![\"Jared](\"https:\/\/s.yimg.com\/uu\/api\/res\/1.2\/AIIDwt4.e2m.SpKnWI.Aqg--~B\/Zmk9ZmlsbDtoPTQwO3B5b2ZmPTA7dz00MDthcHBpZD15dGFjaHlvbg--\/https:\/\/s.yimg.com\/os\/creatr-images\/GLB\/2017-10-19\/7a9b1550-b504-11e7-8e7b-2b5ad2b1af8b_36dca6e0-a487-11e7-b0d1-0315ed89115a_jcb-nyse.jpg\")
<\/div>\n<\/p><\/div>\nSemiconductors hit historic 12th straight intraday record high<\/h2>\n\nThe iShares Semiconductor ETF (SOXX) just hit its 12th consecutive intraday high.<\/p>\n
It is also on track for a 17th straight daily gain, while the Technology Select Sector SPDR ETF (XLK) may see its 16-day winning streak snapped as it trails all 10 of its sector peers.<\/p>\n
Here are this morning\u2019s intraday record highs:<\/p>\n
Dow Jones Sectors\/Industries:<\/strong> Computer Hardware, Electrical Components & Equipment, Heavy Construction, Marine Transportation, Semiconductors, Steel, Tech Hardware & Equipment<\/p>\nIndustry\/Style\/Country ETFs:<\/strong> Semiconductors (SOXX)<\/p>\nConsumer discretionary stocks:<\/strong> Casey\u2019s (CASY)<\/p>\nFinancial stocks:<\/strong> Principal Financial (PFG)<\/p>\nIndustrial stocks:<\/strong> Caterpillar (CAT), CSX (CSX), Emcor (EME), Eaton (ETN), Comfort Systems (FIX), GE Vernova (GEV), Jabil (JBL), Kirby (KEX), Quanta Services (PWR), Ryder (R), Snap-on (SNA), Steel Dynamics (STLD)<\/p>\nReal estate stocks:<\/strong> Equinix (EQIX)<\/p>\nTech stocks:<\/strong> Analog Devices (ADI), Cirrus Logic (CRUS), KLA (KLAC), Monolithic Power Systems (MPWR), Marvell Technology (MRVL), Teradyne (TER), Texas Instruments (TXN)<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n- \n\n\n
![\"Jake](\"https:\/\/s.yimg.com\/uu\/api\/res\/1.2\/cVU2i7SULGXR.yjSolYVyw--~B\/Zmk9ZmlsbDtoPTQwO3B5b2ZmPTA7dz00MDthcHBpZD15dGFjaHlvbg--\/https:\/\/o.aolcdn.com\/images\/dims?image_uri=https%3A%2F%2Fs.yimg.com%2Fos%2Fcreatr-uploaded-images%2F2025-07%2Fdfe48a80-5c19-11f0-bfbf-bf7a711e93e6&compress=1&progressive=1&quality=75&client=hawkeye&signature=0b1a81633fefdb03e7d1de77e61a7a85c1bc1e3d\")
<\/div>\n<\/p><\/div>\n\n\n\nUS stocks in the red at the opening bell<\/h2>\n\nUS stocks fell into the red at the opening bell on Thursday as progress in the Middle East stalled and investors digested a bevy of earnings.<\/p>\n
The S&P 500 (^GSPC) fell 0.2%. The Dow Jones Industrial Average (^DJI) and tech-heavy Nasdaq Composite (^IXIC) fell 0.4% and 0.3%, respectively.<\/p>\n
In the oil markets, Brent crude futures (BZ=F) climbed back above $102 per barrel, while US West Texas Intermediate crude (CL=F) crossed $93.<\/p>\n
American Express (AXP) fell 1.5% after the opening bell despite earnings released Thursday morning showing a beat on both revenue and earnings per share.<\/p>\n
Initial jobless claims data showed the weekly employment figures ticked up slightly to 214,000. Later in the morning, investors will get a preliminary read on April manufacturing data from S&P Global.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n
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Initial jobless claims tick up to 214,000<\/h2>\n\nInitial jobless claims rose to 214,000 in the week ended April 18, according to data released by the Department of Labor on Thursday, coming in above the previous week’s revised tally of 208,000 claims.<\/p>\n
Economists had expected initial claims of 210,000 for the week, according to consensus estimates compiled by Bloomberg.<\/p>\n
The results come after a poll conducted by Bloomberg showed that roughly 1 in 2 employed Americans feared losing their job, even as layoffs have remained relatively low in what economists have called a \u201clow-hire, low-fire\u201d economy.<\/p>\n
Continuing claims, which track the unemployed population still seeking work, held steady at roughly 1.82 million for the week ended April 11.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n
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Honeywell stock drops 6% as profit forecast misses on Iran war impact<\/h2>\n\nYahoo Finance\u2019s Ines Ferr\u00e9 reports:<\/strong><\/p>\n\nHoneywell\u00a0(HON) stock tumbled more than 5% in premarket trading on Thursday.<\/p>\n
The industrial conglomerate issued a second quarter profit forecast that came in below Wall Street estimates, in part due to the Middle East war. The company highlighted a revenue decline in its process automation and technology business, citing \u201ca challenging geopolitical environment.\u201d<\/p>\n
