Episode
Evening Market Recap - Tuesday, 05-May
- Podcast
- FactSet Evening Market Recap
- Published
- May 5, 2026
- Duration seconds
- 319
- Processing state
not_requested- Canonical source
- https://www.factset.com/podcasts
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Summary
US equities were higher in quiet Tuesday trading as stocks ended a bit off best levels. The Path of least resistance is higher amid confirmation that the US-Iran ceasefire remains intact despite Monday's flare-up in tensions. Strong Q1 earnings and the related AI compute and capex demand narrative are still the big bullish talking point for stocks.