Weekly Roundup

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

SMH ETF Falls 7.2% in 6 Days: Is the Chip Selloff Over?

The SMH ETF just posted its longest losing streak since May. Broadcom's CEO called AI a casino. And somehow the S&P 500 is barely down. Here's what actually happened.

Oct 14, 20263 min read

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weekly-roundup

JPM Missed, WFC Beat: Bank Earnings Divide Wall Street

JPM whiffed on trading revenue, WFC quietly beat, and Broadcom's CEO called AI a casino. Welcome to the choppiest earnings week of the year.

Oct 13, 20262 min read

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weekly-roundup

PTC Surges 35% on $23B Schneider Deal: Week's Biggest Winner

PTC hit its best week since June 2000, Intel had its worst since July, and Humana popped 11%. Here's everything that moved the needle this week.

Oct 11, 20262 min read

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weekly-roundup

Starbucks Eyes Chipotle in Biggest Restaurant Deal Ever

Chipotle surged 6% on merger buzz while Starbucks slid 2.5%. The deal would shatter restaurant M&A records, but does the math actually work?

Oct 10, 20262 min read

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Intel $INTC Falls 12% in Its Worst Week Since July 2026

This week's stock movers told a brutal story: one industrial software name had its best week since 2000, while two chip names got absolutely humbled.

Oct 10, 20262 min read

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weekly-roundup

Weekly Roundup: AI Stocks Crack, Energy Rips, and the Market Shrugs

AI stocks got wrecked, energy names printed money, and consumer confidence hit a 12-year low. Here's everything that moved markets this week.

Oct 9, 20262 min read

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PEP Cuts EPS Guidance to 1-2%: Is Pepsi's Snack Empire Crumbling?

PepsiCo slashed its profit outlook as consumers walk away from packaged snacks. Coke is outperforming by a mile. Is this a blip or a brand crisis?

Oct 8, 20262 min read

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Iran War Weekly: Supertanker Rates Up 10x, S&P Still Hits Records

Supertanker rates hit $76M. The S&P hit 7,819. The VIX fell anyway. This week's sentiment data had all the tells.

Oct 8, 20262 min read

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weekly-roundup

Foxconn Beats $95.4B Revenue But Margins Are the Real Story

Foxconn crushed revenue estimates at $95.4B on AI hardware demand, but the quant model flashed red on EPS revisions. Here's what the bulls are missing.

Oct 6, 20262 min read

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