Analysts forecast $0.13 EPS and $862M revenue amid robust defense and AI deal flow

Keep Netflix, Roku and Alphabet in your portfolio to take advantage of the growing streaming market, increasing demand and innovative monetization strategies.

Yahoo Finance host Josh Lipton tracks today's top moving stocks and biggest market stories in this Market Minute, including major stock losses for Block (XYZ), Wolfspeed (WOLF) CEO Neill Reynolds' plans to leave his role as chief executive at the end of May, and video game developer Take-Two Interactive (TTWO) delaying the release of its long-awaited Grand Theft Auto VI. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute.

Markets (^GSPC, ^IXIC, ^DJI) opened higher as the S&P 500 hovered above 5,650 level, on track to erase all losses since the April 2nd "Liberation Day" tariff announcement. Ed Al-Hussainy, global rates strategist at Columbia Threadneedle and former economist at the World Bank and International Monetary Fund (IMF), joins Madison Mills on Catalysts to break down what the market's resilience says about growth expectations and trade policy risks. To watch more expert insights and analysis on the latest market action, check out more Catalysts here.

US President Trump's tariff policies have created a challenging environment for business leaders. Here's what some executives are saying about navigating tariffs, including CEOs from Coca-Cola (KO), Starbucks (SBUX), and AstraZeneca (AZN), and top executives at Meta (META), General Motors (GM), and Amazon (AMZN). To watch more expert insights and analysis on the latest market action, check out more Wealth here.

Truist Financial upgraded ServiceNow (NYSE:NOW) to "Buy" from Hold following the software firm's stronger-than-expected first-quarter results. Top-ranked analyst Joel Fishbein raised his price target to $1,200 from $950, suggesting upside of over 25%. ServiceNow shares jumped more than 15% on April 24 after reporting an 18.5% year-over-year increase in revenue and better-than-expected adjusted earnings per share.

Investors breathed a sigh of relief after the latest jobs numbers were released. Palantir's stock carries a hefty multiple that makes it especially vulnerable to downturns in the market. Palantir's May 5 earnings call will shed more light on how the company expects to be affected by the macro environment.

The RSA conference this week didn't deliver much breaking news on cybersecurity stocks but Wall Street analysts came away upbeat on industry trends.

The FDA designation is a step forward for Neuralink as owner Elon Musk faces increasing scrutiny.

Dan Sheridan, CEO of Brooks Running, a subsidiary of Warren Buffett's Berkshire Hathaway (BRK-B, BRK-A), joins Catalysts with Brad Smith and Madison Mills to discuss how the company is navigating tariffs. To watch more expert insights and analysis on the latest market action, check out more Catalysts here.