OPEC+ output hike plans and weaker U.S. GDP weigh on oil prices. Brent risks falling to $55 as bearish sentiment grows in energy markets.

image for news Natural Gas and Oil Forecast: OPEC+ Supply Shift and U.S. Contraction Shake Sentiment

US judge says Apple defied order in App Store case — Negative

AAPL   TechXplore — May 01, 2025

A US judge on Wednesday accused Apple of defying an order to loosen its grip on the App Store payment system to the point that criminal charges could be warranted.

image for news US judge says Apple defied order in App Store case

Apple shares fall after judge refers App Store case for possible criminal probe — Negative

AAPL   Proactive Investors — May 01, 2025

Apple Inc's (NASDAQ:AAPL, ETR:APC) shares fell around 1.6% in after-hours trading on Wednesday after a US judge ruled the company had violated a court order relating to its App Store payments policy. The decision, in a long-running case brought by Fortnite maker Epic Games, referred Apple to federal prosecutors to consider a potential criminal contempt investigation.

image for news Apple shares fall after judge refers App Store case for possible criminal probe

Tens of thousands of UK savers with exposure to US technology stocks, whether through ISAs, SIPPs, or global equity funds, will be heartened by Meta Platforms Inc's (NASDAQ:META, ETR:FB2A, SWX:FB) stronger-than-expected first-quarter results, released after-hours Wednesday. Shares in the social media giant are on course to open more than 5% higher on Thursday, providing a much-needed boost after a rocky start to the year for the so-called ‘Magnificent Seven'.

image for news UK investors breathe sigh of relief as Meta delivers bullish update amid tech sector turbulence

Endeavour Mining confirms lucrative first quarter amid soaring gold prices — Positive

AAAU  BAR  DBP  DGL  EDVMF  GLD  GLDM  IAU  OUNZ  SGOL  UGL   Proactive Investors — May 01, 2025

Endeavour Mining PLC (LSE:EDV, TSX:EDV, OTCQX:EDVMF) has now detailed a strong quarter amid strengthening gold prices. It reported strong first quarter results with production of 341,000 ounces of gold, at an all-in sustaining cost of $1,129 per ounce.

image for news Endeavour Mining confirms lucrative first quarter amid soaring gold prices

National Grid poaches new CEO from Shell — Positive

NGG  SHEL   Proactive Investors — May 01, 2025

National Grid PLC (LSE:NG.) has appointed Zoë Yujnovich, former Shell PLC (LSE:SHEL, NYSE:SHEL) gas and upstream director, as its new chief executive as John Pettigrew retires after almost 10 years in the role.

image for news National Grid poaches new CEO from Shell

To jointly develop a turnkey module for automotive Tier 1 suppliers and OEMs using Synaptics' highly integrated Wi-Fi® and Bluetooth® combo SoCs To jointly develop a turnkey module for automotive Tier 1 suppliers and OEMs using Synaptics' highly integrated Wi-Fi® and Bluetooth® combo SoCs

image for news Synaptics and Murata Partner for Next-Generation Automotive Wireless Connectivity

NIO Inc. Provides April 2025 Delivery Update — Neutral

NIO   GlobeNewsWire — May 01, 2025

SHANGHAI, May 01, 2025 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the global smart electric vehicle market, today announced its April 2025 delivery results.

image for news NIO Inc. Provides April 2025 Delivery Update

Berkshire Hathaway investors are eager to hear CEO Warren Buffett hold forth at length about the company on Saturday. It may be one of the last such opportunities to do so.

image for news Berkshire's Annual Meeting Is Coming. 10 Tough Questions for Warren Buffett.

Apollo Commercial: Is The Dividend At Risk — Neutral

ARI   Seeking Alpha — May 01, 2025

Apollo Commercial Real Estate Finance's dividend payout ratio exceeded 100% in 1Q25, raising short-term dividend sustainability concerns despite a minor earnings miss. The trust's portfolio grew to $7.7 billion, with a focus on first mortgage loans, but net interest income decreased by 18% YoY. Apollo Commercial Real Estate Finance trades at a 30% discount to book value, offering a favorable risk/reward for passive income investors if credit quality remains stable.

image for news Apollo Commercial: Is The Dividend At Risk

Oil Prices: What's Next After April's Slump? — Negative

BNO  DBO  GUSH  IEO  OIH  OIL  PXJ  UCO  USO  XOP   Bloomberg Markets and Finance — May 01, 2025

Following oil's biggest monthly drop since 2021, signs that the Saudi-led OPEC+ alliance may be entering a prolonged period of higher output is adding to concerns that a global trade war will hurt demand. Bloomberg's Anthony Di Paola reports.

image for news Oil Prices: What's Next After April's Slump?

