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weekly-roundup

The June Swoon Is Real: Semis Crater 9.5%, SpaceX IPO Looms, and the Fed Might Actually Hike

Semis down 9.5%, Nasdaq worst day in over a year, Bitcoin below $60K — and somehow airline executives are calling this a 'record summer.' Wild week.

1 min read

AVGONVDAAMDMU

weekly-roundup

The June Swoon Is Real: Semis Crater, SpaceX IPO Looms, and the Fed Might Actually Hike

Semis got wrecked, Bitcoin kept bleeding, and SpaceX filed the biggest IPO in history. The June Swoon Ed Yardeni called is very much in session.

1 min read

AVGOAMDMUUNH

weekly-roundup

Jobs Boom Nukes the Rally: Nasdaq Posts Worst Day in a Year as Rate Hike Bets Surge

Nasdaq's worst day since April 2025, semis in freefall, and Bitcoin down 50% from peak. The market finally got the news it asked for — and hated it.

1 min read

AVGOAMDMUCMG

weekly-roundup

SpaceX at $1.75T, AVGO Down 15%, and the PDT Rule Is Dead — The Week That Broke the Internet

The PDT rule is gone, SpaceX is pricing at $135/share, and AVGO just gave the AI trade its first real gut punch. Welcome to the week.

1 min read

AVGOLULUPANWDOCU

weekly-roundup

SpaceX IPO, Nvidia's PC Takeover, and Bitcoin's Identity Crisis: This Week's Biggest Sentiment Swings

SpaceX skips the price range entirely, Nvidia crashes the PC party, and Bitcoin is apparently having a quarter-life crisis. Big week. Buckle up.

1 min read

NVDAARMINTCPANW

weekly-roundup

SpaceX IPO, $AVGO Earnings, and a 9-Day Win Streak: The Week Wall Street Forgot to Sleep

Semis ripped 40%+, the S&P hit record highs for 9 straight days, SpaceX is finally going public, and gold just dethroned US bonds. Oh, and Samsung paid chip workers $340K bonuses. Normal week.

1 min read

AVGOPANWCRWDHPE

weekly-roundup

AI Meltup Is Real: ARM +15.7%, NVDA +6.3%, and Berkshire Just Bet $10B on Google

ARM exploded 15.7%, Berkshire dropped $10B on Alphabet, and the S&P hit its 8th straight up day. This week's sentiment data reads like a bull market fever dream.

1 min read

NVDAARMINTCQCOM

weekly-roundup

Dell Up 200% YTD, SpaceX IPO Incoming, and the Fed Chair Nobody's Pricing In — Weekly Roundup

S&P closed May up 5%, Dell erupted 33% in one session, and SpaceX is lining up a $1.8T IPO. Meanwhile, a Fed Chair candidate nobody's talking about could quietly tighten everything.

1 min read

DELLMUOKTACOST

weekly-roundup

Dell's 33% Single-Day Rip, a $2T IPO Bomb, and Iran Chaos: The Week Wall Street Will Not Shut Up About

Dell ripped 33% in a day. Snowflake had its best session since its IPO. The S&P logged its 9th straight winning week. Oh, and there's maybe an Iran deal. Maybe.

1 min read

DELLSNOWOKTANTAP

weekly-roundup

$DELL is up 30% and AI server demand just broke every bear thesis — here's your weekly recap

DELL exploded 30%+, SNOW had its best day since IPO, and the S&P hit record highs — all while inflation crept to 3.8% and the Fed eyed its trigger finger.

1 min read

DELLSNOWOKTANTAP

weekly-roundup

$SNOW just melted bears' faces with 34% revenue growth — and the AI trade finally has receipts

Snowflake up 34% in a day. AppLovin up 12%. Micron at $1 trillion. If your portfolio missed this week, we need to talk.

1 min read

SNOWAPPMUDLTR

weekly-roundup

SpaceX, Snowflake, and Micron Just Had the Week of Their Lives — Here's Who Actually Won

Micron crossed $1 trillion, Snowflake popped 30%, and SpaceX filed an S-1 citing a $28.5T TAM. Meanwhile, Meta quietly launched subscriptions. Busy week.

1 min read

MUSNOWAAPLMETA

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