Weekly Roundup

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

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

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.

Aug 10, 20263 min read

LMTRTXGOOGLSG

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

APPSGPLTRMU

weekly-roundup

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

SPCXHONMELILYFT

weekly-roundup

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

PLTRDASHSOUN

weekly-roundup

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

SPCXPLTRAMDAVGO

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

PLTRSHELXOMCVX

weekly-roundup

The Week's Biggest Sentiment Winners: AI Splits, Boeing Flies, Amazon Hits $3T

Amazon joins the $3T club, Boeing finally gets its MAX 7 cert, and the Fed somehow made yields go up by holding rates steady. Week in review.

Aug 3, 20262 min read

AMZNGOOGLMSFTMSTR

weekly-roundup

Apple Missed Services, Lost China, and Still Fell 9%: Now What?

AAPL cratered while AMZN surged 17%. This week's earnings season drew a hard line between AI winners and everyone else.

Aug 2, 20263 min read

AAPLAMZNMSFT

weekly-roundup

Fed Holds at 3.5-3.75% But Three Hawks Voted to Hike: What's Next

Three Fed members voted to hike. 30-year yields hit their highest since 2007. Kevin Warsh just had the most complicated debut of any Fed chair in recent memory.

Jul 31, 20262 min read

AMZNMSFTAAPLMETA

weekly-roundup

Microsoft $MSFT Azure Hits $100B: The One Earnings Winner This Week

Azure grew 43%, Copilot hit 30M paid seats, and $MSFT rallied after hours. It was the only unambiguous win in a brutal earnings week.

Jul 30, 20262 min read

MSFTMETAQCOM

weekly-roundup

Rotation Out of Tech Into Dow Stocks: 5 Charts to Watch

Semis are getting crushed while Dow names pop. The broadening trade is back, and it's picking real winners and losers.

Jul 29, 20263 min read

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