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weekly-roundup

Jackson Hole 2026: Fed Chair Warsh Faces His Riskiest Speech

Kevin Warsh debuts at Jackson Hole with 30-year yields above 5%, US-Canada tariffs escalating, and Iran shutting the Hormuz Strait. No pressure.

Aug 23, 20262 min read

BTCNVDAAVGOMSTR

weekly-roundup

Walmart $WMT Posts Weakest Sales in 6 Years: Consumer Is Cracking

Walmart just printed its slowest sales growth in over six years. The consumer stress isn't coming, it's already here.

Aug 22, 20262 min read

WMT

weekly-roundup

Moderna $MRNA Surges 90% on Melanoma Vaccine Win With Merck

Moderna exploded 90% in a single session after its personalized mRNA cancer vaccine crushed a Phase 3 melanoma trial. Here's what moved and why.

Aug 21, 20262 min read

MRNAMRKDE

weekly-roundup

The Week in Sentiment: OpenAI 2027 IPO, SMCI Cleared, and Costco Goes Medicare

Iran ate all the oxygen this week. Here are the stories that actually matter for your portfolio hiding underneath the Hormuz chaos.

Aug 20, 20262 min read

SMCICOSTTSMMSFT

weekly-roundup

Moderna $MRNA Surges 133%: mRNA Cancer Vaccine Finally Works

Moderna stock exploded 133% after its mRNA cancer vaccine delivered late-stage trial success. Here's what the data actually says, and whether this rally has legs.

Aug 19, 20262 min read

MRNAMRK

weekly-roundup

Weekly Roundup: Iran, Yields at 5.3%, and the AI Money Printer

Iran shut the Strait, the 30-year hit 5.3%, and AI stocks ignored all of it. Your week in markets, explained without the therapy bill.

Aug 18, 20263 min read

QQQSNDKMUMRVL

weekly-roundup

Memory Stocks Up 211-653% YTD: Is the Boom-Bust Cycle Finally Dead?

Memory stocks have posted gains of 211-653% this year. The bull case: AI demand has structurally changed the industry. The bear case: we've heard this before.

Aug 18, 20262 min read

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weekly-roundup

SanDisk $SNDK Surges 35%: AI Flash Memory Demand Is the Real Story

SanDisk jumped 35% this week after its investor day and a JP Morgan upgrade. Here's why the AI flash memory thesis is just getting started.

Aug 17, 20262 min read

SNDKMSFTPLTRWDAY

weekly-roundup

Weekly Roundup: Iran Hormuz Shutdown Drives Oil to $82, Bonds Hit 5.2%

Oil at $82, 30-year Treasuries at 5.2%, and the AI trade refusing to die. Here is what actually moved markets this week.

Aug 15, 20263 min read

WDAYSNDKCRWVCSCO

weekly-roundup

CoreWeave $CRWV +18% on $104B Backlog: AI Infrastructure Euphoria Is Real

CoreWeave projects $3.5B in quarterly sales with a $104B backlog. Super Micro sees $15B next quarter. The AI buildout just refuses to slow down.

Aug 14, 20262 min read

CRWVSMCIAMATWDAY

weekly-roundup

Adyen $ADYEN Surges 12%: First Acquisitions Signal a New Growth Chapter

Adyen just did something it never does: buy companies. The market responded with its biggest single-day pop in years.

Aug 13, 20262 min read

weekly-roundup

Vestas +19%, CoreWeave +12%, ABN AMRO +6%: The Week's 3 Best Earnings Calls

Vestas surged 19%, CoreWeave jumped 12%, and ABN AMRO added 6%. Here's why each one matters and what comes next.

Aug 12, 20262 min read

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