Microsoft Corporation

Alphabet Inc.

Meta Platforms, Inc.

Amazon.com, Inc.

Seagate Technology Holdings plc

NXP Semiconductors N.V.

Visa Inc.

Starbucks Corporation

Bloom Energy Corporation

Robinhood Markets, Inc.

NVIDIA Corporation

Advanced Micro Devices, Inc.

The Coca-Cola Company

General Motors Company

Spotify Technology S.A.

United Parcel Service, Inc.

Corning Incorporated

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: Fed rate hike and megacaps

In trading on April 29, Mark crude oil with delivery in June jumped more than 3% at the moment, reaching a peak of $115.43 per barrel. This is the highest in the last month, Reuters <a href="https://www.reuters.com/business/energy/oil-rises-reports-us-will-extend-iran-blockade-prolonging-mideast-supply-2026-04-29/">points out</a>. At the time of publication, Brent has slowed down a bit - traded at $114.57 per barrel. North American WTI, meanwhile, adds almost 3.5% against the previous close and costs $103.4.

Brent crude oil peaks for the month amid fears of a prolonged blockade of the Strait of Hormuz

UBS Group AG

Deutsche Bank Aktiengesellschaft

Taiwan Semiconductor Manufacturing Company Limited

Arm Holdings plc

The U.S. is preparing for a prolonged naval blockade of the Strait of Hormuz and, at the same time, threatening to sanction banks for transactions with Chinese independent refineries that process Iranian oil in an effort to limit Tehran's revenues. These and other topics are covered in our review of key events for the morning of April 29.

Arab Emirates withdraws from OPEC and OPEC+

The first shipment of liquefied natural gas (LNG) since the war in the Middle East began two months ago appears to have left the Persian Gulf after passing through the Strait of Hormuz, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-04-28/first-lng-shipment-since-iran-war-began-appears-to-exit-hormuz?srnd=homepage-europe">writes,</a> citing ship tracking data.

The first LNG tanker in two months of war has left the Persian Gulf. What about prices?

Europe faces recession if the crisis around the Strait of Hormuz is not resolved within a month, according to Mark Dowding, director of bond investments at RBC BlueBay Asset Management. "I think it will become inevitable," Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-04-27/rbc-bluebay-s-dowding-sees-recession-risk-for-europe-on-iran-war">quoted the </a>financier as saying.

Europe faces recession if Strait of Hormuz crisis not resolved in a month - RBC

Goldman Sachs has raised its oil price forecasts for this year due to production cuts in the Middle East, Reuters <a href="https://www.reuters.com/business/energy/analysts-reassess-oil-price-estimates-iran-conflict-disrupts-markets-2026-04-27/">writes</a>. In the most negative scenario, the bank's analysts admit that in the fourth quarter it will average $120 per barrel, <a href="https://www.ft.com/content/448b06dd-6f8e-455a-add8-3d64e9d96d8b">reports the</a> Financial Times. Supplies through the Strait of Hormuz will only recover by the end of June, Goldman predicted. It previously expected full exports to return in mid-Ma.

Goldman admits oil at $120: he expects supply to recover no sooner than the end of June

Oracle Corporation

Noble Corporation plc

Frontier Group Holdings, Inc.

iHeartMedia, Inc.

Organon & Co.

AppFolio, Inc.

Edwards Lifesciences Corporation

The Procter & Gamble Company

Charter Communications, Inc.

HCA Healthcare, Inc.

Eli Lilly and Company

Novo Nordisk A/S

A morning in New York: in search of new landmarks

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

GE Vernova Inc.

The Boeing Company

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

The truce between Iran and the U.S. that President Donald Trump <a href="https://oninvest.com/article/tramp-prodlil-peremirie-s-iranom-cto-sovetuet-ubs">extended the</a> day before will only be in effect for three to five days, a White House official <a href="https://www.foxnews.com/live-news/iran-us-war-blockade-hormuz-april-22">told</a> Fox News.

Extended truce between Iran and U.S. will last only 3-5 days - Fox News

In the area of the Strait of Hormuz, a container ship was attacked, <a href="https://www.ukmto.org/-/media/ukmto/products/20260422-ukmto_warning_attack.pdf?rev=85f516057e214383a089fb298fe5987c">reported</a> in the Office of Maritime Trade Operations of Great Britain. According to the agency's information, fire was opened on the vessel shortly after an Iranian military boat approached it, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-04-22/container-ship-comes-under-gunfire-near-hormuz-uk-navy-says">noted</a>.

Iran attacks container ship near Strait of Hormuz after Trump extends truce