Wednesday, May 13, 2026

Jensen Huang's last-minute addition to Trump's Beijing delegation — flying to Alaska to board Air Force One — sent MU +6%, NVDA +2%, and SMH +2.2% pre-market, rewriting Wednesday's session from CPI-hangover recovery to full-scale semiconductor breakout, even as April PPI at 8:30 AM ET carries the next pipeline-inflation test.

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The Tuesday CPI beat (+3.8% YoY vs. +3.7% consensus; Core +2.8%) knocked the S&P ~0.8% intraday (to mid-7,350s) before recovering to close −0.16%, and the Nasdaq Composite −0.71% (intraday low reached ~−2%) — but the damage absorbed overnight as the summit catalyst reoriented the tape. NQ futures recovered to +0.84%, ES to +0.25%; the May 12 rotation playbook (energy/staples over tech) has been partially reversed within 18 hours by a single personnel announcement. Micron sits at +6% pre-market, its highest pre-session move since the SK Hynix catalyst confirmed HBM demand last week. The PPI at 8:30 AM is the morning arbiter. A hot print (+0.5% MoM or above) confirms CPI's pipeline pressure, keeps the 10Y at 4.44%+ and puts XLRE and XLF back on structural defense. A cooler miss lifts rate-sensitive names and gives the chip rally full clearance. Either outcome leaves Warsh's structural no-cut-through-2026 base case intact — his Chair-term vote is tonight, and the 4.38–4.47% yield corridor is priced in regardless. BABA reported BMO: EPS ~$0.09 vs $0.89 consensus (−90%) — the headline is genuinely bad, but the mechanism is capex, not execution failure. Cloud revenue grew 40% YoY (vs. ~20% guided), 30% of cloud from AI products, revenue beat estimates narrowly. This is the NVDA/Azure pattern: front-load infrastructure, compress near-term margins, book the revenue in 2027. The tariff truce (in effect since May 14, 2025; extended through the summit period) remains the most important near-term catalyst for the China ADR basket. Iran Day 75 continues without a deal framework. Brent pulled back from Tuesday's $110.43 spike to $107/bbl — a modest giveback, not a regime change. Oil's structural bid and the chip rally are running simultaneously: two separate structural longs that do not compete for the same capital. XLE confirmed its May 13 session range of $57.14–$57.91. The week's most consequential 24 hours begins tonight: Cisco AH (US AI networking barometer) and Warsh's Chair confirmation, followed by AMAT Thursday (semiconductor capex cycle), retail sales, and Trump-Xi Day 1 outcomes.

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1. Market Snapshot

Tuesday May 12 confirmed close: S&P 500 ~7,401 (−0.16% from ATH 7,412.84 set Mon May 11); Nasdaq Composite −0.71% (hot CPI selloff; intraday low reached ~−2% before recovering); VIX 17.99; XLE +0.7–1.1% (approximately 86–125 bps above SPY); 10Y yield 4.46%.

Key structure: Bifurcated recovery. NQ leading as chip names retake momentum on Huang-Beijing catalyst; Dow lagging on rate/Warsh overhang. The PPI at 8:30 AM determines whether the NQ recovery is sustained or reverts to the CPI playbook. SPX support: ~7,380 (CPI-day low); resistance: 7,412–7,440 (ATH reclaim zone).

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2. Asia Recap

Takeaway: Nikkei's +0.84% outperforms — yen weakness at 157.56 and semiconductor contagion from the Huang-Beijing news combined to make Tokyo the clearest Asia beneficiary today. KOSPI's continued selling (−2.29%) is mechanical profit-taking from the SK Hynix-driven record, not reversal of the HBM thesis. Sensex's mild +0.44% recovery from Tuesday's oil-driven selloff is tentative; structural Hormuz vulnerability persists for India as a net oil importer.

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3. Europe Now

Takeaway: Europe's recovery from Tuesday's Iran-driven −1.1% selloff is orderly, not exuberant. DAX and FTSE both posting 0.5% on miners/energy. The UK bank selloffs (NatWest −4.6%, Lloyds −4.2%, Barclays −4.0% on Tuesday) are not reversing — Warsh's confirmation tonight structurally maintains the higher-for-longer rate regime that was the UK bank bear catalyst. Europe is bouncing the Iran shock, not the rate outlook.

