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[Stock Analysis @stock_analysisx]

Weekly stock market recap 📈

• S&P 500: -0.21%
• Nasdaq: +0.54%
• Dow Jones: +0.42%

Best performing sector: Consumer Staples
Worst performing sector: Comm. Services

Top headlines of the week:

SpaceX scores record IPO:
$SPCX (SpaceX Corp.) raised $75B in a record-setting IPO, valuing the company at about $1.75 trillion. The listing strengthens funding for rockets, satellites, and AI infrastructure.

Inflation hits 3-year high:
U.S. consumer prices rose 4.2% YoY in May, up from 3.8% in April and the highest reading since April 2023. Core inflation rose 2.9% YoY.

Adobe prioritizes AI user growth:
$ADBE (Adobe Inc.) raised full-year revenue and earnings guidance after strong AI-driven results but said it will prioritize "freemium" user growth over near-term recurring revenue. The company also announced the departure of CFO Dan Durn.

Bezos bets on AI engineering:
Jeff Bezos is building Prometheus, a startup valued at $29B, which aims to create an “artificial general engineer” capable of accelerating the design and manufacturing of complex products such as jet engines, spacecraft, and computers. The company has raised more than $12B and is reportedly exploring an additional $100B investment fund.

Oracle earnings, AI, & govt. contract:
$ORCL (Oracle Corp.) beat earnings and revenue expectations, with cloud revenue up 47% and cloud infrastructure revenue up 93%. However, shares fell after Oracle said it plans to raise another $20B and spend about $70B on AI infrastructure in fiscal 2027. In other news, Oracle was selected to provide a government-wide cloud HR platform.

[Stock Analysis @stock_analysisx]

Market Bullets 📊

SpaceX scores record IPO:
$SPCX (SpaceX Corp.) raised $75B in a record-setting IPO, valuing the company at about $1.75 trillion. The listing strengthens funding for rockets, satellites, and AI infrastructure.

Adobe prioritizes AI user growth:
$ADBE (Adobe Inc.) raised full-year revenue and earnings guidance after strong AI-driven results but said it will prioritize "freemium" user growth over near-term recurring revenue. The company also announced the departure of CFO Dan Durn. Shares sank 5% premarket after slumping 6% yesterday.

Bezos bets on AI engineering:
Jeff Bezos is building Prometheus, a startup valued at $29B, which aims to create an “artificial general engineer” capable of accelerating the design and manufacturing of complex products such as jet engines, spacecraft, and computers. The company has raised more than $12B and is reportedly exploring an additional $100B investment fund.

Wholesale inflation accelerates:
U.S. producer prices rose 1.1% MoM in May, pushing annual wholesale inflation to 6.5% — the highest level since 2022. The numbers were hotter than the expected 0.6% MoM and 6.4% YoY.

[Flyer Wealth @FlyerWealth]

Blowout Quarter

[Xtract One @XtractOne]

Xtract One Announces Fiscal 2026 Third Quarter Results.

Read more: https://t.co/Vlb6jWmHOQ

#XtractOne #Fiscal2026 #ThirdQuarterResults #AI #WeaponsDetection

[Flyer Wealth @FlyerWealth]

HUGE! $XTRAF 📈

[Market One Media @MarketOneMedia]

➡️ Disseminated on behalf of: Xtract One Technologies Inc.
__
Could AI-powered weapons detection become the new standard for public security?

@XtractOne (TSX: $XTRA | OTCQX: $XTRAF | FSE: 0PL) is scaling its AI-powered threat detection systems across high-traffic public spaces, allowing individuals to enter venues without pausing to divest personal items.

Here’s what investors should know:
• Xtract One exited fiscal Q2 2026 with C$48.8 million in combined contractual backlog and signed agreements pending installation, up from C$37.2 million a year earlier.
• Its Xtract One Gateway product is opening new markets, including schools, corporate offices, and convention centres, with nearly 150 Gateway units ordered by the end of fiscal Q2 2026.
• SmartGateway is gaining traction across high-traffic venues and healthcare, with selection by the British Museum, which manages roughly 6.5 million visitors annually, and adoption by four Canadian provincial health authorities.

