Welcome to Bull Street Buzz — Friday, May 1st 2026, 9:10pm — Sources: Anthropic potential $900B+ valuation round could happen within 2 weeks - TechCrunch — Bank of America resets Microsoft stock forecast after earnings - thestreet.com — Dow surges nearly 800 points, S&P 500 posts first close above 7,200 and best month since 2020: Live updates - CNBC — Stock Market News, April 30, 2026: Dow rises 790 points, S&P 500 and Nasdaq close at records as GDP data shows the U.S. economy continues to grow; Big Tech slips; oil falls back from four-year high; Alphabet shares jump as Meta falls - MarketWatch