Thursday, May 7, 2026

ARM's −6% AH retreat on a soft FY27 guide — the first meaningful miss from an AI royalty bellwether this cycle — splits the semiconductor earnings narrative on the morning after AMD's best post-earnings day in seven years; Fortinet's simultaneous +32% EPS blowout confirms that AI's threat surface is expanding enterprise security spend faster than any prior cycle, drawing the same capex that AMD's data center win validates from a different angle.

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Wednesday closed at a new S&P record of 7,365.12 (+1.46%), AMD +18.61% to $421.39 — its strongest post-earnings session in seven years — and Brent at ~$101.27 (−7.8%) — the lowest since the Hormuz conflict began but approaching (not yet breaking) the $100 psychological floor. Thursday's pre-market is essentially flat: ES +0.06%, NQ −0.01%, Dow +0.15%. The AMD move has been absorbed; the Iran deal framework has been priced; now the tape waits for data.ARM Holdings reported a record Q4 FY2026 — revenue $1.49B (+20% YoY), licensing +29%, AGI CPU unveiled with a 2× x86 performance claim — but the FY27 Q1 guide of $1.26B ±$50M and EPS $0.40 ±$0.04 came in below consensus, sending the stock −6% AH; this is the AI cycle's first "demand exceeds supply of royalty units" problem ($2B+ pipeline vs $1B secured), not a demand destruction signal. AppLovin beat cleanly (EPS $3.56 vs $3.42–$3.43 est; Q2 guide $1.915–1.945B above $1.85B consensus; +3% AH). Fortinet's blowout — EPS $0.82 vs $0.62 est (+32%), revenue $1.85B vs $1.73B est, FY26 raised to $7.71–7.87B — is the strongest cybersecurity beat of the season and confirms enterprise security budgets are accelerating on AI threat-surface expansion; pre-market +8–12%. Datadog reported BMO blowout: EPS $0.60 vs $0.50 (+20%), revenue $1,006M (+32% YoY), beating guide.Brent has now fully surrendered the Hormuz war premium: $99.40–$101.96 pre-market, down from ~$126 peak (Brent briefly touched $126.41, its highest in four years). The Iranian IRGCN has stated transit will resume once US threats end; Tehran insists the naval blockade must be lifted before full reopening; Iran has roughly 48 hours to respond via Pakistani mediators. Trump simultaneously threatens "bombing at a much higher level and intensity" if talks fail — "Project Freedom" remains paused but the blockade stands. GCC states are losing ~$700M/day in oil revenues from the closure; the deal economics are compelling, but an unsigned MoU is not a signed deal.At 8:30 AM, three simultaneous prints will set the morning's tone: Initial Jobless Claims (consensus ~205–210K vs prior 189K — the lowest since 1969; reversion expected; >220K would be market-moving), Continuing Claims, and Q1 Productivity & Unit Labor Costs (consensus productivity +1.5%, ULC +3.5%; a ULC print >+4% on top of the Q1 PCE deflator at 4.5% would be a hawkish stagflation signal that reprices the June FOMC debate). The real anchor is tomorrow's NFP (consensus ~62–80K, prior 178K; ADP +109K Wednesday is constructive).Nikkei 225 returned from Golden Week with a +5.60% surge — 3,320-point gain, the largest single-day point gain in index history — simultaneously repricing four days of Iran deal and AMD AI validation; INTC surged +14.11% on Tuesday May 5 on Apple foundry reports (adding a further ~+4% Wednesday to ~$113), a potentially transformative competitive signal for TSMC if confirmed.

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1. Market Snapshot

Wednesday May 6 close (reference): S&P 500 +1.46% to 7,365.12 (new record); AMD +18.61% to $421.39 (best post-earnings day in 7 years); Brent ~$101.27 (−7.8%); 10Y Treasury 4.348% (−6.8 bps); Gold ~$4,703 (+3.2%).

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2. Asia Recap

Takeaway: The Nikkei's +5.60% return from Golden Week — repricing four days of Iran deal + AMD catalyst at once — is the session's most striking data point. Japan's first-day pricing of the geopolitical regime shift produced the largest single-session point gain in the index's history, confirming that the KOSPI's Wednesday +6.45% was not an outlier but a regional consensus. The combination of lower oil (deflationary relief for energy importers Japan, Korea, India) and AMD's AI validation (directly positive for Samsung, SK Hynix, and Japan's semiconductor supply chain) drove a synchronized Asia tech-and-relief rally.