Read the full @Barchart feature to see how Xtract One is setting a new standard for public security and weapons detection worldwide. https://t.co/SMJGyGhP5B

[Market One Media @MarketOneMedia]

➡️ Disseminated on behalf of: Xtract One Technologies Inc.
__
Could AI-powered weapons detection become the new standard for public security?

@XtractOne (TSX: $XTRA | OTCQX: $XTRAF | FSE: 0PL) is scaling its AI-powered threat detection systems across high-traffic public spaces, allowing individuals to enter venues without pausing to divest personal items.

Here’s what investors should know:
• Xtract One exited fiscal Q2 2026 with C$48.8 million in combined contractual backlog and signed agreements pending installation, up from C$37.2 million a year earlier.
• Its Xtract One Gateway product is opening new markets, including schools, corporate offices, and convention centres, with nearly 150 Gateway units ordered by the end of fiscal Q2 2026.
• SmartGateway is gaining traction across high-traffic venues and healthcare, with selection by the British Museum, which manages roughly 6.5 million visitors annually, and adoption by four Canadian provincial health authorities.

Read the full @Barchart feature to see how Xtract One is setting a new standard for public security and weapons detection worldwide. https://t.co/SMJGyGhP5B

[Stock Analysis @stock_analysisx]

Weekly stock market recap 📈

• S&P 500: +1.38%
• Nasdaq: +2.81%
• Dow Jones: +0.75%

Best performing sector: Technology
Worst performing sector: Energy

Top headlines of the week:

Blue Origin explosion:
A Blue Origin space rocket exploded during a launchpad test, potentially delaying flights into 2027. The damage threatens NASA's lunar mission timelines and Amazon’s planned Kuiper satellite internet deployment.

Dell earnings:
$DELL (Dell Technologies Inc.) surged 31% after Q1 revenue jumped 88% to a record $43.8B — far exceeding expectations — on strong demand for Nvidia-powered AI servers. The news comes amidst controversy over President Trump's purchase of $1M of Dell stock.

Anthropic leapfrogs OpenAI:
Anthropic raised $65B in a funding round that valued the AI startup at $965B, surpassing OpenAI’s last reported valuation.

BP removes chairman:
$BP (BP PLC) sacked Chairman Albert Manifold effective immediately, citing governance oversight and conduct issues. Ian Tyler will serve as interim chair.

U.S. eyes drone investment:
The Trump admin. is discussing funding deals, potentially including equity stakes, with U.S. drone makers to expand domestic production and cut costs for defense supply chains.

Snowflake earnings:
$SNOW (Snowflake Inc.) surged 36% after raising its annual product revenue forecast and signing a new $6B multiyear cloud and chip agreement with Amazon. Q1 product revenue rose 34%, topping estimates.

[Stock Analysis @stock_analysisx]

Weekly stock market recap 📈

• S&P 500: +0.36%
• Nasdaq: -0.23%
• Dow Jones: -0.09%

Best performing sector: Energy
Worst performing sector: Consumer Cyclical

Top headlines of the week:

Inflation hits 3-year high:
U.S. consumer prices rose 0.6% in April, pushing annual inflation to 3.8%, the highest level since May 2023 and slightly above expectations. Rising energy costs added to affordability pressures, while wage growth fell behind inflation for the first time in three years.

Senate confirms Kevin Warsh:
The Senate confirmed Kevin Warsh as chairman of the Federal Reserve, with 1 Democrat — John Fetterman of Pennsylvania — joining all Republicans to vote in favor. Warsh faces political pressure from President Trump to cut interest rates.

Cerebras prices blockbuster IPO:
AI chipmaker $CBRS (Cerebras) raised $5.55B in the biggest IPO of 2026, pricing shares above range at $185 for a roughly $40B valuation. The offering drew demand exceeding 20 times available shares.

