Weekly Roundup

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

SanDisk $SNDK Surges 35%: AI Flash Memory Demand Is the Real Story

SanDisk jumped 35% this week after its investor day and a JP Morgan upgrade. Here's why the AI flash memory thesis is just getting started.

Aug 17, 20262 min read

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Weekly Roundup: Iran Hormuz Shutdown Drives Oil to $82, Bonds Hit 5.2%

Oil at $82, 30-year Treasuries at 5.2%, and the AI trade refusing to die. Here is what actually moved markets this week.

Aug 15, 20263 min read

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CoreWeave $CRWV +18% on $104B Backlog: AI Infrastructure Euphoria Is Real

CoreWeave projects $3.5B in quarterly sales with a $104B backlog. Super Micro sees $15B next quarter. The AI buildout just refuses to slow down.

Aug 14, 20262 min read

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Adyen $ADYEN Surges 12%: First Acquisitions Signal a New Growth Chapter

Adyen just did something it never does: buy companies. The market responded with its biggest single-day pop in years.

Aug 13, 20262 min read

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Vestas +19%, CoreWeave +12%, ABN AMRO +6%: The Week's 3 Best Earnings Calls

Vestas surged 19%, CoreWeave jumped 12%, and ABN AMRO added 6%. Here's why each one matters and what comes next.

Aug 12, 20262 min read

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ServiceNow $NOW: 25% Revenue Growth and $29B RPO Signal AI Enterprise Dominance

25% revenue growth, $29B in RPO, and 658 customers paying over $5M annually. ServiceNow is the enterprise AI story hiding in plain sight.

Aug 10, 20262 min read

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Hormuz Crisis, July Jobs Miss, and $SPCE: The Week That Broke Markets

The Strait of Hormuz is still closed, the US lost 23,000 jobs in July, and somehow the market celebrated. Here is your BullApe weekly debrief.

Aug 10, 20263 min read

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weekly-roundup

Weekly Roundup: AppLovin +53%, Sweetgreen -15%, and the Week the Market Got Weird

The July jobs miss sent bulls charging, Sweetgreen got taken out by a parasite, and AppLovin quietly posted 53% revenue growth. Here's what actually moved.

Aug 9, 20263 min read

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SpaceX Up 23%, Honeywell Down 18%: This Week's Biggest Movers

SpaceX surged 23%, Honeywell cratered 18%, and a weak jobs report somehow made stocks rally. Welcome to August 2026.

Aug 8, 20262 min read

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Palantir +93% Revenue, PLTR Up 25%: Is the AI Hype Finally Real?

Palantir just posted 93% revenue growth and US commercial sales up 149%. The CEO called AI demand 'otherworldly.' The bears called it overvalued. Somebody is very wrong.

Aug 6, 20263 min read

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SpaceX SPCX Earnings Decoded: The $18B AI Bet Nobody Saw Coming

SpaceX beat on revenue but shocked investors with $18B in quarterly AI capex. The stock fell 7% after hours. Here's what the numbers actually mean.

Aug 5, 20262 min read

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weekly-roundup

The Iran War Weekly: Oil Swings $32, PLTR Soars 17%, and Warsh Fumbles

Palantir surged 17%, Shell doubled its profits, the Dow hit a record, and the Fed's new chair confused literally everyone. Welcome to August 2026.

Aug 4, 20263 min read

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