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3. Europe Now

Takeaway: Europe is extending Wednesday's broad rally. CAC 40 outperformance today (+2.94%) is a partial reversal of Wednesday's lag — TotalEnergies and European energy-name drag is now offset as the market calibrates to the lower Brent floor. European natural gas (TTF) has declined approximately 16–20% since the Iran MOU framework emerged, providing structural manufacturing cost relief visible in industrial and consumer-discretionary names across the Stoxx 600.

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4. Economic Calendar

Fed context: FOMC met Apr 28–29 → held at 3.50–3.75% (8-4 dissent — most since 1992; 1 dovish: Miran; 3 hawkish: Hammack, Kashkari, Logan). Decision was announced April 29; no FOMC meeting is scheduled today. Powell's tenure as Chair ends May 15. Kevin Warsh confirmation floor vote expected week of May 11. Next FOMC: Jun 16–17.
BoE context: Held at 3.75% (8–1; one hike dissent) Apr 30. UK CPI 3.3% March. Next MPC: Jun 18.
RBA context: Hiked +25bp to 4.35% May 5 (8–1; third consecutive 2026 hike). Westpac forecasts peak 4.85% (Jun + Aug).
BoJ context: Held at 0.75% Apr 28 (6–3). Normalization consensus: Jul 2026.

Upcoming (beyond this week)

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5. News & Events

ARM — Record Quarter, Guidance Reset

Arm Holdings reported Q4 FY2026: revenue $1.49B (+20% YoY), EPS $0.60 (vs $0.58 est), licensing revenue +29% YoY, data center royalties doubled. Management unveiled the AGI CPU — purpose-built for AI inference, with a claimed 2× x86 performance advantage — but disclosed a pipeline exceeding $2B in demand against only $1B secured. The FY27 Q1 guide of $1.26B ±$50M revenue and EPS $0.40 ±$0.04 fell below Street consensus, triggering −6% AH. The structural read: ARM is supply-constrained on its own AGI CPU ramp, not demand-constrained. Multiple desks expected to revise price targets lower on the near-term guidance reset; the long-dated royalty ramp thesis (TIKR bull case: 190% upside) remains structurally intact but 2–4 quarters further out than priced.

Fortinet — Strongest Cybersecurity Beat of the Season

Fortinet Q1 2026: EPS $0.82 vs $0.62 est (+$0.20, +32% above consensus). Revenue $1.85B vs $1.73B est; FY26 guide raised to $7.71–7.87B. Pre-market +8–12%. Expect Buy reiterations and price target raises across coverage; Palo Alto Networks (PANW) receives a halo read-through on enterprise security budgets. The thesis: AI-driven threat surface expansion is accelerating enterprise security spend independently of macro headwinds, mirroring the AI infrastructure capex that AMD's data center +57% validated from the hardware side.

AppLovin — Clean Beat, Axon "Act 2" Catalyst

AppLovin Q1 2026: EPS $3.56 vs $3.42–$3.43 est (+~4%); revenue $1.84B (+59% YoY); net income +109%; Q2 guide $1.915–$1.945B midpoint (above $1.85B consensus); adj EBITDA margin 84–85%. Axon platform opens publicly in June — e-commerce vertical expansion is the next growth leg. +3% AH, steady pre-market. Multiple PT raises expected from covering analysts.

Datadog — BMO Blowout, Record Bookings

Datadog Q1 2026: EPS $0.60 vs $0.50 est (+20%); revenue $1,006M (+32% YoY), blowing out company guide of $951–961M. Large enterprise AI observability commitments are building as revenue accelerates. AI infrastructure validation from AMD's data center beat extends directly into Datadog's cloud monitoring TAM.

Intel — Apple Foundry Reports (+14.11% Tuesday, +~4% Wednesday)

INTC surged +14.11% to ~$109 on Tuesday May 5 on reports that Apple is considering Intel's foundry for chip production, adding a further ~+4% Wednesday to close near $113. If confirmed, this would be the most significant competitive development for TSMC since the AI buildout began and represents Intel Foundry's first potential Tier-1 AI-era customer win. Analysts note the short-dated INTC $110 puts (bearish sweep, May 8 expiry) in the options flow suggest institutional skepticism on the rally holding through Friday expiration.

