Global markets rallied this week as a sense of relief washed over investors following efforts by the Trump administration to dial down recent geopolitical tensions. The shift in sentiment sent stocks and bonds higher, with several major companies posting significant gains on the back of earnings reports and strategic developments.

Boeing Takes Flight

Boeing shares soared over 5% after the aerospace giant reported a narrower-than-expected loss for the first quarter. The company posted a net loss of $31 million, a sharp improvement from the $355 million loss a year ago. On an adjusted basis, Boeing lost 49 cents per share, beating analyst expectations of a $1.18 loss, according to FactSet. CEO Kelly Ortberg also announced plans to seek FAA approval to increase production of its 737 Max jets, a move seen as a bullish signal for future growth.

Tesla Surprises Investors—In a Good Way

Despite falling short of Wall Street expectations, Tesla stock jumped more than 7%. The EV maker reported adjusted earnings of 27 cents per share on revenue of $19.34 billion, missing estimates of 39 cents per share and $21.11 billion in revenue (LSEG). Still, investor sentiment remained positive, buoyed by CEO Elon Musk’s announcement that he would significantly reduce his time with the Department of Government Efficiency starting in May—a move interpreted by some as a return to full focus on Tesla’s future.

Eli Lilly Defends Its Turf

Pharma giant Eli Lilly saw its shares climb 2% after it filed lawsuits against four telehealth companies for selling unauthorized compounded versions of its blockbuster drugs Zepbound (weight loss) and Mounjaro (diabetes). Lilly accused the companies of misleading consumers and distributing unapproved treatments, positioning the lawsuits as a defense of both public safety and brand integrity.

BP Gets a Boost from Activist Interest

Oil major BP saw a roughly 2% rise in its stock price after Elliott Management, a well-known activist investor, disclosed a stake of over 5%. The news sparked speculation about possible strategic changes or governance reforms in the pipeline.

SAP Beats on Earnings

SAP shares surged 8% after the software company exceeded first-quarter earnings estimates. The firm posted a profit of €1.44 ($1.64) per share, compared to the €1.32 analysts had expected. Though revenue came in slightly below forecasts, the strong earnings performance stole the spotlight.

Bristol Myers Squibb Stumbles

It wasn’t all good news: Bristol Myers Squibb stock fell nearly 4% following a disappointing update on its schizophrenia treatment Cobenfy. The drug failed to meet key statistical benchmarks in a Phase 3 trial, dampening investor enthusiasm.

Capital One Impresses the Street

Capital One Financial gained about 3% after delivering better-than-expected Q1 results. The credit card company reported adjusted earnings of $4.06 per share, outpacing the $3.71 estimate from analysts. Several Wall Street firms, including Bank of America, responded by raising their price targets on the stock.

GE Vernova Powers Up

Shares of GE Vernova jumped more than 7%, even as the company warned of a potential $400 million tariff hit. Investors remained optimistic after the company reaffirmed its 2025 financial targets, including up to $37 billion in revenue and $2.5 billion in free cash flow.

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Investor optimism returned in force this week, driven by strong earnings, strategic clarity, and a cooling of international tensions. With companies across sectors—from tech to pharma to energy—delivering encouraging news, market momentum appears to be back on track, at least for now.