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weekly-roundup

Inditex, Burberry, LVMH: Luxury Is Cracking Under Its Own Weight

Strong sales, falling stocks. Luxury's cost problem is real, China demand is soft, and HSBC just waved the white flag on two of the biggest names.

Sep 9, 20262 min read

weekly-roundup

The Week That Was: Hormuz, $QCOM, and a VIX That Won't Sit Still

The internet was loud this week. Hormuz stayed shut, Qualcomm popped 9%, and the VIX quietly reminded everyone it still exists.

Sep 8, 20262 min read

QCOMNVDAGEAAPL

weekly-roundup

Bloom Energy $BE Joins S&P 500 With 166% Revenue Growth

Bloom Energy exploded after S&P 500 inclusion, Nvidia's moat is quietly shrinking, and Japan's wages just hit a 30-year high. Here's what the crowd was watching.

Sep 8, 20262 min read

NVDASAMTAP

weekly-roundup

Apple's $2,400 Foldable iPhone: Big Bet or Big Flop for $AAPL?

Apple's foldable iPhone drops at $2,400 and Pro models may jump $200 more. Is this a revenue windfall or a consumer revolt waiting to happen?

Sep 7, 20262 min read

AAPL

weekly-roundup

Snowflake $SNOW Surges 21%: Is the Software Ice Age Finally Over?

Snowflake exploded 21% on monster earnings. Lululemon face-planted 15%. The market is separating winners from wishful thinking fast.

Sep 6, 20262 min read

SNOWLULUCRMADBE

weekly-roundup

NVDA Acquires Hugging Face for $12.9B: The Defensive Play Nobody Saw Coming

Nvidia just dropped $12.9B on Hugging Face. The move looks offensive on the surface, but read the fine print and it's pure defense.

Sep 5, 20262 min read

NVDASNOW

weekly-roundup

Apple's $2,400 Foldable iPhone: 6.5M Units and $14B in One Quarter?

Apple's foldable is coming in hot at $2,400. Morgan Stanley projects 6.5M units and $14B in revenue in Q4 alone. The question is whether supply can keep up.

Sep 5, 20262 min read

AAPL

weekly-roundup

Dell $DELL Raises AI Server Target to $74B, Stock Surges 16%

Dell crushed earnings by nearly $3 a share and raised its AI server revenue target to $74B. The market rewarded it with a 16% pop. Here's why the story isn't over.

Sep 4, 20262 min read

DELLNVDASNOWCRM

weekly-roundup

Apple $AAPL CEO Transition: What Ternus Inherits and What He Must Fix

John Ternus is officially Apple's CEO. Tim Cook isn't really leaving. And next week's event could quietly reshape the entire iPhone lineup.

Sep 3, 20262 min read

AAPLGOOGLPANW

weekly-roundup

September Dread: Tom Lee's 10% Pullback Warning and 5 Stocks to Navigate It

Tom Lee was right about August. Now he's warning September could get choppy. Here's what the sentiment data and macro setup actually mean for your portfolio.

Sep 1, 20262 min read

AAPLAMZNNVDAPANW

weekly-roundup

Fed's Warsh Just Killed the Rate Cut Party: 5 Stocks to Reposition Now

Warsh said the quiet part loud at Jackson Hole. Inflation at 3.7%, 54% of PCE components still rising, and a September hike now a coin flip. Here's what to do.

Aug 31, 20262 min read

NVDAPANWAVGOAFRM

weekly-roundup

PayPal $PYPL Drops 15% After $53B Buyout Collapses

A $53B buyout deal dies, PayPal craters 15%, and Marvell drops 7% despite beating estimates. This week's biggest losers had one thing in common.

Aug 30, 20262 min read

PYPLMRVLNVDA

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