Iran / Hormuz — Approaching $100, Still Unsigned

Brent approached but did not breach the $100 psychological floor, closing at ~$101.27 — the lowest since the Hormuz conflict began — and sits at $99.40–$101.96 pre-market Thursday. The "one-page, 14-point MOU" framework remains unsigned. Iran has approximately 48 hours to respond via Pakistani mediators. Iran's IRGCN stated Hormuz transit will resume once US threats end; Tehran insists the naval blockade must be lifted before full opening. Trump simultaneously threatens "bombing at a much higher level and intensity" if talks fail. Two US-flagged ships total transited under Project Freedom escort before the operation was paused after less than 48 hours (currently 0 active escorts) vs 120+ pre-war; physical reopening is months away even in the optimistic scenario; Baker Hughes assumes no full reopening before H2 2026, and ~80% of oil executives surveyed by the Dallas Fed expect August or later. GCC states losing ~$700M/day in revenues is the strongest non-Trump incentive for deal finalization.

Warsh Confirmation

Senate floor confirmation vote for Kevin Warsh expected the week of May 11. Powell reiterated he will not be a "shadow chair" and steps down May 15, remaining on the Fed Board through 2028. Markets pricing ~25% probability of a hike by December 2026 (CME); no cut path visible under Warsh's known hawkish posture.

Analyst Actions

• FTNT: Expect broad Buy reiterations and PT raises across cybersecurity coverage; PANW halo read-through
• APP: Multiple PT raises expected on clean beat + Axon Act 2 catalyst
• ARM: Multiple PT revisions lower on near-term guidance reset; near-term vs long-dated royalty thesis debate now the dominant analytical frame
• Energy (sector-wide): Charles Schwab moved energy to Least Favored and Technology to Most Favored in May sector model update
• Semiconductor equipment: Seaport Research initiated LRCX, AMAT, ACMR at Buy — broad sector conviction call; Bank of America named 6 semiconductor stocks for the $1 trillion chip surge: NVDA, AVGO, LRCX, KLAC, ADI, CDNS (analyst Vivek Arya)
• PLTR: Argus upgraded Hold → Buy ($190 PT) post-Q1 "stellar quarter"

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6. WSB/Retail Sentiment

The dominant pre-market narrative is bifurcated between the FTNT/APP beat cluster and ARM disappointment. FTNT's +$0.20 EPS beat is generating significant community engagement — retail is positioning toward the "cybersecurity wins in an AI threat landscape" thesis. ARM's −6% AH is the session's most-debated trade: the community is split between "buy the guidance dip on a 3–6 month horizon" (AGI CPU demand pipeline $2B+) and "the royalty ramp is further out than priced" (FY27 Q1 guide miss is real). APP drew muted celebration — the beat was clean but partially priced; Axon's June public opening is the next community catalyst. HOOD (Robinhood) surged 56% in Reddit mention count over 24 hours — historically a precursor to short-term price dislocation and elevated options flow. SMCI, MU, and AMD remain elevated in AI infrastructure mention rankings on the ongoing thesis validation.

Options structure: CBOE Equity P/C rose from 0.46 (May 1) to 0.57 (May 5) — a modest hedging uptick heading into today's claims data and tomorrow's NFP, but still below the 0.60 bull/bear dividing line. VIX at 17.39 (slightly elevated from Wednesday's pre-open 16.73) while equities hold near record highs signals institutional pre-event hedging rather than retail capitulation. Key AH implied moves tonight: CRWV ±17%, NET ±10.79%, COIN ±8.3%, ABNB ±7.57%.

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7. Commodities & Currencies

Key reads: Brent's recovery to $101.96 from Wednesday's ~$101.27 close reflects ongoing Iran deal uncertainty — an unsigned MoU does not fully price in Hormuz reopening. The $100 floor will continue to be tested; any deal collapse sends Brent toward $110+, deal confirmation sends Brent toward $90. Gold at $4,753 continues its record run driven by the rate-channel mechanism (lower yields + weaker dollar = gold bid) rather than war-premium — which argues for gold resilience even on a deal close. Copper's +1.79% LME gain reflects China's manufacturing demand reading positively on both lower oil costs and AMD's AI infrastructure validation.