Apple & Intel reach chip deal:
$AAPL (Apple Inc.) and $INTC (Intel Corp.) reached a preliminary agreement for Intel to manufacture some chips for Apple devices, expanding Intel Foundry partnerships as Apple seeks to diversify supply beyond TSMC.

U.S. clears Nvidia chip sales:
The White House allowed 10 Chinese firms, including Alibaba and Tencent, to buy $NVDA (Nvidia Corp.)'s H200 AI chips, but no deliveries have yet occurred.

[Stock Analysis @stock_analysisx]

Weekly stock market recap 📈

• S&P 500: +2.44%
• Nasdaq: +5.40%
• Dow Jones: +0.52%

Best performing sector: Technology
Worst performing sector: Energy

Top headlines of the week:

Jobs growth surges past forecasts:
The U.S. added 115K jobs in April, down from 185K in March but far surpassing expectations of 55K. Unemployment held steady at 4.3% and wage growth cooled, while job losses for February grew to -156K.

GameStop pitches eBay takeover:
$GME (GameStop Corp.) offered $56 billion to acquire $EBAY (eBay Inc.) at $125 per share, a ~20% premium, with financing including up to $20 billion in debt and a mix of cash and stock.

Abel hosts first Berkshire meeting:
Greg Abel led his first annual meeting as CEO of Berkshire Hathaway, reaffirming the legacy of Warren Buffett and highlighting strong earnings and a record cash position. Shareholders expect the company’s culture and long-term strategy to endure despite a less charismatic presence.

AMD earnings:
$AMD (Advanced Micro Devices Inc.) topped forecasts with $1.37 in EPS on $10.25B in revenue and raised its revenue forecast for Q2, sending shares rallying 20%. In April, AMD shares saw their best month since the early 2000s.

Oil drops below $100:
Brent crude fell below $100 a barrel as traders weighed possible progress in U.S.-Iran negotiations.

Alberta separatists push referendum:
Alberta separatists submitted nearly 302K signatures to trigger a referendum on leaving Canada, far above the required threshold. A vote could occur as early as October.

Ted Turner dies:
Ted Turner, founder of CNN and a pioneer of modern cable television, has died at 87. Turner built Turner Broadcasting into a media powerhouse before selling it to Time Warner in 1995 and later became a major philanthropist and conservationist.

[Stock Analysis @stock_analysisx]

Market Bullets 📊

Blockbuster week ahead:
Global markets face a pivotal week with Fed and G7 central bank meetings alongside earnings from $AAPL (Apple Inc.), $MSFT (Microsoft Corp.), $GOOGL (Alphabet Inc.), $AMZN (Amazon Inc.), and $META (Meta Platforms Inc.). Over 1/3 of the S&P 500 reports this week.

Musk sues OpenAI CEO:
Elon Musk is beginning a trial against OpenAI CEO Sam Altman over the company's shift to a for-profit structure, seeking to unwind the change and return billions to the nonprofit.

Meta eyes space solar power:
To support its AI data centers, $META (Meta Platforms Inc.) has agreed to source up to 1 gigawatt of space-based solar power from Overview Energy. The technology remains in development, with potential commercial delivery by 2030.

Google plans Korean AI campus:
$GOOGL (Alphabet Inc.) will build its first AI campus in Seoul under an agreement with South Korea, with plans to deploy engineers, support startups, and expand partnerships with firms like Samsung and Hyundai.

Fed likely to hold rates:
The Federal Reserve is expected to keep rates at 3.50%–3.75% this week as officials assess inflation risks from higher energy prices. Policymakers may signal potential future hikes and Jerome Powell could be nearing his final meeting as chair.

[Stock Analysis @stock_analysisx]

Weekly stock market recap 📈

• S&P 500: +0.73%
• Nasdaq: +2.42%
• Dow Jones: -0.30%

Best performing sector: Technology
Worst performing sector: Healthcare

Top headlines of the week:

Tim Cook steps down at Apple:
Tim Cook will step down as CEO of $AAPL (Apple Inc.) in September, transitioning into a role as executive chairman. Cook’s 15-year tenure saw Apple grow into a ~$4T company with expanded services and global supply chains. Longtime hardware leader John Ternus will take over.

