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Big Tech Earnings Week Is Here and $MSFT, $GOOGL, $META Have Everything to Prove

MSFT, GOOGL, and META all report Wednesday. Azure is trailing Google Cloud by 10 percentage points. Someone's about to have a very bad morning.

Apr 26, 20261 min read

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Oil at $160, the Strait is Mined, and the S&P Is Somehow Up — Social Sentiment Is Losing Its Mind

Oil's at $160, the Strait of Hormuz is mined, and finance YouTube is screaming 'get your money out.' Meanwhile the S&P is on its longest win streak since 2024. Sure.

Apr 26, 20261 min read

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$NOW Craters 17% While $INTC Moons 15% — AI Is Both the Villain and the Hero This Week

ServiceNow just had its worst day ever. Intel just had its best quarter in years. Both moves were driven by AI. Make it make sense.

Apr 24, 20261 min read

INTC

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$NOW Drops 17% and $TT Is Quietly Mopping Up — Here's What Social Sentiment Is Getting Right

$NOW tanked 17% despite a beat-and-raise quarter. $TT is breaking out on AI cooling demand. And X-Energy's IPO is so hot it burned its own price range.

Apr 23, 20261 min read

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$000660.KS Who? SK Hynix Is the AI Memory Play Everyone's Sleeping On — and It Just Posted a 5x Profit Jump

SK Hynix 5x'd its quarterly profit. Tesla flipped from -$1.9B FCF expectations to +$1.44B actual. The AI trade isn't slowing down — it's just moving to new zip codes.

Apr 23, 20261 min read

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$ALK is bleeding jet fuel and $ITA is quietly becoming the defense ETF everyone needs to own

Alaska Air is drowning in jet fuel at $4.75/gallon while defense ETFs quietly rip higher. The crowd has spoken — and it's not pretty for airlines.

Apr 21, 20261 min read

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13 Green Days, One Blocked Strait, and the Word 'Generational' Is Flying Around Again

NASDAQ closed 13 straight positive days — one of the best runs ever. Then Iran slammed the door on peace talks. Here's what the noise actually means for your portfolio.

Apr 20, 20261 min read

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Intel Hits Dot-Com Highs, Ally Beats, and QVC Dies: Thursday's Wildest Market Moves

QVC filed for bankruptcy (down 92% YTD), Intel just hit its highest level since the dot-com era, and Ally Financial quietly crushed earnings. Here's what's actually happening.

Apr 17, 20261 min read

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Netflix Whiffs on Guidance, Schwab Prints Records, and the Internet Won't Shut Up About Either

Netflix beat Q1 earnings but guided Q2 into a dumpster fire. Schwab printed records and still got punished. Social media has opinions about both.

Apr 17, 20261 min read

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$BAC and $C Are Quietly Having Their Best Quarter in Years — and Nobody's Talking About It

BAC beat on EPS, C posted its best returns in 5 years, and Robinhood just got a 65% upside call. The boring trade is quietly winning.

Apr 15, 20261 min read

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GSAT Doubles, HOOD Rips 10%: The Peace Trade Is Real and These Are Its Biggest Winners

Peace talks sent oil cratering 7% and markets to near all-time highs. Two tickers are cashing in harder than anyone else right now.

Apr 14, 20261 min read

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NVDA, DELL, and LULU Are the Social Sentiment War Room Right Now

NVDA acquisition rumors sent DELL up 7% and HPQ up 5%. LULU is getting dragged by a Texas AG probe. Reddit, YouTube, and X all have takes. Here's the breakdown.

Apr 13, 20261 min read

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