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8. Earnings This Week

Reported BMO Today (May 7)

Reported Wednesday AH (Already In)

Previously Reported (Reference)

Tonight AH (May 7)

Guidance Context (Season Read)

• S&P 500 blended Q1 EPS growth: ~+27.1% YoY (highest since Q4 2021); beat rate ~84%
• 46% of companies issuing negative FY guidance — elevated vs historical ~30% norm; Iran/trade uncertainty
• Tonight's binary: CoreWeave (CRWV) ±17% is the session's highest-stakes AH event; a revenue beat confirms AI hyperscaler build is expanding beyond the Magnificent 7

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9. Strategy Triggers

Active Signals

Watchlist Signals

vix_spike_buyback
VIX at 17.39 — slightly elevated but below the 20 trigger threshold. Pre-NFP hedging is pushing VIX up modestly while equities hold record levels; this divergence signals institutional caution. The $100B AAPL and $20B QCOM buybacks remain active mechanical buyers on dips. Friday NFP + large options expiration (AMD $400, CRDO $200, SNDK $1,450, MSFT $407.50 — all May 8 expiry) is the next potential VIX spike window.

sell_in_may
Day 7. FTNT, DDOG, APP beats continue as counter-signals. The ARM miss and pre-NFP consolidation are the first seasonal-aligned headwinds of the week. Friday's NFP print will determine whether earnings-over-seasonality holds or the May pattern asserts itself for the first time this cycle.

merger_arbitrage
GBTG remains the cleanest arb — BlackRock 13D at 7.5%, 69% of votes committed at $9.50/share, GCC states losing $700M/day in oil revenues (rational deal incentive for all counterparties). JEF/SMFG: Sumitomo Mitsui bought 6.4M JEF shares at $48.22 ($310M) — deepening toward 20% ownership with full acquisition speculation live in the market.

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10. Wednesday's Predictions — Scorecard

Predictions from: 20260506.md — "Today's Predictions" section
Graded against: Wednesday May 6, 2026 confirmed market closes

Accuracy: 7 CORRECT / 1 PARTIAL / 1 WRONG / 1 UNVERIFIED = 70% confirmed

The macro and rate-channel framework performed precisely: S&P 500, 10Y Treasury, gold, XLE vs SPY spread, KOSPI/CSI 300, Brent, and APP guidance all resolved inside their predicted ranges, producing seven confirmed correct calls.The outright miss: AMD's +18.61% obliterated the +14% ceiling because simultaneous Goldman + Bernstein dual-upgrades following a three-metric blowout quarter do not obey normal post-earnings drift math; when every analyst action is unanimous and every estimate is exceeded by double-digit margins, first-day pops are not constrained by valuation-multiple discipline.The forward lesson for NFP tomorrow: when a catalyst is genuinely binary (deal/no-deal, decisive beat/miss), the prediction range must be wider and asymmetrically skewed toward the prevailing catalyst direction — not a symmetric distribution centered on consensus.ARM's PARTIAL reflects honest calibration: the prediction specified "−5% to +8% depending on FY27 guide" — the −6% AH reaction is squarely within that window, and the soft FY27 guidance was the exact described downside scenario.

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11. Trade Ideas

Key discipline for today: Jobless claims + productivity data at 8:30 AM are the morning's first catalyst — do not build large positions before that print. ARM's guidance miss creates a spread between "buy the AI royalty dip" and "wait for FY27 confirmation" — the near-term entry is not yet set up cleanly.

• FTNT (POST-GAP DRIFT ENTRY — wait for stabilization): Fortinet's +32% EPS beat ($0.82 vs $0.62) and FY26 guidance raise to $7.71–7.87B are the strongest cybersecurity fundamental prints of the season. Enterprise security spend driven by AI threat-surface expansion is now confirmed at the same conviction level AMD's data center +57% validated compute capex. Do not chase the +8–12% pre-market gap; wait for post-gap stabilization. Target: 3–5 session drift window consistent with the beat magnitude. Strategies: earnings_surprise_drift, cloud_cyber_value.

• CHTR (CONTRARIAN / INSIDER CLUSTER — 3–4% position): Charter Communications down −31.7% in five days on broadband subscriber losses of 120K/quarter. CEO Chris Winfrey (Christopher Winfrey) bought 6,936 shares @ $172.23; two directors (Davis: 5,728 shares; Nair: 1,000 shares) — all discretionary open-market buys, no 10b5-1 plans on any. At ~$165, the stock is 64% below the 13-analyst consensus target of $271.50. EBITDA guided to slight full-year growth (down 2.2% YoY in Q1 2026; recovery expected in H2); Spectrum One bundling slowing churn; fiber buildout proceeding. The bear case — cable internet as a melting ice cube — is in the price. Entry zone: $160–175; stop: close below $150; target: $220–240 (12-month). Risk: broadband losses accelerate above 150K/quarter in Q2. Strategies: short_seller_dip_buy, insider_buying_real.

