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weekly-roundup

UPS Death Cross, Trump-Xi Fizzle, and a Bond Market on Fire: Week in Review

Iran, Xi, yields at 5.11%, and a UPS death cross walked into a bar. The market barely flinched. Here's what actually mattered this week.

Sep 25, 20262 min read

UPSAMZNAAPLNVDA

weekly-roundup

AMD Hits $1 Trillion and Intel Surges 12%: The AI Chip Week That Wasn't Supposed to Happen

AMD crossed $1 trillion in market cap, Intel surged 12%, and the Philly Semi Index posted a sixth straight winning session. Chaos? What chaos?

Sep 24, 20262 min read

AMDINTCVICRNVDA

weekly-roundup

Weekly Roundup: ON Holding +11%, BABA +3%, Nasdaq at Record Highs

Markets shrugged off war headlines and rate fears to rip higher. Here's what social sentiment got right, what it missed, and who moved the most chatter.

Sep 22, 20263 min read

ONONBABAMETAPHM

weekly-roundup

Novo Nordisk Drops 8% at Capital Markets Day: Was It a Bust?

NVO tanked 8%, Samsung popped 5%, and the Fed raised rates again. Here's the full social sentiment breakdown for the week ending Sept 18.

Sep 21, 20262 min read

NVOLLYHOODAAPL

weekly-roundup

KKR Says 60/40 Is Dead: What Replaces It in 2026

KKR's Henry McVey says the old playbook is dead. Bonds no longer cushion stock drops, and if you're still running 60/40, you might be fighting the last war.

Sep 20, 20263 min read

BTCJBHTGNRC

weekly-roundup

Weekly Roundup: Oil, AI Chaos, and Apple at $1,200 Stole the Show

Oil cracked $109, VIX whipsawed from 17 to 15, and Apple ditched the standard iPhone entirely. Here is what social sentiment got right this week.

Sep 19, 20263 min read

AAPLNFLXPLTRXOM

weekly-roundup

Fed Hikes, Nasdaq Wins: The Week Social Sentiment Got It Right

The Fed hiked, the Dow cratered 631 points mid-week, then everything ripped on Friday. Social sentiment called most of it. Here's the full breakdown.

Sep 19, 20263 min read

BTCMSTRCOINHOOD

weekly-roundup

CLR Eyes Venezuela Oil Deal as Hormuz Burns: Buy or Bail?

While everyone stares at the Strait of Hormuz, Continental Resources just signed an MOU in Venezuela. Bold move or distraction from the real energy story?

Sep 17, 20262 min read

XOMCVXAMZN

weekly-roundup

Weekly Roundup: Fed Hikes, AI Slows, Oil Spikes to $109

The Fed hiked for the first time in 3 years, AI bosses begged for a slowdown, and oil hit $109. Your weekly social sentiment recap.

Sep 17, 20262 min read

CRWDPANWOKTACAVA

weekly-roundup

Private Credit Default Rate Hits 6.3% Record as Rate Hikes Loom

Private credit default rates just hit a record 6.3%. With more Fed hikes coming and half of defaults being disguised as 'extensions,' the stress is hiding in plain sight.

Sep 15, 20262 min read

COPKRPAXSNVDA

weekly-roundup

Anthropic IPO Eyes $2T Valuation While Begging You to Slow Down

Anthropic wants a $2 trillion valuation AND slower AI development. Wall Street is not exactly known for funding its own speed limits.

Sep 14, 20262 min read

weekly-roundup

SWKS Surges 19%, LULU Falls: September's Biggest Stock Movers

Markets bled all week then bounced Friday. Skyworks ripped 19%. Lululemon got a new CEO and a downgrade. Here's what the chatter got right.

Sep 14, 20263 min read

SWKSAAPLLULUCAVA

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