AI-powered market analysis and insights
Oil near $97, gas at $4.55, pizza chains cratering, and the equal-weight S&P at a YTD relative low. The market isn't broken — it's just very, very picky.
Goldman's sentiment gauge hits 1.7. Hedge funds dump tech at 2021 levels. S&P and Nasdaq hit all-time highs anyway. The market is absolutely unhinged right now.
The S&P 500 and Nasdaq just hit all-time highs while the Strait of Hormuz stays closed and Citadel's Ken Griffin quietly warns of global recession. Normal stuff.
A $35 gap between paper and physical oil prices. $397B in Berkshire cash. Semis at ATH vs SPY. The market is screaming something. Are you listening?
Greg Abel's debut as CEO came with $397B in cash, 18% earnings growth, and a blunt warning that now is not the time to deploy it. The Oracle still agrees.
S&P above 7,200. NASDAQ at records. Apple buying back $100B. Oil spiking. Iran blockaded. Markets said 'sure, fine' and ripped higher anyway.
WTI at $103, Powell's final bow at the FOMC, and Uber trying to become the app that does everything. Markets have a lot to process.
A WSJ report on OpenAI missing targets cratered semis 4%, but big tech earnings season and $65B in collective capex commitments say the AI story isn't over.
S&P 500 hits record highs, Philly Semi is up 37% in April alone, and oil is surging past $108. Markets are somehow the calmest thing happening right now.
The Fed's holding rates, five Mag 7 names are reporting, and China's bond yields just flipped the script on 20 years of history. Your market roadmap for the week.
The S&P 500 is flirting with record highs while the biggest energy disruption in human history plays out in real time. Sure, totally normal.
Intel's up 121% YTD, Google's writing $40B checks to Anthropic, and the Strait of Hormuz may never fully reopen. Normal market stuff.