Here is a short look at the 7 largest companies by market capitalization as of Saturday, April 26, 2025. Additionally, I have included the percentages of their gains on a year-to-date basis. Let's dive into the numbers.
Sen. Elizabeth Warren requests answers from Apple Inc. CEO Tim Cook over alleged influence-peddling between Apple and Trump administration in trade negotiations with China. Tech companies release mixed earnings results.
Shares of health coverage company Centene (NYSE:CNC)
fell 7.6% in the morning session after the company reported a mixed first-quarter 2025 performance: a decline in total customers and a slightly weaker full-year earnings outlook cast a shadow over the results. On the other hand, revenue and adjusted EPS both beat expectations. Overall, we think this was a weaker quarter.
Shares of cable, internet, and telephone services provider Charter (NASDAQ:CHTR)
jumped 11.2% in the afternoon session after the company reported strong first-quarter 2025 results, with earnings and EBITDA exceeding analysts' estimates, signaling improved cost control and solid profit growth. On the other hand, its number of internet subscribers missed. Zooming out, we think this was a decent quarter featuring some areas of strength but also some blemishes.
Shares of freight carrier Old Dominion (NASDAQ:ODFL)
fell 8.7% in the afternoon session after the company reported underwhelming first-quarter 2025 results, as a drop in revenue and earnings weighed on investor sentiment. Revenue fell nearly 6% year on year, driven by a decline in tonnage and shipment counts.
Overall, this was a weaker quarter.
Shares of gaming and hospitality company Boyd Gaming (NYSE:BYD)
jumped 6.8% in the morning session after the company reported strong first-quarter 2025 results, with revenue, EBITDA, and earnings per share all coming in above Wall Street's expectations, despite weather disruptions and a tough comparison to last year's leap year bump. The real story was the 20% jump in online segment revenue, now a vital part of Boyd's growth engine, fueled by higher contributions from digital casino games.
Overall, this quarter had some key positives.
Zoom has been treading water for the past six months, recording a small return of 3.6% while holding steady at $75.22. However, the stock is beating the S&P 500’s 5.3% decline during that period.
Jim Cramer remains bullish on AI infrastructure and data center stocks, arguing they'll rebound strongly if trade tensions ease and AI optimism returns, despite Wall Street's recent doubts.
Despite recession fears and market speculation, tech giants Amazon (NASDAQ: AMZN) and Nvidia (NASDAQ: NVDA) insist that the demand for artificial intelligence data centers remains robust.
Senior equity research analyst, Dan Ives, covering the technology sector at Wedbush Securities doubles down on software amid the intensifying storm of trade and tariffs.
Amid the U.S.-China trade war and economic uncertainty, Intel is seeing unexpected demand for its older chips as businesses prioritize cost and stability over cutting-edge tech.
