MarketBeat Week in Review – 05/05 – 05/09

Equities turned bullish this week on renewed hopes for progress in trade deals; next week’s inflation readings could be a market mover

By MarketBeat Staff | May 10, 2025
Comment

This story originally appeared on

Equities moved higher this week as investors cheered news of the Trump administration’s first trade deal. More importantly, talks between the U.S. and China this week may signal more clarity around trading with the country’s largest trading partner.

The trade deal reversed the bearish momentum in stocks after the Federal Reserve left interest rates unchanged. Next week, investors will get the next inflation reading, the April reading of the Consumer Price Index (CPI) and Producer Price Index (PPI). Both numbers are expected to be in line with expectations, which could push future rate cuts later into the year, if at all.

The peak of earnings season is past, but there will still be many names reporting next week. Investors continue to focus less on the headline number and more on the guidance, which has generally been mixed to lower. Without further clarity on trade deals, it could keep resistance on the S&P 500 at around the 5,700 level. You can count on the MarketBeat analysts to keep you informed about the stocks and stories moving the markets. Here are some of our most popular stories from this week.

Articles by Thomas Hughes

is considered a bellwether for the economy. But as Thomas Hughes wrote this week, it appears that the worst has been priced into the stock. This supports his thesis that UPS stock could be set up as a  after a solid earnings report, even if the turnaround will take a couple of quarters to materialize.

One of the hopeful applications for artificial intelligence (AI) is in the area of drug discovery. is a leader in this area. , but Hughes explained why the company’s positive earnings report is stirring interest from institutions and could set the stage for a significant rally.

Speaking of short sellers, Hughes wrote about the on stock. However, Hughes cautioned investors about the prospects for a short squeeze and explained why MNST stock may do just fine without one.

Articles by Sam Quirke

Is the worst behind ? Shares of TSLA stock are . Sam Quirke explained why technical signals and analyst sentiment point to an extended rally in the beaten-down stock.

What a difference a week makes. Shares of stock dropped after a mostly positive earnings report. However, Quirke pointed out the rally in AMZN stock this week as evidence that now that they’ve had a chance to digest the report.

The same can’t be said for . After a post-earnings rally, Quirke explained why and why mixed analyst sentiment is likely to weigh on any immediate upside.

Articles by Chris Markoch

kicked off this week with a blockbuster earnings report. But after the report over concerns about future earnings growth for an objectively overvalued stock. Chris Markoch broke down the report and explained why investors shouldn’t allow traders’ short-term actions to impact their long-term outlook.

Is the magic back for ? It was for at least the past quarter. Disney delivered a stellar earnings report with strong results from its theme parks and a record number of Disney+ subscribers. However, Markoch cautioned investors that sharp price action may not lead .

After delivering a solid earnings report last week, announced it would be gaming console. While this decision shows that Microsoft is not immune to tariff concerns, Markoch explained that the scope of this business shouldn’t be enough to derail the stock’s bullish momentum.

Articles by Ryan Hasson

When you’re a high-flying stock like , earnings reports can make or break short-term momentum. Rocket Lab reported earnings on May 8, but before the report came out, Ryan Hasson outlined the in the report.

One sign that bullish sentiment may be returning to the market is that investors are looking at mid-cap stocks. This week, Hasson analyzed with strong momentum, bullish analyst sentiment, and the potential to move higher.

stock remains under pressure as threats to its massive search business continue to pop up. The latest threat comes from , which is making moves that could remove Google as the default search engine on Safari. But Hasson explained that the company has other revenue levers to pull from, and that’s .

Articles by Gabriel Osorio-Mazilli

Many companies use earnings season as an opportunity to announce share buybacks. That was the case with , which announced an impressive . Gabriel Osorio-Mazilli reminded investors that it’s important to consider why a company may want to buy back its stock. In the case of Wells Fargo, Osorio-Mazilli explained it could be a case of the worst outcome for the bank already being priced in.

One of the most anticipated earnings reports among came from . Osorio-Mazilli , which comes with the hope that the company’s accounting irregularities are behind it.

If the bulls are getting ready to run, the surge in Bitcoin may turn out to be the signal and not more noise. If that’s the case, investors may want to consider Bitcoin-related stocks. Osorio-Mazilli helped you with your research by highlighting that provide indirect exposure with less risk.

Articles by Leo Miller

Many investors are familiar with the idiom of a rising tide lifting all boats. Leo Miller used that thesis to describe the outlook for . AVGO stock is rising after several hyperscalers delivered bullish earnings reports. As Miller explained, it’s not about whether these are Broadcom customers; it’s that the reports are .

As mentioned above, earnings season is a time for buybacks and/or dividend announcements. This week, Miller spotlighted three technology companies that announced .

Even as growth investors come back to the market, it’s still a good market for value hunters. To help the search, Miller analyzed based on a low forward price-to-earnings (P/E) ratio.

Articles by Nathan Reiff

continues to be one of the most popular and polarizing stocks in the quantum computing sector. This week, Nathan Reiff examined the stock’s recent price action and helped investors understand the .

Even though the Magnificent Seven stocks may be struggling to regain their luster, Reiff reminded investors that tech stocks are still in favor. But investors are being more discerning and looking for undervalued stocks that analysts love. With that as the goal, Reiff gave investors and analyst approval.

Another area for tech investors to look for growth is companies that focus on Reiff explained that despite the maturity of the cloud industry, there’s still room for these infrastructure stocks to move higher. Read his article to get three stock picks in this massive space.

Before you make your next trade, you’ll want to hear this.

MarketBeat keeps track of Wall Street’s top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis.

Our team has identified the that top analysts are quietly whispering to their clients to buy now before the broader market catches on… and none of the big name stocks were on the list.

They believe these five stocks are the five best companies for investors to buy now…

Equities moved higher this week as investors cheered news of the Trump administration’s first trade deal. More importantly, talks between the U.S. and China this week may signal more clarity around trading with the country’s largest trading partner.

The trade deal reversed the bearish momentum in stocks after the Federal Reserve left interest rates unchanged. Next week, investors will get the next inflation reading, the April reading of the Consumer Price Index (CPI) and Producer Price Index (PPI). Both numbers are expected to be in line with expectations, which could push future rate cuts later into the year, if at all.

The peak of earnings season is past, but there will still be many names reporting next week. Investors continue to focus less on the headline number and more on the guidance, which has generally been mixed to lower. Without further clarity on trade deals, it could keep resistance on the S&P 500 at around the 5,700 level. You can count on the MarketBeat analysts to keep you informed about the stocks and stories moving the markets. Here are some of our most popular stories from this week.

Join the Conversation
Leave a comment. Be kind. Critique ideas, not people.
Sort: |

Related Content