Free cash flow of $100 million was down year over year, primarily due to the timing of collections, stemming partially from conflict.<\/p>\n
Honeywell expects second quarter earnings in the range of $2.35 to $2.45 per share, compared with estimates of $2.56. Sales for the quarter are projected to be between $9.4 billion and $9.6 billion, below the consensus estimate of $9.73 billion.<\/p>\n<\/blockquote>\n
Read more here.<\/em><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n- \n\n\n\n\n
Netflix announces $25 billion share buyback<\/h2>\n\nNetflix (NFLX) said on Thursday its board has authorized an additional $25 billion share \u200crepurchase program, resuming capital returns after the \u200cstreaming giant walked away from a $72 billion deal to buy Warner \u200bBros Discovery’s (WBD) assets.<\/p>\n
Shares in Netflix rose over 1% before the bell, following the announcement.<\/p>\n
Reuters reports:<\/p>\n
\nThe new authorization is on top of a buyback approved in December 2024 and has no expiration date. \u200cNetflix had about $6.8 billion \u2060remaining under its previous buyback plan as of March end.<\/p>\n
In the two months \u2060since it walked away from the Warner Bros merger race, Netflix has rolled out a series of growth \u200binitiatives, including \u200bthe acquisition of Ben \u200bAffleck’s AI film-tech firm \u200cInterPositive, raised subscription prices in the U.S. and launched a gaming app for kids.<\/p>\n<\/blockquote>\n
Read more here<\/em>.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n- \n\n\n\n\n
CEO turnover is near record highs, and more experienced execs are making for the exits<\/h2>\n\nTim Cook announced plans to step down as Apple (AAPL) CEO this week, with longtime Apple insider John Ternus taking the role on Sept. 1.<\/p>\n
Among his peers at the top of the corporate ladder, this development makes Cook’s decision to step away now far from unique.<\/p>\n
Yahoo Finance\u2019s Myles Udland reports:<\/p>\n
\nData from consultancy Russell Reynolds found that in the first quarter of 2026, there were 77 incoming CEOs named across the 13 indexes tracked by the firm, which includes the S&P 500, FTSE 100, and Germany\u2019s DAX 40, among others.<\/p>\n
This marked the highest first quarter total since at least 2018. In 2025, CEO departures hit a record high.<\/p>\n
Cook will also leave Apple after 15 years at the helm. Russell Reynolds\u2019 data found that the tenure of outgoing CEOs \u2014 specifically in the US \u2014 rose sharply within the last year, to 11.8 years from 8.3 years in 2025.<\/p>\n<\/blockquote>\n
Read more here<\/em>.<\/p>\n\u2026<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n
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Intel to report Q1 earnings as CPUs become key to AI growth<\/h2>\n\nIntel (INTC) will report its first quarter earnings after the bell on Thursday as AI continues to drive increasing demand for the company\u2019s chips.<\/p>\n
Yahoo Finance\u2019s Daniel Howley takes a look at what\u2019s to watch.<\/p>\n
\nIntel missed out on the initial AI boom due to its lack of chips capable of running AI models, as well as those from Nvidia (NVDA).<\/p>\n
And while Nvidia took full advantage of its AI chip lead, transforming itself into a nearly $5 trillion company, Intel is finally on the cusp of grabbing its own piece of the AI bonanza.<\/p>\n
That\u2019s because as AI agents, semi- or fully autonomous AI bots that can perform tasks on users\u2019 behalf, continue to become more popular, central processing units (CPUs) like the ones Intel makes are becoming increasingly important to data center companies and hyperscalers.<\/p>\n<\/blockquote>\n
Read more here<\/em>.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n- \n\n\n\n\n
Oil continues to rise as delayed US-Iran negotiations stokes supply fears<\/h2>\n\nBloomberg reports:<\/p>\n
\nOil rose for a fourth day as the US and Iran remained locked in a battle for control of the Strait of Hormuz after failing to meet for a fresh round of peace talks.<\/p>\n
Brent (BZ=F) traded near $104 a barrel after jumping almost 13% in the last three sessions, while West Texas Intermediate (CL=F) was around $95. US President Donald Trump said the truce agreed April 7 would stay in place indefinitely while Washington waits for Iran to submit a new peace proposal, although Tehran says it has no plans to take part in negotiations imminently.<\/p>\n<\/blockquote>\n
