbase fell as peer Robinhood missed Q1 earnings due to crypto selloff weakness, signaling sector headwinds ahead of Coinbase's earnings report.

Price

$194.10 → $180.46

Mkt Cap

$47.6B

P/E

40.6x

▼ 12.5%

30D

▲ 12.2%

▼ 48.2%

VRSKVerisk Analytics, Inc.▲ 7.0%

Verisk beat Q1 earnings and revenue estimates with strong underwriting and claims growth, plus margin expansion from operating leverage.

Price

$176.66 → $189.06

Mkt Cap

$24.8B

P/E

29.3x

▲ 5.7%

30D

▲ 0.9%

▼ 9.1%

ADPAutomatic Data Processing, Inc.▲ 7.0%

ADP exceeded Q3 earnings and revenue estimates with 7% growth, raised full-year guidance, and emphasized AI integration in payroll and HCM solutions.

Price

$199.17 → $213.14

Mkt Cap

$85.8B

P/E

20.4x

▲ 5.7%

30D

▲ 3.7%

▼ 18.4%

ONON Semiconductor Corporation▲ 6.7%

ON Semiconductor gained 6.7% likely due to strong EV platform demand from NIO partnership expansion and positive Q1 earnings guidance expectations.

Price

$93.30 → $99.53

Mkt Cap

$39.1B

P/E

343.1x

▲ 11.8%

30D

▲ 78.8%

▲ 93.6%

BIIBBiogen Inc.▲ 6.5%

Biogen beat Q1 earnings and revenue estimates driven by strong growth product sales, outweighing EPS guidance cuts from upcoming Apellis acquisition costs.

Price

$183.38 → $195.25

Mkt Cap

$28.7B

P/E

22.3x

▲ 2.7%

30D

▲ 4.1%

▲ 32.1%

CSGPCoStar Group, Inc.▼ 6.4%

Despite beating Q1 earnings estimates with doubled EBITDA and 23% revenue growth, CoStar's stock fell likely due to investor concerns about Homes.com integration and lingering uncertainty from Third Point's activist campaign.

Price

$35.96 → $33.65

Mkt Cap

$14.2B

P/E

479.9x

▼ 13.2%

30D

▼ 17.7%

▼ 52.3%

WDCWestern Digital Corporation▲ 6.2%

WDC rallied as Seagate's strong earnings and bullish analyst upgrades boosted investor sentiment for data storage stocks benefiting from AI demand.

Price

$390.99 → $415.32

Mkt Cap

$141.8B

P/E

39.1x

▲ 6.7%

30D

▲ 65.0%

▲ 193.8%

REGNRegeneron Pharmaceuticals, Inc.▼ 6.1%

REGN fell 6.1% after Q1 earnings beat but Eylea HD sales disappointed, signaling competitive pressure on its core franchise.

Price

$731.77 → $686.88

Mkt Cap

$72.0B

P/E

16.6x

▼ 8.0%

30D

▼ 8.3%

▲ 5.2%

TMUST-Mobile US, Inc.▲ 6.0%

T-Mobile surged 6% on Q1 earnings beat with strong subscriber growth, service revenue gains, and an Oppenheimer upgrade citing AI-driven pricing power potential.

Price

$186.72 → $197.87

Mkt Cap

$214.1B

P/E

21.0x

▲ 4.7%

30D

▼ 7.5%

▼ 8.0%

HUMHumana Inc.▲ 5.6%

HUM rebounds after initial post-earnings sell-off as market reassesses Q1 beat despite conservative full-year guidance and Medicare Advantage payment uncertainty.

Price

$229.72 → $242.57

Mkt Cap

$29.1B

P/E

24.7x

▲ 11.6%

30D

▲ 46.1%

▼ 17.1%

ODFLOld Dominion Freight Line, Inc.▼ 5.5%

Old Dominion's Q1 revenue and net income declined year-over-year despite beating estimates, signaling ongoing freight demand weakness despite management's Q2 optimism.

Price

$221.77 → $209.66

Mkt Cap

$43.7B

P/E

43.4x

▼ 4.7%

30D

▲ 10.5%

▲ 54.0%

LIILennox International Inc.▲ 5.4%

Lennox beat Q1 earnings and revenue estimates while achieving record Building Climate Solutions performance, driving investor confidence.

Price

$495.52 → $522.14

Mkt Cap

$18.1B

P/E

22.8x

▲ 6.6%

30D

▲ 17.6%

▲ 7.0%

IEXIDEX Corporation▲ 5.3%

IDEX surged 5.3% after beating Q1 earnings and revenue estimates while raising forward guidance above analyst expectations.

Price

$205.36 → $216.26

Mkt Cap

$16.1B

P/E

33.7x

▲ 6.2%

30D

▲ 17.9%

▲ 24.7%

TTDThe Trade Desk, Inc.▲ 5.1%

Trade Desk's DramaBox partnership expands its open internet advertising reach into high-growth short-form drama content, attracting investor optimism.

Price

$23.23 → $24.42

Mkt Cap

$11.6B

P/E

27.1x

▲ 3.7%

30D

▲ 11.0%

▼ 51.1%

DECKDeckers Outdoor Corporation▼ 5.1%

Deckers shares fell 5.1% as investors reacted to expected earnings showing revenue growth but declining year-over-year earnings per share, signaling profitability pressure.

Price

$106.18 → $100.74

Mkt Cap

$14.3B

P/E

14.3x

▼ 6.5%

30D

▲ 6.1%

▲ 20.2%

PSXPhillips 66▲ 5.1%

Phillips 66 beat Q1 earnings estimates with higher refining margins and benefited from Middle East-driven oil price volatility.

Price

$165.13 → $173.58

Mkt Cap

$69.6B

P/E

16.1x

▲ 8.0%

30D

▼ 6.1%

▲ 25.8%

ACGLArch Capital Group Ltd.▼ 5.1%

ACGL fell 5.1% despite beating Q1 earnings estimates, likely due to year-over-year premium declines signaling slower underwriting growth.

Price

$97.06 → $92.13

Mkt Cap

$32.8B

P/E

7.9x

▼ 4.8%

30D

▼ 3.6%

▲ 7.3%

ERIEErie Indemnity Company▼ 5.0%

ERIE's stock fell 5.0% after Q1 earnings missed analyst consensus EPS estimates by 5.3%, despite revenue growth and improved underwriting performance.

Price

$229.94 → $218.34

Mkt Cap

$11.4B

P/E

20.0x

▼ 12.7%

30D

▼ 12.0%

▼ 27.7%

All Reports

Updated 12:31 PM · Apr 29, 2026