NXP Semiconductors $NXPI rose 26% on April 29 after reporting Q1 revenue of $3.18 billion, GAAP EPS of $4.43 and Q2 revenue guidance of $3.35 billion to $3.55 billion. The beat mattered because automotive and industrial demand, not just handsets, carried the quarter.
Samsung Electronics (005930.KS) reported KRW 133.9 trillion in Q1 revenue and KRW 57.2 trillion in operating profit, both records, as AI memory demand and higher ASPs lifted the chip division. The print resets the bar for Asian semis because HBM and server-memory supply are again driving the earnings cycle.
The Fed left the federal funds target at 3.50%-3.75% on April 29, but the real signal was a four-way dissent that exposed a deep split over how quickly policy should pivot. Energy-driven inflation risk is now colliding with softer labor momentum inside the Committee.
GE HealthCare $GEHC fell 9% after cutting 2026 adjusted EPS guidance to $4.80-$5.00 from $4.95-$5.15. Revenue still rose 7.4% to $5.13 billion, but margins were hit by a supplier issue and higher memory-chip, oil, and freight costs.
UBS $UBS rose 5% after first-quarter net profit jumped 80% to $3.0 billion, beating the $2.8 billion LSEG consensus. The bank kept a 14.7% CET1 ratio and said it is still on track to complete $3 billion of buybacks by second-quarter results.
Kone $KNEBV agreed to buy TK Elevator for 29.4 billion euros ($34.4 billion), a deal that would create the world's largest elevator maker. Thyssenkrupp shares rose 8%, while Kone said the combination could deliver EUR 700 million of annual run-rate synergies.
Brent pushed above $114 after the UAE said it will leave OPEC and OPEC+ on May 1, removing the cartel's third-largest producer at a time of disrupted Hormuz shipping. Abu Dhabi framed the move as a capacity decision, not a break with oil-market stability.
The Bank of Japan kept the overnight call-rate target at around 0.75% in a 6-3 vote and lifted its FY2026 core CPI view to 2.5%-3.0%. The April outlook said an oil shock tied to the Middle East would slow growth in 2026 even as inflation risks skew upward.
General Motors $GM raised 2026 EBIT-adjusted guidance to $13.5B-$15.5B after first-quarter EBIT-adjusted rose 21.9% to $4.253B. A favorable tariff adjustment of about $500M lowered expected 2026 gross tariff costs to $2.5B-$3.5B.
Qualcomm $QCOM rose to $148.85, up $15.01 or about 11.2%, after analyst Ming-Chi Kuo said OpenAI is working with Qualcomm and MediaTek on smartphone processors for a 2028 device. None of the companies confirmed the report, but the move put Qualcomm back at the center of the AI hardware trade.
HawkEye 360 $HAWK is marketing 16 million shares at $24 to $26, implying a valuation of up to $2.42B and gross proceeds of as much as $416M. The listing would bring a 30-plus-satellite radio-frequency intelligence specialist to the NYSE as the 2026 IPO window reopens.
RE/MAX $RMAX rose about 22% after The Real Brokerage $REAX agreed to buy the company in a cash-and-stock transaction valuing it at about $880M. The combined group says it would have generated roughly $2.3B of 2025 revenue and $157M of adjusted EBITDA before synergies.