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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.

XRP tapped $1.50 on April 17 then pulled back 4%. Inside Rakuten's 44M wallets, six spot ETFs, and the bear case most analysts miss.

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.

Complete 2026 guide to Bitcoin taxes: IRS Notice 2014-21, Form 1099-DA, capital gains rates, mining/staking income, and wash-sale strategy.

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