Sunday, May 3, 2026
Iran submits a 14-point war-end proposal. Trump says he's "reviewing the concept." A new bulk carrier is attacked near Hormuz hours later. The S&P closed Friday at an all-time high of 7,230. Japan and China are both dark for at least three days. The most important employment print since the war began arrives Friday.
1. Sunday Futures Open (6 PM ET)
Note: Estimates based on Friday May 1 close and weekend headlines. Verify live levels before trading.
| Contract | Friday Close | Est. Sunday Open | Notes |
|---|---|---|---|
| S&P 500 (ES) | 7,230.12 | ~7,200–7,225 (flat to -0.4%) | Iran proposal = mild positive; new attack + thin liquidity = modest drag |
| Dow (YM) | 49,499.27 | ~49,200–49,400 | Industrials cautious; war premium re-enters with Sunday attack |
| Nasdaq 100 (NQ) | ~27,710 | ~Flat to +0.2% | Apple +3% Friday drift + AI infra theme = tech outperforms |
| VIX | 16.88 | ~17–18.5 | Mild uptick; ship attack adds geopolitical noise to thin-volume open |
Oil & Safe Havens — Sunday Opening Bias
| Asset | Friday Settle | Est. Sunday Open | Notes |
|---|---|---|---|
| WTI Crude | $101.94 | ~$102–106 | New bulk carrier attack + US escort starting Monday = volatile |
| Brent Crude | $108.17 | ~$108–112 | Iran proposal was de-escalatory; attack partially reverses it |
| Gold (XAU) | ~$4,612–4,615 | ~$4,640–4,670 | Safe haven bid from new attack; DXY softening slightly |
| Bitcoin | ~$78,281 | ~Flat | Range-bound $78K; holding above key level but no catalyst |
What to watch at 6 PM ET: If WTI holds below $104 and ES holds above 7,200, the Iran-proposal narrative is dominating the attack. If WTI gaps to $106+ and ES drops below 7,190, the Sunday attack is the read-through — risk-off tone for a thin Asia session.
2. Weekend Developments
Saturday, May 2: Iran's 14-Point Proposal
Iran submitted a 14-point response to the US war-end proposal through Pakistan's intermediary channel. The plan exclusively focuses on ending the conflict — no nuclear issues included.
Key demands in Iran's 14-point proposal:
- End the war within 30 days (US had proposed a two-month ceasefire extension)
- US withdrawal of forces from Iran's periphery
- End to the naval blockade of Iranian ports
- Release of frozen Iranian assets
- Payment of reparations by the United States
- Lifting of all sanctions
- End to fighting in Lebanon
- A new mechanism governing the Strait of Hormuz — Iran wants guaranteed toll-free passage for its own ships; the blockade ends under the plan
Trump's Saturday response: "They told me about the concept of the deal. They're going to give me the exact wording now." Trump warned that strikes could resume "if they misbehave," saying "It's a possibility that could happen." US special envoy Steve Witkoff told CNN: "We're in conversation."
US counterresponse sent: Iran's government spokesperson Esmaeil Baghaei confirmed Sunday that Iran has now received a US reply to the 14-point plan and is reviewing it. The back-channel is active.
Iranian parliament move: Iran's parliament is advancing a law that would formally enshrine Strait of Hormuz control under the authority of the Supreme Leader and Armed Forces — a legislative hardening of the Strait-as-leverage position.
Saturday, May 2: Berkshire Hathaway Annual Meeting
Greg Abel presided as CEO for the first time in the 60-year history of the meeting, with Warren Buffett (95) watching from a chair in the audience.
- Cash: $397 billion (up from ~$373B at year-end 2025; record high)
- Abel: "We're not anxious to deploy capital into subpar opportunities. One of our greatest strengths at Berkshire is patience."
- On AI: Abel said Berkshire is exploring AI-driven tools at BNSF Railway (fleet scheduling, predictive maintenance). Opened Q&A with a deepfake video of Buffett to illustrate cyber risks.
