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AI-powered market analysis and insights
Chip stocks cratered, Under Armour dropped 17%, and GameStop got rejected by eBay. Meanwhile, Zebra Technologies quietly had the best day on the S&P 500. Classic market chaos.
Dimon warns of exuberance. Yardeni targets Dow 60k. Semis are melting down. Oil is $99. GameStop tried to buy eBay. We have questions.
Ron Baron says SpaceX hits $30T. Jamie Dimon smells 1999. Inflation hits 3.8%. YouTube finance is having a moment — and nobody agrees on the ending.
Brent above $107, Hormuz shipping nearly frozen, and Trump just torched the ceasefire proposal. Monday is going to be a lot.
Semis are up 60%+ in six weeks, 8% of the S&P is at 52-week lows while the index hits highs, and Burry is screaming bubble. So… buy the dip?
The S&P 500 just hit record highs with only 49% of its components above their 50-day moving averages. That's not a bull market. That's a hostage situation.
Semis up 60% in six weeks, 49% of S&P components above their 50-day, and Michael Burry is screaming 1999. The bull case and the bubble case are both correct — pick your poison.
The Philly Semi Index is up ~70% since March. Micron is 170% above its 200-day MA. And only 49% of S&P 500 stocks are above their own 50-day. This is fine.
Iran threatens to cork the Strait of Hormuz, oil whipsaws, and somehow the S&P hits all-time highs. Traders online are losing their minds — in opposite directions.
Lumentum surges 5% on Nasdaq 100 inclusion, Moderna pops 7.5% on hantavirus vaccine news, and CEG rides the AI power wave. Social sentiment is screaming.
USDC just handled 80% of all dollar digital transactions in Q1 with $30T in volume. That's not a crypto story anymore. That's a finance story.
Options on HIMS are pricing a 13% move either way. Retail's already in the group chat debating which direction. Here's what the sentiment data actually says.