Weekly Wrap-Up
Each Saturday: the full week's market action distilled — winners and losers, sector performance, macro releases, key earnings, and the AlphaEdge Take on what it means for the week ahead.
15 articles
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Weekly Wrap-Up: A Soft Jobs Report Broadens the Rally as the S&P 500 Tops 7,500
The rally broadened in a holiday-shortened week: a soft jobs report cooled Fed-hike fears, small caps and homebuilders led three straight days, and the S&P 500 rose 2.22% to reclaim 7,500. Tesla and Nike beat.
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Weekly Wrap-Up: The Rotation Arrives as the Nasdaq Sinks and Micron Whipsaws the World
Chips were crushed and the Nasdaq fell 4.6%, but the Dow rose, small caps held 3,000 and money rotated into value and healthcare — a losing week with a hot core PCE and a surprisingly healthy core.
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Weekly Wrap-Up: SpaceX Beats Hot Inflation After AI Reset
Stocks edged higher for the week as SpaceX’s record IPO, Iran-deal hopes and small-cap strength offset hot CPI, PPI and a midweek AI reset before the Fed.
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Weekly Wrap-Up: Hot Payrolls Break AI Momentum After Early Records
Early records gave way to a Friday reset as hot payrolls lifted yields, broke AI-chip momentum and put CPI, PPI and Apple WWDC at the center of next week’s tape.
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Weekly Wrap-Up: AI Infrastructure Turns a Short Week Into a Record Close
Stocks hit records as Dell, Snowflake and AI infrastructure offset hot PCE, lower oil and narrow breadth in the holiday-shortened May 26-29 week.
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Weekly Wrap-Up: Dow Records, Small-Cap Relief and the Consumer Cracks Behind the Rally
Dow records and Russell leadership won the week, but oil, yields, Nvidia digestion, Walmart weakness and poor sentiment kept the rally selective.
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Weekly Wrap-Up: Flat Indexes Mask a Rate Shock and a Russell 2000 Slide (May 11–15, 2026)
Weekly wrap for May 11–15: the S&P 500 ended flat at 7,408.50, but the 10-year yield jumped 22 basis points to 4.59%, the Russell 2000 fell 2.4%, and oil surged 11% on Iran risk.
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Nasdaq 26,247: Semiconductor Supercycle Goes Parabolic — AI Rotation, NFP Miss
Nasdaq surges 4.51% to 26,247 as AMD ignites a semiconductor supercycle. S&P 500 gains 2.31% to 7,397. A 115K NFP miss stokes rate-cut hopes. Datadog +31%, Rocket Lab +34%. The AI trade rotates from hardware to software. Fed holds at 4.25–50%. Gold hits $4,733.
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S&P 500 and Nasdaq Hit All-Time Records as Big Tech Earnings Overwhelm FOMC Dissents and Hormuz Oil Spike
Weekly wrap: April 27–May 1, 2026. The S&P 500 closed at 7,229 and Nasdaq at 25,114 as Google, Apple, and Qualcomm earnings powered a recovery from a historic four-dissent FOMC vote and Brent crude spiking above $117.
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From Hormuz Shock to Semiconductor Euphoria: S&P 500 Hits Record 7,164 as Intel Rockets 24% and Iran Peace Hopes Crush Oil
Weekly Wrap-Up for April 20–25, 2026. S&P 500 closed at an all-time high of 7,164 as Intel rocketed 24% on its best quarter in years, AMD surged 14%, and the chip rally extended to 19 straight sessions. Brent crude whipsawed from $87 to $106 and back to $100 on Iran Hormuz crisis and peace talks. Apple CEO Tim Cook announced September retirement.
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Weekly Wrap: S&P 500 Rockets to Record 7,125 as Oil Crashes, Nasdaq Logs 13-Day Streak
Weekly Wrap for Apr 13–17, 2026. S&P 500 surged +4.51% to 7,125, Nasdaq +6.18% with 13 straight gains (longest since 2009), Russell 2000 led +5.54%. WTI crude crashed −14% on Iran ceasefire diplomacy. Bank earnings crushed: JPM, GS, MS all beat. Netflix tumbled −18% on guidance miss. Nine of 11 sectors green. Week ahead: Tesla, Alphabet, Boeing earnings.
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The Ceasefire Week: S&P 500 Surges 3.1%, Oil Crashes $20, CPI Hits 3.4% — How the Iran Truce Rewired Every Asset Class
S&P 500 surges 3.1% in the week the Iran ceasefire rewired every asset class. Oil crashes $20, CPI hits 3.4%, Amazon rallies 12%, Intel soars 50% since March. VIX collapses from 24 to 19. Weekly wrap for April 6–10, 2026.
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S&P 500 Rallies 3.4% in Wildest Week of 2026 — Iran Peace Hopes Collide with War Escalation, Oil Surges Past $108
The S&P 500 gained 3.4% in a four-day week defined by Iran war whiplash. The Dow surged 1,100 points on peace hopes Tuesday — its best day since May. Trump’s “bomb Iran” speech Thursday reversed the rally, sending oil past $108 and Brent to $109. Blue Owl Capital capped BDC redemptions at 5% after receiving 40.7% withdrawal requests — the largest in non-traded BDC history. Tesla dropped 5.4% on missed Q1 deliveries. Eli Lilly won FDA approval for Foundayo. Gold hit $4,770 midweek. Physical Brent spot reached $141. SpaceX filed for the largest IPO in history. Markets closed Friday for Good Friday with nonfarm payrolls released into a shuttered tape.
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S&P 500 Posts Fifth Straight Losing Week — Dow Correction, Brent $110, Meta Crashes 12%, PCE Hot, Rate Hike Odds 50%
Weekly wrap-up for March 23–27, 2026. The S&P 500 fell 2.5% for its fifth consecutive losing week — the longest since 2022. Dow entered correction territory. Brent topped $110. Meta crashed 12% on landmark addiction verdicts. PCE inflation exceeded expectations at 0.4% MoM. Rate hike odds crossed 50% for the first time. Amazon broke below $200. Google TurboQuant crushed memory chips. Private credit stress deepened. Trump extended Iran deadline to April 6.
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S&P 500 Posts Fourth Straight Losing Week as Fed Holds, Oil Surges Past $108, SMCI Crashes 33%
The S&P 500 fell 3.2% for a fourth consecutive losing week. The Fed held rates at 3.50-3.75% as PPI ran hot at +0.7% m/m. Brent surged past $108. SMCI crashed 33% on DOJ charges. Gold whipsawed from $4,900 to $4,500. Rate-cut odds collapsed below 49%.