Markets capped a wild week with a 3% gain as a fragile two-week ceasefire in the Middle East triggered a massive relief rally, overcoming a terrifying 1% monthly inflation spike and record-low consumer sentiment. While the energy trade unwound and oil dipped below $100, the tech sector surged on record Taiwan Semiconductor Manufacturing Company revenues and massive infrastructure deals for Anthropic’s new model. Investors are now balancing geopolitical optimism against the Fed's new anxiety over AI-driven systemic risks and a "hot" CPI print that refuses to cool.

Monday 🕊️: Markets climbed broadly as investors weighed Trump's ultimatum to Iran against ceasefire optimism, with oil names and travel stocks catching a bid on strait-reopening hopes. The managed care sector was the day's standout, surging after CMS finalized a 2.48% Medicare Advantage rate increase for 2027, well above what Wall Street had braced for and worth $13 billion in additional payments to insurers. Jamie Dimon dropped his annual shareholder letter warning of stagflation, overleveraged households, and cracks in private credit, which is either required reading or the most expensive thing you'll ignore this week.

Tuesday 🌋: Markets buckled under apocalyptic war rhetoric and an overnight oil spike, then steadied as Oman‑brokered shipping talks surfaced and ceasefire hope crept back into the tape. Energy and defense were the only clean winners early, but the day ended with a hesitant grind higher as investors clung to any signal the Hormuz choke could ease. After hours, deal and policy headlines carried the tape — Ackman’s UMG relisting pitch, Paramount’s sovereign‑capital lifeline, Broadcom’s expanded AI chip pipeline, and a surprise Medicare Advantage rate bump that lifted healthcare.

⚡Wednesday: Markets ripped on a Pakistan‑brokered two‑week ceasefire, with oil sliding below $100 and a full‑throttle risk‑on rotation into semis, industrials, travel, and cyclicals while energy got smoked. The relief rally was violent and broad, but still fragile given the short fuse and ongoing regional risk, so traders treated it like a reprieve, not a resolution. Earnings and single‑stock moves took a back seat to the ceasefire tape, though Delta’s strong quarter and Meta’s AI model launch added fuel to the rally’s tech/consumer tilt.

Thursday 🥶: Markets stayed green on ceasefire relief, but the tape snapped back to the other storylines we shelved during the oil shock: SaaS multiples got hit hard, AI margin fears returned, and macro inflation data stayed sticky. Oil stalled while the Strait remained mostly closed, leaving energy weaker and software in free‑fall even as broader indexes held up. Consumer data was mixed, and Artemis II’s imminent splashdown added a rare non‑market headline to a day dominated by rotation and sector pain.

Friday 🕊️: Markets closed a volatile week on a high note as an Iran ceasefire announcement sparked a relief rally, though Friday saw a slight cooling following a massive 1% monthly spike in inflation driven by surging gas prices. While consumer sentiment hit all-time lows, the tech sector remained resilient with Taiwan Semiconductor Manufacturing Company posting record revenues and Anthropic’s new "Mythos" AI model triggering emergency cybersecurity briefings between the Fed and major banks. Despite the macro tension, investors are cheering a 3% weekly gain for the major indexes as diplomatic talks begin.

🤩 This week's Stocktwits Top 25 showed how momentum movers fared vs. the indexes. Also the talks did not go that well, and the U.S. is now ‘blockading’ the Strait of Hormuz.

Here are the closing prices: 

Need a concise summary of what's going on this week? Look no further. Here’s a rundown of this week’s earnings and economic data.

Above is a quick summary. Check out the full Stocktwits earnings calendar for the other names reporting this week.

Week of April 13, 2026

Pre-Market Earnings

After-Market Earnings

In addition to the above, check out this week's complete list of economic releases.

Macro

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🆘 Scott Bessent calls emergency meeting with bank CEOs over AI that could crash the financial system

⚠ Wall Street strategists say it's time to 'jump in' with tech stocks amid Iran ceasefire

🪴 Bank earnings, US-Iran talks, and signs of stability for stocks: What to watch this week

🧔‍♀ ‘The Super Mario Galaxy Movie’ rockets to $629 million worldwide at the box office

🐻 After 47 Years, US And Iran Begin Direct Talks While US Vice President Vance Leads Negotiations

🥶 ‘The Strongest Regime For Bitcoin’ Is When CPI Runs Above Short-Term Yields, And A Former Wall Street Strategist Says We're Almost There

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