Eli Lilly and Company LLY will release earnings results for the first quarter, before the opening bell on Thursday, May 1.

image for news Eli Lilly Gears Up For Q1 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts

Alphabet: On Track To Retest $200s By Year End — Positive

GOOG  GOOGL   Seeking Alpha — May 01, 2025

Alphabet is the cheapest of the Mag 7 by pretty much every valuation metric, except P/S, where it's trailing behind Amazon. I believe AI Overviews and the upcoming AI Mode are strong growth drivers for ad revenue without (this is key) disrupting Google's core search business. Waymo's autonomous ride-hailing business is way ahead of its competitors, achieving 250,000 rides/week and expanding operations in both the US and now abroad (Japan).

image for news Alphabet: On Track To Retest $200s By Year End

Lloyds keeps guidance unchanged despite higher impairment charge — Neutral

LYG   Proactive Investors — May 01, 2025

Lloyds Banking Group PLC (LSE:LLOY) reported first-quarter profits slightly lower than a year ago, but in line with expectations as increased income and reduced volatility combined with higher costs and higher impairment charges. The UK's largest lender reaffirmed guidance for the full year and said it was making "good progress" on its strategic transformation.

image for news Lloyds keeps guidance unchanged despite higher impairment charge

Alphabet's stock is undervalued after a recent 16.3% drop, with strong growth in Google Cloud and Google Services justifying a 'strong buy' rating. Alphabet's revenue grew 12% year-over-year to $90.23 billion, driven by significant increases in Google Cloud, YouTube ads, and subscription services. Regulatory risks exist, but potential breakups could unlock shareholder value; Alphabet's new $70 billion share buyback program underscores management's confidence.

image for news Alphabet Is One Of The Best Opportunities On The Market Right Now (Rating Upgrade)

Buenaventura Announces First Quarter 2025 Results — Neutral

BVN   Business Wire — May 01, 2025

LIMA, Peru--(BUSINESS WIRE)--Compañia de Minas Buenaventura S.A.A. (“Buenaventura” or “the Company”) (NYSE: BVN; Lima Stock Exchange: BUE.LM), Peru's largest publicly-traded precious metals mining company, today announced results for the first quarter (1Q25) ended March 31, 2025. All figures have been prepared in accordance with IFRS (International Financial Reporting Standards) on a non-GAAP basis and are stated in U.S. dollars (US$). First Quarter 2025 Highlights: 1Q25 EBITDA from direct oper.

image for news Buenaventura Announces First Quarter 2025 Results

MBB: Largest Muni Bond ETF, But Better Choices Out There — Positive

MBB   Seeking Alpha — May 01, 2025

MBB is the largest MBS ETF in the market. Its 4.0% yield is slightly above-average, returns since inception below-average. It compares unfavorably to its peers in several key ways.

image for news MBB: Largest Muni Bond ETF, But Better Choices Out There

Novo Nordisk: The Fear Is Overblown — Negative

NVO   Seeking Alpha — May 01, 2025

Novo Nordisk's about 55% stock decline since June 2024 is driven by clinical trial misses, increasing competition, and geopolitical turbulence. Due to the compressed valuation, Novo Nordisk needs to grow in the mid-single digit range to justify the current valuation. Considering realistic growth rates, the company could be undervalued by 50+%.

image for news Novo Nordisk: The Fear Is Overblown

SoFi: Seriously Undervalued — Positive

SOFI   Seeking Alpha — May 01, 2025

SoFi Technologies beat Q1'25 consensus estimates, driven by strong financial services and customer acquisition momentum. The Fintech added 789k new members in Q1, reaching 10.9M total customers, and grew its platform products by 1.17M to 15.9M. SoFi raised its FY 2025 guidance, now expecting 25.5% Y/Y revenue growth.

image for news SoFi: Seriously Undervalued

Lloyds Banking Group reported a near 7% drop in first-quarter profit on Thursday, hurt by higher costs, and said it had set aside 100 million pounds ($132.9 million) for tariff-related impact.

image for news Britain's Lloyds quarterly profit drops 7%, provisions $133 million for tariffs