- On breaking up Berkshire: "Absolutely not. We see our conglomerate structure working without the bureaucracy and bloated costs."
- On the Iran war: "It is definitely creating challenges for our businesses because oil is such a fundamental input — but I'm confident our managers will find a way."
- Berkshire Q1 2026 profits roughly doubled YoY; insurance float at records.
Sunday, May 3: New Hormuz Attack + Trump Ship Escort
- New ship attack: A bulk carrier reported the first attack in weeks near the Strait of Hormuz on Sunday morning. Details remain limited; no attribution confirmed. UKMTO (UK Maritime Trade Operations) is investigating. This is the first reported attack since the diplomatic back-channel re-opened.
- Trump's ship escort announcement: President Trump announced Sunday that the US Navy will begin escorting commercial ships stranded in the Strait of Hormuz starting Monday. Framed as a "humanitarian gesture" for the approximately 2,000 vessels estimated to be waiting for transit.
- As of Sunday: The most recent direct US–Iran kinetic exchange was April 19, when USS Spruance fired on and seized the Iranian cargo ship Touska. No direct exchange of fire has been reported since April 22. Both sides have conducted smaller-scale incidents since the April 16 ceasefire deal.
- Total Iranian vessels turned around by US Central Command blockade: 48 over 20 days.
Apple CEO Transition (April 20 Announcement, Confirmed in Q2 Call)
- John Ternus (SVP Hardware Engineering, 25 years at Apple) becomes CEO effective September 1, 2026.
- Tim Cook becomes Executive Chairman.
- Ternus on Q2 call: "We have an incredible roadmap ahead. This is the most exciting time in my 25-year career."
- The transition was approved unanimously by Apple's Board.
3. Asia Monday Outlook
The week opens with the most unusual liquidity structure of 2026: Japan is locked in Golden Week (May 4–6), and China resumes only on Wednesday (May 6). Hong Kong, Korea, and India carry Asia Monday almost alone.
Holiday Map
| Market | Monday May 4 | Tuesday May 5 | Wednesday May 6 |
|---|---|---|---|
| Nikkei 225 (Japan) | CLOSED — Greenery Day | CLOSED — Children's Day | CLOSED — Substitute for Constitution Day |
| CSI 300 / SSE (China) | CLOSED — Labor Day | CLOSED | REOPENS (resumes full trading) |
| Hang Seng (HK) | OPEN | OPEN | OPEN |
| KOSPI (Korea) | OPEN | CLOSED — Children's Day | OPEN |
| BSE Sensex (India) | OPEN | OPEN | OPEN |
Implication: Monday and Tuesday are structurally thin sessions. The two largest Asian markets (Japan and China) are out until Wednesday. Hong Kong is the de facto Asia price-setter Monday. KOSPI is open Monday but closed Tuesday. India is the only fully-functional major Asian market for the first two days.
Monday Expectations
Hang Seng (Hong Kong): Expected ±0.5%. The 14-point proposal is a positive headline China markets will welcome — Beijing is watching the Hormuz resolution closely. But the Sunday attack reintroduces noise. The Hang Seng's absence of Japan/China neighbors reduces cross-market pressure; it trades more on its own China-tech book.
KOSPI (South Korea): Expected ±0.5–1.0%. Korea is open Monday but closed Tuesday (Children's Day). Chips (Samsung, SK Hynix) are decoupled from Hormuz — the AI capex story (Azure +40%, Google Cloud +63%, AWS +28%) is the dominant frame. K-tech outperformed even during the worst Hormuz weeks. Expect thin but constructive trading.
BSE Sensex (India): Expected -0.3% to -0.8%. India imports ~88–89% of its crude. WTI at $102 is better than $110 but still a headwind. The Iran proposal creates hope; the Sunday attack re-introduces risk. India is also absorbing its own rate cycle and FX dynamics. Most affected of the open Asian markets if oil ticks up Sunday.
