LSEG Data & Analytics
May 10, 2026
The Day Ahead North America
Daily UpdateEquitiesRates Govt BondsCommoditiesInformation TechnologyFinancials
The S&P 500 and Nasdaq reached record highs led by AI stocks and strong jobs data, while investors monitored renewed U.S.-Iran tensions and upcoming inflation reports.
Key Takeaways
- 1.U.S. equity markets reached record highs led by AI-related technology stocks and a resilient labor market.
- 2.Intel has secured a preliminary deal with Apple to manufacture chips, significantly boosting its foundry business efforts.
- 3.Renewed U.S.-Iran hostilities have introduced volatility in oil and gold, though markets maintain hope for de-escalation.
Table of Contents
- MARKET RECAP at 4 pm ET
- Coming Up - On Monday
- Coming Up - Week Ahead
- Market Monitor
- Top News
- Insight and Analysis
- CANADA
- WEALTH NEWS
- ON THE RADAR
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Authors
Ashitha Salus
Securities
NVDAAAPLINTCEXPEEnbridge
Themes
AI-Driven Market GrowthGeopolitical Volatility (U.S.-Iran)Labor Market Resilience vs. Central Bank Policy
Regions
North AmericaLatin AmericaMiddle EastUnited StatesCanadaIran