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4. Economic Calendar

Fed context: FOMC held 3.50–3.75% at Apr 28–29 (8-4 dissent — most dissents since October 1992). Kevin Warsh confirmed as Fed Governor (51-45) Tue May 12; Chair-term vote expected today (evening). Powell term ends Fri May 15. Next FOMC: Jun 16–17 (Warsh's first as Chair).
BoE context: Held 3.75% (8-1; one hike dissent) Apr 30. Next MPC: Jun 18.
RBA context: Hiked +25bp to 4.35% May 5 (third consecutive 2026 hike). Terminal consensus: 4.35% (ANZ, CBA, NAB); Westpac forecasts 4.85%.
BoJ context: Held 0.75% Apr 28 (6-3). Normalization consensus: Jul 2026.

Upcoming (beyond this week)

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5. News & Events

Jensen Huang Boards Air Force One — Semiconductor Rally in Full Force

Trump personally called Jensen Huang (Nvidia CEO) to join the Beijing delegation. Huang flew to Alaska to board Air Force One. The $50B in China chip-sales opportunity (H200 sales to Chinese AI firms, frozen since Biden-era export restrictions) is now on the formal summit agenda. MU pre-market +6%, NVDA +2%, AMD ~−2%, SMH +2.2%. This is not a rumor trade — Huang is physically in the delegation, with AI governance and semiconductor access on the agenda papers.

Read-through: Every AI memory, networking, and compute name benefits from the prospect of resumed Chinese AI capex. Micron's HBM is sold out through 2026; even a partial loosening of export restrictions creates a China demand surge that the supply chain cannot fulfill before 2027 anyway. The trade is AI infrastructure globally, with China access as the upside tail.

Trump–Xi Beijing Summit — Day 1 Begins Today (May 14 Beijing Time)

Business delegation: Musk (Tesla), Cook (Apple), Fink (BlackRock), Ortberg (Boeing), Huang (Nvidia). Formal agenda: tariff sequencing (truce effective today), rare earth/critical minerals, 500 Boeing aircraft, AI governance, Taiwan. China sources approximately 45–50% of crude oil through Hormuz — the Iran conflict creates shared urgency for de-escalation on the trade front. Positive surprise tail: a Boeing side deal or rare-earth/minerals access agreement signed Day 1.

Iran / Hormuz (Day 75) — No New Framework

Pakistan-mediated talks attempted overnight but Iran conditioned any nuclear discussion on deferral to later phases — a US non-starter. The ceasefire remains on "massive life support." Brent pulled back from Tuesday's $110.43 intraday spike to $107/bbl — profit-taking on absence of new overnight escalation, not a deal signal. Saudi Aramco's CEO has stated normalization is pushed to 2027 if Hormuz stays closed. The structural energy bid is unchanged.

April PPI — 8:30 AM ET

Consensus: +0.5% MoM / +4.9% YoY (headline); Core +0.3% MoM. This follows Tuesday's hot CPI (+3.8% YoY, Core +2.8%). PPI represents pipeline inflation — energy prices (Brent $107) are the dominant upside driver. A hot PPI (+0.5%+ MoM) extends the rate-corridor thesis and reasserts the May 12 playbook. A cool miss (<+0.3% MoM) gives rate-sensitive sectors a relief bid and lets the chip rally run without headwinds.

Kevin Warsh — Fed Chair Vote Tonight

Warsh was confirmed as Fed Governor (51-45) Tuesday; the Chair-term (4-year) vote follows tonight. If confirmed on schedule, Warsh leads the June 16–17 FOMC as his first meeting — consolidating the no-cut-through-2026 base case. The structural hawkish repricing (yield corridor 4.38–4.47%) is already in the market; the vote is a confirmation event, not a political surprise.

BABA — Cloud Accelerates, EPS Misses on Capex

Alibaba Q4 FY26 BMO: EPS ~$0.09 vs $0.89 est (−90% vs consensus). Revenue ~$35.28B vs $35.23B est (slight beat). Cloud +40% YoY (vs. ~20% guided); 30% of cloud from AI products. Core profit −84% YoY — driven entirely by AI infrastructure capex front-loading, not by competitive deterioration. The tariff truce (in effect since May 14, 2025) is BABA's most important near-term catalyst; the same capex that crushes near-term EPS is the earnings driver of 2027.

Key Analyst Actions

• NVDA: Wells Fargo PT $265 → $315 (+18.9%, Overweight maintained); Susquehanna $250 → $275 (+10%). Both framing GB300 platform ramp as the May 20 earnings catalyst. Wells Fargo: "cheap at 20x P/E."
• AMD: Mizuho PT $415 → $515 (+24.1%); agentic AI driving CPU demand for data-center servers — a structural thesis revision, not a near-term trade.
• GTLB (GitLab): Raymond James removed its $35 PT entirely (conviction exit). 40% YoY decline in base customers; net retention −500 bps. AI-restructuring risk is real.
• MTDR (Matador Resources): Truist Hold → Buy, PT $60 → $67. Oil-levered upgrade on Brent durability thesis.
• CE (Celanese): JPMorgan Neutral → Overweight, PT $68. EPS seen recovering sharply in 2026; chemicals cycle bottoming.
• PAAS (Pan American Silver): TD Cowen Hold → Buy, PT $67 → $72. Silver safe-haven + macro tailwinds building.
• GTM (ZoomInfo): Canaccord Buy → Hold, PT $12 → $5. Cascade now includes BTIG (Neutral), Piper Sandler (Underweight, $4), Mizuho, Wells Fargo ($3.50) — five actions in 72 hours signal systemic B2B SaaS re-rating, not idiosyncratic volatility.

