2 big things that can be seen this week because the S&P 500 wants to extend its historical winning streak

May 4, 2025 by admin

Could the rally S&P 500 go for 10 in a row? The S&P 500 on Friday extended its winning streak to nine sessions in a row. This incredible run, which has not been seen for 20 years, has extinguished all losses since President Donald Trump announced his “mutual” tariffs on April 2. The shares rose to a strong job report on Friday and signed that trade negotiations are progressing. For the week, the S&P 500 rose by almost 3%, while the Dow rose by 3%and the Nasdaq rose by 3.4%. .SPX .ixic, .dji Mountain 2025-04-28 S&P 500, Nasdaq, Dow since April 28, the oscillator S&P again in overbought territory on Friday. It is the sixth session in a row above this threshold. In these times we like to light up shares. Last week we only made one trade. On Monday we booked some profits for crowdstrike after a big run for cyber security. To date, Crowdstrike was our first performer year with a profit of almost 29% compared to loss of 3.3% or almost 7% for S&P 500 and Nasdaq. The quarterly income of Megacap Club names such as Microsoft and Meta platforms also played a role in the market for the market last week. Microsoft and Meta were our two best performers last week, around 11% and 9%. Both management teams helped investors to be concerned that the president's threat would no longer do the trade in artificial intelligence due to higher taxes. Here is an overview of the winnings from these two and the eight other portfolio names that have been reported last week. Tuesday Honeywell: This industrial conglomerate has released a solid quarter, which was emphasized by the calming remarks of management, as the company plans to reduce tariffs. Starbucks: The coffee chain disappointed this quarter. But we don't give up yet. Starbucks' turnaround plan still looks promising under CEO Brian Niccol. Wednesday Microsoft: The software and the cloud giant have proven to be wrong with their quarterly results. The strength in Azure showed how the massive AI investments begin. Meta platforms: The strong quarter of the social media giant calmed short-term tariffs. CEO Mark Zuckerberg said Meta was “well positioned to control the macroeconomic uncertainty”. Thursday Eli Lilly: The drug maker achieved great sales for his GLP 1 franchise, which includes Mounjaro for diabetes and zepbound for obesity. A partnership between the competing Novo Nordisk and CVS Health overshadowed the Solid Quarter from Lilly. We don't worry. Linde: This industrial and engineering office kept its profit strips alive for another quarter. Amazon: The e-commerce and cloud company did not impress its easy instructions. Nevertheless, we have retained our purchase equivalent 1 rating for the share due to growth in two of the high sources of revenue: Amazon Web Services and Advertising. Apple: We are pleased to see that management provides better than expected iPhone sales, but a service flour was a disappointment. Friday Dupont: This quarter was better than expected and was emphasized by a double -digit growth of its electronics business. This department will be included in an independent company in November. Eaton: The manufacturer of Power Management Solutions for AI calculus centers and other commercial markets provided a largely positive first quarter. However, we may have to rethink our position because we also have shares in Dupont and Dover, both of which also have connections to AI trade. In the coming week everything will be about income and the Fed. 1. The Fed of the third political assembly of the Federal Reserve this week begins on Tuesday and ends on Wednesday afternoon when we make the latest interest decision by the central bank. The FED is expected to hold interest rates in the range of 4.25% to 4.5%, as in January and March, as the Fedwatch tool of the CME group shows. The market is in a quarter percentage point -Point reduction at the June meeting of the Fed. Nevertheless, there is a lot to ask at his press conference on Wednesday afternoon. Everything is going on: How did the latest economic data change Powell's evaluation of the effects of tariffs on the double target goals of the FED and maximum employment? Powell said before the FED could be in a “challenging scenario” that brings these goals into harmony – possibly increasing inflation due to tariffs, at the same time slowing down economic growth. In addition, Powell, who are generally asked for his work performance and the role of the independence of the central bank after Trump's attacks. 