SpaceX-Cursor deal & project warning:
SpaceX secured an option to acquire AI startup Cursor for $60 billion, aiming to combine Cursor’s coding tools with SpaceX’s AI infrastructure. SpaceX also warned in an IPO filing that space-based AI data centers and interplanetary projects may not be commercially viable.

Google unveils new AI chips:
$GOOGL (Alphabet Inc.) introduced new AI chips that separate training and inference tasks, aiming to improve efficiency and compete more directly with $NVDA (Nvidia Corp.).

Intel rallies on earnings:
$INTC (Intel Corp.) vaulted 26% premarket after reporting $13.6B in revenue — up 7% YoY — and raising guidance. The company's fortunes have been driven by strong data-center CPU demand from AI agents.

Israel-Lebanon truce extended:
The U.S. announced that the Israel-Lebanon ceasefire will be extended by 3 weeks amid ongoing tensions in the region.

[Stock Analysis @stock_analysisx]

Market Bullets 📊

TSMC revenue jumps on AI:
$TSM (Taiwan Semiconductor Mfg.) posted a 35% Q1 revenue surge, beating forecasts, amid strong AI chip demand from clients like $NVDA (Nvidia Corp.).

Inflation heats up again:
U.S. inflation rose to 3.3% in March, the highest in 2 years, as energy costs surge. This figure matched forecasts, though core inflation came in slightly cooler than expected at 2.6% vs. 2.7% forecast.

GDP slows sharply:
The U.S. economy grew just 0.5% in Q4, revised down from 0.7%, as a government shutdown cut spending and consumer demand weakened.

DOJ probes NFL:
The Justice Department is investigating the NFL over potential anticompetitive media-rights tactics as rising costs and fragmented streaming deals increase consumer prices.

Xi courts Taiwanese opposition:
China’s president, Xi Jinping, met Taiwan’s pro-China opposition leader amid an effort to advance unification efforts and weaken U.S. influence.

[Flyer Wealth @FlyerWealth]

@Futurenvesting Would love to see a video on $XTRAF!

Very interesting technology

[Stock Analysis @stock_analysisx]

Market Bullets 📊

Oil falls on ceasefire deal:
Oil prices fell, with WTI falling over 16% to below $95, after the U.S. and Iran agreed to a two-week ceasefire and partial reopening of the Strait of Hormuz. However, lasting geopolitical risks may keep market prices elevated.

Delta cuts growth amid fuel spike:
$DAL (Delta Air Lines Inc.) is reducing capacity growth as fuel costs jump $2B, though Q1 earnings beat estimates and its refinery is expected to add a $300M boost, highlighting cost pressures but operational resilience.

Blue Owl outlook cut to negative:
$OWL (Blue Owl Capital Inc.) faces a Moody’s outlook downgrade as heavy redemptions hit its $36B credit fund, signaling broader stress in private credit with ~$13B in investor withdrawals and slowing inflows.

Anthropic expands AI security testing:
Anthropic is giving $AMZN (Amazon Inc.), $AAPL (Apple Inc.), $MSFT (Microsoft Corp.), and $CSCO (Cisco Systems Inc.) access to its unreleased Mythos model to identify cyber risks, aiming to strengthen safeguards before any broader launch.

Levi Strauss boosts DTC growth:
$LEVI (Levi Strauss & Co.) reported 14% revenue growth and raised its guidance as direct-to-consumer sales exceed 50% of revenue, improving margins despite reliance on price increases and potential consumer slowdown risks.

Samsung block trade planned:
A Samsung Electronics shareholder is seeking to sell up to $2.1B in shares via a discounted block trade, adding potential near-term stock pressure.