• NSP (INSIDER CONVICTION — discretionary sizing): Insperity CEO Paul Sarvadi bought 100,000 shares at $28.20–$30.00 ($2.87M, no 10b5-1) on May 5 — his third large discretionary buy in 2026 ($6.6M YTD total). At a PEO/HR outsourcing firm, CEO conviction of this scale against the backdrop of ADP +109K signals labor market durability at the employer level. Entry: current ~$28–$30; stop: $26. Strategy: insider_buying_real.

• SRAD (CEO PLEDGE PLAY — starter position): Sportradar CEO Carsten Koerl publicly pledged $10M in share purchases on the Q1 earnings call; $4.55M (~340K shares, no 10b5-1) already committed. ~$5.4M of the pledge remains outstanding. Multiple directors also buying following short-seller allegations. Entry: ~$13.40; stop: $11.50; thesis: pledge completion + short-seller narrative fading. Strategy: insider_buying_real.

• DDOG (CONSOLIDATION ENTRY — wait for open): Datadog's BMO blowout — $0.60 EPS vs $0.50 (+20%), revenue $1,006M (+32% YoY) beating guide — confirms AI observability spend is accelerating alongside infrastructure build. Watch for morning consolidation entry zone; do not chase the gap. Strategies: earnings_surprise_drift, cloud_cyber_value.

• NET (CLOUDFLARE — AH BINARY TONIGHT): Reports AH with ±10.79% implied move. Enterprise NRR ≥120% = AI security flywheel intact; <118% = softening concern. 9.4% avg beat rate last 4 quarters; Workers AI and zero-trust enterprise adoption are the bull case. Size appropriately for the binary; not a pre-earnings add. Strategy: cloud_cyber_value.

• ARM (WATCH — ENTRY ZONE IN 3–6 MONTHS): ARM's −6% AH on a soft FY27 Q1 guide is a near-term guidance reset, not a demand destruction event. The AGI CPU demand pipeline is $2B+ against $1B secured — supply-constrained, not demand-constrained. Long-dated royalty ramp thesis intact. Near-term entry is premature; watch the $90–100 zone for a 3-month horizon entry once FY27 Q1 guidance lands. Strategy: ai_mega_ecosystem.

• XOM / CVX (HOLD — Brent stabilization required): Brent at $99–102 with the deal unsigned. Integrated majors remain profitable at $75 Brent; current level supports healthy margins. Do not add until the Iran binary resolves further; hold existing positions with deal-collapse binary intact. Strategy: warflation_hedge residual.

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The Day Ahead in One Paragraph

Thursday is a consolidation and data session — the amplitude of Wednesday's moves (AMD +18.61%, Brent −7.8%, Nikkei first-day +5.60%) leaves the market digesting rather than pressing, as the week's two remaining anchors come into focus.The 8:30 AM trio — Initial Jobless Claims, Continuing Claims, and Q1 Productivity & Unit Labor Costs — is the morning's primary price-setter: claims consensus is 205–210K (a reversion from last week's 50-year low of 189K), and any print above 220K signals meaningful labor deterioration ahead of tomorrow's NFP; more critically, a ULC print above +4% on top of the Q1 PCE deflator at 4.5% would be a stagflation signal that reprices the June FOMC debate and pressures rate-sensitive sectors (XLRE, XLU) even as the broader tape holds record levels.ARM's −6% AH on its FY27 Q1 guide miss creates the session's first AI semiconductor counter-narrative — and the bifurcation within tech is now explicit: companies selling AI security (FTNT +32% beat), AI observability (DDOG +20% beat), and AI advertising (APP +3% beat) are outperforming; companies selling AI compute royalties (ARM) face a supply-gap timing problem measured in quarters, not years — the demand is real, the ramp is just slower than priced.AH tonight, CoreWeave's ±17% implied move is the session's highest-stakes binary: a revenue beat confirms that AI hyperscaler build is expanding beyond the Magnificent 7; Cloudflare (NET, ±10.79%), Coinbase (COIN, ±8.3%), and Airbnb (ABNB, ±7.57%) complete the infrastructure, crypto, and consumer quadrants of today's earnings read.

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Today's Predictions

1. S&P 500 closes 7,340–7,420 — Consolidation session after Wednesday's record; FTNT and DDOG beats provide upside support; ARM drag weighs on NQ; 8:30 AM claims data is the AM swing factor; the close stays above 7,300 on the weight of an 84% Q1 EPS beat rate.

