This week 🧠: Stocks ground higher across the week as AI hardware and chips carried the tape, pushing the Dow above 53,000 and the S&P 500 through 7,500 even while small caps and health care lagged. Oil was the other engine, spiking on Strait of Hormuz violence and a U.S.-Iran flashpoint that made energy the week's top sector before crude cooled into Friday. The throughline was scarcity and geopolitics colliding with valuation whiplash, and next week's CPI plus bank earnings will decide whether this rotation has real legs or just Friday legs.

Monday 🤖: Stocks started the week higher as AI hardware bounced, tech carried the tape, and the Dow closed above 53,000 for the first time. Dell got the weirdest headline of the day after President Trump plugged its computers from the Oval Office, while Microsoft cut deeper into Xbox to keep spending pointed at AI. Stocktwits traders chased SoundHound squeeze math, TeraWulf’s Anthropic lease, Rivian’s delivery rally, and a very strange presidential pump.

Tuesday 🛢️: Oil spiked after Strait of Hormuz violence turned into a U.S.-Iran flashpoint, while the broader market slipped and tech took the worst of it. Energy led as crude jumped roughly 5%, but AI hardware got smacked after Samsung’s monster profit forecast still failed the vibe check. SpaceX sold off on its Nasdaq-100 debut, Rivian diluted the R2 glow, and chip bulls learned that good news can still be too expensive.

Wednesday 🛢️: War risk came back, oil jumped 6%, and the market closed mixed-lower while tech somehow held the line. Nvidia and Broadcom kept the AI tape alive, even as banks dragged and energy took the sector crown. The weirdest story was valuation whiplash: Intel is suddenly the expensive comeback trade, while Nvidia looks cheap again.

Thursday 🧠: The market climbed as chip strength overwhelmed Iran worries and pushed the S&P 500 through 7,500. AI hardware kept running, with Micron’s U.S. supply-chain spend, Meta’s paid AI API, and SK Hynix’s coming U.S. listing all feeding the same memory-and-compute trade. Opendoor squeezed, Delta teed up Friday earnings, and oil cooled enough for traders to stop acting like every crude tick was the whole market.

Friday 🧠: Stocks finished mixed as chip strength carried the big-cap tape while small caps and health care lagged. SK Hynix’s massive U.S. debut gave the AI trade another public-market outlet, and Delta’s earnings showed pricing power is still doing hand-to-hand combat with fuel costs. Energy led the week, tech kept chasing scarcity, and next week’s CPI plus bank earnings should tell us whether this rotation has legs or just Friday legs.

🤩 This week's Stocktwits Top 25 showed how momentum movers fared vs. the indexes.

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.

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

🆘 U.S. and Iran trade airstrikes again amid conflicting claims over Strait of Hormuz

⚠ US Senator Lindsey Graham Dies at 71 After Sudden Illness

🤙 Earnings season kicks off and a wave of inflation data: What to watch this week

🍎 Apple sues OpenAI, two former employees for trade secrets theft

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

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