Investment Review №344. A Commitment to Techno-Optimism

21.04.2026 — 7064

• UnitedHealth Group delivered a stronger-than-expected Q1 FY26, with revenue of $111.7bn and adj. EPS of $7.23. Management lifted FY26 adj. EPS guidance.

 

22.04.2026 — 7137

• Intel posted Q1 FY26 revenue of $13.6bn, up 7% YoY, supported by a 22% YoY increase in Data Center & AI. GAAP EPS came in at -$0.73, though the company struck a more constructive forward outlook.

 

29.04.2026 — 7135

• The Federal Reserve, in what marked Chair Jerome Powell’s final meeting as Chair, left rates unchanged at 3.5–3.75% as anticipated, underscoring a continued preference for policy patience in the face of elevated inflation and a still-uncertain geopolitical backdrop.

 

30.04.2026 — 7209

• U.S. GDP expanded 2.0% SAAR in Q1 2026, accelerating from 0.5% in Q4 2025, driven by broad-based contributions from investment, consumption, exports, and government spending.
• Initial jobless claims printed at 189k vs 215k prior (rev.), the lowest level since 1969, reinforcing ongoing labor market resilience.
• Apple posted better-than-expected Q2 FY26 results, with revenue of $111.2bn, up 17% YoY, underpinned by record March-quarter iPhone demand. The company also unveiled a $100bn buyback authorization.