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6. WSB/Retail Sentiment

MU (Micron Technology) leads by a wide margin at 1,361 mentions (+9% trend) — the highest single-name WSB count this week. The Huang-Beijing catalyst landed perfectly into pre-existing retail positioning: WSB is aligned with the institutional AI-memory thesis (Micron HBM sold out through 2026), not running against it. The rare WSB-institutional convergence that tends to sustain moves, not exhaust them.

NVDA (240 mentions, +33% trend) and SPY (489 mentions, +33% trend) show broad index bulls engaged. MSFT (270 mentions) reflects the enterprise AI adoption narrative. BABA is notably absent from top trending names despite reporting BMO — the China ADR story is institutional and hedge-fund-driven, not a retail squeeze vehicle.

Legacy disappointments: ASTS and RKLB appear in the top 10. ASTS carries ~−28–30% 30-day momentum (approximately −43% from its Jan 2026 ATH of $129.89); RKLB has +60–70% 30-day momentum and was near all-time highs. Retail anchoring on space-tech names despite diverging fundamentals. Not a contrarian floor signal — just position inertia.

P/C context: Equity P/C was 0.53 (May 8 — extreme complacency). Post-CPI hot print on May 12 likely pushed toward 0.60–0.65. May 13 estimated ~0.58–0.65 as the chip rally partially reverses post-CPI put buying. Net bullish: the hot CPI is being treated as a correction, not a regime change by retail options buyers.

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7. Commodities & Currencies

Key reads: Copper's push to fresh highs (~$6.29/lb) is the clearest macro signal that the tariff truce's industrial demand thesis is real and being priced by large-cap buyers. The Brent pullback from $110.43 to $107 is profit-taking on the absence of overnight escalation, not a deal signal — the Hormuz closure is unchanged. Gold at $4,705 reflects the Warsh/dollar ceiling competing with the Iran safe-haven floor, the same structural tension as Tuesday. The 10Y at 4.44% is resolving exactly within the structural corridor, with PPI as the intraday catalyst.

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8. Earnings This Week

Reported BMO Today (May 13)

Reporting AH Tonight (May 13)

Rest of Week

Season context (89% reported): 84% EPS beat rate; blended EPS growth +27.7% YoY (four-year high). Q2 2026 guidance skewing cautious (49% negative pre-announcements vs. 58% five-year avg). BABA's EPS miss is the read-through template for all hyperscaler AI capex cycles: near-term margin pain before 2027 revenue recognition. CSCO tonight and AMAT Thursday are the two US data points that will either confirm or challenge the AI infrastructure spending cycle is intact.

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9. Strategy Triggers

Active Signals

Watchlist Signals

nvidia_supply_chain
Huang personally on the Beijing delegation with H200 on the agenda. The supply chain — TSMC, SK Hynix, Micron, Marvell, ASML — all benefit from any easing of China export restrictions. AMAT Thursday is the capex-cycle confirmation. Watch for NVDA PT raises to cluster before the May 20 earnings; Wells Fargo ($315) and Susquehanna ($275) are already in front.

vix_spike_buyback
VIX at 18.11 intraday (elevated post-CPI but not at fear extreme). Barrick's $3B buyback is the gold complex mechanical floor. PPI at 8:30 AM is the single event that could spike VIX above 20. If VIX holds below 20 post-PPI, the chip rally has no volatility-driven headwind.

sell_in_may
Day 13. Hot CPI on May 12 provided the first genuine seasonal activation — S&P closed −0.16% (intraday low ~−0.8%), Nasdaq Composite closed −0.71% (intraday low reached ~−2%). The pattern is now partially activated. May 13's recovery (NQ +0.84%) is the counter-signal. PPI today and Warsh tonight determine whether the seasonal bear reasserts or gets suppressed by the chip/summit catalyst.

