Weekly Roundup

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

PayPal $PYPL Drops 15% After $53B Buyout Collapses

A $53B buyout deal dies, PayPal craters 15%, and Marvell drops 7% despite beating estimates. This week's biggest losers had one thing in common.

Aug 30, 20262 min read

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weekly-roundup

Warsh Hawked, PayPal Tanked: This Week's Biggest Sentiment Swings

Warsh went hawk at Jackson Hole, PayPal lost its takeover glow, and Nvidia added $445B in a single day. Here's everything that mattered.

Aug 29, 20263 min read

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weekly-roundup

Weekly Roundup: AI Earnings Rip, Fed Fumbles, and a Lake Gets Renamed

Nvidia guided 70% growth, Salesforce partnered with Anthropic, and the Fed said nothing useful. A wild week, ranked by who actually moved your portfolio.

Aug 27, 20263 min read

weekly-roundup

Dick's Sporting Goods $DKS Posts Worst Single-Day Drop Ever

Dick's Sporting Goods just posted its worst single-day stock drop ever. The bears are circling, but one very loud bull isn't ready to quit.

Aug 27, 20262 min read

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weekly-roundup

US-Canada Trade War Escalates: $110B Hit to Auto Sector

Canada just went dollar-for-dollar with US tariffs, talks collapsed Saturday night, and the auto sector is staring down a $110B hole. Here's what social sentiment is saying.

Aug 26, 20262 min read

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weekly-roundup

Jackson Hole 2026: Fed Chair Warsh Faces His Riskiest Speech

Kevin Warsh debuts at Jackson Hole with 30-year yields above 5%, US-Canada tariffs escalating, and Iran shutting the Hormuz Strait. No pressure.

Aug 23, 20262 min read

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weekly-roundup

Walmart $WMT Posts Weakest Sales in 6 Years: Consumer Is Cracking

Walmart just printed its slowest sales growth in over six years. The consumer stress isn't coming, it's already here.

Aug 22, 20262 min read

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weekly-roundup

Moderna $MRNA Surges 90% on Melanoma Vaccine Win With Merck

Moderna exploded 90% in a single session after its personalized mRNA cancer vaccine crushed a Phase 3 melanoma trial. Here's what moved and why.

Aug 21, 20262 min read

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weekly-roundup

The Week in Sentiment: OpenAI 2027 IPO, SMCI Cleared, and Costco Goes Medicare

Iran ate all the oxygen this week. Here are the stories that actually matter for your portfolio hiding underneath the Hormuz chaos.

Aug 20, 20262 min read

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weekly-roundup

Moderna $MRNA Surges 133%: mRNA Cancer Vaccine Finally Works

Moderna stock exploded 133% after its mRNA cancer vaccine delivered late-stage trial success. Here's what the data actually says, and whether this rally has legs.

Aug 19, 20262 min read

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weekly-roundup

Weekly Roundup: Iran, Yields at 5.3%, and the AI Money Printer

Iran shut the Strait, the 30-year hit 5.3%, and AI stocks ignored all of it. Your week in markets, explained without the therapy bill.

Aug 18, 20263 min read

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weekly-roundup

Memory Stocks Up 211-653% YTD: Is the Boom-Bust Cycle Finally Dead?

Memory stocks have posted gains of 211-653% this year. The bull case: AI demand has structurally changed the industry. The bear case: we've heard this before.

Aug 18, 20262 min read

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