GameStop Shares Tumble 8% After Proposing to Acquire EBay in $55.5 Billion Deal $eBay(EBAY)$   shares rose early Monday after video game retailer $GameStop(GME)$   proposed to acquire the e-commerce company in a cash-and-stock deal worth about $55.5 billion. GameStop, which currently has a 5% stake in eBay, has offered to purchase the company for $125 a share, it said in a Sunday statement. The nonbinding proposal, which is structured as an equal mix of cash and stock, represents a premium of 46% to eBay's closing share price as of Feb. 4, the day GameStop started building up its position in the company. In a statement on Mon

Massive Options Flow Signals Moderate Bullish Bet on Amazon  Amid ongoing macro uncertainty and continued expansion in AI-related capital spending, tech stocks have entered a phase of rebalancing between growth visibility and margin pressure. In this environment, $Amazon.com(AMZN)$   has seen large-scale positioning in the options market, with a clear takeaway: institutions are betting on a moderate upside move rather than an aggressive breakout. From the options flow, the most representative trade is a structure expiring in August 2026. Roughly 35,000 contracts of the $320 calls (320C) were bought at the ask, representing about $24.35 million in premium, while the same size of $370 calls (370C) were s

AI Infrastructure Stocks Surge as Demand Outlook Strengthens AI infrastructure names rallied sharply on Monday, with $NEBIUS(NBIS)$   jumping 15%, $CoreWeave, Inc.(CRWV)$   rising 7%, and $IREN Ltd(IREN)$   gaining 9%, extending momentum across the“neocloud”segment. The driver is increasingly clear: AI demand + capital spending visibility. First, sentiment has been lifted by continued strength in hyperscaler spending. Major cloud players like Microsoft, Amazon, and Alphabet have all reaffirmed aggressive AI capex plans, reinforcing expectations that demand for GPU infrastructure will remain strong. That

Micron, SanDisk Lead Memory Rally—Can Tight Supply and AI Demand Drive a New Supercycle? Memory stocks rallied broadly in early trading Monday, with $Micron Technology(MU)$   rising nearly 9%,$SanDisk (SNDK.US)$ up more than 7%, $Western Digital (WDC.US)$ gaining about 4%, and $Seagate Technology (STX.US)$ climbing close to 2%. Against a backdrop of macro and geopolitical pressures weighing on the broader market, memory emerged as one of the few areas of strength. The underlying logic continues to build: AI-driven demand visibility, combined with rigid supply constraints, is pushing the industry into a longer and more durable upcycle. The rally is rooted in the rapid buildout of AI infrastructure. Micron Tech

Palantir Earnings Crush. U.S. Revenue Surges 104% and Backlog Soars $Palantir Technologies Inc.(PLTR)$   reported its FY26 Q1 earnings, with results coming in significantly above market expectations. Revenue, profitability, and order metrics all strengthened, further reinforcing its leadership in the AI software space. Earnings Snapshot: Revenue $1.63B (vs. $1.54B est., +85% Y/Y, +16% Q/Q) Adjusted EPS $0.33 (vs. $0.28 est.) Adjusted Operating Income $984M (60% margin) U.S. Government Revenue $687M (vs. $0.61B est.) U.S. Commercial Revenue $0.595B (vs. $0.603B est.) From a growth mix perspective, the U.S. remains the core driver: total U.S. revenue reached $1.28B (+104% Y/Y, +19% Q/Q), with U.S. government

AMD Attracts Bearish Option Trade as Shares Dip Ahead of Earnings $Advanced Micro Devices(AMD)$   attracted a bearish block trade in call options and heavy buying of contracts that can protect shareholders against a slump as the stock price declined a day ahead of the chipmaker's quarterly results due after the market closes May 5. A buyer paid $2.99 million for put options that give their holder the right to sell 300,000 AMD shares at $345 a share by May 8. That strike price is more than $3 below the current stock price, signaling the buyer's concern that the AMD could extend its decline by the end of the week.   The block trade was posted as the stock declined 4.6%, trimming this year's advance t

