Markets and Equities

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.

AMD at $245 vs Nvidia at $188. Compare market caps, margins, AI data center revenue, and growth trajectories to decide which chip stock wins.

Strategy just bought 13,927 BTC for 1 billion using STRC preferred stock. Zero MSTR dilution. Breaking down the mechanics and risks.

RIVN at $15.43 after US sales plunged 26%%. R2 deliveries start in weeks, VW unlocked $1B more. Why April 30 earnings is make-or-break for Rivian stock.

Meta unveiled a photorealistic AI of Mark Zuckerberg for 79,000 employees. META at $629.86 with 41% margins. Why this signals a $135B AI platform pivot.

SoFi stock trades at $16.22 after a 38% YTD decline. Critical analysis of Muddy Waters short report, Q4 earnings, and Q1 2026 outlook.

Dow futures drop 517 points as Iran ceasefire collapses and Trump orders Hormuz blockade. Goldman Sachs earnings Monday. DJIA closed at 47,916 Friday.

QQQ gained 4.1% for its notable week since November 2025. Iran ceasefire, March CPI at 3.3%, and 660B AI capex drove Nasdaq-100 to 611.

Tesla services revenue hit $12.53B in 2025 at +19% as automotive profit fell 46%. How FSD subscriptions, Supercharging, and Tesla Insurance became the...

Sandisk is up 30x from its April 2025 post-spin-off low of $27.89 to an $851.77 April 10 close. The NAND shortage, Q2 FY26 print, and HBF option fully...

March 2026 CPI rose 0.9% on a 21.2% gasoline spike, but core came in at 0.2% and 2.6% annually. Why it gives the Fed cover and how markets absorbed the print.

Barclays upgraded Marvell to Overweight with a $150 target; MRVL prints all-time high $129.84 as AI optical thesis and Nvidia $2B anchor deal reshape the story.

CoreWeave (CRWV) surges 13% on a multi-year Anthropic Claude AI deal — the second major AI infrastructure contract in 48 hours.

TSMC Q1 2026 revenue hit $35.71B, up 35.1% YoY in NT dollars, beating consensus. March alone jumped 45.2% YoY as AI demand and N2 ramp accelerate.

Table of ContentsWhy Is EOSE Stock Surging Today?Eos Energy Enterprises: Company OverviewThe Indensity Breakthrough: Zinc Batteries for AI Data...

AMD's $60 billion Meta deal for 6GW of custom MI450 GPUs reshapes the AI chip market. Analyst targets, warrant dilution risk, and what it means for…

US-Iran ceasefire sends Dow surging 1,568 points while oil crashes 13.3%. Analysis of the market rally, oil price collapse, gold at $4,768, and what…