One mega-cap just showed that strong execution can still quiet a big management change. Another company is growing fast without burning cash to do it, while a cloud name that the market ignored for months just got a reason to matter again. The setup here is one steady buy, one high-growth buy, and one rerating story worth catching early.
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Futures at a Glance📈
Futures are edging higher after the S&P 500 closed out April at another record, with Apple helping keep the tech mood upbeat into Friday. The rally still has momentum, but after a monster month, traders may need fresh earnings and manufacturing data to keep the sprint going.
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What to Watch
Earnings (Premarket):
• Exxon Mobil Corporation [XOM]
• Chevron Corporation [CVX]
• Linde plc [LIN]
• Aon plc [AON]
• Colgate-Palmolive Company [CL]
• TC Energy Corporation [TRP]
• NatWest Group plc [NWG]
Earnings (Time Not Supplied):
• Berkshire Hathaway Inc. [BRK.A][BRK.B]
• ING Group, N.V. [ING]
Economic Reports:
• S&P final U.S. manufacturing PMI (final) (April): 9:45 am
• ISM manufacturing (April): 10:00 am
Elite Trade Club Insider
Eight Insider Sales Just Hit One Energy Name
Four senior insiders at one oil stock sold a combined $5.6 million worth of shares across two straight sessions, even as a bank director lined up another $3.4 million sale with the stock near fresh highs.
Insider readers will see where leadership is cashing in while the market keeps celebrating fresh all-time highs.
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Consumer Technology
Apple Delivers the Kind of Quarter That Keeps the Transition Calm
Apple Inc. (NASDAQ: AAPL) gave investors the cleanest thing possible ahead of a CEO handoff: a strong quarter and even stronger guidance. EPS came in at $2.01 versus $1.95 expected, revenue reached $111.18 billion against the $109.66 billion consensus, and the company guided for 14% to 17% revenue growth in the June quarter, well above the roughly 9.5% growth Wall Street had been modeling.
The details were strong almost everywhere. Services revenue hit $30.98 billion, topping estimates and helping gross margin rise to 49.3%. Mac, iPad, wearables, and services all beat expectations, even though iPhone revenue of $56.99 billion came in just below the $57.21 billion estimate. Apple also authorized another $100 billion in buybacks and raised its dividend by 4%.
The main wrinkle is cost pressure. Management said memory prices are rising and that the impact will be larger in the current quarter. But right now, the market seems more focused on the fact that Apple is still growing double digits, still expanding margins, and still entering a leadership transition from a position of strength.
My Take For You: This was exactly the report Apple needed. Strong guidance, broad-based strength, and no real sign that the leadership transition is disrupting the business.
My Verdict: Buy this. The risk is that higher memory costs and supply constraints start squeezing margins harder in the next few quarters.
Internet Platforms
Reddit Is Starting to Look Like a Rare Combination of Growth and Discipline
Reddit Inc. (NYSE: RDDT) just delivered one of the strongest reports in the group. Revenue jumped 69% year over year to $663 million, far above the $611 million estimate, while EPS of $1.01 crushed the $0.58 consensus.
The company also guided second-quarter revenue to $715 million to $725 million, ahead of the $712 million estimate, and forecast adjusted EBITDA of $285 million to $295 million, comfortably above expectations.
What makes this more interesting is how efficient the model still looks. Reddit said capital expenditures were just $1 million in the quarter, while record cash flow topped $300 million.
Daily active unique users rose 17% to 126.8 million, ahead of estimates, and ARPU came in at $5.23, well above the $4.81 consensus. That means the company is not just growing users. It is monetizing them better too.
The stock’s 17% premarket jump is large, but the setup is cleaner than many high-growth internet names because Reddit is showing strong advertising growth, real profitability, and low capital intensity at the same time. That is unusual, and the market is noticing.
My Take For You: This is no longer just a niche social platform with a good ad cycle. It is turning into a highly efficient digital ad and data business with real operating leverage.
My Verdict: Buy it. The risk is that a stock with this kind of post-earnings gap becomes volatile if user growth or ad demand cools even modestly.
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Software
Veeva Systems Just Picked Up a New Reason for Investors to Look Again
Veeva Systems Inc. (NYSE: VEEV) is getting a fresh wave of attention after being added to the S&P 500, replacing Coterra Energy effective May 7. That matters on its own because index inclusion can create mechanical buying and bring new attention to a stock that has spent months getting dragged down with the broader cloud software selloff.
The timing matters even more because Veeva had already been showing decent business momentum. In March, the company reported 16% growth in both quarterly and full-year fiscal 2026 revenue, helped by rising subscription sales.
It also recently acquired Ostro, an AI-driven brand engagement platform for life sciences, which fits cleanly with Veeva’s position as a specialized software and data provider for pharma and biotech clients.
At around 17.6x forward earnings based on the figures you provided, the stock now looks more reasonable than many software peers after falling nearly 29% this year. That is why the S&P inclusion matters beyond just passive buying. It is landing on a name that already looked beaten down relative to its niche and customer base.
My Take For You: This is the kind of stock that can rerate when sentiment shifts because the business never really broke. The market just stopped caring for a while.
My Verdict: Buy this. The risk is that the index bump fades quickly and the broader software group stays under pressure.
Poll: What do you check first on a Friday morning?
Movers and Shakers
Atlassian [TEAM]: Premarket Move: +23%
Atlassian is ripping because this quarter reset the story. Revenue hit $1.787 billion, up 32% year over year, cloud revenue rose 29% to $1.132 billion, and non-GAAP operating margin reached 34%.
The bigger clue is that customers are signing larger, longer commitments, which gives this move real weight.
My Take: Buy it. A software stock that puts up this kind of growth and margin expansion after getting crushed usually has more room to run.
Roblox [RBLX]: Premarket Move: -23%
Roblox is getting crushed because the market cares more about the lowered outlook than the headline growth. Yes, revenue rose to $1.4 billion and bookings reached $1.7 billion, but management cut full-year guidance and said safety changes are slowing growth.
Daily active users also fell to 132 million, showing the pressure is not theoretical.
My Take: Stay away for now. This is not the kind of dip I would rush to buy when guidance is going the wrong way and user growth is slipping.
Twilio [TWLO]: Premarket Move: +20%
Twilio is flying because this was not a small beat. Revenue came in at $1.41 billion, up 20%, adjusted EPS reached $1.50 versus $1.27 expected, and the company raised its 2026 revenue-growth forecast to 14% to 15% from 11.5% to 12.5%.
After years of mixed execution, the market is finally being shown a cleaner growth-and-profit story.
My Take: Buy the strength. This looks like a real rerating, and I would stay long unless the open completely fails.
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Everything Else
📘 Fed-cut winners are coming into focus, as investors look for high-quality stocks that could attract early capital when the next easing cycle begins.
🛂 Congress is wrestling with DHS and TSA funding, putting another budget fight around travel security in focus.
💼 CEO pay grew far faster than worker wages in 2025, keeping the compensation gap front and center.
🚙 Rivian renegotiated its DOE loan and adjusted capacity plans for its Georgia plant as it continues to manage expansion more carefully.
📉 Meta sold $25 billion of bonds after lifting its 2026 capital spending plan to as much as $145 billion, underscoring how aggressively it is funding AI infrastructure.
💾 SanDisk posted a strong quarter tied to the AI boom, with long-term contracts and a sizable buyback helping support the story.
That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.
Best Regards,
— Adam Garcia
Elite Trade Club
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