Intel Corporation

SAP SE

Arm Holdings plc

Advanced Micro Devices, Inc.

Alphabet Inc.

MaxLinear, Inc.

Comfort Systems USA, Inc.

Coursera, Inc.

Microsoft Corporation

Mobileye Global Inc.

Keurig Dr Pepper Inc.

Hasbro, Inc.

Dover Corporation

Las Vegas Sands Corp.

Lockheed Martin Corporation

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Capital Markets Research, Freedom Broker.

Morning in New York: Intel and SAP reports will set the tone for trading

NIKE, Inc.

Warner Bros. Discovery, Inc.

Paramount Skydance Corporation

Israel and Lebanon extend a U.S.-brokered truce. Nike will cut staff for the sake of automation. And SpaceX attracted $20 billion as a loan before potentially the largest IPO in history. About these and other topics - in our review of key events for the morning of April 24.

Top story for the morning: SpaceX borrowed $20 billion, Nike to lay off 1,400 people for automation

Apple Inc.

NVIDIA Corporation

Norway's state pension fund, considered the largest sovereign wealth fund in the world, lost 1.9% in the first quarter. That's the worst result since the third quarter of 2023, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-04-23/norway-2-2-trillion-fund-lost-1-9-in-quarter-led-by-tech-slide?embedded-checkout=true">notes</a>. The fund's value fell by NOK1.27 trillion ($137 billion). It was pulled down by investments in U.S. technology stocks and market turbulence due to war in the Middle East, fund manager Norges Bank Investment Management <a href="https://www.nbim.no/en/news-and-insights/the-press/press-releases/2026/negative-return-in-the-first-quarter/">said</a>.

The world's largest sovereign fund has lost almost 2% of its value. What is the reason?

Israel and Lebanon will extend the ceasefire for another three weeks, US President Donald Trump <a href="https://truthsocial.com/@realDonaldTrump/posts/116456113408853958">said </a>on Truth Social. The parties reached <a href="https://oninvest.com/article/izrail-i-livan-soglasovali-10-dnevnoe-prekrasenie-ogna-tramp">an</a> initial agreement on April 16, at which time it was a truce for 10 days.

Israel and Lebanon will extend truce, Trump announced. This is important for negotiations with Iran

U.S. stocks accelerated their decline, with investors focused on reports indicating rising tensions between the U.S. and Iran, MarketWatch <a href="https://www.marketwatch.com/livecoverage/s-p-500-nasdaq-dow-jones-record-highs-close-donald-trump-cease-fire-iran-war-no-timeline?mod=home_lead">explains</a>.

The head of Iran's delegation to the talks walked out of it. U.S. indices intensified their decline

US President Donald Trump - shortly before the start of the April 23 trading session on the US markets - ordered the US military to "shoot and destroy" any boats that plant mines in the Strait of Hormuz. Also against this background, as well as - due to uncertainty about the de-escalation of the situation in the Middle East - the main U.S. stock indices opened with a decline, Reuters <a href="https://www.reuters.com/business/wall-st-futures-slip-investors-pause-clarity-us-iran-war-2026-04-23/">notes</a>.

Trump instructed to 'destroy' ships spreading mines in Strait of Hormuz Stocks fell

Tesla, Inc.

United Rentals, Inc.

Texas Instruments Incorporated

CSX Corporation

ServiceNow, Inc.

International Business Machines Corporation

Southwest Airlines Co.

GE Vernova Inc.

Teleflex Incorporated

Masco Corporation

The Boeing Company

Adobe Inc.

Robinhood Markets, Inc.

United Airlines Holdings, Inc.

Vertiv Holdings Co

Morning in New York: a healthy respite after the rally

The U.S. military reported intercepting two Iranian oil supertankers trying to circumvent the U.S. blockade in the Strait of Hormuz.

US announces interception of two Iranian supertankers. Oil, $104

Foreign investors and wealthy expats have helped Dubai's real estate market become one of the most sought-after in the world. But now, amid the ongoing war in the Middle East, which has put pressure on demand, housing prices in the emirate - for the first time since the 2020 pandemic - have fallen, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-04-23/dubai-home-prices-post-first-declines-after-post-pandemic-boom">writes</a>, citing data from Dubai-based consulting and research firm ValuStrat.

Dubai home prices fall amid war - first time since 2020

Kering SA

LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

Moncler S.p.A.

Burberry Group plc

Brunello Cucinelli S.p.A.

Compagnie Financiere Richemont SA

Hermes International Societe en commandite par actions

Luxury can no longer be bought as a single investment basket - the war in the Middle East has returned it to the category of consumer discretionary, i.e. cyclical consumer sector. Dynamics are again determined not so much by the strength of brands as by tourist flows, currencies and consumer sentiment in the US and China. Alena Nikolaeva, an independent portfolio manager for global markets, wrote for Oninvest how to invest in luxury now that the sector is no longer unified and no longer gives a "quality premium" by default

Why you can't just "buy luxury" anymore: How to invest in luxury brand stocks after the war in the Middle East

The market is in vain ignoring the alarming signal that oil is sending, says former Fidelity portfolio manager George Noble. In his opinion, the war with Iran has exposed a dangerous gap between the physical and "paper" market.

'Revaluation is going to be tough': Wall Street veteran warns of oil market error

S&amp;P 500 and Nasdaq Composite indices reached records. A series of strong company reports and the extension of the truce with Iran have again strengthened the appetite for risk after two days of decline, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-04-21/stock-market-today-dow-s-p-live-updates">writes</a>. At the same time, the situation in the Strait of Hormuz remains tense, accelerating the cost of oil.

'Worst-case scenario is already priced in': US stocks rise to a record high