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Every morning
Weekly
Tuesday recap
U.S.-Iran talks spark rally, AI megacaps in focus
U.S. Vice‑President JD Vance led the first face‑to‑face talks with Iranian officials in Islamabad, easing Middle‑East tensions. The weekly rally lifted the Dow 3%, the S&P 500 3.6% and the Nasdaq 4.7%, driven by AI‑heavy megacap stocks. Google, Amazon and Nvidia were flagged as being in buy areas.
The Nasdaq climbed 0.6% to 22,966.65 and the S&P 500 rose 0.2% to 6,834.93, while the Dow fell 0.3% to 48,043.65. The moves came as oil prices surged toward $100 a barrel, reviving geopolitical risk and compressing market breadth.
Nasdaq 100 is 8-for-8! #NDX is now positive for 8 consecutive days with 8%+ gains for only the 13th time in 40 years.
Salesforce (CRM) fell 3.4% to $164.99 in mid‑day trading after reporting earnings that beat estimates but included a muted outlook. The move pressured the broader tech‑heavy S&P 500 and Nasdaq, highlighting investor sensitivity to guidance even when top‑line results exceed...
Rodgers & Associates Ltd. trimmed its stake in the iShares Russell 1000 Growth ETF (IWF) in early April 2026, joining a wave of hedge funds adjusting positions in the $117 billion fund. While the exact size of the reduction was not...
Spire Global (SPIR) saw its shares tumble 13.36% to $17.76 on the NYSE after the satellite‑services firm disclosed a $70 million private placement of 5 million shares at $14 each. The capital raise is earmarked for working‑capital needs and expansion of space‑based...
The Capital Flows livestream identified the S&P 500 stocks that have generated the strongest fundamental attribution over the past three months, revealing where informed capital is positioning itself. AI‑related themes dominate, with data‑center REIT EQIX up 30% and utilities tied...
Cars.com announced a $90 million share‑buyback program, up from more than $60 million, and reaffirmed full‑year guidance. The news lifted the NYSE‑listed stock 7.15% to $9.74, while the company also unveiled AI‑driven dealer tools and $25‑$30 million in projected cost savings.
U.S. equities slipped on Friday as investors grew wary of rising inflation and the upcoming U.S.–Iran talks in Islamabad. The Dow Jones fell 0.6%, the S&P 500 edged down 0.1%, while the Nasdaq rose 0.4% after a week‑long rally. Market sentiment...
Allbirds, once valued at $2 billion, is being sold for $39 million as Nike’s shares have slumped 75% since their 2021 peak. The twin blows highlight a broader contraction in the sneaker segment, driven by excess inventory, shifting consumer tastes and macro‑economic...
U.S. Vice‑President JD Vance led the first face‑to‑face talks with Iranian officials in Islamabad, a development that could ease tensions in the Strait of Hormuz and lift oil‑price pressures. Meanwhile, U.S. equity markets posted a strong weekly rally, with the...
The S&P 500 index completed a full round‑trip from its March crash lows, erasing the sell‑off and resetting option positioning. Systematic flows have flipped to support, with commodity‑trading advisors projected to buy about $45 bn of US equities—the second‑largest weekly buy...
$SPX - Ended a 7 day up streak after almost reaching the 78.6% retracement of the late January to late March downtrned at 6855. The March 30 low was confirmed as an intermediate term low but it needs a close...
U.S. equities closed the week mixed but posted strong gains, with the S&P 500 up 3.6% and the Nasdaq climbing 4.7%—their best weekly performances since November. A March CPI report showed a 0.9% monthly rise and a 3.3% year‑over‑year increase, driven...
Apple Inc. will shutter three U.S. retail stores in June—Trumbull, Connecticut; Escondido, California; and Towson, Maryland—citing mall‑level challenges. The Towson site, the first Apple store where workers unionized in 2022, raises questions about labor dynamics and the stock’s near‑term trajectory.
Thursday recently tied the longest losing streak ever at 9 in a row. Well, Friday is down five in a row. We get asked all the time what would turn you more optimistic? A Friday close above the 200-day MA...
After an Iran cease‑fire sparked a sharp relief rally on April 8, CNBC’s Jim Cramer dissected the day’s biggest movers on Mad Money, reviewing 22 stocks ranging from Home Depot and Caterpillar to travel names like Carnival and United Airlines. He highlighted travel...
$SPY not far from all time highs. A move above 684.00 sets it up for a record retest.
CoreWeave (CRWV) surged more than 5% in pre‑market trading after announcing an expanded, roughly $21 billion agreement with Meta Platforms to supply AI‑focused cloud capacity through December 2032. The deal follows a recent Anthropic contract and highlights the rapid scaling of...
Geospatial analytics company HawkEye 360 announced it has filed a Form S‑1 with the SEC to launch an initial public offering on the New York Stock Exchange under the ticker HAWK. Lead book‑running managers include Goldman Sachs and Morgan Stanley,...
The Dow Jones Industrial Average closed up 275 points, helped by a pronounced rally in Western Digital (WDC) after the stock entered on a pull‑back. The move highlighted how single‑stock volatility can sway the broader market even as investors digest...
Attention Homegamers... @KeithMcCullough analysis or the $VIX risk range (yesterday and today) was worth the price of @hedgeye admission. Look what happened to equities at about 10:30 AM when the VIX, at first broke support at 19.05- 19.10 (it went...
$SPX - We have been discussing the potential for a small bullish formation to take shape over the last two weeks. The initial attempt in the first two days of April failed to push the SPX through late-March resistance, but...
Fundstrat’s Tom Lee says the S&P 500’s recent rally and a VIX dip below 20 signal that the market bottom is in. The volatility gauge, which fell for the first time under 20 since the Israel‑Iran war began, is the third...
