S&P 500 Hits 7,200, Big Tech Prints Records, and the World Is Still on Fire — Welcome to the Market
The S&P 500 just posted its best month since 2020 while the U.S. is blockading Iran — and somehow that's bullish
Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| AMD ADVANCED MICRO DEVICES INC | buy | $354.70 | — | — | — |
| CARR CARRIER GLOBAL Corp | buy | $68.26 | — | — | — |
| CAT CATERPILLAR INC | buy | $883.29 | — | — | — |
| PWR QUANTA SERVICES, INC. | buy | $729.22 | — | — | — |
| LUMN Lumen Technologies, Inc. | buy | $9.21 | — | — | — |
| RBLX Roblox Corp | sell | $46.87 | — | — | — |
| RDDT Reddit, Inc. | buy | $164.12 | — | — | — |
| CVX CHEVRON CORP | buy | $190.97 | — | — | — |
| DEO DIAGEO PLC | buy | $80.59 | — | — | — |
April 2026 was the kind of month that makes finance professors cry into their textbooks. The S&P 500 closed above 7,200 for the first time ever, up 10% on the month — its best performance since 2020 — while the U.S. simultaneously maintained a naval blockade of Iran, gas hit $6/gallon in California, and debt crossed 100% of GDP. Totally normal stuff.
The engine? A furious data center buildout dragging everything in its wake. $PWR surged 16%, $CAT jumped 10%, and $CARR popped 9% in a single session. Meanwhile $GOOGL doubled its cloud backlog and $AMD is heading into earnings with 33% projected EPS growth. The combined AI capex of the four hyperscalers clocks in at a jaw-dropping $725 billion for 2026 — roughly 2-3% of GDP — making this the largest infrastructure investment cycle in modern history. The grid, the chips, the cooling systems: it's all getting built, and the market is pricing in every rivet.
Bears keep waiting for gravity. April just handed them a lawn chair and a participation trophy.