The anchor: The S&P closed at ATH 7,230 on Friday. Asia knows this. The Iran proposal is the week's single most important development diplomatically. Nobody wants to be aggressively short into an ATH S&P with a potential ceasefire materializing.
4. Saturday Weekly Follow-Up
The May 2 weekly (20260502_weekly.md) set up three forward-looking scenarios and a set of explicit watchlist items. Here is the Sunday status update.
Scenario Scorecard (From May 2 Weekly)
| Scenario | May 2 Probability | Sunday Status |
|---|---|---|
| A: Iran de-escalates | 35% | Partially in play. Iran submitted 14-point proposal Saturday. Trump reviewing. US sent counterresponse. But new attack Sunday and Trump's skepticism keep A from being confirmed. |
| B: Capex anxiety dominates | 30% | Concurrent. META/AMZN digestion ongoing; MSFT trading pressure. AAPL's $100B buyback and Q3 guide blowout partially offset. |
| C: Hormuz re-escalates | 35% | One signal. Sunday's new attack is a Scenario C data point. But the diplomatic channel is more active than at any point since April 26. |
Overall read: We are in a hybrid A/C environment. The 14-point proposal moves the goalposts toward de-escalation; the Sunday attack reminds markets the ceasefire is imperfect. Scenario B (capex digestion) continues as background noise.
May 2 Weekly Watch Items — Status
| Watch Item | Status as of Sunday May 3 |
|---|---|
| Pakistan-mediated peace proposal → response? | ✓ Iran submitted 14-point plan Saturday. US responded Sunday. Active. |
| Trump-Xi summit (May dates) | Confirmed May 14–15 (Beijing); announced by White House March 25, 2026. Tariff truce (~35% US / ~10% China) through Nov 2026 holds. |
| UAE OPEC exit — first full week | First week underway. UAE formally departed May 1; OPEC+ share remains ~47% of global production. |
| META/AMZN capex digestion | Ongoing. AMZN -3% AH, META ~-6% AH from Wed Apr 29; Friday close uncertain. |
| "No directional adds before May 8" position sizing | Maintained. NFP May 8 is the gate. |
Weekly Recap Scorecard (Apr 30 Predictions vs. Actuals)
| # | Prediction (Apr 30) | Actual | Grade |
|---|---|---|---|
| 1 | S&P closes -0.2% to +0.3% on Apr 30 | S&P closed +0.29% | CORRECT |
| 2 | Q1 GDP 1.4–2.0% | 2.0% | CORRECT (top of band) |
| 3 | Core PCE +0.25–0.30% MoM | +0.30% (YoY 3.2%) | CORRECT |
| 4 | AAPL "sub-3% AH move" | +3% on May 1 (above band but directionally missed) | PARTIAL |
| 5 | WTI consolidates $105–110 | WTI settled $101.94 on May 1 (below band on ceasefire hopes) | MISS |
| 6 | VIX closes 19–22 on Apr 30 | VIX 16.88 on May 1 close | MISS |
Pattern: Macro reads (GDP, PCE) were accurate. The oil and VIX misses stemmed from the Iran peace-proposal catalyst on Friday that wasn't visible from the Thursday morning setup. The market correctly front-ran de-escalation before the week ended.