2. Jobless Claims print 195–215K — Last week's 189K (50-year low) was an outlier; consensus 205–210K is the base-case reversion; the number that matters is >220K (labor deterioration signal ahead of NFP) or <190K (confirming the tight-labor regime); 195–215K is the neutral zone that sustains risk-on posture through Friday.

3. FTNT closes +9–15% from Wednesday's pre-gap reference — the +32% EPS beat ($0.82 vs $0.62) is the strongest cybersecurity upside surprise of the season; FY26 guide raise to $7.71–7.87B anchors the fundamental floor; cybersecurity spend is defensive and non-discretionary, reducing valuation-ceiling compression risk relative to AI infrastructure hardware names.

4. Brent closes $97–104 — The unsigned MoU anchors the floor near $95–97; deal-collapse binary provides upside risk to $108+; base case is narrow-range consolidation while markets await the Iranian 48-hour response; Brent stays above $95 (deal not done) and below $105 (deal not collapsed).

5. ARM closes −3% to +2% from Wednesday's AH — After the −6% panic, the pre-market −5% open creates an entry opportunity for 3–6 month buyers; the AGI CPU demand pipeline $2B+ vs $1B secured is a supply-gap story not a demand-destruction story; long-dated royalty buyers absorb the dip even if first-day momentum remains negative.

6. NET (Cloudflare) AH: beats EPS ($0.25+), NRR ≥120% — Workers AI and zero-trust enterprise adoption compound at a rate that makes revenue deceleration unlikely; 9.4% avg beat rate last 4 quarters and Forrester Edge Platform leadership create a structural beat setup; reaction +8–14% on a clean beat.

7. 10Y Treasury closes 4.28–4.38% — Brent's continued sub-$103 level removes oil-inflation premium from yields; claims in-line (195–215K) provides no flight-to-safety bid; ULC data is the wildcard — >+4% pushes yields toward the 4.38% ceiling; stagflation is the only scenario that breaks this range higher.

8. Gold closes $4,750–4,850 — Yield-decline and dollar-softness channels that drove gold to $4,753 remain operative; Iran deal progress (not finalization) does not create a war-premium unwind large enough to offset the rate-channel; new intraday record is the base case.

9. CRWV (CoreWeave) AH: revenue >$2B but ±12–20% reaction on guidance — the $21B Meta deal and 75% YTD gain create a priced-for-perfection setup; loss widening is already consensus and less market-moving than the top-line read; a clean $2B+ revenue beat holds the stock; a EBITDA guidance miss triggers the −15% tail.

10. VIX closes 16.5–18.5 — ARM's guidance miss + pre-NFP positioning pushes VIX slightly above Wednesday's 16.73 pre-open; clean claims data (195–215K) and strong AH results tonight (NET, follow-through DDOG) contain the upper end; 18.5 ceiling requires either a bad claims print or an AH earnings disaster.

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Sources

• CNBC Pre-Markets
• CNBC Oil Prices May 7
• TheStreet May 6 Recap
• BusinessWire AppLovin Q1 2026
• GlobeNewswire Fortinet Q1 2026
• Semiconalpha ARM Q4 FY2026
• Arm Newsroom ARM Q4
• CNBC DoorDash Q1 2026
• Artvoice AMD +18%
• CNN Iran Live May 6
• Al Jazeera Hormuz May 6
• Korea Herald KOSPI
• Japan Times Nikkei surge
• BigGo Finance Nikkei
• CNBC Asia Pacific Markets May 7
• Yahoo Finance Stoxx / DAX
• Trading Economics Germany DAX
• Kitco Gold Price
• Trading Economics Silver
• Trading Economics Copper
• Trading Economics Brent
• Investing.com WTI Crude
• Investing.com US 10Y Bond Yield
• Daily Forex EUR/USD May 7
• BlockchainReporter Bitcoin May 7
• ApeWisdom WSB
• AltIndex WSB
• Investing.com Jobless Claims Calendar
• MarketBeat MCD Earnings
• Goldman Sachs AMD Upgrade (via 247wallst)
• Charles Schwab Sector Outlook
• TIKR ARM Analysis
• CNBC Warsh / Powell
• NBCNews Goldman Sachs Iran oil
• OpenInsider PATK / CHTR Form 4
• Benzinga Whale Alerts May 6–7
• StockAnalysis Sector ETFs
• Trading Economics India Sensex
• Yahoo Finance VIX

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