4-30-2026: Mega‑Tech Earnings, AI Capex Boom + Powell Fed Transition
Market Storylines
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8m 1s
Eric Criscuolo, NYSE Market Strategist, recaps a choppy but resilient week as markets balanced Iran headlines, a Fed hold, and a flood of earnings. Mega‑cap tech and semiconductors delivered strong results tied to AI growth, though elevated capital spending sparked mixed stock reactions. The Fed kept rates unchanged amid rising internal dissent, while April closed as the S&P 500’s strongest month since 2020 despite inflation concerns. Looking ahead, investors focus on more earnings, key labor data, and global central bank decisions.
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