\nGlobal benchmark Brent jumped as much as 4.2% early in the session before quickly reversing on unconfirmed reports that there were explosions in Iran.<\/p>\n<\/blockquote>\n
\nThe war has rattled energy markets since it started at the end of February, with the near-closure of the Strait of Hormuz causing a sharp drop in flows from major producers in the Persian Gulf. The US maintained a naval blockade on ships going to and from Iran\u2019s ports to pile pressure on the Islamic Republic, in a move Foreign Minister Abbas Araghchi called a violation of the ceasefire.<\/p>\n<\/blockquote>\n
Read more here.<\/em><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n- \n\n\n\n\n
ServiceNow stock slumps as Iran war dampens prospects, AI edges into market <\/h2>\n\nReuters reports:<\/p>\n
\nServiceNow (NOW) reported on Wednesday that delays in closing several large government deals in the Middle East hurt first-quarter subscription revenue \u200cgrowth, sending its shares down 12% in extended trading.<\/p>\n
The company said its \u200csubscription revenue growth faced about a 75-basis-point headwind from delayed closures of several large on-premises deals in the \u200bregion due to the ongoing conflict.<\/p>\n<\/blockquote>\n
\nChief Operating Officer Amit Zavery told Reuters that those deals are expected to close throughout the year. “We don’t know when these conflicts will get sorted out, but we continue to work with these customers,” he said.<\/p>\n
ServiceNow, like its peers, is also \u200cfacing investor concerns that artificial \u2060intelligence tools could shift enterprise clients away from traditional software by automating some of the tasks previously done by their products.<\/p>\n<\/blockquote>\n
Read more here.<\/em><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n- \n\n\n\n\n
Texas Instruments jumps after-hours following forecast<\/h2>\n\nBloomberg reports:<\/p>\n
\nTexas Instruments Inc. (TXN) shares surged in late trading after the chipmaker gave a surprisingly strong forecast, helped by booming spending on data centers and industrial equipment.<\/p>\n<\/blockquote>\n
\nRevenue will be $5 billion to $5.4 billion in the second quarter, the company said in a statement Wednesday. Analysts had estimated $4.85 billion on average, according to data compiled by Bloomberg.<\/p>\n
A resurgence in demand for industrial components spanned all geographies and segments, Chief Executive Officer Haviv Ilan said on a conference call with analysts. The company\u2019s revenue is still short of prior peaks, but that\u2019s spurring optimism that the run-up can continue, he said.<\/p>\n<\/blockquote>\n
The iShares Semiconductor ETF (SOXX) just hit its 12th consecutive intraday high.<\/p>\n
It is also on track for a 17th straight daily gain, while the Technology Select Sector SPDR ETF (XLK) may see its 16-day winning streak snapped as it trails all 10 of its sector peers.<\/p>\n
Here are this morning\u2019s intraday record highs:<\/p>\n
Dow Jones Sectors\/Industries:<\/strong> Computer Hardware, Electrical Components & Equipment, Heavy Construction, Marine Transportation, Semiconductors, Steel, Tech Hardware & Equipment<\/p>\n Industry\/Style\/Country ETFs:<\/strong> Semiconductors (SOXX)<\/p>\n Consumer discretionary stocks:<\/strong> Casey\u2019s (CASY)<\/p>\n Financial stocks:<\/strong> Principal Financial (PFG)<\/p>\n Industrial stocks:<\/strong> Caterpillar (CAT), CSX (CSX), Emcor (EME), Eaton (ETN), Comfort Systems (FIX), GE Vernova (GEV), Jabil (JBL), Kirby (KEX), Quanta Services (PWR), Ryder (R), Snap-on (SNA), Steel Dynamics (STLD)<\/p>\n Real estate stocks:<\/strong> Equinix (EQIX)<\/p>\n Tech stocks:<\/strong> Analog Devices (ADI), Cirrus Logic (CRUS), KLA (KLAC), Monolithic Power Systems (MPWR), Marvell Technology (MRVL), Teradyne (TER), Texas Instruments (TXN)<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n US stocks fell into the red at the opening bell on Thursday as progress in the Middle East stalled and investors digested a bevy of earnings.<\/p>\n The S&P 500 (^GSPC) fell 0.2%. The Dow Jones Industrial Average (^DJI) and tech-heavy Nasdaq Composite (^IXIC) fell 0.4% and 0.3%, respectively.<\/p>\n In the oil markets, Brent crude futures (BZ=F) climbed back above $102 per barrel, while US West Texas Intermediate crude (CL=F) crossed $93.<\/p>\n American Express (AXP) fell 1.5% after the opening bell despite earnings released Thursday morning showing a beat on both revenue and earnings per share.