Meta Shares Slump 9% as Options Market Braces for Near-Term Turbulence $Meta Platforms, Inc.(META)$   shares tumbled almost 9% on Thursday after the company's latest financial results sparked a wave of selling and a surge in demand for options protection, while some institutional players positioned for a potential rebound.  The stock dropped $57.89 to close at $611.23 as investors reassessed the social media giant's spending plans for artificial intelligence. The surge in capital expenditures overshadowed the bigger-than-expected revenue growth of 33% to $56.31 billion that highlights the gains from the company's AI investments.  "We had a milestone quarter with strong momentum across our apps and

Apple FY26Q2 Earnings Review: Margin Expansion and Buybacks in Focus — What's Driving Apple Now? $Apple(AAPL)$   delivered a broadly stronger-than-expected earnings report, with revenue reaching $111.18B (vs. $109.66B est.), up approximately 17% YoY, exceeding its prior guidance range of 13%–16%; EPS came in at $2.01 (vs. $1.96 est.), rising about 22% YoY. Growth this quarter was driven by solid demand for both iPhone and Mac, supported by March product launches including the iPhone 17e and MacBook Neo, with the Neo model selling out at several retailers—highlighting continued resilience in high-end hardware demand.  At current valuation levels, the key takeaway is no longer whether Apple beat expectat

Sandisk Earnings Review: A Stunning $42B RPO, But Margins May Be Peaking The quarter was a blowout. Revenue was $5.95 billion, up 97% QoQ and 251% YoY. Non-GAAP gross margin reached 78.4%, far above the prior guide of 65% to 67%. Non-GAAP EPS was $23.41, compared with prior guidance of $12 to $14.  Free cash flow quality was also strong. Adjusted free cash flow was $2.955 billion, equal to a 49.7% margin. Operating cash flow was $3.038 billion, while net cash capital spending was only $83 million. Fiscal Q4 guidance implies the cycle is still accelerating Fiscal Q4 guidance was very strong: revenue of $7.75 billion to $8.25 billion, non-GAAP gross margin of 79% to 81%, and non-GAAP EPS of $30 to $33. That implies another large sequential revenue step-up and sustained gross margin near

My long weekend type: Family Type : built a small water playground for the kids to swim and enjoyed the water activity.

1) I think DBS will close at SGD 59.25 on Friday. 2) Will DBS beat the Q1 net profit estimate? Yes

Amazon Earnings Preview: Investors Bet on Anthropic Collaboration for Upside $Amazon.com(AMZN)$   is scheduled to release its financial results post-market on April 29 ET. Market expectations suggest the cloud giant will benefit substantially from its partnership with Anthropic, although the recent stock price has partially factored in this expectation. On April 20, Amazon invested an additional $5 billion in Anthropic, with a potential total commitment of up to $20 billion. This comes on top of its prior $8 billion investment. Investors should also be wary of the risks associated with the acceleration in CapEx, and management will need to justify it. Core Financial Indicators – Amazon's revenue is expected

Apple Earnings Preview: iPhone Boom Meets Margin Test $Apple(AAPL)$   will report fiscal second quarter 2026 results after the market closes on Thursday, April 30. For investors, this quarter is less about whether Apple can grow and more about whether the iPhone 17 cycle, China rebound, Services mix, and cost control can support a stock already valued like a premium compounder.  Core Financial Indicators Revenue is expected to reach about $109.5 billion, up 14.9% year over year from $95.4 billion in fiscal Q2 2025, based on LSEG estimates. That sits near the upper half of Apple's March quarter guidance range, which called for revenue growth of 13% to 16%. S&P Global's Visible Alpha consensus is ver

Microsoft Options Premiums Soar After OpenAI Split News $Microsoft(MSFT)$  's options market is bracing for wild share price swings after the software giant announced Monday the end of its exclusive pact with OpenAI and said it will no longer pay a revenue share to the parent of ChatGPT.  "Microsoft's license will now be non-exclusive," the tech giant said in a corporate blog post Monday morning, announcing the amendment to its pact with the company behind ChatGPT. "OpenAI can now serve all its products to customers across any cloud provider."  Options traders pushed Microsoft's expected price swings to the 100th percentile Monday, meaning it's higher now than any other day in the past year. That trans