Analyst revisions to forward earnings expectations have dropped for the first time since early January. It is not unusual for revision momentum to turn south just prior to earnings seasons, and in fact estimates dropped in advance of the last three...
Today's CPI report was in line, with the core better than expected. Our long-term CPI trend indicator doesn't care about economists' expectations or excluding short-term moves in volatile sectors. It simply compares the headline CPI to its 6-month average. It...
The Bureau of Labor Statistics will release the March Consumer Price Index at 8:30 a.m. ET, with analysts warning of a sharp rise driven by a 1% jump in oil prices to $98.6 per barrel amid fragile US‑Iran ceasefire talks. Futures...
ServiceNow’s shares have tumbled 35% year‑to‑date after the market’s “SaaSpocalypse” was reignited by Anthropic’s Mythos AI model. The sell‑off highlights mounting investor anxiety that generative AI could erode the per‑seat licensing model that underpins SaaS valuations.
In this episode, host Chuck Jaffe interviews three experts—Jeff Crumpleman of Mariner Wealth Advisors, John Cole Scott of CEF Advisors, and James Abate of Horizon Investments—about navigating the current market volatility. Crumpleman reaffirms his pre‑war forecast that the S&P 500 will...
Interesting setup on the VIX today, it just broke that rising trendline we've been watching since January. Market fear is clearly cooling off, pointing to a solid trend reversal for US equities. Let's see if the bulls can actually hold...
Market just pulled off a full V-shaped rally Semis at all-time highs, breadth expanding, and positioning flipped fast. Here’s how we're trading it $SPY $QQQ $IWM $SMH $USO https://t.co/fgOrjqiQ0I
A two‑week ceasefire between the United States and Iran has eased geopolitical tension, sending U.S. equity indexes higher. The S&P 500 is on track for its largest weekly gain since November, while the Dow Jones aims for its strongest weekly...
Relief Rally Ends Ahead Of Weekend Risk $SPX $VIX Mechanical buying & short covering made for an historical bounce on 'ceasefire' news. But is it really safe? https://t.co/rBuCLlLEIj
More good news for the bulls. S&P 500 up >3% back to back weeks is historically quite bullish. Above average returns across the board and higher a year later 86.7% of the time. https://t.co/vVfLF8fE7P
Ashraf Laidi’s latest intraday market thoughts recap a successful Nasdaq call, pinpointing the index bottom at 22,780 on March 30 and projecting a rally to 24,440 at the 200‑day moving average. The strategy also kept a long position in gold, capturing...
Dow Jones Transportation Index - record weekly close that and $SMH at weekly records - not bearish https://t.co/jLpKh57glK
Just 2 S&P 500 sector ETFs are up 2-1, 3-1 negative across the S&P 1500 https://t.co/WnCaRRfhqA
HDFC Bank’s part‑time chairman stepped down, prompting a sharp sell‑off of its U.S.‑listed ADRs that fell over 5% on the first day and more than 7.5% across two sessions. The episode illustrates how the long‑standing premium on large‑cap Indian ADRs...
"Hello Friends": A special @TheMasters edition of the "Friday Night Dirty" from our "What Are We Doing" Substack. @Seawolfcap @VD718 and myself focus on what is driving markets and what to watch for next week as the Banks kickoff earnings...
Cloudflare stock ($NET) continues to decline, now down more than -13% in a single day following the launch of Anthropic’s Claude Mythos Preview. https://t.co/XobVGzkQmZ
Telix Pharmaceuticals saw its shares climb as much as 10% in U.S. trading after the FDA accepted its resubmitted New Drug Application for TLX101‑Px, an investigational PET imaging agent for glioma. The agency set a PDUFA goal date of Sept. 11,...
This chart starts 10/28/25, the all-time high of the SaaS index (blue). SaaS is now -40%, while the SPX is -1% (black). Over the last 3 days, the power/fear of Mythos (repost) has SaaS at -11.46%, -5.15% today (bottom panel), the...
nice expansion of S&P 500 $SPX % of stocks at 52-week highs this week... https://t.co/Ez3kURaTR8
Software is crashing again today. The two-day move from Wed-Thursday was a complete outlier. We've never seen the S&P 500 up that much with software down that much. https://t.co/D51WWe6WwH
$SPY Insane recovery. Unreal strength. I mean at this point, can't rule out a new ATH can we? Feels like it should just go straight up but current market has not made things so easy so I'm still a bit conflicted at...
The S&P 500 could post its best 2-week rally since the bull market's beginning (Oct 2022) +7.2% so far. https://t.co/ojdbObVpIp
Even the Mag 7 have come way down in terms of valuation, following their 17% drawdown since last October’s high. The cohort is now trading at a modest 25x forward P/E. https://t.co/EotkZU3iSu
$QQQ spiked above 612 on the CPI print where we failed early march before the sell off. --i expect we will fail there today but if not look out above.. https://t.co/NQjjOdJBMM
$SPY had a big rally from $629 to ~$681, and Wednesday’s gap-up held and extended to another high yesterday. The oscillator is now +60, making it tough for new buys, but it doesn’t mean you need to be short. https://t.co/WfpS5UmKlU
Utilities outperforming. Treasuries diverging. S&P clinging to its 200-day moving average. The signals are split 2-2 for the first time in weeks. What does a market divided really mean for your portfolio? https://t.co/6KpgI4apKJ
% Below All-Time High S&P 500 $SPY: -2% Palo Alto Networks $PANW: -26% CrowdStrike $CRWD: -30% Microsoft $MSFT: -33% Palantir $PLTR: -38% Applovin $APP: -49% Salesforce $CRM: -53% Intuit $INTU: -55% Oracle $ORCL: -60% ServiceNow $NOW: -63% Adobe $ADBE: -67% https://t.co/ogmB8CgBa1