5. Commodities
| Asset | Friday Close | Sunday Bias | Context |
|---|---|---|---|
| WTI Crude | $101.94 | Volatile $102–106 | New Sunday attack pushes up; Iran proposal softens; Trump escort = new variable |
| Brent Crude | $108.17 | ~$108–112 | Off the $126.41 Apr 30 peak by 14%; still 40%+ above pre-war levels |
| Gold (XAU) | ~$4,612–4,615 | Mild bid | Safe haven on attack; limited because DXY stable and diplomatic channel active |
| Copper | ~$5.91/lb | Flat | AI/data center structural demand intact; no new China cues until Wed |
| 10Y Treasury | 4.39% | Mild bid (yields lower) | Thin open; flight-to-quality from attack; NFP May 8 is the real rate driver |
| Bitcoin | ~$78,281 | Flat | Range-bound at $78K; ETF inflows continue but $80K resistance holds |
| DXY | ~98.2 | ~Flat | Japan FX intervention in prior week; yen now ~157/USD; no acute stress |
| National gas avg | ~$4.39/gal | — | Fell alongside WTI Friday; but Sunday attack could reverse |
Oil context: The $126.41 Brent spike on April 30 was the wartime high. The May 1 pullback to $108 on Iran's informal diplomatic signaling was a $18 round-trip in two sessions. Sunday's attack is the first material test of whether the diplomatic channel is enough to keep oil contained below $110. Watch the Sunday overnight gap — if Brent retests $112+, the "ceasefire-hope trade" is over for the week.
Gold continues to refuse the oil-inflation bid — the same pattern the May 2 weekly flagged as the buyside not yet pricing uncontrolled escalation. Gold at $4,612–4,615 vs. its April high of $4,780+ is the structural tell.
6. Monday Calendar
Monday opens light on US data but carries a significant earnings catalyst in the evening.
Earnings: Monday May 4
| Company | Time | Consensus | What Matters |
|---|---|---|---|
| Palantir (PLTR) | After close (5 PM ET webcast) | Revenue ~$1.53–1.54B (+74% YoY); adj EPS ~$0.28 | US government revenue growth (defense AI spend in Iran-war environment); commercial AIP momentum; guidance for Q2 2026 |
Palantir is the week's first major AI-enterprise read. Its US government revenue is directly correlated with the Iran war defense buildup — FY2027 Pentagon budget request is $1.5 trillion, a record. If PLTR's US gov segment beats and guidance is raised, it validates the defense_budget_floor thesis in real-time.
Economic Events: Monday May 4
| Time (ET) | Release | Notes |
|---|---|---|
| All day | Japan Golden Week | Nikkei closed; JPY crosses thin |
| All day | China Labor Day | CSI 300 / SSE closed; copper/iron ore prices thin |
Monday is light on US data — ISM Services PMI (April) releases Tuesday May 5 at 10:00 AM ET. The Palantir earnings after the close are the day's primary market catalyst.
7. Week Ahead
The week of May 4 is a bridge week — from the completed Mag-7 earnings cycle into the first post-FOMC labor print.
| Day | Event | Stakes |
|---|---|---|
| Mon May 4 | Palantir (PLTR) Q1 AH | Defense AI + government spend signal; war environment is a revenue tailwind |
| Tue May 5 | ISM Services PMI | First look at the services economy post-Iran shock |
| Tue May 5 | JOLTS March job openings | Labor demand pre-Hormuz; sets context for Friday NFP |
| Tue May 5 | PayPal (PYPL) BMO | Consumer payments health; cross-border volume = Iran impact read-through |
| Tue May 5 | AMD Q1 AH | Data center GPU revenue; MI300X vs. H100 competitive share; key AI chip read after NVDA earnings set the frame earlier |
| Wed May 6 | ADP Employment April | Private-sector jobs preview for NFP |
| Wed May 6 | Disney (DIS) Q2 BMO | Streaming (Disney+, Hulu); theme park attendance (consumer health); linear TV secular decline |
| Wed May 6 | Nikkei + CSI 300 reopen | Japan/China return to markets; first read on how Asia priced the Iran proposal |
| Thu May 7 | Q1 Productivity / Labor Costs (prelim) | Unit labor costs vs. inflation = real wages signal |
| Tue May 5 | RBA rate decision (Australia) | Asia-Pacific central bank reading the Hormuz supply shock |
| Fri May 8 | NFP April | ~73K consensus (vs 178K March); first full post-Hormuz labor month; sets June FOMC probability |
| Fri May 8 | Unemployment Rate April | Whether the jobs deceleration is demand destruction or supply normalization |
| Fri May 8 | UMich Consumer Sentiment | $4.39/gal gas is already showing in soft data |
| ~May 12 | Kevin Warsh Senate vote (expected) | New Fed Chair; his rate-path signal post-confirmation is the next FOMC anchor |
| May 15 | Powell term expires | Formal transition; Warsh era begins |
NFP context: The consensus ~73K for April is a dramatic deceleration from March's 178K. March itself was already a recovery print from February's -133K (strike in healthcare weighed). A print near 73K would validate Powell's "oil shock hasn't peaked, growth at risk" messaging from April 29. A print below 50K would crystallize stagflation as the consensus framing and eliminate any June rate-cut probability. A print above 120K would re-open the "resilient economy" narrative and send the 10Y back toward 4.50%.