[Stock Analysis @stock_analysisx]

Weekly stock market recap 📈

• S&P 500: +2.52%
• Nasdaq: +3.14%
• Dow Jones: +2.15%

Best performing sector: Materials
Worst performing sector: Energy

Top headlines of the week:

Gas tops $4:
U.S. gasoline prices have surpassed $4 per gallon for the first time since 2022, rising 35% since February as Middle East supply disruptions continue.

Unilever closes in on McCormick tie-up:
$UL (Unilever PLC) is nearing a cash-and-stock deal to combine its food unit with $MKC (McCormick & Co.), which would create a $60B food giant.

Lilly buys Centessa:
$LLY (Eli Lilly & Co.) agreed to acquire $CNTA (Centessa Pharmaceuticals PLC) for $6.3B upfront, with up to $1.5B more tied to drug approvals, as it expands into narcolepsy meds.

Nike warns on sales outlook:
$NKE (Nike Inc.) forecast low-single-digit sales declines through 2026, citing weak Chinese demand and turnaround challenges.

[Stock Analysis @stock_analysisx]

Weekly stock market recap 📈

• S&P 500: -0.49%
• Nasdaq: +0.11%
• Dow Jones: -0.96%

Best performing sector: Utilities
Worst performing sector: Financials

Top headlines of the week:

Nvidia earnings:
$NVDA (Nvidia Corp.) reported fiscal Q4 revenue up 73% to $68.1B and profit nearly doubling to $43B, topping forecasts and indicating strong AI demand.

Trump touts a disputed recovery:
President Trump used his State of the Union to declare a historic economic turnaround, highlighting a higher stock market, tax cuts, and tariffs as major achievements. However, voters have soured on his handling of inflation and cost-of-living concerns.

Netflix exits Warner bid:
$NFLX (Netflix Inc.) dropped its $82.7B bid for $WBD (Warner Bros. Discovery Inc.), saying it would not match $PSKY (Paramount Skydance Corp.)'s $111B offer.

Cartel leader killed in Mexico:
Mexico’s military killed cartel leader Nemesio “El Mencho” Oseguera Cervantes, sparking widespread violence, arson, and road blockades across multiple states. The unrest disrupted travel and public services, prompted U.S. shelter-in-place warnings, and raised concerns about a potential succession fight that could fuel further cartel violence.

AMD lands $60B Meta AI chip deal:
$AMD (Advanced Micro Devices Inc.) agreed to supply up to $60B in AI chips to $META (Meta Platforms Inc.) over 5 years, including MI450 GPUs and custom CPUs, with Meta receiving warrants tied to performance targets and an option to buy up to 10% of AMD.

[The Long Investor @TheLongInvest]

$NVO

FWD PE: 11
Net Margin: 33%
Gross Margin: 80%

Earnings $15.5B a year

and they have the Wegovy pill

Yeah, I think it will be fine.

[Stock Analysis @stock_analysisx]

Weekly stock market recap 📈

• S&P 500: +1.33%
• Nasdaq: +1.67%
• Dow Jones: +0.11%

Best performing sector: Industrials
Worst performing sector: Consumer Staples

Top headlines of the week:

SCOTUS rules Trump tariffs illegal:
In a major ruling on Friday, the Supreme Court struck down the sweeping tariffs that President Trump had imposed through a series of executive orders.

Blue Owl asset sale rattles private credit:
$OWL (Blue Owl Capital Inc.) fell 6% yesterday after selling $1.4B of loans to meet redemptions. The move sparked a broader selloff, with both $APO (Apollo Global Management) and $BX (Blackstone Inc.) dropping 5%, amid concerns that retail investors may pull back from illiquid private-credit funds.

Q4 GDP misses:
The economy grew at a 1.4% annualized rate in Q4, well below the 2.5% forecast. The core PCE price index gained 3% in December, matching expectations, while headline PCE rose more than expected at 2.9%.

Andrew, ex-prince of Britain, arrested:
U.K. police arrested Andrew Mountbatten-Windsor — who formerly held the title of prince and had known connections to Jeffrey Epstein — on suspicion of misconduct in public office.

