AI-powered market analysis and insights

COIN missed badly, NET just fired 1,100 people, and CoreWeave can't stop winning. Social sentiment this week was basically a tale of three cities.

Iran threatens Hormuz. A court kills Trump's tariffs. Payrolls beat by a mile. Markets are trying to process all three and failing gracefully.

Elanco just posted its best quarter since spinning out of Eli Lilly — 10% farm growth, market share gains on Zoetis, and an omni-channel play that goes from dollar stores to vet clinics.

Amazon and Microsoft got kicked out of the 'real growth' club. Gundlach sees 2007 vibes in private credit. And Paul Tudor Jones just compared AI to 1999 — in a good way.

Hut 8's CEO says investor skepticism on the crypto-to-AI pivot is officially dead. $17B in data center deals and 9GW of pipeline capacity might just prove him right.

Everyone's watching the Strait of Hormuz. Meanwhile, these three small-to-mid caps are printing growth numbers that would make your jaw drop.

Oil near $97, gas at $4.55, pizza chains cratering, and the equal-weight S&P at a YTD relative low. The market isn't broken — it's just very, very picky.

DASH surges 10% on a monster order forecast. WHR gets cut in half on dividend suspension. And Paul Tudor Jones says enjoy the party — but know where the exit is.

Shell crushed earnings but slashed buybacks. Zillow grew 18% and still tanked after-hours. AMD soared 18%. Earnings season is a vibe, not a formula.

AMD surged 18%, Tom Lee says semis are cheap at 22x forward, and Iran peace talks sent oil down 7%. YouTube's finance creators are unusually aligned this week.

Peace deal headlines sent the Dow surging 625 points and oil tumbling $7. Social sentiment is electric — but the Strait of Hormuz is still very much closed.

Iran peace talks sent oil tumbling and stocks to all-time highs — but ARM jumping 11% and CRDO up 87% in a month are the moves worth actually talking about.