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Wall Street weekly recap and next-week setup: $PLTR, $AMD, $RKLB lead a catalyst-heavy watchlist as AI earnings, cannabis policy and space-defense names move back into focus

The week ended May 1 kept the bullish market structure alive. U.S. equities came out of an earnings-heavy stretch with the S&P 500 and Nasdaq still pressing record levels, helped by strong corporate results, renewed confidence around AI infrastructure spending and a late-week easing in crude oil pressure. The market entered May with momentum, and that matters because the old “sell in May” warning is not enough by itself to override a tape that still has earnings, flows and leadership behind it.

Travere Therapeutics ( $TVTX ) after FILSPARI’s FDA approval in FSGS

Travere Therapeutics did not just clear another FDA box on April 13, 2026. It materially changed the shape of its equity story. FILSPARI, already commercial in IgA nephropathy, now has a second FDA-approved kidney disease indication: reduction of proteinuria in adults and pediatric patients aged 8 years and older with focal segmental glomerulosclerosis, or FSGS, without nephrotic syndrome. That is a narrower label than the most aggressive bulls had once hoped for, but it is still a real commercial approval, not a consolation prize, and it makes FILSPARI the first and only FDA-approved medicine for FSGS.

Kodiak Sciences ( $KOD ): GLOW2 hits cleanly, Zenkuda clears the second major diabetic retinopathy hurdle

Positive GLOW2 topline data do more than add one more green headline to the tape. They materially strengthen the diabetic retinopathy package around Zenkuda, reduce the “one-study wonder” risk left after GLOW1, and push the KOD debate toward the next question that really matters: how much value the market should assign to a program that now looks BLA-ready across multiple retinal settings, while still carrying the memory of earlier setbacks and the need to deliver again in DAYBREAK.