Fed transition: Kevin Warsh's Senate Banking Committee voted April 29 (13-11 along party lines); full Senate floor vote expected around May 12. Warsh's communication style — more market-friendly, more data-reactive than Powell — will be the first new Fed signal in years. Markets will listen carefully to any pre-confirmation statements.
Japan/China reopen Wednesday: The first two days of the week have a structural liquidity gap. When Japan returns Thursday (post-Children's Day) and China Wednesday (post-Labor Day), they will absorb the full package: Iran 14-point proposal, Sunday attack, Trump escort program, Palantir/AMD earnings, and ISM Services all at once. Expect the first clean Asia session to be Wednesday.
8. Strategy Signals
| Strategy | Signal | Status |
|---|---|---|
| warflation_hedge | WTI $102, Brent $108, new Sunday attack | ACTIVE. Oil still above $100 despite Friday's -3% decline. New attack is a bid catalyst. Hold energy sleeve through NFP. |
| commodity_supercycle | Hormuz at ~5% of normal per Goldman; UAE out of OPEC; copper AI demand intact | ACTIVE. The structural thesis (supply disruption + demand acceleration) is not resolved by one 14-point proposal. |
| earnings_surprise_drift | AAPL +3% May 1; GOOGL Cloud +63% drift; CAT +79% backlog (record $63B); QCOM +9–16% | ACTIVE. Post-beat drift typically extends 3–5 sessions. AAPL and QCOM are the two cleanest expressions going into the week. |
| ai_infrastructure_layer | ~$700–725B 2026 capex from MSFT/META/AMZN/GOOGL collectively confirmed (MSFT $190B, AMZN $200B, GOOGL ~$185B, META ~$135B); AMD reports Tue | ACTIVE. Picks-and-shovels (QCOM, data center power, cooling, networking) = immediate purchase orders from committed capex. AMD Q1 AH Tuesday is the next data point. |
| momentum | 6 consecutive weekly gains; S&P +10.4% in April; ATH 7,230 | ACTIVE — with caution. Momentum favors continuation. But thin-volume weeks at ATH are where reversals trigger from single headlines. |
| sell_in_may | Entering May at ATH 7,230; historically May–June is the weakest two-month window | WATCH. The classic seasonal signal is engaged. However, NFP and Warsh confirmation are bullish catalysts if they land correctly. Don't act on the signal alone — wait for a technical break or macro deterioration. |
| berkshire_holdings | Abel's first meeting: continuity confirmed, $397B cash, no breakup, AI focus | WATCH. Abel's "patience and discipline" framing with $397B cash is the same compounding machine under new management. No urgency to change positions on Berkshire holdings. |
| buyback_yield_systematic | AAPL $100B new buyback (April 30); V $20B (April 28); BKNG $3.6B Q1 record | WATCH. Three of the largest buyback announcements of the year in a single week. This is a structural tailwind for share-count reduction stories over the next 12 months. |
| defense_budget_floor | $1.5T FY2027 Pentagon budget; CENTCOM Iran military options brief active; PLTR reports Mon | WATCH. Palantir Monday AH is the week's first real-time government defense spend read. LMT, NOC, RTX have been volatile; Palantir's government segment is the cleanest Iran-war AI signal. |
| uranium_renaissance | Every Hormuz escalation reinforces nuclear-as-baseload thesis | WATCH. CCJ/URA recovered from prior-week dip. No new catalyst this week; but any re-escalation of Hormuz crisis is a structural buy signal. |
| vix_spike_buyback | VIX 16.88 Friday close | NOT TRIGGERED. Need VIX >20 for the systematic entry. Sunday's attack might push VIX toward 18, but the threshold requires a real volatility event. Watch if Iran escalates sharply. |
| oil_down_tech_up | WTI still $102; not a trigger | NOT TRIGGERED. The Friday -3% drop gave a partial signal, but oil is not "down" — it is still +60% since the war began. This strategy fires on ceasefire; watch if the 14-point proposal is accepted. |
9. Scenario A / Scenario B / Scenario C
Scenario A: Iran Framework Accepted (25%)
Trump's team and Tehran converge on a modified version of the 14-point plan. A partial Hormuz reopening is announced within 72 hours. Oil retraces $15–20 (WTI toward $82–87; Brent $90–95). Inflation fears recede. The FOMC June cut probability reprices from ~5% toward 30–40%. The S&P trades through 7,400 on the relief.
