AI Stock Market News Today

Select Medical has agreed to be acquired by a consortium led by its Executive Chairman and private equity partners. The company simultaneously outlined a multi-billion dollar revenue target and capacity expansion through 2027.

• Acquisition agreement reached with consortium led by Robert Ortenzio
• Welsh, Carson, Anderson & Stowe included in the buying group

CEO Bill Ackman has significantly increased his stake in PSUS, while Tsakos Energy Navigation also recorded its first insider purchase in a year.

• Ackman acquired 4,897,171 shares of PSUS at $49.18 per share
• PSUS shares hit a low of $43.01, a 12.6% discount to the CEO's entry

Los Angeles-based Palisades Investment Partners has increased its position in cloud-based bill payment provider Paymentus. The move comes as the company reports strong revenue growth despite broader sector headwinds.

• Palisades increased PAY position by $6.01 million
• Total stake now represents 4.27% of fund AUM

Goldman Sachs has raised its oil price targets for 2026, citing persistent geopolitical instability in the Middle East. Analysts suggest a strategic shift toward midstream energy infrastructure to mitigate commodity price volatility.

• Goldman Sachs raises 2026 oil price targets
• Diamondback Energy stock has climbed over 33% in 2026

Datadog and Palantir lead gains in early Friday trading while Amgen and Monolithic Power Systems face selling pressure. The session reflects fragmented movement across the tech-heavy index.

• Datadog shares rose 5.1% in early trading
• Amgen shares fell 5.7%, the worst in the Nasdaq 100

River Road Asset Management has established a significant new position in egg producer Cal-Maine Foods. The investment comes as the company navigates a DOJ investigation and shifting commodity price dynamics.

• New position of 1,369,522 shares established
• Estimated trade size of $112.50 million

Atlassian shares surged over 20% after the company exceeded Wall Street expectations for its fiscal third quarter. Strong performance in cloud and data center segments suggests the company is successfully navigating AI-driven industry disruption.

• Shares jumped over 20% following Q3 earnings beat
• Cloud revenue reached $1.13B, exceeding the $1.08B estimate

US equity markets started May with gains as Apple shares jumped following its earnings announcement. Twilio also saw significant growth while Sandisk reversed its trend.

• Major indices climbed on Friday
• Apple shares jumped on earnings

Roblox shares tumbled following a significant reduction in 2026 bookings forecasts linked to new child safety protocols. Despite beating Q1 earnings estimates, the company faces headwinds from age-verification requirements and ongoing legal battles.

• Shares dropped 18% following Q1 report
• 2026 bookings guidance lowered to $7.33B - $7.6B

Banner Corp. (BANR) has declared a quarterly dividend of $0.52 per share. The company has set the ex-dividend date for early May, with payments following shortly after.

• Dividend amount: $0.52 per share
• Ex-dividend date: May 5, 2026

Baker Hughes Company (BKR) has confirmed its ex-dividend date for May 5, 2026. Eligible shareholders will receive a quarterly payment of $0.23 per share on May 15.

• Ex-dividend date: May 5, 2026
• Payment date: May 15, 2026

Blackstone Inc (BX) will trade ex-dividend on May 4, 2026, for its upcoming quarterly payment. Shareholders will receive a distribution of $1.16 per share on May 11.

• Ex-dividend date: May 4, 2026
• Dividend amount: $1.16 per share