4 June 2026 · 09:00 HKT

Market Pulse

The 8 most market-moving stories today, impact-rated and filtered for US equities.

▲ Bullish CONSUMER

Macy's posts strongest Q1 growth in four years, raises guidance despite consumer worries

Macy's Q1 growth exceeded expectations, driven by the company's turnaround efforts and strategic investments. The strong results and raised guidance are likely to boost investor confidence, supporting the stock price.

M
CNBC
▲ Bullish CONSUMER

Ulta shares pop as beauty retailer beats Wall Street expectations and hikes earnings outlook

Ulta Beauty's strong Q1 results and raised earnings outlook are expected to drive the stock price higher, as the company's strategy appears to be paying off. The positive earnings surprise and guidance increase should boost investor sentiment.

ULTA
CNBC
▲ Bullish CONSUMER

Victoria's Secret shares spike 40% after big earnings beat, raised sales outlook

Victoria's Secret's strong Q1 results and raised sales outlook are likely to drive the stock price significantly higher, as the company's turnaround efforts appear to be gaining traction. The positive earnings surprise and guidance increase should boost investor confidence.

VSXY
CNBC
▲ Bullish TECH

HPE shares soar 28% as demand for AI infrastructure powers stellar quarter

HPE's strong Q1 results, driven by demand for AI infrastructure, are expected to drive the stock price higher, as the company appears to be well-positioned in a growing market. The positive earnings surprise should boost investor sentiment.

HPE
Yahoo Finance
▲ Bullish TECH

Marvell shares touch record high after Nvidia's Huang calls it 'next trillion-dollar company'

Marvell's stock price is likely to be driven higher by Nvidia's CEO's positive comments, as investors become more optimistic about the company's growth prospects. The endorsement from a major industry player should boost investor confidence.

MRVL
Yahoo Finance
▲ Bullish FED

Fed’s Powell says rate cut ‘on the table’ as soon as September

The potential for a rate cut as soon as September is likely to drive stock prices higher, as investors become more optimistic about the economic outlook and the prospect of easier monetary policy. The dovish tone from the Fed should boost investor sentiment.

SPY
MarketWatch
▲ Bullish FINANCIALS

Goldman Sachs CEO David Solomon says markets are in 'greed' mode as AI companies seek billions

The comment from Goldman Sachs' CEO suggests that the market is in a state of euphoria, driven by the prospect of AI companies raising billions of dollars. This could lead to a further increase in stock prices, as investors become more optimistic about the growth prospects of these companies.

GS
CNBC
▲ Bullish FED

Powell says labor market not a source of significant inflation pressure

The comment from the Fed Chairman suggests that the labor market is not a significant contributor to inflation, which could lead to a more dovish monetary policy stance. This could drive stock prices higher, as investors become more optimistic about the economic outlook.

SPY
MarketWatch