The Weekend Rip
Happy Weekend!

Markets were closed Monday for Memorial Day, then traders spent the shortened week chasing AI infrastructure like it owed them money. Micron, Dell, Anthropic, MongoDB, Snowflake, Marvell, Oracle, and Qualcomm kept the compute trade alive, while falling oil and ceasefire hopes helped offset messy Iran headlines and another hot inflation print. By Friday, tech was carrying the tape, energy was fading with crude, retail earnings were squeezing on low expectations, and space stocks had turned into a full proxy-trade carnival around SpaceX IPO fever, Blue Origin launch risk, and Virgin Galactic confusion.

Let’s recap and prep you for the week ahead. 📝

◀️ On Monday,the market was closed for Memorial Day. Thank you to all who gave their lives for this beautiful country. 🦅 

Tuesday 🧠: The market started the short week higher as Micron’s trillion-dollar AI-memory rip dragged tech, semis, and small caps back into chase mode. Iran ceasefire hopes stayed messy after fresh U.S. strikes, but falling oil and easing yields gave traders room to keep pressing risk. Space proxies caught a SpaceX IPO bid, Qualcomm found a ByteDance AI chip door, and energy got clipped while the growth trade did laps.

Wednesday 🤖: The Dow hit a record, oil cooled, and the broader market slipped while earnings took over after the bell. AI infrastructure stayed the favored trade, with Snowflake and Marvell getting rewarded while Salesforce had to defend mature SaaS growth. Robinhood launched AI-agent trading, Digital Turbine squeezed higher, and Zscaler proved that even a beat can get buried if cash-flow guidance smells funny.

Thursday 🧠: The market climbed as AI earnings, drone-policy mania, and falling oil helped traders look past another hot PCE print. Anthropic’s $965B valuation, Dell’s blowout, and MongoDB’s after-hours fakeout kept the AI infrastructure chase alive. Retail earnings were not exactly beautiful, but Dollar Tree, Best Buy, and Kohl’s proved expectations were low enough to clear with a running start.

Friday 🧠: The market climbed as Dell’s AI server blowout gave traders one more reason to keep chasing the infrastructure trade. The rally was narrow, with tech carrying the week while energy and staples lagged as crude cooled on ceasefire hopes. Space stocks turned chaotic, with Blue Origin’s New Glenn explosion hitting the basket while Virgin Galactic squeezed on settlement news and SpaceX IPO confusion.

🤩 This week’s Stocktwits Top 25 showed how momentum movers fared vs. the indexes.

Here are the closing prices: 

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THE BRIEF

Need a concise summary of what’s going on this week? Look no further. Here’s a rundown of this week’s earnings and economic data.

Earnings This Week

Above is a quick summary. Check out the full Stocktwits earnings calendar for the other names reporting this week.

Economic Calendar

In addition to the above, check out this week’s complete list of economic releases.

IN PARTNERSHIP WITH SOFI
Get in on the IPO action at IPO prices with SoFi Active Invest

SoFi Active Invest offers members the ability to participate in IPOs before they trade on the public market (Investing in IPOs comes with risk, including the risk of loss. Please visit here).

Open & fund a SoFi Active Invest account with at least $50 for a chance at $5,000.* 

INVESTMENTS ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE

Brokerage and self-directed investing products offered through SoFi Securities LLC, Member FINRA/SIPC. For a full listing of the fees associated with SoFi Invest, see our fee schedule 

Screen simulated. 

*NO PURCHASE NECESSARY. A PURCHASE WILL NOT INCREASE YOUR CHANCES OF WINNING. Open only to legal residents of the 50 US/DC, 18+. Void where prohibited by law. Sweepstakes ends at 11:59 p.m. ET on 6/8/26. Subject to Official Rules, including entry methods, prize details, odds, and restrictions: click here. Sponsor: Social Finance LLC (“SoFi”) 234 First Street, San Francisco, CA 94105.

3rd Party Ad. Not an offer or recommendation by Stocktwits. See disclosure here.

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🥈 ‘Ethereum Wins The Scoreboard,’ Says SharpLink CEO, Comparing ETH’s Long Game To Bezos’s Amazon Bet

📆 A jobs report, more big chip earnings, and sticky inflation: What to watch this week

🪖 IPOs are no longer Wall Street’s starting line — they’re the exit ramp: Chart of the Day

🛢️ U.S. and Iran still without deal to end war after Trump says he’s not in a ‘hurry’

🥵 A hotly debated lung cancer drug cut the risk of death by 34% in a late-stage trial in China

⚠️ Newark mayor imposes curfew around Delaney Hall after clashes over immigration detention center

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