Weekly Roundup

The week's biggest sentiment movers, and which of last week's calls actually played out.

Chip Stocks Drop 4.5% — AMD, Intel Crack as Samsung Disappoints

Samsung posted a near 19-fold profit surge and still crashed 10%. Chip stocks got obliterated. Here's what the carnage actually means.

Jul 8, 20261 min read

INTCAMDMUNVDA

weekly-roundup

Hormuz Closed 3 Weeks — Oil Risk Is Severely Underpriced

Mines, missile strikes, and a dead Supreme Leader. The Strait of Hormuz is a mess — and oil markets are barely pricing the risk.

Jul 7, 20261 min read

XOMCVXRIVNFISV

weekly-roundup

BNPL Is Now 8% of US Online Spending — Private Credit Wants In

BNPL hits 8% of US online spending. Private credit smells opportunity. Here's why Wall Street is suddenly obsessed with your Klarna checkout.

Jul 7, 20261 min read

AFRMPYPL

weekly-roundup

EasyJet £5B Takeover Sparks European Aviation M&A Wave

EasyJet finally said yes to a £5B+ takeover, and the ripple effect across European aviation is real. Here's what the social buzz is telling us.

Jul 6, 20261 min read

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weekly-roundup

War, Gold, and SpaceX: The Week the Market Stopped Pretending Geopolitics Doesn't Matter

Khamenei's death rattled global markets, gold cratered 28% after a record high, and SpaceX gatecrashed the Nasdaq 100. Your weekly chatter breakdown.

Jul 5, 20261 min read

GLDQQQMUCMRE

weekly-roundup

Meta Surges, Chips Sizzle, Dow at Record: Why Markets Shrug Off Chaos

Tech tumbles, Meta moonwalks, and the Dow hits fresh highs — all while retail investors pile into leveraged chip ETFs like it’s 1999.

Jul 4, 20261 min read

METAMUSNDKAAPL

weekly-roundup

The Week the Market Split in Two: Dow Record Highs, Chip Chaos, and an Iran Deal Nobody Fully Believes

The Dow hit a record, the Nasdaq stumbled, and the SOX index had a full emotional breakdown — all in four days. Here's what actually mattered.

Jul 3, 20261 min read

AAPLMUSNDKMETA

weekly-roundup

Iran War, AI Boom, and a Jobs Miss Walk Into a Bar — Markets Buy a Round Anyway

US strikes Iran, Tesla delivers 480K vehicles, and the Russell hits records above 3,000. Somehow Wall Street is vibing. Here's the full chaos debrief.

Jul 2, 20261 min read

TSLARIVNMETAGOOGL

weekly-roundup

Meta's Cloud Pivot, Iran's Tanker War, and the AI Trade That Won't Quit: Your Week in Chaos

META popped 9% on a cloud business nobody saw coming. Chip stocks had their best quarter ever, then immediately dunked on retail latecomers. Iran blew up a tanker. Normal week.

Jul 2, 20261 min read

METAAMDMUGLW

weekly-roundup

Chips Are Having Their Best Quarter Ever and the Internet Won't Stop Talking About It

Chip stocks just had their best quarter ever, Iran almost shut down global shipping, and the Fed kept its independence. Wall Street's been busy.

Jul 1, 20261 min read

TSMKLACASMLAMAT

weekly-roundup

Missiles, Spinoffs, and Market Mayhem: The Week the World Forgot to Check Its Portfolio

Iran, spinoffs, AI layoffs, and a Fed that kept its job. The week had everything except a calm news cycle.

Jun 30, 20261 min read

CMCSACNXCAVAVGOOGL

weekly-roundup

The Iran War Is Breaking Everything — Here's What Social Sentiment Is Actually Telling You

US-Iran war broke the Strait of Hormuz, Nasdaq dropped 4.5%, and leveraged ETFs dumped $45B in a single session. Here's what the internet is actually saying about all of it.

Jun 28, 20261 min read

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