What changes: warflation_hedge and commodity_supercycle — trim energy sleeve materially. oil_down_tech_up fires. AAPL, GOOGL, AMZN extend their momentum runs on lower energy cost pass-through. NFP May 8 becomes less relevant because the macro overhang shifts.
Scenario B: Diplomatic Limbo, Thin-Volume Drift (45%)
Most likely. Neither side moves quickly — Iran demands reparations and force withdrawal, which Trump cannot accept publicly. The 14-point plan enters a weeks-long back-channel response cycle. Oil stabilizes $100–108 range. Markets drift near ATH on thin volume (Japan/China absent Monday–Tuesday). AMD, Palantir, Disney, and PayPal earnings drive sector rotation, not broad index moves. NFP on Friday becomes the week's hinge.
What to do: Hold all positions. Max 2% tactical sizing on any new entry. The May 2 weekly's guidance applies: "No directional adds before May 8." Cash at 15–17% through NFP. PLTR and AMD are the week's informational reads — both can add or remove conviction on the AI-infra theme without requiring a new position.
Scenario C: Hormuz Re-Escalation (30%)
Sunday's attack is attributed to Iran (or Iranian-backed actors). Trump orders CENTCOM to respond. Brent retests $115–120. PCE at 3.2% + Brent $120 = stagflation narrative locks in. S&P drops 2–3% on the open. VIX spikes through 20, triggering vix_spike_buyback if sustained.
What changes: warflation_hedge extends — maximum sleeve. uranium_renaissance re-bids. defense_budget_floor triggers on PLTR/LMT/NOC. Reduce growth-duration exposure. sell_in_may becomes executable if S&P cracks 7,150.
The Week Ahead in One Paragraph
The market opens Sunday evening from an all-time high — S&P 7,230, Nasdaq ATH, best April in six years — but into the most unusual liquidity structure of 2026: Japan is dark until Thursday, China returns Wednesday, leaving Hong Kong, Korea, and India to anchor Asia alone for the first three sessions. The geopolitical axis is in the most active diplomatic state since the war began February 28: Iran's 14-point war-end proposal (30-day deadline, end blockade, reparations, new Hormuz mechanism) was submitted Saturday through Pakistan, the US replied Sunday, and both sides say "very positive discussions" are happening — but a new bulk carrier attack near Hormuz on Sunday morning is the first material test of whether the ceasefire survives diplomacy's momentum, and Trump's announcement that US Navy escorts begin Monday adds a new unpredictable variable to an already volatile shipping lane. The week's single most important number is Friday's NFP April: consensus ~73K (vs. March's 178K and February's -133K), the first full post-Hormuz employment month, arriving alongside the unemployment rate and UMich sentiment — together, this triple stack will set the June FOMC cut probability and tell us whether Powell's "oil shock hasn't peaked, growth at risk" is already showing up in the labor market. Earnings pivot to the second tier: Palantir (Monday AH) is the defense-AI read in a $1.5 trillion Pentagon budget environment; AMD (Tuesday AH) is the next data-center GPU scorecard after the hyperscalers collectively committed ~$700–725B in AI capex last week; Disney (Wednesday BMO) is the consumer health read; PayPal (Tuesday BMO) checks the cross-border payment pulse through the Hormuz disruption. The Fed transition countdown: Kevin Warsh's Senate vote is expected around May 12 and Powell's term expires May 15 — any pre-confirmation signal from Warsh on his rate-path instincts will move the curve; meanwhile the 10Y sits at 4.39% reflecting a hawkish Fed and 3.2% core PCE, neither of which resolves without a soft NFP or a definitive Iran peace deal.
