Weekly Roundup

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

Dell $DELL Raises AI Server Target to $74B, Stock Surges 16%

Dell crushed earnings by nearly $3 a share and raised its AI server revenue target to $74B. The market rewarded it with a 16% pop. Here's why the story isn't over.

Sep 4, 20262 min read

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weekly-roundup

Apple $AAPL CEO Transition: What Ternus Inherits and What He Must Fix

John Ternus is officially Apple's CEO. Tim Cook isn't really leaving. And next week's event could quietly reshape the entire iPhone lineup.

Sep 3, 20262 min read

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weekly-roundup

September Dread: Tom Lee's 10% Pullback Warning and 5 Stocks to Navigate It

Tom Lee was right about August. Now he's warning September could get choppy. Here's what the sentiment data and macro setup actually mean for your portfolio.

Sep 1, 20262 min read

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weekly-roundup

Fed's Warsh Just Killed the Rate Cut Party: 5 Stocks to Reposition Now

Warsh said the quiet part loud at Jackson Hole. Inflation at 3.7%, 54% of PCE components still rising, and a September hike now a coin flip. Here's what to do.

Aug 31, 20262 min read

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weekly-roundup

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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