The Weekend Rip
Happy Weekend!

Last week, chips ran the market. The S&P strung six straight wins together, the Nasdaq hit a record close, and Micron posted its best week since 2008. Amazon dismantled the logistics trade in a single Monday session. Intel landed Apple and a White House co-sign. It was a chip rally dressed up as a bull market.

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

Monday 🚢: Palantir dropped a monster quarter after the bell, doubling its US business in twelve months and raising full-year guidance, while GameStop’s Ryan Cohen spent the day on CNBC struggling to explain how an $11 billion company buys a $46 billion one. Amazon nuked the entire logistics sector Monday by opening its shipping and fulfillment network to outside businesses, sending FedEx, UPS, and freight brokers down 9-10% in a single session, the biggest single-day wipeout for the group in years.

Tuesday 🟢: Chips ran the show Tuesday as AMD demolished Q1 estimates hours after an HSBC downgrade knocked it 5% lower: the S&P closed at record highs. Apple’s reported Intel foundry talks sent $INTC up 13% and dragged the whole alt-chip universe with it. Berkshire reported an 18% operating earnings jump under new CEO Greg Abel, cash pile at a record $397B.

Wednesday ⛽: Semis ripped on AMD’s blowout guide and OpenAI compute headlines, while energy got pancaked on fresh U.S.–Iran talks. Disney, Uber, and Novavax all beat clean. After-hours, Snap dumped its $400M Perplexity deal and fell -5%, while IonQ raised full-year on quantum demand.

Thursday 🛢️: Stocks broke records in the morning then bled the gains back into a risk-off close, with day 69 of the Iran war reading like a slow drip on the consumer. Whirlpool tanked on recession-level sentiment, McDonald’s beat but warned, and Michael Burry doubled his bearish AI bet. After-bell beats from Block, CoreWeave, and DraftKings rolled in anyway, but Friday’s nonfarm payrolls print is the call to make.

Friday 🐉: Chip week closed with a Nasdaq record and the S&P’s sixth straight gain. Intel hit an all-time high after landing Apple as a foundry customer in a deal brokered partly by the White House. Micron’s up 35% on the week. Ten of eleven sectors finished red. It wasn’t a market rally — it was a chip rally wearing a market’s clothes.

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

Here are the closing prices: 

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.

STOCKTWITS UPDATES
Video posting is now live on Stocktwits.

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QUICK VIDEO ANALYSIS

Testing out the excellent new Video upload feature @Stocktwits

Stocks covered – $ARM$NVDA$AMD and $AMZN

Full 30min video available on YouTube –

youtube.com/watch?v=1Lime3g…

The post box just got a lot more powerful.  

Traders can now post video directly on Stocktwits – chart walk-throughs, earnings reactions, trade breakdowns, market takes. All of it, in your voice, in the stream where your followers already are.  

Just tap the video icon in the post box, choose your clip, and post. Your existing Stocktwits audience sees it immediately.  

That’s the format that works here – focused, fast, market-relevant. Go see what the community is already posting. And if you’ve been waiting for a reason to share more of your process – this is it.

P.S. If you do not see the icon in your post box yet, it is on its way. Update your app to the latest version on the Apple App Store or Google Play Store.

ST EDITOR’S PICKS
Links That Don’t Suck 🌐

🆘 The Market Doesn’t Wait. Neither Should You. See what insiders are buying. Catch moves before they happen *

⚠️ Trump goes to China, inflation comes to America: What to watch this week

⛷️ The $1 trillion club’s new members are powering the AI boom: Chart of the Day

🦠 hantavirus outbreak: A luxury expedition cruise boom and new world of remote travel risks

⛑️ Iran war live: Iran’s response to US plan to end war ‘unacceptable’ – Trump

Bitcoin Whales Just Made Their Biggest Bet in 2 Years — Now Hotter-Than-Expected CPI Could Blow It Up

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

Get In Touch 📬

Want to see some change? Email Kevin Travers your feedback; follow him on Stocktwits.

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