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← All posts
Weekly Roundup
The week's biggest sentiment movers, and which of last week's calls actually played out.
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.
2 min read
MRNAMRKDE
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.
2 min read
SMCICOSTTSMMSFT
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.
2 min read
MRNAMRK
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.
3 min read
QQQSNDKMUMRVL
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.
2 min read
SNDKMUWDCMRVL
weekly-roundup
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.
2 min read
SNDKMSFTPLTRWDAY
weekly-roundup
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.
3 min read
WDAYSNDKCRWVCSCO
weekly-roundup
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.
2 min read
CRWVSMCIAMATWDAY
weekly-roundup
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.
2 min read
weekly-roundup
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.
2 min read
CRWV
weekly-roundup
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.
2 min read
INTCAAPLGMEEBAY
weekly-roundup
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.
3 min read
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