AMD Jumps 16 Percent: How Lisa Su Made Semiconductors the Undisputed Market Leader
AMD beats Q1 and surges 16% — taking Super Micro, Disney and the Russell 2000 with it. What Lisa Su’s earnings call reveals about the second AI capex wave.
Market Commentary
Market analysis and commentary on current events.
Beat-and-Raise Isn’t Enough Anymore: What Palantir’s 7% Drop After Record Earnings Says About the AI Market
Palantir delivers +85% revenue, tripled profit, raised guidance — stock falls 7%. What this discrepancy reveals about AI valuations in 2026.
The UAE Is Hit, Markets Fall: How the Iran Conflict Ended the April Rally
UAE intercepts Iranian missiles, Brent above $126, Dow -557 — the April rally is over. What happened, what investors should do now.
$751 Billion: Why the Hyperscaler Capex Bet Is the Largest in Tech History
One number is making the rounds in the market this week, and it’s big enough to overshadow even the Iran
The Best April Rally Since 2020 Meets a May Week Full of Tests: What Investors Need to Know Now
S&P 500 at 7,230, Nasdaq above 25,000 — best April rally since 2020. What the May week brings: earnings (Palantir, AMD, Arm), NFP, ISM, Iran deal, Berkshire meeting.
Berkshire’s First Quarter Without Buffett: $400 Billion in Cash and a Conglomerate in Motion
First quarterly report under Greg Abel: operating earnings up 18%, net income roughly doubled to $10.1B, cash reserves approaching the historic $400B mark.
Alphabet Just Solved the AI Capex Question — At Least For Now
Alphabet’s Q1 2026 print delivered the cleanest answer the market has gotten on AI capex: $109.9B revenue, Cloud +63%, and a $462B backlog. Capex guidance up, not down — supply, not demand, is the new constraint.
Markets Hold Their Breath: Fed Split, Mag7 Earnings, and the OpenAI Shockwave
A four-dissent Fed decision, Mag7 capex on a collision course with reality, and the OpenAI revenue miss that reset the entire AI infrastructure trade.
The Magnificent 7 Earnings Week: Why the Next 72 Hours Will Decide the Future of the AI Boom
This week, five of the world’s seven most valuable companies face investors — and they all face the same question.
Qualcomm Surges 9 Percent: What the OpenAI Smartphone Deal Really Means for Apple, Samsung, and the Chip Sector
It was a single tweet that catapulted a $158 billion company’s stock by 13 percent in 30 minutes. Ming-Chi Kuo,