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Markets hit all-time highs on Iran deal hopes, Netflix whiffed on guidance despite a revenue beat, and the week's wildest trade was a shoe company pivoting to GPUs.
A shoe company sold its shoes, Iran almost closed the world's most important waterway, and the Nasdaq posted its longest win streak since 2021. Normal week.
The S&P erased all war losses in a week. Oil fell 7% on peace vibes. Then talks collapsed and the Navy blockaded the Strait of Hormuz. Normal week.
The Strait of Hormuz is blockaded, 13M barrels/day are offline, Qatar's LNG took a hit — and the S&P 500 finished the week up. We have questions.
Oil hit $127, peace talks failed, CPI came in hot, and Intel somehow ripped 24%. Your weekly social sentiment debrief, no filter.
INTC moonshots 24%, PLTR craters 14%, gas is up $1.17/gallon, and the Strait of Hormuz is still basically a parking lot. Normal week.
INTC ripped 24%, PLTR cratered 14%, and oil nearly hit $100. Oh, and the Strait of Hormuz became the world's most important shipping bottleneck. Just a normal week.
A US-Iran ceasefire, a 7-day S&P win streak, and hardware stocks absolutely murdering enterprise software. Welcome to the week that was.
Dow +1,325. Oil's biggest drop in 6 years. And 800+ ships still anchored outside the Strait of Hormuz. This week had everything.
Trump's Iran ultimatum, $113 oil, and a narrow market bounce masked some genuinely interesting under-the-hood moves. Here's what actually mattered.
Iran closed the Strait of Hormuz, oil hit $113, and the S&P barely flinched. Either markets are brave or in denial — probably both.
Crude surged 12%, credit markets flashed red, and the internet collectively lost its mind over Iran. The S&P 500 shrugged. Here's your weekly debrief.