Sources:
- Iran submits 14-point response to U.S. proposal to end war — NPR (May 2, 2026)
- Trump says he is reviewing a new Iranian proposal to end the war — CNBC (May 2, 2026)
- What's Iran's 14-point proposal to end the war? And will Trump accept it? — Al Jazeera (May 3, 2026)
- Trump expresses doubt that Iran's peace proposal is 'acceptable' — Al Jazeera (May 3, 2026)
- Iran war live: Trump announces plan to escort ships stuck in Hormuz — Al Jazeera (May 3, 2026)
- Ship is attacked near Strait of Hormuz as Iran reviews US response — Washington Post (May 3, 2026)
- Live updates: Bulk carrier reports 1st attack in weeks near Strait of Hormuz — CBS News (May 3, 2026)
- Day 64 of Middle East conflict — CNN live blog (May 2, 2026)
- Berkshire Hathaway annual meeting 2026: Live updates — CNBC (May 2, 2026)
- Greg Abel rules out Berkshire break-up — CNBC (May 3, 2026)
- Berkshire Hathaway highlights CEO transition and Apple investment growth — GuruFocus (May 2, 2026)
- Apple reports second quarter results — Apple Newsroom (April 30, 2026)
- Apple (AAPL) Q2 2026 earnings report — CNBC (April 30, 2026)
- Apple reports Q2 2026 earnings: $111.2 billion in revenue, up 17% — 9to5Mac (April 30, 2026)
- Apple stock rallies on Q2 earnings and Q3 guidance — CNBC (May 1, 2026)
- Tim Cook to become Apple Executive Chairman; John Ternus to become CEO — Apple Newsroom (April 20, 2026)
- Exxon (XOM), Chevron (CVX) Q1 2026 earnings — CNBC (May 1, 2026)
- ExxonMobil reports Q1 2026 earnings — GuruFocus (May 1, 2026)
- Manufacturing PMI at 52.7%; April 2026 ISM Manufacturing PMI Report — PR Newswire (May 1, 2026)
- Stock Market Today (May 1, 2026): Nasdaq, S&P 500 add to banner rally — TheStreet (May 1, 2026)
- S&P 500 closes at a new record to usher in May — CNBC (May 1, 2026)
- S&P 500 Snapshot: Weekly Win Streak Continues — Advisor Perspectives (May 1, 2026)
- Oil prices fall after Iran sends updated peace proposal — CNBC (May 1, 2026)
- GDP Advance Estimate, 1st Quarter 2026 — BEA (April 30, 2026)
- PCE inflation rate March 2026 — CNBC (April 30, 2026)
- Bitcoin price today May 3, 2026: BTC consolidates at USD 78,281 — LatestLY (May 3, 2026)
- Japan Golden Week holiday trading schedule 2026 — IC Markets
- China Labor Day 2026 — China Briefing
- The Week Ahead: May 4–May 8, 2026 — Investor Signals (May 2, 2026)
- Earnings playbook: Palantir and AMD usher in next week — CNBC (May 3, 2026)
- 2026 Strait of Hormuz crisis — Wikipedia
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