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Exchange-Traded Funds Higher, Equity Futures Mixed Pre-Bell Wednesday Ahead of Fed Policy Decision

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-- The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.02% and the actively traded Invesco QQQ Trust (QQQ) was 0.3% higher in Wednesday's premarket activity, ahead of the Federal Open Market Committee's policy decision.

US stock futures were mixed, with S&P 500 Index futures up 0.01%, Dow Jones Industrial Average futures retreating 0.03%, and Nasdaq futures gaining 0.3% before the start of regular trading.

The US Federal Reserve's Federal Open Market Committee will make its latest policy announcement at 2 pm ET, followed by a press conference by Fed Chair Jerome Powell.

Mortgage applications declined in the week ending April 24 after a large increase in the previous week, as mortgage rates rose slightly, according to the Mortgage Bankers Association Wednesday.

US housing starts rose to an annual pace of 1.502 million in March, topping forecasts of 1.38 million and increasing from 1.356 million previously.

In March, US building permits fell to an annual rate of 1.372 million, missing expectations of 1.39 million and declining from 1.538 million in the prior reading.

Durable goods orders rose 0.8% in March, beating expectations for a 0.5% increase and marking a rebound from the previous 1.2% drop.

Weekly petroleum stocks data are due to be released at 10:30 am ET, followed by the Atlanta Federal Reserve Survey of Business Uncertainty for April at 11 am ET.

In premarket activity, bitcoin was up by 1.7%. Among cryptocurrency ETFs, the cryptocurrency fund ProShares Bitcoin Strategy ETF (BITO) was 1.8% higher, Ether ETF (EETH) advanced 1.6%, and Bitcoin & Ether Market Cap Weight ETF (BETH) retreated by 0.01%.

Power Play:

Technology

The State Street Technology Select Sector SPDR ETF (XLK) advanced by 0.7%, and the iShares US Technology ETF (IYW) was 0.5% higher, while the iShares Expanded Tech Sector ETF (IGM) was up 0.8%. Among semiconductor ETFs, the State Street SPDR S&P Semiconductor ETF (XSD) increased by 1.6%, while the iShares Semiconductor ETF (SOXX) rose by 1.8%.

United Microelectronics (UMC) shares were up more than 8% in Wednesday's premarket activity after the company reported Q1 earnings and revenue.

Winners and Losers:

Financial

The State Street Financial Select Sector SPDR ETF (XLF) advanced 0.2%. Direxion Daily Financial Bull 3X Shares (FAS) was up 0.7%, while its bearish counterpart, Direxion Daily Financial Bear 3X Shares (FAZ), was 0.6% lower.

UBS Group (UBS) shares were up more than 5% pre-bell after the company reported higher Q1 earnings and revenue.

Industrial

The State Street Industrial Select Sector SPDR ETF (XLI) advanced 0.3%, while the Vanguard Industrials Index Fund (VIS) was flat and the iShares US Industrials ETF (IYJ) was down 1.1%.

AerCap Holdings (AER) stock was up more than 5% before the opening bell after the company reported higher Q1 revenue.

Health Care

The State Street Health Care Select Sector SPDR ETF (XLV) retreated by 0.4%, the Vanguard Health Care Index Fund (VHT) lost 0.3%, while the iShares US Healthcare ETF (IYH) was inactive. The iShares Biotechnology ETF (IBB) was flat.

GSK (GSK) stock was down more than 4% premarket even after the company reported higher Q1 core earnings and revenue.

Consumer

The State Street Consumer Staples Select Sector SPDR ETF (XLP) was down 0.1%, and the Vanguard Consumer Staples Index Fund ETF Shares (VDC) retreated by 0.1%. The iShares US Consumer Staples ETF (IYK) advanced 0.5%. The State Street Consumer Discretionary Select Sector SPDR ETF (XLY) lost 0.4%. The VanEck Retail ETF (RTH) gained 0.1%, while the State Street SPDR S&P Retail ETF (XRT) was 0.2% lower.

Yum China (YUMC) shares were up more than 3% pre-bell after the company reported Q1 adjusted earnings and revenue.

