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weekly-roundup

$DELL is up 30% and AI server demand just broke every bear thesis — here's your weekly recap

DELL exploded 30%+, SNOW had its best day since IPO, and the S&P hit record highs — all while inflation crept to 3.8% and the Fed eyed its trigger finger.

1 min read

DELLSNOWOKTANTAP

weekly-roundup

$SNOW just melted bears' faces with 34% revenue growth — and the AI trade finally has receipts

Snowflake up 34% in a day. AppLovin up 12%. Micron at $1 trillion. If your portfolio missed this week, we need to talk.

1 min read

SNOWAPPMUDLTR

weekly-roundup

SpaceX, Snowflake, and Micron Just Had the Week of Their Lives — Here's Who Actually Won

Micron crossed $1 trillion, Snowflake popped 30%, and SpaceX filed an S-1 citing a $28.5T TAM. Meanwhile, Meta quietly launched subscriptions. Busy week.

1 min read

MUSNOWAAPLMETA

weekly-roundup

The Strait of Hormuz Has Been Closed 82 Days — And Your July 4th Road Trip Is About to Cost You

The Strait of Hormuz is still closed. Gas is kissing $5. AI chatter hit fever pitch. And SpaceX filed an IPO prospectus while losing money. Normal week.

1 min read

NVDAMSFTMETAAMZN

weekly-roundup

Dell +22%, Qualcomm +12%, and a New Fed Chair Who Might Actually Hike: Your Week in Market Chaos

Dell exploded 22% in a week, Qualcomm surged 12% on a Stellantis deal, and the new Fed Chair is already floating rate hikes. Normal week.

1 min read

DELLQCOMUBERMU

weekly-roundup

Gas at $5, Hormuz Still Shut, Warsh Just Got Sworn In — Welcome to the Wildest Week in Markets

Hormuz closed 82 days, PCE running hot at 3.8%, Kevin Warsh sworn in, and SpaceX filed for a $2T IPO while losing money. Normal week, totally fine.

1 min read

TTWOCRMWDAYZM

weekly-roundup

Dell's Up 135% YTD, Kevin Warsh Just Got Sworn In, and Gas Might Hit $5 by July 4th — Welcome to Your Week

Dell surged 22% in a week, Qualcomm popped 12%, a new Fed chair got sworn in, and oil is flirting with $97. Normal week, totally fine.

1 min read

DELLQCOMELAAPL

weekly-roundup

Dell Up 22%, Nvidia Meh, SpaceX Filed: The Week Wall Street Had a Lot to Process

Dell surged 22%, Nvidia underwhelmed despite an $91B guide, SpaceX filed the biggest IPO in history, and a new Fed chair walked in the door. Normal week.

1 min read

DELLNVDAIBMQCOM

weekly-roundup

PC Stocks Surge, FUTU Craters, and the IPO Parade Is Coming: Your Weekly Social Sentiment Dump

PC stocks ripped, FUTU got slapped with a $271M fine, Nvidia's beat-and-raise bored everyone, and OpenAI is filing for an IPO. Buckle up.

1 min read

DELLHPQFUTUNVDA

weekly-roundup

SpaceX, OpenAI, Anthropic: $4 Trillion Worth of IPOs Are Coming — Is the Market Ready or Toast?

SpaceX filed its S-1, OpenAI is eyeing a $1T valuation, and Nvidia beat estimates but still couldn't impress anyone. The IPO supercycle is either the trade of a lifetime or the top signal of the centu

2 min read

NVDAMUDKNGEL

weekly-roundup

Bond Yields, SpaceX IPOs, and Jensen Huang's Space Data Centers: This Week Had Everything

Nvidia guided $91B but whisper numbers wanted $96B. SpaceX filed for the biggest IPO ever. Yields hit 5.18%. It was that kind of week.

1 min read

NVDAMUDELLGOOG

weekly-roundup

Oil at $110, Yields at 2007 Highs, and Wall Street Is Still Buying the Dip — Someone's Wrong

Oil shock, record bond yields, a $67B utility megadeal, and the AI hype train refusing to slow down. The market is sending mixed signals — here's what actually mattered.

1 min read

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