Intel Stock Explodes 27%: How the Data Center Boom Seals Intel’s Comeback
Intel posts a quarter that leaves Wall Street speechless: 1,350% earnings surprise, Data Center revenue +22%, and guidance that analysts underestimated.
Market Commentary
Market analysis and commentary on current events.
Oil at $95, S&P 500 at Record: Why Markets Are Ignoring the Iran War — And What It Really Costs
Trump extends Israel-Lebanon ceasefire, oil climbs to $95, S&P 500 hits record highs. Why markets are pricing two opposing realities at once.
Ceasefire Extended, Nasdaq at Record High — Q1 Earnings Season Now Decides Everything
Last night, just hours after the Wall Street close, US President Donald Trump posted a message on Truth Social that
Iran Ceasefire Expires — Markets Caught Between Hope and Uncertainty
Global financial markets are experiencing a tense calm. The two-week ceasefire agreed between the United States and Iran on April
UnitedHealth Beats Expectations — Dividend Names on the Rise
US healthcare giant UnitedHealth Group released quarterly results on Tuesday that significantly exceeded analyst expectations. The stock rose more than
Apple After Tim Cook — Bank of America Sees Transition from Position of Strength
The announcement came Monday after market close: Tim Cook, Apple’s CEO since 2011, will step down on September 1, 2026.
Strait of Hormuz Reopens: Oil Crashes, Dow Jumps 1,000 Points
What a week. Iran on Friday declared the Strait of Hormuz “completely open” for all commercial shipping traffic. The market
Microsoft: Best Week Since 2007 — Why the Stock Is Suddenly an AI Darling Again
Microsoft delivered its best weekly performance since 2007: +14% in five trading days. The stock that was still 30% below
The Fed Waits: Why Rate Cuts Aren’t Coming Despite Falling Oil
While the stock market jumps from record high to record high, the Federal Reserve remains surprisingly quiet. San Francisco Fed
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