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GOLDMAN SACHS RAISES S&P 500 YEAR-END TARGET TO 6,100 FROM 5,900
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USTR GREER:

WE WILL TALK TO INDIA’S 🇮🇳 TRADE TEAM TODAY; GLOBAL 10% TARIFF IS STRONG INCENTIVE TO REDUCE DEFICIT

US NOT RELYING ON ANY TRADE PARTNER FOR CRITICAL GOODS

TRUMP TO CONSIDER CHANGE IF WE SEE RESULTS ON FENTANYL
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KeyBanc says the House draft bill to modify IRA provisions brings earlier phase-outs for clean energy tax credits and transferability—seen as a mild negative to neutral for developers like $NEE, $CMS, $XEL. Nuclear names $CEG, $PEG, $DUK could see downside too.
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Citi says proposed IRA changes are less severe than feared for renewables. $FSLR is top beneficiary on tighter FEOC rules and extended support; $RUN gains pricing power. Negative for $ENPH, $SEDG as Section 25D ends after 2025, and for $PLUG on early hydrogen credit cutoff.
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UNITEDHEALTH $UNH SINKS 11% AS CEO STEPS DOWN, OUTLOOK SUSPENDED https://t.co/3GQDa6DBQ2

UNITEDHEALTH $UNH SUSPENDS 2025 OUTLOOK, NAMES STEPHEN HEMSLEY CEO — replacing Andrew Witty, who steps down for personal reasons. Hemsley returns after leading UNH from 2006–2017. Co. cites rising medical costs, especially in Medicare Advantage. Expects to resume growth in 2026 - Wall St Engine
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BARCLAYS EXPECTS US FED TO DELIVER THREE 25 BPS CUTS IN MARCH, JUNE AND SEPTEMBER IN 2026
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Guess nobody told Optimus he’s got smoother moves than half the humans out there!
https://t.co/4oFkWO5kSP
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BARCLAYS DOES NOT EXPECT US 🇺🇸 TO FALL INTO A RECESSION IN H2 2025 VS PRIOR FORECAST OF MILD RECESSION
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INDIA 🇮🇳 TRADE MINISTER TO VISIT US ON MAY 17-20 FOR TRADE TALKS
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JPMORGAN SEES FED RATE CUT IN DECEMBER VS SEPTEMBER PREVIOUSLY; SAYS US 🇺🇸RECESSION RISK IS NOW BELOW 50%
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$UBER CEO DARA KHOSROWSHAHI: YOU WILL SEE AUTONOMOUS VEHICLES IN SAUDI ARABIA THIS YEAR https://t.co/EKunUUepGC
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$AAPL IS WORKING ON TECH TO LET YOU CONTROL DEVICES WITH YOUR MIND

Partnering with brain-implant startup Synchron, Apple is testing a system that helps people with ALS or spinal injuries navigate iPhones and Vision Pro using brain signals. A full launch is still years away, but it's a major step toward hands-free control.
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BOEING: LOOKING TO MAKE SAUDI PART OF F15EX SUPPLY CHAIN
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AT LEAST FOUR CHINESE RARE EARTH MAGNET SUPPLIERS HAVE BEEN GRANTED EXPORT PERMITS BY BEIJING - SOURCES
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APR. U.S. 🇺🇸 INFLATION DATA:

CPI 2.3% YoY, (Est. 2.4%)
CPI 0.2% MoM, (Est. 0.3%)

Core CPI 2.8% YoY, (Est. 2.8%)
Core CPI 0.2% MoM, (Est. 0.3%)
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