Weekly Roundup

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

The Week Everything Happened At Once: Oil Shock, Assassination Attempt, and Mag 7 Earnings All Collide

Markets hit all-time highs, someone tried to shoot the president, Goldman hiked oil forecasts again, and five Mag 7 names reported earnings. Totally normal week.

Apr 27, 20261 min read

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weekly-roundup

INTC Hits a Dot-Com High, Semis Are on Fire, and the Fed Is Getting a New Boss — Here's Your Week

Intel erased its dot-com losses in a single session, the Strait of Hormuz is still a mess, and your next Fed chair is basically confirmed. A lot happened.

Apr 27, 20261 min read

INTCAMDARMQCOM

weekly-roundup

Intel's Dot-Com Ghost Is Dead — $INTC Just Had Its Best Quarter in Years and the Semis Are On Fire

Intel erased its dot-com ghost, semis went on an 18-day win streak, and the Strait of Hormuz turned off the global oil tap. Week of April 24th, ranked.

Apr 26, 20261 min read

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weekly-roundup

$INTC just had its best day since 1987 — and the AI chip story is only getting weirder

Intel's best single-day gain since October 1987. Tesla's $3.3B free cash flow swing. A new Fed Chair incoming. This week had everything except a quiet news cycle.

Apr 25, 20262 min read

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weekly-roundup

Intel Beats by 28x, Tesla Prints Free Cash, and the Strait of Hormuz Is Basically a Toll Road Now

Intel beat EPS estimates by 28x. Tesla printed $1.4B in free cash. Oil hit $96. Iran is literally running a toll booth in the Strait of Hormuz. Normal week.

Apr 23, 20261 min read

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weekly-roundup

The Week the Strait of Hormuz Broke Everything — Except $TSLA

Oil above $100, a new Apple CEO, Tesla's jaw-dropping free cash flow reversal, and a Strait of Hormuz standoff that won't quit. Your week in markets, summarized.

Apr 23, 20261 min read

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weekly-roundup

Tim Cook Out, Iran In, and Markets Are Somehow Fine: Your Chaotic Week in Stocks

Tim Cook's out, John Ternus is in, oil swung 7% in a day, and psychedelic stocks somehow had the best week on the board. Normal stuff.

Apr 21, 20261 min read

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weekly-roundup

Oil Surges, Stocks Rip, and Nobody Can Agree If the Strait Is Open — Welcome to Your Weird Week

The Strait of Hormuz opened. Then closed. Then maybe opened again. Oil spiked 5.7%, stocks ripped anyway, and Allbirds pivoted to AI. Normal week.

Apr 20, 20261 min read

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weekly-roundup

Strait Drama, Netflix Trauma, and the S&P 500's Best Week Since 2020 — The Weekly Roundup

S&P 500 posts back-to-back 3%+ weeks, Netflix gets clowned for a $0.06 EPS miss, and Anthropic's new AI model is apparently a hacker. Busy week.

Apr 19, 20261 min read

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weekly-roundup

Iran Peace Hopes Send S&P to 7,000 — But the Oil Market Thinks You're Being Naive

S&P hit 7,001, oil puked 11%, Netflix face-planted 9%, and Iran opened and closed the Strait of Hormuz like it was a convenience store. Weekly roundup.

Apr 18, 20261 min read

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weekly-roundup

Netflix Faceplants, Airlines Soar, and the Strait of Hormuz Is Running the Whole Market Now

Markets hit all-time highs on Iran deal hopes, Netflix whiffed on guidance despite a revenue beat, and the week's wildest trade was a shoe company pivoting to GPUs.

Apr 17, 20261 min read

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weekly-roundup

Sneaker Company Becomes AI Firm, Markets Hit Records, and Jim Cramer Is Losing His Mind: Your Weekly Roundup

A shoe company sold its shoes, Iran almost closed the world's most important waterway, and the Nasdaq posted its longest win streak since 2021. Normal week.

Apr 15, 20261 min read

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