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Netflix Q1 2026: Record Earnings, Stock Falls 10% — Buying Opportunity or Warning Signal?
Netflix reported quarterly numbers on Thursday evening that look excellent on paper: Revenue $12.25 billion (+16%), earnings per share $1.23...
TSMC Q1 2026: Record Profit of $18 Billion — The AI Chip Boom Is Accelerating
TSMC — the company that manufactures 9 out of 10 advanced AI chips worldwide — reported quarterly results on Thursday...
S&P 500 Breaks 7,000: The Fastest Recovery Since the Financial Crisis
The S&P 500 broke through the 7,000-point barrier on Wednesday and followed up with a close at 7,041 on Thursday....
- Retail Traders Are Back: FOMO Buying Wave or Real Strength?
JPMorgan’s latest client flow data reveals a dramatic shift in market behavior: Retail traders who sat on the sidelines throughout…
- Iran Deal and Your Portfolio: Which Sectors Win, Which Lose
President Trump announced on Thursday a 10-day ceasefire between Israel and Lebanon. Simultaneously, indirect talks between the US and Iran…
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Apple trimmed to 22.6% — AXP now #2 at 20.5%, cash ~$300B
80% in AI puts (PLTR & NVDA) — plus contrarian Pfizer calls
New positions in financials (XLF) and equal-weight S&P (RSP) — trimmed biotech
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