Weekly Market Review: Week 18 (May Week 1)
Big Tech 4 earnings and META -6.15% — for now, the market only watches one CapEx number
Weekly summary of key global market issues and investment strategies.
Big Tech 4 earnings and META -6.15% — for now, the market only watches one CapEx number
SK Hynix 72% OpMargin · Intel +2,800% Surprise — Korea-US Semis Hit Record Highs Together
Hormuz Blockade → Back-to-Back S&P 7,000 & 7,100 → NASDAQ 13-Day Streak (Longest Since 1992) — Historic Rally
Samsung's KRW 57T Surprise → US-Iran 2-Week Truce → V-Shaped Rebound Week
Q1 Worst Close → Sidecar Surge → Trump 'Stone Age' Shock — A Week of Historic Volatility
TurboQuant Shock + ECB Rate Hike Hint + 5th Straight Weekly Decline — A Week of AI Semiconductor and Oil Double Headwinds
Hormuz Ultimatum D-Day, MU Blowout Sell-the-News, BTC Breaks $70K — A Week of All-Out Risk
CPI 2.4% Relief vs WTI $98.71 — Stagflation Fears, BTC $72K Rebound
Iran War Day 7 — Hormuz Blockade, WTI $100 in Sight, KOSPI Circuit Breaker Crash
Late February Market Recap — Pre-Iran Tensions, AI Capex Debate, and Rate Cut Expectations
Mid-February Market Recap — Fed Minutes, Tech Earnings, and Macro Cross-Currents