Jacob the Great

NEW: $AMZN is opening its full logistics network to businesses of all sizes. Freight, distribution, fulfillment and parcel shipping, effectively turning Amazon’s supply chain into a 3rd-party logistics platform 📦

The U.S. military says it has sunk six Iranian small boats that were targeting civilian vessels in the latest test of the ceasefire. Follow along for live updates. apnews.com/live/donald-tr…

The average price for regular US gas (petrol) begins the week at $4.46, following a surge of almost 10% in just seven days. Significant regional disparities remain, and some states are now witnessing record diesel prices. #economy #markets

JUST IN: Trump announces the U.S. will launch “Project Freedom” on Monday to escort stranded ships out of the Strait of Hormuz.

Berkshire Hathaway $BRK.A has now dumped stocks for 14 consecutive quarters, the longest selling streak in its history 🚨🚨🚨

@Padres I need a miracle from Cronenworth today.

How we’re lining up for Game 2.

BREAKING: After 33 years, Spirit Airlines has officially gone bankrupt and shut down all operations. All flights have been canceled and customer service is no longer available.

JUST IN: GameStop $GME is preparing an offer to acquire $EBAY, WSJ reports.

Exxon CEO Darren Woods on Venezuela. From (Jan 9, 2026) "univestable" to (May 1, 2026) "... Venezuela is a huge resource that's now opened up more freely to the world [...] I think we'll be uniquely positioned and play an important role in bringing those barrels to market..."

$NOW six years ago: • $90/share • ~$7B total RPO and ~$250M operating profit run-rate $NOW today: • $90/share • ~$28B total RPO and ~$2B operating profit run-rate The stock round-tripped but the business kept compounding.

Breaking News: Spirit Airlines is preparing to shut down after failing to strike a deal for a financial lifeline from the Trump administration, two people familiar with the matter said. nyti.ms/4uk0KS5

President Trump says he’s not satisfied with the latest Iranian proposal.

#earnings for the week of May 4, 2026 earningswhispers.com/calendar $PLTR $AMD $SHOP $LITE $COHR $ANET $APP $AFRM $OXY $DVN $GILD $FN $MCK $DOCN $ALSN $CGNX $OUST $ADCT $VNOM $AEP $MPC $GCT $CVE $DVA $AEIS $ABNB $DD $WMB $BUD $EXPE $CF $PSTL $ICHR $DAVE $ADEA $PLOW $WBI $WPM $HSBC $HRTG $RPAY $LFUS $ECG $IPGP $SHC $MATX $NJR $ALGM $MAR $SARO

If you're looking for exposure to the AI memory and HBM supercycle, the DRAM ETF is worth a look. The top 3 memory gaints are all in there: • $SSNLF (Samsung) - 25% • $HXSCL (SK Hynix) - 25% • $MU (Micron) - 24%

April ISM Manufacturing PMI unchanged at 52.7 vs. 52.3 est. & 52.7 prior … new orders up to 54.1 vs. 53.5 prior; prices paid up to 84.6 vs. 78.3 prior … employment down to 46.4 vs. 48.7 prior

The average price of a gallon of gas hit $4.39 this morning — up 9¢ in just 24 hours, and 47% higher before the Iran war.

CBOE Volatility Index $VIX falls to its lowest level in 3 months 📉 No Fear left in the market 🫡

BREAKING: Apple, $AAPL, extends gains to over +5% on the day, adding +$200 billion in market cap. Apple and Alphabet have now added over +$600 billion in combined market cap over the last 48 hours.

*APPLE AUTHORIZES UP TO $100B SHARE BUYBACK, BOOSTS DIVIDEND $AAPL

You just can't make this up Last month, Jim Cramer said "you're not going to make any money" on Qualcomm At the time, $QCOM was ~$130/share Today $QCOM is up +12% and trading at $175