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The Weekend Rip
Happy Weekend!
The market spent the week trying to decide whether it was trading AI capex, war risk, inflation, or SpaceX mania. By Friday, the answer was basically “yes.” 🚀
Let's recap and prep you for the week ahead. 📝
Monday 🩹: The market bounced after Friday’s chip wreck, but the comeback was mostly an AI repair trade with bad breadth underneath. Apple’s Siri reset sold off anyway, Applied Digital landed another giant AI data-center lease, and FuelCell reminded everyone that “AI power demand” still needs actual contracts. GLP-1 traders split between Novo’s oral Wegovy milestone and challenger optionality from Viking and Structure.
Tuesday 🤖: The market slipped as AI hardware cooled, mega-cap tech dragged, and small caps quietly held up better than the headline tape suggested. Supermicro’s $7B financing plan turned the AI buildout into a demand-versus-dilution fight, while Casey’s beat showed pizza still prints. Meanwhile, Oracle teed up Wednesday’s cloud test, Galaxy kept trading like an AI data-center play, and DraftKings gave prediction-market bulls a real filing to point at.
Wednesday 🛢️: Stocks sold off after CPI kept inflation hot, oil prices climbed, and the AI trade ran straight into a funding reality check. Growth took the worst hit while energy stayed firm, with traders still treating a December hike as live after inflation and labor data refused to cool off. Oracle’s AI backlog looked huge but expensive, Super Micro’s financing plan revived dilution fears, and geopolitics kept crude in the market’s driver’s seat.
Thursday 🚀: Stocks ripped higher after Trump pulled back planned Iran strikes, oil dumped, and traders decided the war premium could wait. Tech, semis, industrials, and materials led the rebound, while energy got left holding the geopolitical bag. SpaceX IPO fever swallowed the tape, Adobe beat but still got punished, and Oracle stayed stuck in the AI capex penalty box.
Friday 🚀: SpaceX swallowed Friday’s tape with the largest public listing ever, minting a trillionaire, lighting up retail chatter, and wrecking the old space proxy trade in one shot. The broader market rebounded back to roughly where it started the week, while oil slipped on hopes that a U.S.-Iran deal could reopen the Hormuz pressure valve. Roku ripped on buyout chatter, Trade Desk bounced after its Publicis dispute cooled, and the space sympathy basket learned what happens when the real thing finally starts trading.
🤩 This week's Stocktwits Top 25 showed how momentum movers fared vs. the indexes.
Here are the closing prices:
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THE BRIEF
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.
Earnings This Week
Above is a quick summary. Check out the full Stocktwits earnings calendar for the other names reporting this week.
Economic Calendar
In addition to the above, check out this week's complete list of economic releases.
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