2. Income A trio from Club -Holdings will report this week: Coterra Energy on Monday evening (with the usual conference call the next morning), on Wednesday morning and Thursday evening on Wednesday morning and Texas Roadhouse. As always, the results of Coterra are influenced by the price of oil and natural gas. The ability of Coterra to shift the production resources to the goods that have the cheapest prices is an advantage. However, there is no such thing that was a hard year for US raw oil prices -partly of demand erosion concerns -while natural gas is basically flat. What we want to see from the company from the company is a continuous ability to deliver strong production and at the same time keep investments in chess – this makes them a disciplined operator. Comments from managers as to whether the uncertain economy is changing its production expectations for 2025 will also be helpful. With Disney's report on Wednesday there are two main questions. First, how is CEO Bob Iger's push of making Disney more profitable, especially in his streaming business? Operating results and margins were a bright spot in his winning report in February. Second, how does the more shaky economic backdrop affect – and a slowdown in tourists who fly to the USA – and affects the themed park and the cruise business? The future -oriented comment from Disney on the health of consumers and all associated changes in the instructions will probably become more important than the numbers themselves. Texas Roadhouse on Thursday will give consumers a further look at the consumer. Will his affordable meals be enough to keep the guests a loud, weather -related start in connection with the first quarter despite the first quarter? Another question is whether the company feels competitive pressure from people like Chilis. While the parent company Brinker plunged the shares last week after its own winning report, the results themselves were better than expected. Other food chains such as chipotle have disappointed this winning season. Week Ahead Monday, May 5 ISM Services PMI AT 10 AM ET BEFORE The Bell: Loews (L), Cummins (CMI), Tyson Foods (TSN), on Semiconductor (On) After the Bell: Ford Motor (F), Mattel (MAT), Palantir (PlTR), Clorox (CLX), Coterra Energy (CTRA), IAC Inc. (IAC), Vertex Pharmaceuticals (VRTX), HIMS & HERS HEALTH (HIMS), Diamondback Energy (Fang), Lattice Semiconductor (LSCC) Tuesday, May 6 Before the Bell: Datadog (Ddog), Ferrari (Race), Constellation Energy (CEG), Marriott International (MAT), Archer-Daniels-Midland (ADM), American Electric Power (AEP), Aramark (Armk), Ball Corporation (Ball), Leidos Holdings (LDOS), Globalfoundries (GFS), Marathon Petroleum (AMPC), Zoetis (ZTS) After the Bell: Advanced Micro Devices (AMD), Super Micro Computer (SMCI), Rivian (RIVN), ARISTA Networks (Anet), Wynn Resorts (Wynn), Devon Energy (DVN), Coupang (CPNG), Electronic Arts (EA), International Flavors & Fragrance (IFF), Mosaic Co. (MOS), Resideo Technologies (REI), Astera Labs (Alb), Coty (Coty) Wednesday, May 7 Federal Reserve Interest Rate Decision at 2 PM et Before The Bell: Disney (Dis), Tripadvisor (Trip), Uber (Uber), Novo Nordisk (NVO), Teva Pharmaceutical (Teva), Unity, Vistra Energy (VST), Barrick Gold (Gold), Bunge (BG), Bloomin 'Brands (BLMN), Johnson Controls (JCI), Emerson Electric (EMR), Owens Corning (OC), New York Times Co. (NYT), Rockwell Automation (ROK), Elanco Animal Health (Elan) Afters: ARM HOLDING (ARM), Doordash (Dash), Skyworks Solutions (SWKS), Applovin (App), Carvana (CVNA), Cleveland-Cliffs (CLF), Axon Enterprise (Axon), Ocidental Petroleum (Oxy), Dutch Bros (Bros), Apace Corp. (APA), AMC Entertainment (AMC), Kyndryl (KD), Fortinet (FTNT), Corteva (CTVA), GXO Logistics (GXO, H&R Black (HRB), CF Industries (CF) Thursday, May 8 initially JObless Claims AT 8:30 Et Before the Bell: Toyota Motor (TM), Anheuser-Busch Inbev (Bud), conocophillips (cop), Warner Bros. Discovery (WBD), Six Flags Entertainment (Fun), Yeti (Yeti), Kenvue (KVUE), Restaurant Brands International (QSR), Papa John's (PZZA), Molson Coors Beverage (Tap), Valvoline (VVV), Planet Fitness (Plnt), Hanesbrands (HBI), Tapestry (TPR), US Foods (USFD), Choice Hotels (CHH) After the Bell: Dropbox (DBX), Expedia Group (Expe), Affirm Holdings, Paramount Global (para), Texas Roadhouse (Txrh), Lyft (Lyft), Coinbase (Coin), Akamai (Akam), TKO Group (TKO), Draftkings (DKNG), Sweetgreen (SG), Toast (Tost), McKesson (MCK), CloudFlare (net), Microchip Technology (MCHP) Friday, May 9th in front of the Bell: AMC Networks (AMCX), EnBridge (EnB), Gogo Inc. (Gogo) (here for a full list of shares in Jim Cramer's non -profit trust.) As a subscriber of the CNB Investitions Club with Jim Cramer, you get a trade in a trade. Jim waits for 45 minutes after he has sent a trade warning before bought or selling a share in the portfolio of his non -profit trust. When Jim spoke about a share on CNBC television, he waits 72 hours after the output of the trade war before he executed the trade. The above -mentioned investment club information is subject to our general terms and conditions and data protection guidelines together with our disclaimer. There is no trust or strategy or is created due to its receipt of information provided in connection with the Investing Club. It is not guaranteed to be a specific result or profit.

The sculpture “Lading Bull” can be seen on April 10, 2025 in the Finanzviertel of New York City in the USA.

Kylie Cooper | Reuters

Could the rally S&P 500 go for 10 in a row?

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