<\/p>\n Initial jobless claims data showed the weekly employment figures ticked up slightly to 214,000. Later in the morning, investors will get a preliminary read on April manufacturing data from S&P Global.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n Initial jobless claims rose to 214,000 in the week ended April 18, according to data released by the Department of Labor on Thursday, coming in above the previous week’s revised tally of 208,000 claims.<\/p>\n Economists had expected initial claims of 210,000 for the week, according to consensus estimates compiled by Bloomberg.<\/p>\n The results come after a poll conducted by Bloomberg showed that roughly 1 in 2 employed Americans feared losing their job, even as layoffs have remained relatively low in what economists have called a \u201clow-hire, low-fire\u201d economy.<\/p>\n Continuing claims, which track the unemployed population still seeking work, held steady at roughly 1.82 million for the week ended April 11.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n Yahoo Finance\u2019s Ines Ferr\u00e9 reports:<\/strong><\/p>\n Honeywell\u00a0(HON) stock tumbled more than 5% in premarket trading on Thursday.<\/p>\n The industrial conglomerate issued a second quarter profit forecast that came in below Wall Street estimates, in part due to the Middle East war. The company highlighted a revenue decline in its process automation and technology business, citing \u201ca challenging geopolitical environment.\u201d<\/p>\n Free cash flow of $100 million was down year over year, primarily due to the timing of collections, stemming partially from conflict.<\/p>\n Honeywell expects second quarter earnings in the range of $2.35 to $2.45 per share, compared with estimates of $2.56. Sales for the quarter are projected to be between $9.4 billion and $9.6 billion, below the consensus estimate of $9.73 billion.<\/p>\n<\/blockquote>\n Read more here.<\/em><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n Netflix (NFLX) said on Thursday its board has authorized an additional $25 billion share \u200crepurchase program, resuming capital returns after the \u200cstreaming giant walked away from a $72 billion deal to buy Warner \u200bBros Discovery’s (WBD) assets.<\/p>\n Shares in Netflix rose over 1% before the bell, following the announcement.<\/p>\n Reuters reports:<\/p>\n The new authorization is on top of a buyback approved in December 2024 and has no expiration date. \u200cNetflix had about $6.8 billion \u2060remaining under its previous buyback plan as of March end.<\/p>\n In the two months \u2060since it walked away from the Warner Bros merger race, Netflix has rolled out a series of growth \u200binitiatives, including \u200bthe acquisition of Ben \u200bAffleck’s AI film-tech firm \u200cInterPositive, raised subscription prices in the U.S. and launched a gaming app for kids.<\/p>\n<\/blockquote>\n Read more here<\/em>.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n Tim Cook announced plans to step down as Apple (AAPL) CEO this week, with longtime Apple insider John Ternus taking the role on Sept. 1.<\/p>\n Among his peers at the top of the corporate ladder, this development makes Cook’s decision to step away now far from unique.<\/p>\n Yahoo Finance\u2019s Myles Udland reports:<\/p>\n Data from consultancy Russell Reynolds found that in the first quarter of 2026, there were 77 incoming CEOs named across the 13 indexes tracked by the firm, which includes the S&P 500, FTSE 100, and Germany\u2019s DAX 40, among others.<\/p>\n This marked the highest first quarter total since at least 2018. In 2025, CEO departures hit a record high.<\/p>\n Cook will also leave Apple after 15 years at the helm. Russell Reynolds\u2019 data found that the tenure of outgoing CEOs \u2014 specifically in the US \u2014 rose sharply within the last year, to 11.8 years from 8.3 years in 2025.<\/p>\n<\/blockquote>\n Read more here<\/em>.<\/p>\n \u2026<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n Intel (INTC) will report its first quarter earnings after the bell on Thursday as AI continues to drive increasing demand for the company\u2019s chips.<\/p>\n Yahoo Finance\u2019s Daniel Howley takes a look at what\u2019s to watch.<\/p>\n Intel missed out on the initial AI boom due to its lack of chips capable of running AI models, as well as those from Nvidia (NVDA).<\/p>\n And while Nvidia took full advantage of its AI chip lead, transforming itself into a nearly $5 trillion company, Intel is finally on the cusp of grabbing its own piece of the AI bonanza.