Morning Rant – 4/15/26
The "Morning Rant – 4/15/26" is a brief market commentary by JB, featuring a graphic of current stock market data. In a few paragraphs, JB outlines the day’s equity sentiment, notes macro‑economic drivers such as the upcoming Federal Reserve meeting, and shares a handful of trade ideas. The piece serves as a quick‑read update for options traders and investors looking for actionable insights. No detailed metrics are disclosed, but the tone signals cautious optimism amid lingering inflation pressures.
Morning Reads
Amazon confirmed a $11.5 billion deal to acquire Globalstar, aiming to embed direct‑to‑device satellite services into its upcoming Amazon Leo network. Dutch chip‑equipment leader ASML reported Q1 net sales of €8.8 billion (about $9.6 billion) and raised its 2026 revenue target to €36‑40 billion ($39‑44 billion)...
Morning Reads
Nvidia denied a report that it was negotiating to buy a PC maker, sending Dell and HP shares down more than 2% after earlier rallying. United Airlines CEO discussed a possible merger with American Airlines, lifting both stocks in pre‑market...
Morning Reads
U.S. fertility has slipped to a historic low of 53 births per 1,000 women, yielding only about 3.6 million babies in 2025. The rate is roughly 20% lower than it was twenty years ago, and half of American women now reach...
Some Implied Moves for Earnings Next Week(Apr. 13th – Apr. 17th) – 70 Companies Reporting
OptionMillionaires published a weekly earnings‑volatility snapshot for April 13‑17, listing implied move percentages for roughly 70 companies. The guide flags expected price swings such as Netflix (6.9%), ASML (7.6%), Taiwan Semiconductor (6.3%) and KMX (11.3%). It links to a methodology page...
Morning Reads
Iran is now demanding a $2 million toll per very large crude carrier transiting the Strait of Hormuz, with payment required within seconds via Bitcoin to evade sanctions. Scans show only a handful of tankers have passed the chokepoint, underscoring a...
Morning Reads
The Federal Reserve’s upcoming inflation releases show core PCE projected at 2.83% year‑over‑year for February and March core CPI expected at 2.60% YoY, indicating a modest slowdown but still above the 2% target. Fed minutes highlighted higher oil prices from...
Morning Reads
Nasdaq is overhauling its index eligibility rules, slashing the Nasdaq‑100 entry window from three months to just 15 trading days. The change, effective May 1, targets large‑cap IPOs and removes the 10% float minimum while tweaking low‑float weightings and other technical...
Some Implied Moves for Earnings Next Week(Mar. 16th – Mar 20th) – 177 Companies Reporting
The article lists implied move percentages for companies reporting earnings from March 16‑20, covering 177 firms but highlighting a subset of tickers. Implied moves range from 3.6% to a peak of 22.2% for PL, indicating expected price volatility around earnings releases....
Some Implied Moves for Earnings Next Week (Feb 23rd – Feb 28th) – 725 Companies Reporting
OptionMillionaires released implied move percentages for 725 companies reporting earnings from Feb 23‑28. The data shows expected price swings ranging from a low of 4.5% at Home Depot to a high of 35.8% for EVgo (EVH). High‑volatility names include BKSY (27.1%),...