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Micron just crossed $1 trillion market cap — first time ever. Stock up 20% on AI chip demand. But JPM warns rally is still too narrow, waiting for it to spread beyond semis.
https://t.co/qvyG2sldQP
📊 AI capex just jumped from $433B to $805B for 2026 — hyperscalers can't stop spending even with rates rising. That's inelastic demand, and it's driving this 8-week rally.
https://t.co/66LL048OFG
Dow hit a new high but Walmart fell 7% on a profit cut. Fuel costs up 30% for small biz. The rally is masking real consumer pain.
https://t.co/7DK5EQ4Txx
📉 Nvidia revenue up 85% to $81.6B, guided above estimates — stock still fell after hours. When expectations are priced to perfection, even a blowout isn't enough.
https://t.co/rOYEkbsTOQ
Nvidia Wednesday after close — options pricing 6% move either way. It's become the barometer for the entire AI sector, so AMD, Broadcom, SMCI all move with it 📊
https://t.co/CSwug5QjXp
Nasdaq up 1.2% to new highs while PPI jumped to 1.4% — markets are ignoring inflation because Cisco just doubled its AI order forecast to $9B. That trade works until it doesn't.
https://t.co/cTYXgQ5a5h
3.8% inflation — highest in 3 years. PPI came in at 1.4% vs 0.5% expected. Fed rate hikes back on the table, and bonds are already pricing it in (10yr at 4.46%). Growth stocks taking the hit. 📊
https://t.co/9JFpiz11qF
CPI hit 3.8% vs 3.7% expected — but core at 0.4% is the problem. Fed's not cutting soon. Savings rate at 3.6%, lowest since '22. Consumer spending about to crack 📉
https://t.co/G3LWyQGv4z
📊 CPI Tuesday: inflation expected to jump from 3.3% to 3.8% on oil shock. S&P at 7,400 records, but this number decides if the rally lives or dies.
https://t.co/5z82qOVJ8Y
📊 Rate hike odds just hit 30% (cuts down to 4%). Palantir grew 85% but stocks still fell — macro fear is beating earnings right now.
https://t.co/1wkUydFKik
Oil crossed $100 and gas spiked 4.7% overnight — one of the sharpest jumps in 20 years. Fed decides today while energy just made their job way harder.
https://t.co/boygt3SnTI
📈 S&P and Nasdaq at all-time highs — Tesla beat, TI revenue up 19%, SK Hynix up 198%. But jobless claims ticked higher and oil's climbing. This rally only works if earnings keep delivering.
https://t.co/3O2Zev0yWx
📉 Oil up 5% on Iran ship seizure — but sentiment just flipped extreme fear to greed in under a month. Rally's all AI and big tech, not breadth. That's a problem if you're diversified.
https://t.co/T2dp82oJ2p
Oil just jumped 6% to $89 after Iran closed the Strait again — but Q1 earnings still show 13% profit growth. The rally's real, the jitters are too. 📊
https://t.co/VuaAODxBTM
S&P 500 up 1.2% and now 21 points from 7,000. PPI came in cold and suddenly everyone remembers inflation can actually cool. Tech ran hardest — this is positioning, not fundamentals.
https://t.co/C4Ld2Erhxv
PPI came in at 0.5% vs 1.1% expected — half what the Street priced in. Tech ripping because lower inflation = less pressure on the Fed to hold rates high. Semis having their best run since '02 📈
https://t.co/DHMpD4PeLM
Oil hit $98 and CPI jumped 0.9% in March — biggest monthly spike since 2022. Strait of Hormuz blockade is the trigger. Bank earnings this week will show if profits can survive this inflation wave.
https://t.co/WWhlL1KvOA
📊 S&P up 3%+ on ceasefire relief — but consumer confidence just tanked and savings are drying up. This isn't strength, it's hope. PPI Tuesday could wreck it.
https://t.co/WWhlL1KvOA
🚀 Exciting news!
https://t.co/UInoaqE5sP has officially been selected to join Migdal & Mamram’s Innovation Accelerator — one of Israel’s leading programs for AI, data, and fintech startups. This is a major milestone for https://t.co/cK5ggaC8rd
#AI#Migdal#Fintech