Markets and Equities

Claude finance agents and OpenAI enterprise tools are moving into Wall Street analyst workflows. Here is what changes for junior finance roles.

Micron stock surged 11% on May 5 and nearly 70% in a month. A sourced MU stock analysis on AI memory demand, valuation risk and what investors should do next.

AMD Q1 2026 earnings analysis: revenue $10.3B, EPS $1.37, Data Center +57%, record free cash flow and Q2 guide of $11.2B.

Broadcom stock analysis after Google, Anthropic and Meta AI chip deals. Q1 revenue $19.3B, AI revenue $8.4B, Q2 guide $22B, and the June 3 earnings test.

Palantir Q1 2026: Revenue $1.63B (beat $1.54B est), Adj EPS $0.33 (beat $0.24), US Commercial +130% YoY, FY26 guide $7.64B. We explain the numbers — and why PLTR is only up 2%.

Anthropic's reported $200B Google commitment, Alphabet's $460B cloud backlog, and the market-cap gap with Nvidia explain the No. 1 call.

Tesla reports Q1 2026 earnings tonight. Wall Street does not want another Model Y trim — it wants the sub-$30,000 vehicle Musk promised at Battery Day 2020. Here's why tonight's call is really about one car.

Palantir wins a $300M BPA from USDA to build 'One Farmer, One File.' Here's the deal, the politics, and what it means for PLTR at $145.97.

EchoStar (SATS) has rallied 543% in 12 months on its $17B SpaceX spectrum deal. Here's whether the backdoor IPO bet still works at $135.

Apple names John Ternus next CEO, Sept 1, 2026. Tim Cook becomes Executive Chairman. What it means for AAPL and the hardware roadmap.

Marvell Technology (MRVL) closed Monday at $147.84, up 5.8% on Google AI chip talks. 84% YTD rally, Nvidia $2B deal, seven analyst upgrades.

Strategy (MSTR) bought 34,164 BTC for $2.54B at $74,395 avg. Total 815,061 BTC — now larger than BlackRock IBIT. Mechanics, STRC, BTC Yield.

Tesla reports Wednesday 5:30 PM ET. $400 close, 358K deliveries, 50K inventory overhang, robotaxi in three cities. What actually moves the stock.

Iran reclosed Hormuz and the US seized Iran-flagged Touska. Oil near $88. Here is what it actually does to Apple, NVIDIA, Microsoft, and the AI tape.

GE Vernova and Vertiv both report Q1 earnings Wednesday — the cleanest same-day read on the AI capex cycle. Pair-trade logic, risks, and what to watch.

Apple closed Friday at $270.23, just shy of $4 trillion. The math, the bull case, the bear case, and what this week's tape could do to the setup.

MSTR ran 29.5% while BTC moved 5.7%. Inside Strategy's 780,897 BTC treasury, the mNAV premium, and why the leverage math works both ways.

NextEra's 30 GW backlog, Tesla's $12.8B storage arm, First Solar's 14 GW US fabs, Enphase's recovery: the 4 renewable stocks to own.

NVDA at $201, TSLA at $400. NVIDIA's 73% data center quarter vs Tesla's Q1 delivery miss, plus a 1-year backtest that beat XLK by 22 points.

AAPL at $270, AVGO at $407. Apple's cash fortress vs Broadcom's AI torque, plus a 1-year backtest that beat XLK by 27 points.

NVDA at $201.68, up 8.1% YTD. Oil crash + 10-year at 4.26% set up 9-13% multiple expansion into May 20 earnings.

Brent crude crashed to $86.84 on April 17, 2026. The $76B wealth transfer is underway. 5 S&P 500 stocks with asymmetric upside: DAL, FDX, CCL, F, WMT.

Abbott (ABT) stock at $95.47 after Q1 2026 guidance cut. Analyst consensus $134 target, 40% upside. Full 2027 bull/bear/base case forecast.

PLTR at $128 (100x P/E) vs ORCL at $138 (21x P/E). Compare AI software vs cloud infrastructure, Golden Dome vs Stargate, and decide.