<\/p>\n That\u2019s because as AI agents, semi- or fully autonomous AI bots that can perform tasks on users\u2019 behalf, continue to become more popular, central processing units (CPUs) like the ones Intel makes are becoming increasingly important to data center companies and hyperscalers.<\/p>\n<\/blockquote>\n Read more here<\/em>.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n Bloomberg reports:<\/p>\n Oil rose for a fourth day as the US and Iran remained locked in a battle for control of the Strait of Hormuz after failing to meet for a fresh round of peace talks.<\/p>\n Brent (BZ=F) traded near $104 a barrel after jumping almost 13% in the last three sessions, while West Texas Intermediate (CL=F) was around $95. US President Donald Trump said the truce agreed April 7 would stay in place indefinitely while Washington waits for Iran to submit a new peace proposal, although Tehran says it has no plans to take part in negotiations imminently.<\/p>\n<\/blockquote>\n Global benchmark Brent jumped as much as 4.2% early in the session before quickly reversing on unconfirmed reports that there were explosions in Iran.<\/p>\n<\/blockquote>\n The war has rattled energy markets since it started at the end of February, with the near-closure of the Strait of Hormuz causing a sharp drop in flows from major producers in the Persian Gulf. The US maintained a naval blockade on ships going to and from Iran\u2019s ports to pile pressure on the Islamic Republic, in a move Foreign Minister Abbas Araghchi called a violation of the ceasefire.<\/p>\n<\/blockquote>\n Read more here.<\/em><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n Reuters reports:<\/p>\n ServiceNow (NOW) reported on Wednesday that delays in closing several large government deals in the Middle East hurt first-quarter subscription revenue \u200cgrowth, sending its shares down 12% in extended trading.<\/p>\n The company said its \u200csubscription revenue growth faced about a 75-basis-point headwind from delayed closures of several large on-premises deals in the \u200bregion due to the ongoing conflict.<\/p>\n<\/blockquote>\n Chief Operating Officer Amit Zavery told Reuters that those deals are expected to close throughout the year. “We don’t know when these conflicts will get sorted out, but we continue to work with these customers,” he said.<\/p>\n ServiceNow, like its peers, is also \u200cfacing investor concerns that artificial \u2060intelligence tools could shift enterprise clients away from traditional software by automating some of the tasks previously done by their products.<\/p>\n<\/blockquote>\n Read more here.<\/em><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n Bloomberg reports:<\/p>\n Texas Instruments Inc. (TXN) shares surged in late trading after the chipmaker gave a surprisingly strong forecast, helped by booming spending on data centers and industrial equipment.<\/p>\n<\/blockquote>\n Revenue will be $5 billion to $5.4 billion in the second quarter, the company said in a statement Wednesday. Analysts had estimated $4.85 billion on average, according to data compiled by Bloomberg.<\/p>\n A resurgence in demand for industrial components spanned all geographies and segments, Chief Executive Officer Haviv Ilan said on a conference call with analysts. The company\u2019s revenue is still short of prior peaks, but that\u2019s spurring optimism that the run-up can continue, he said.<\/p>\n<\/blockquote>\n<\/div>\n<\/p><\/div>\n
US stocks in the red at the opening bell<\/h2>\n
<\/div>\n<\/p><\/div>\n
Initial jobless claims tick up to 214,000<\/h2>\n
Honeywell stock drops 6% as profit forecast misses on Iran war impact<\/h2>\n
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Netflix announces $25 billion share buyback<\/h2>\n
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CEO turnover is near record highs, and more experienced execs are making for the exits<\/h2>\n
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Intel to report Q1 earnings as CPUs become key to AI growth<\/h2>\n
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Oil continues to rise as delayed US-Iran negotiations stokes supply fears<\/h2>\n
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ServiceNow stock slumps as Iran war dampens prospects, AI edges into market <\/h2>\n
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Texas Instruments jumps after-hours following forecast<\/h2>\n
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