AI Stock Market News Today

PBF Energy Inc. has seen its share price climb above the consensus 12-month target set by analysts. The move prompts a re-evaluation of the company's valuation and potential for further upside.

• Shares traded at $48.09, exceeding the $47.73 average target
• Consensus based on 11 different analyst targets

Hershey Co. saw a significant increase in first-quarter profits and revenue, nearly doubling its bottom line compared to the previous year. The company provided positive full-year guidance for both earnings per share and revenue growth.

• Net income grew from $224.20M to $435.10M
• Revenue increased 10.7% to $3.104 billion

Bombardier Inc. reported a rise in first-quarter net income and revenue, reflecting steady operational growth. The company maintains a positive outlook with a $10 billion full-year revenue goal.

• Net income rose to $53 million from $44 million YoY
• EPS increased to $0.45 from $0.37

Escalating tensions and active conflict with Iran have pushed national average gas prices above $4.23 per gallon. Energy giants Chevron and Occidental Petroleum are positioned for significant windfall profits as crude prices far exceed initial 2026 forecasts.

• Oil prices projected at $96/barrel by EIA
• Gas prices up >$1/gallon year-over-year

Cardinal Health saw a double-digit increase in quarterly revenue but experienced a drop in net income compared to the previous year. The company maintained its full-year earnings guidance despite the GAAP profit contraction.

• Quarterly revenue rose 11% to $60.940 billion
• GAAP net income decreased to $399 million

Donald Trump has attributed a $30 billion gain for the United States to a recent surge in Intel Corporation shares. The claims coincide with continued premarket gains for the semiconductor manufacturer.

• Trump asserts responsibility for Intel's 90-day rally
• Claims the surge generated $30 billion for the U.S.

Eli Lilly has increased its full-year revenue and profit forecasts following a first-quarter performance that significantly exceeded analyst expectations. The surge was primarily driven by explosive sales of its weight-loss and diabetes treatments, Zepbound and Mounjaro.

• 2026 revenue guidance raised to $82B-$85B
• Mounjaro sales hit $8.66B, beating estimates by over $1.4B

Mixed results from the 'Magnificent Seven' are driving volatility in index futures. While Google sees gains, peers Amazon, Microsoft, and Meta face downward pressure following their latest reports.

• Google shares rose following earnings reports
• Amazon, Microsoft, and Meta experienced price slumps

Molson Coors Beverage Company reported a rise in net income and a 2% increase in revenue for the first quarter. The company's bottom line grew to $151.3 million compared to $121 million in the prior year.

• Net income: $151.3M vs $121M YoY
• EPS: $0.80 vs $0.59 YoY

Indian benchmark indices fell on Thursday as escalating US-Iran tensions and a critical oil supply disruption fueled inflation fears. The sell-off coincided with a divided Federal Reserve decision to maintain current interest rates.

• BSE Sensex closed down 0.75% at 76,913.50
• NSE Nifty fell 0.74% to end at 23,997.55

A conflict between the U.S. and Iran has disrupted approximately 30% of the global helium supply, a critical component for advanced semiconductor manufacturing. This supply shock poses a significant risk to the production volumes of leading AI chip firms including TSMC and Micron.

• 30% of global helium supply is currently offline due to the Strait of Hormuz conflict
• Helium is essential for the EUV process used in 2nm and 3nm chip fabrication

US Treasury yields declined following a period of volatility sparked by a divided Federal Reserve. The rebound coincides with a retreat in Brent crude prices from four-year highs.

• 2-year Treasury yield fell 5 bps to 3.90%
• Brent crude retreated from 4-year highs