WBD reopens talks with Paramount:
$WBD (Warner Bros. Discovery Inc.) received a 7-day waiver from $NFLX (Netflix Inc.) to resume deal talks with $PSKY (Paramount Skydance Corp.), which has indicated it may raise its $30-per-share hostile bid as WBD weighs options.

[Stock Analysis @stock_analysisx]

Market Bullets 📊

Inflation cools more than expected:
U.S. consumer prices rose 2.4% YoY in January, below both December's 2.7% and forecasts of 2.5%. Core inflation fell to 2.5%, matching expectations.

Apple drops on scrutiny, delays:
$AAPL (Apple Inc.) fell 5% in its worst day since April 2025, after reports that its AI-powered Siri update may be delayed and that the FTC pressed CEO Tim Cook to review Apple News policies.

Home sales slump 8%:
U.S. existing home sales fell 8.4% in January to a 3.91M annual rate, the weakest since Dec. 2023, as high prices and limited supply weigh on demand. Median prices hit a record $396,800 for January, signaling persistent affordability pressure.

Applied Materials surges on AI outlook:
$AMAT (Applied Materials Inc.) jumped 11% premarket after forecasting Q2 revenue of about $7.65B and EPS of $2.64, both above estimates, as it cited strong AI-driven demand for chipmaking tools.

Pinterest tanks on earnings:
$PINS (Pinterest Inc.) plummeted 22% premarket after missing Q4 EPS estimates and guiding Q1 revenue below forecasts, citing tariff-driven ad pullbacks by major retailers, though monthly active users rose 12% to a record 619M.

[Stock Analysis @stock_analysisx]

Weekly stock market recap 📈

• S&P 500: +0.20%
• Nasdaq: -0.22%
• Dow Jones: -0.59%

Best performing sector: Energy
Worst performing sector: Materials

Top headlines of the week:

Medicare rate news hits insurers:
$UNH (UnitedHealth Group Inc.) shares fell as much as 19% after a proposed 0.09% Medicare Advantage rate hike for 2027 missed expectations, dragging down $HUM (Humana Inc.) and $CVS (CVS Health Corp.) as well. The outlook pressures margins for providers.

India and EU strike major trade deal:
India and the EU announced a landmark free-trade agreement, cutting tariffs and expanding market access across goods and services, after nearly 20 years of talks. The pact deepens economic ties as both face rising geopolitical and trade pressures from the U.S.

Fed holds rates steady:
The Federal Reserve voted to maintain interest rates for the first time since July, keeping them at 3.5-3.75%. Chair Jerome Powell defended central bank independence amid political pressure and a DOJ probe.

Microsoft stumbles:
$MSFT (Microsoft Corp.) posted $38.5B in quarterly profit, up 60% YoY, as revenue rose 17% to $81.3B. Gains were driven by strong cloud and AI demand. Still, shares fell 11% as investors reacted to $37.5B in capital spending.

Apple beats on iPhone surge:
$AAPL (Apple Inc.) reported a 16% jump in revenue and 23% iPhone sales growth in Q1, driven by strong demand in China. EPS hit $2.84, topping estimates, and Apple expects up to 16% revenue growth next quarter.

Wholesale inflation tops forecasts:
December PPI, a measure of wholesale inflation, rose 0.5% vs. 0.2% expected. Annual core PPI reached 3.3% vs. a forecast of 2.9%. The upward trend suggests persistent service cost pressures.

OpenAI targets late-2026 IPO:
OpenAI is planning a Q4 IPO amid rising pressure from rival Anthropic, seeking a valuation near $830B and raising over $100B pre-listing. Talks are underway with $AMZN (Amazon Inc.), which may invest up to $50B, and SoftBank.

[Bilaal- BD investing @bdinvestingg]

$NVO Oral Wegovy explodes: 20,371 new prescriptions in WEEK 2 (up from 4,289 in week 1)

Crushes historical launches:
- Zepbound (LLY): ~10k week 2
- Wegovy injection: ~1k week 2

Steady now lads…$100 is just around the corner