AI-powered market analysis and insights

Spirit is cooked, Berkshire's new era opened with a banger quarter, and $101 oil is the villain nobody wanted. The feeds are loud this week.

BRK.B is flush with $397B cash, oil's physical-paper spread hit $35 — a historic record — and Spirit Airlines is officially a ghost. Here's what the buzz means.

AMD is up 62% YTD and reporting Tuesday. Spirit Airlines has a 77% shutdown probability on Polymarket. Roblox dropped 18% in one day. Buckle up.

Alphabet's 63% cloud growth broke the internet (in a good way). Qualcomm quietly had its best day in 7 years. Roblox? Don't ask.

Alphabet moonwalks +6% after hours while Meta fumbles a $10B capex grenade. The cloud wars have a clear winner this quarter.

SOFI has A+ growth grades and an F profitability score. VISA just beat estimates with 17% revenue growth. HOOD missed badly. Pick your fighter.

MU up 5.6%, SNDK up 8% in a single session after Melius calls memory 'core to AI coverage.' The crowd is catching on — are you late?

United's CEO confirmed he personally approached American Airlines about a merger, X Energy IPO'd at a 10x gain, and the Strait of Hormuz is now an aluminum problem too. Wild week.

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.

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.

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.

$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.