Markets spent the week ripping from war panic to all-clear euphoria, with the S&P punching through fresh highs as oil first surged on Hormuz fears and then collapsed when the Strait reopened. Underneath the rally, the real tells were tighter credit vibes in bank earnings, a market that punished anything less than perfection, and traders rotating hard into whatever story fit the latest geopolitical headline. By Friday, the war trade had been fully unwound, but the bigger lesson was that this tape is still pricing diplomacy, not stability.

Monday ⚓️: Markets were flat‑to‑green as tech bounced from last week’s SaaS selloff even while the U.S. shifted toward a Hormuz blockade strategy that keeps geopolitical risk elevated. Oil wasn’t the story today; credit risk was, with Goldman’s fixed‑income miss and a big loan‑loss provision jump signaling stress ahead of the bank‑earnings parade. After hours, a Nvidia M&A rumor whipsawed Dell and HP, while housing data stayed weak and the war‑driven inflation hangover kept macro anxiety in the background.

Tuesday ⚔️: Stocks climbed back toward records as traders bet the Hormuz blockade could force Iran back to the table, even while the first big bank earnings reminded everyone the real problem is still credit stress under the hood. Trading desks feasted on wartime volatility, but shrinking lending margins and rising provisions spooked investors anyway. After hours, the solar subsidy hangover smacked residential solar, and Amazon barging into satellite-to-phone made that race a whole lot uglier.

Wednesday 🚀: Stocks ripped to fresh records as traders priced in a fast end to the Gulf war, with the S&P 500 clearing 7,000 and oil finally cooling off below $90. The rally erased the full war drawdown, even as some strategists warned that this kind of vertical rebound has not exactly been a reliable all-clear signal in market history. After the bell, antitrust pain hit live entertainment, meme-brain AI fever resurrected a dead shoe brand, and the SEC handed retail brokers a real day-trading catalyst.

Thursday ⚡: Stocks climbed back to fresh highs as Wall Street kept betting the Middle East truce will hold, even with the Strait still blocked and energy stocks leading on fresh fuel-supply anxiety. Good U.S. labor data and lower mortgage rates helped the mood, but earnings reminded everyone perfection is already priced in across parts of the market. Chip strength was not enough for Taiwan Semi, and after the bell Netflix got smacked when a beat ran straight into weak guidance.

Friday 🛢️: Stocks ripped higher as the war trade unwound in a hurry, with the Dow up nearly 900 points and oil getting absolutely smoked after Iran said the Strait of Hormuz was reopening. The market rotated hard into consumer and industrial names as traders stripped out the geopolitical premium that had briefly ruled the tape. Now the big question is whether this was the clean all-clear or just another headline-driven swing in a market still trading diplomacy like earnings.

🤩 This week's Stocktwits Top 25 showed how momentum movers fared vs. the indexes. Also, it looks like the strait is also still closed again, so that’s fun.

Here are the closing prices: 

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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.

Pre-Market Earnings

After-Market Earnings

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

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⚠ Google in talks with Marvell to build new AI chips, The Information reports

⛽ Gas prices may not drop below $3 a gallon until next year: Energy Secretary Wright

😅 Stock market records, Iran updates, and Tesla earnings: What to watch this week

💝 Trump to send Vance back to Pakistan for make-or-break Iran talks

⚓ Iran closes Strait of Hormuz once again, fires on tankers

😢 RAVE Rockets 10,000% Then Nukes 90% Within Hours While Team Tries To Explain

*3rd Party Ad. Not an offer or recommendation by Stocktwits. See disclosure here.

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