Robinhood Q1 2026 Preview: Is the Crypto Crash a Cyclical Dip or Structural Break? Consensus Expectations for Q1 2026: – Revenue: ~$1.136B (+23% YoY, -11% QoQ) – EPS: $0.43 (+16% YoY, -35% QoQ) – Adjusted EBITDA: $588M (+25% YoY, -23% QoQ from Q4's record 59%) – Transactios-based revenue: ~$661.3M — Options $282.8M (+18% YoY), Crypto ~$147.6M (-41% YoY), Equities ~$83M (+50%) – Net Interest Income: ~$390.2M (+37% YoY), NIM at ~2.74% – Monthly Active Users (MAU): 13.7M (-5% YoY, +5% QoQ from Q4's 13.0M) – Total Assets under Custody (AUC): $321.9B (+46% YoY) – Average Revenues per User (ARPU): $170.19 (+17% YoY, -11% QoQ) How to Read These Numbers:The alarming QoQ declines (EPS -35%, EBITDA -23%, ARPU -11%) require context: Q4 2025 was an exceptional base driven by post-election crypto surge

Eli Lilly Q1 Preview: GLP-1 Momentum Meets the Novo Test $Eli Lilly(LLY)$   reports first-quarter 2026 earnings on April 30, and this print will be less about whether demand for GLP-1 drugs is strong. That part is already understood. The real question is whether Lilly can keep converting that demand into market-share gains, margin expansion, and confidence in its full-year guidance while Novo Nordisk pushes back with oral Wegovy and a broader obesity franchise.  For Q1, consensus estimates vary by provider, but the Street is broadly looking for revenue around $17.6 billion to $17.8 billion and EPS around $7.3 to $7.5.  The Obesity Market Is Still Growing, but the Debate Has Changed The GLP-1 obesit

Intel Set to Extend Record-Breaking Rally, Undeterred by Short Sellers $Intel(INTC)$   looks set to extend its record-breaking rally Monday with bulls were undeterred by short sellers who piled in to challenge the semiconductor company's blowout post-earnings surge. Trading in borrowed shares shares that were sold short jumped to 33.51 million shares Friday, the biggest among stocks with a market capital of more than $5 billion. The jump in bearish bets came after Intel reported first-quarter results that crushed expectations, sending shares up 23.60% to a closing record high of $82.54 Friday.  Trading in borrowed Intel shares that were sold short accounted for 11.91% of the 281.41 million shares that

Intel Options Gripped by FOMO as 24% Surge Triggers Volatility Collapse $Intel(INTC)$   shares handed options traders a textbook lesson in FOMO Friday, as a 24% rally to an intra-day all-time high forced a panicked unwind of downside hedges and set the stage for a post-earnings volatility crush. Intel shares climbed to a fresh intra-day high after the semiconductor company delivered the biggest revenue surprise in more than five years and provided Wall Street a better-than-expected outlook for the second quarter. Implied volatility, which measures the market's expectations of the share prices using variables including options premiums, stood at 76.40%, ranking in the 90th percentile of the past year. Option

AMD's Rally to All-Time High Sends Short Sellers Retreating $Advanced Micro Devices(AMD)$  's ascent to an all-time high sent short sellers retreating as growing demand for AI chips and rising spending on data centers propel semiconductor stocks higher. Trading in borrowed AMD shares that were sold short on Nasdaq and NYSE declined to 4.72 million shares Thursday, from 5.42 million shares a day earlier. That accounted for 10.3% of the shares that changed hands that day, when the stock closed at a record high. The rally continued Friday, with the stock climbing another 14%, taking AMD's market capital above $550 billion. That underscored how AI demand is rewriting the narrative for semiconductor stocks. The fresh

Intel Earnings Preview: Can AI CPU Momentum Offset Margin Pressure? $Intel(INTC)$   will report first quarter 2026 results after the market closes on Thursday, April 23. For investors, this quarter matters less because of absolute revenue scale and more because it should show whether Intel’s turnaround is finally translating into cleaner execution across CPUs, manufacturing, and margins.  Core Financial Indicators Revenue is expected to come in slightly above the midpoint of Intel's own guidance. In January, the company guided for first quarter revenue of $11.7 billion to $12.7 billion. The current analyst consensus of about $12.4 billion therefore assumes Intel can land modestly above the midpoint, he