jaredblikre.ai

Stocks are in an earnings boom — they're also getting a warning from the bond market. The S&P 500’s realized earnings yield is now roughly 110 bps below the 10-year Treasury yield — the widest negative gap since 2003. finance.yahoo.com/markets/articl…

$MU got hit with a $100B stress test Tuesday. At the lows, Micron was tracking its worst day in more than a year. Then chip bulls bought the dip. finance.yahoo.com/markets/articl…

Silver is perking up. Copper just hit a record. Gold is sitting out the move. The AI trade is getting physical. $SI_F $HG_F $GC_F finance.yahoo.com/markets/articl…

Watch my fun conversation with @joshuahlipton and @SPYJared on @YahooFinance about a "peace dividend" and how smaller large caps and mid caps could potentially emerge from "no man's land." Huge props to Jared for rockin' a flanel on a live broadcast! finance.yahoo.com/video/why-mid-…

Inflation is no longer screaming. It is also not going away. 3% used to look like CPI’s ceiling. Now it’s starting to look like the floor — and that’s a problem for paychecks, as @joebrusuelas points out. finance.yahoo.com/markets/articl…

China tech is back at a key line as Trump-Xi headlines heat up. $CQQQ is testing a long downtrend from its 2021 peak $KWEB still lagging finance.yahoo.com/markets/articl…

The top dot-com stocks were making history in 1999 and 2000. Today’s Nasdaq winners are crushing even those gains. h/t @jkrinskypga finance.yahoo.com/markets/articl…

$IONQ just broke to a six-month high. SkyWater holders approved IonQ’s planned acquisition, giving quantum bulls a fresh deal catalyst. $QBTS $QUBT $RGTI finance.yahoo.com/markets/articl…

Cloudflare went from record close to worst day ever in one session. The bigger question: Is this a $NET problem, or the first crack in cybersecurity — software’s strongest pocket? finance.yahoo.com/markets/articl…

$DRAM just did something even bitcoin ETFs couldn't. The Micron-led memory ETF reached $6.5 billion in assets in 36 days — faster than any ETF on record and ahead of BlackRock’s $IBIT, which took 43 days. h/t @EricBalchunas finance.yahoo.com/markets/articl…

🔌 Samsung just crossed $1 trillion in market value, joining $NVDA, $TSM, and $AVGO in a newer class of giants powering the AI boom. At the very top of the market, AI is rewarding the bottlenecks. finance.yahoo.com/markets/articl…

Tech is dominating the market, but not the jobs report. Per @KevRGordon: 📈 Tech stocks are at multi-decade highs relative to the S&P 500. 📉 Tech jobs are at multi-decade lows as a share of US payrolls. finance.yahoo.com/markets/articl…

Rocket Lab just put the space trade back on Wall Street’s radar. 🚀 $RKLB jumped more than 25% Friday, hitting its first intraday record high since January. finance.yahoo.com/markets/articl…

Intel just turned an Apple headline into a another record-high breakout. $INTC jumped about 15% Friday — its best day since April 24 — after the WSJ reported Apple and Intel reached a preliminary chip-making agreement. finance.yahoo.com/markets/articl…

Micron’s AI memory rally is getting ridiculous. 🔥 $MU jumped again Friday, notching its 7th straight intraday record high and pushing its weekly gain above 30%. finance.yahoo.com/markets/articl…

@BrianSozzi $WEN trading at 2013 levels, having recently fallen under the March 2020 pandemic flash crash low

Wendy's continues to perform absolutely terribly. 1Q burger battle sales results): 🍔Burger King: +5.8% 🍔McDonald's: +3.9% 🍔WENDY'S: -7.8% Stunning to see Wendy's paltry market cap: 🍟WENDY'S: $1.32 BILLION 🍟Restaurant Brands (BK, Popeyes, Tim's): $36 billion 🍟Yum! Brands (Taco Bell, KFC, PHut): $43 billion 🍟McDonald's: $201 billion

Big Tech is richer, bigger — and suddenly much hungrier for cash. 💥 The AI arms race is forcing $GOOG, $MSFT, $AMZN, and $META to pour more money into data centers, chips, servers, and infrastructure. 📊 Meanwhile, $GOOGL's forward price-to-free-cash-flow multiple has surged above 200x. finance.yahoo.com/markets/articl…