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Source document· April 30, 2026

Stocks Rally as Nasdaq 100 Posts a New Record High on Tech Earnings

View original at nasdaq.com
Stocks Rally as Nasdaq 100 Posts a New Record High on Tech Earnings The S&P 500 Index ($SPX) (SPY) today is up +0.39%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +1.20%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.17%…
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  • Unchanged interest rates are a reasonable place to be.

    60% confidence
  • Powell will continue to serve as Fed Governor for a period of time to be determined after his chair term ends.

    60% confidence
  • The economic growth outlook is highly uncertain and will depend on how long the war in the Middle East will last, how strongly it affects energy and other commodity markets, as well as global supply chains.

    60% confidence
  • The upside risks to inflation and the downside risks to growth have intensified.

    60% confidence
  • Incoming information suggests the conflict is weighing on economic activity, surveys point to slowing growth, and consumers and businesses have become less confident about the future.

    60% confidence
  • Qualcomm is excited about its entry into data centers, where a leading hyperscaler custom silicon engagement is on track for initial shipments later this year.

    60% confidence

Data points we hold from this source

Federal Reserve · fomc rate cut probability next meeting3 percent
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
We flag conflicts openly ›
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Checked against the original source
4,978
facts traced to their source — and we flag the ones that don't hold up.
101 entities tracked4,978 facts checked against source5,251 source documents archived
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Stocks Rally as Nasdaq 100 Posts a New Record High on Tech Earnings — Source | Via News | ViaNews Market