Energy

The iShares US Energy ETF (IYE) was up 0.9%, while the State Street Energy Select Sector SPDR ETF (XLE) was up by 1.2%.

Phillips 66 (PSX) stock was up more than 1% before the opening bell after the company reported it swung to Q1 adjusted earnings.

Commodities

Front-month US West Texas Intermediate crude oil rose by 3.3% to $103.22 per barrel on the New York Mercantile Exchange. Natural gas retreated by 1.3% to $2.66 per 1 million British Thermal Units. The United States Oil Fund (USO) increased by 3.4%, while the United States Natural Gas Fund (UNG) was 1.3% lower.

Gold futures for May were down by 0.7% at $4,576.40 an ounce on the Comex. Silver futures retreated by 0.9% to $73.05 an ounce. SPDR Gold Shares (GLD) was 0.6% lower, and the iShares Silver Trust (SLV) fell by 0.6%.

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Acceleware Enters into Second Farm-In Agreement in Saskatchewan Mannville

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General Dynamics Raises Full-Year Earnings Outlook After First-Quarter Beat; Shares Jump

General Dynamics (GD) increased its full-year earnings outlook after reporting fiscal first-quarter results above Wall Street's estimates, sending the company's shares surging Wednesday.The aerospace and defense company now projects earnings at $16.45 to $16.55 a share for fiscal 2026, up from its previous guidance range of $16.10 to $16.20, President Danny Deep said on an earnings conference call, according to a FactSet transcript. The current consensus on FactSet is for $16.30."Given our strong start, we thought it would be prudent to revise our EPS guidance to reflect our performance thus far," Deep told analysts. "Looking at the year from a quarterly perspective, the first and fourth quarters would represent the high points, favoring the fourth quarter."EPS climbed to $4.10 for the quarter through April 5 from $3.66 a year earlier, topping the Street's view for $3.68. Revenue improved 10% to $13.48 billion, exceeding the average analyst estimate on FactSet of $12.70 billion.General Dynamics' shares were up 11% in Wednesday afternoon trade. The stock has increased 2.9% so far this year.Marine systems business revenue jumped 21% year over year to $4.34 billion in the quarter, while the aerospace division saw an 8.4% gain. Sales in the combat systems and technologies units rose more than 4% each.Orders amounted to $26.6 billion in the quarter on a companywide basis, while total estimated contract value -- the sum of all backlog components -- was $188.4 billion at the end of the quarter. The company said this includes backlog of $130.8 billion.However, General Dynamics saw numerous transactions slow down at the end of the quarter as a result of the conflict in the Middle East, Deep told analysts."We were having a spectacular quarter from an order standpoint across the board here in the US, as well as the Middle East," Deep said. "As the conflict started to take form, we saw some slowing in order intake in the Middle East."Last week, Lockheed Martin (LMT) reported first-quarter results that missed the Street's views, while fellow aerospace and defense companies RTX (RTX) and Northrop Grumman (NOC) delivered beats.Price: $347.32, Change: $+33.64, Percent Change: +10.72%

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Research Alert: CFRA Downgrades Opinion On Shares Of Nucor Corporation To Sell From Hold

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our 12-month target price by $6 to $198, driven by an EV/EBITDA of 8.5x our 2027 EBITDA estimate, which is between NUE's three-year average forward EV/EBITDA of 7.8x and the peers' average of 9.2x. We raise our 2026 EPS estimate by $1.97 to $13.75 and trim 2027 by $0.09 to $13.39. NUE reported strong Q1 results with record steel mill shipments of 7 million tons and a backlog of 4.7 million tonsthe highest since Q2 2021. While management is optimistic about sustained demand from data centers, infrastructure, and the border fence project, we believe current steel pricing dynamics reflect an unsustainable peak. Import penetration has fallen to 15%, aided by aggressive trade enforcement, which has tightened domestic supply and elevated prices. However, we expect competitive pressures to reassert as new capacity starts up in the U.S (including NUE's own West Virginia sheet mill ramping through 2027-2028) adding supply into potentially softer markets. We view the risk/reward as unfavorable at current levels.

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