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10. Tuesday's Predictions — Scorecard

Predictions from: 20260512.md — "Today's Predictions" section
Graded against: Tuesday May 12, 2026 actual market data

Verified accuracy: 4 CORRECT / 3 PARTIAL / 2 UNVERIFIED / 1 WRONG — ~65–73% on verified calls

The macro framework held on four core structural calls (S&P range, VIX, 10Y yield, Warsh confirmation) for the seventh consecutive week of regime-call accuracy. The three PARTIAL grades do not share a single directional asymmetry. Brent broke above its $108 ceiling, topping $110.43 intraday; gold grazed the $4,680 floor by $2 — those two misses are in the direction of the underlying thesis being more correct than the range allowed. XLE spread, however, came in below the predicted 150–250 bps range at ~86–124 bps, as the actual daily move was narrower than projected from the prior session's Brent spike. Calibration rule: on structural energy/inflation calls during an active Iran/Hormuz regime, widen the upside tail on Brent and gold; use a tighter 80–130 bps window for XLE spread when energy ETF already moved the prior session. The MCD WRONG is the week's cleanest lesson: the call was explicitly conditioned on "in-line CPI"; CPI came in hot at 3.8%; the conditional failed before the trade could activate. Going forward: state conditional trades as conditional inside the predictions table ("if CPI ≤3.7%"), not as standalone directional calls that inherit macro risk without flagging it. The two UNVERIFIED items (JD.com daily %, AFRM daily %) remain the persistent data-sourcing gap — individual equity closes require end-of-day price feeds, not next-morning narrative search results. Both are flagged for monitoring at today's close.

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11. Trade Ideas

Key discipline today: PPI at 8:30 AM ET is the session pivot — pre-8:30 AM is positioning, not price discovery. The Huang-Beijing catalyst is directionally clear for chips; do not chase MU's +6% pre-market spike. The first-hour pullback post-PPI is the entry, not the open print.

• MU / NVDA / AMD (SEMICONDUCTOR BASKET — HUANG-BEIJING + AI MEMORY SUPERCYCLE): Jensen Huang on Air Force One to Beijing, H200 China access on the formal summit agenda. MU +6% pre-market — highest pre-session move since SK Hynix confirmed HBM demand last week. Wells Fargo raised NVDA PT $265 → $315 (+19%); Mizuho raised AMD PT $415 → $515 (+24%). MU has the most direct fundamental catalyst — HBM sold out through 2026, and any China access easing creates demand that the supply chain cannot fill until 2027 (structural supply-demand mismatch that doesn't require the summit to deliver immediately). Enter on any PPI-triggered intraday pullback, not the open spike. Strategies: ai_mega_ecosystem, semiconductor_value.

• HUBS (HubSpot — CTO INSIDER BUY AT 52W LOW): Dharmesh Shah (HubSpot CTO and co-founder) bought $1.81M of HUBS at $181.37 on May 12 — open market, no 10b5-1 plan — while the stock sits at a new 52-week low (~$178–181, set during the BofA-driven selloff; prior 52-week low was $187.45) after a BofA double-downgrade-driven 21% selloff since May 8. Shah directly holds 1.295M shares post-transaction; he used his own capital with full operational visibility into business metrics. Q1 2026 was an EPS and revenue beat (EPS $2.72 vs $2.47, revenue +2% above consensus); the selloff is execution-risk pricing on the AI pivot, not fundamental deterioration. 34 analysts maintain Buy (out of 53 total); median PT ~$350 (75%+ upside). Entry: $187–200; stop: $170; target: $280–300 (12-month). Strategy: insider_buying_real.

• ACN / CTSH (IT SERVICES RE-RATING DIP — RSI EXTREMES): Accenture (−46% from $325.71 52W high to $173–175) and Cognizant (from $87 52W high to ~$51, a ~41% drawdown) have been re-rated on the narrative that OpenAI's deployment company disintermediates consulting. The narrative is premature: Accenture's Q2 FY26 bookings were a record $22.1B; CTSH's 2026 guidance calls for 4–6.5% revenue growth with margin expansion; both have active collaboration agreements with OpenAI itself to deploy agentic AI for enterprise clients. A ~41% drawdown with no guidance cut is a historically strong entry signal for a mean-reversion trade. ACN entry: $170–180; target: $240–260; stop: $160. CTSH entry: $48–52; target: $70–80; stop: $44. Strategies: fallen_blue_chip_value, short_seller_dip_buy.

• XOM / CVX / MTDR (OIL STRUCTURAL LONG — HORMUZ DAY 75): Brent $107/bbl post-pullback from $110.43 spike. Iran deal has no framework; no Pakistan-mediated path at current US terms. MTDR upgraded Truist Hold → Buy ($67 PT) on Brent durability. Bob Simpson (XTO Energy co-founder who sold to ExxonMobil for $41B; now director/chairman of TXO Partners) buying $9.45M in open market across five sessions — the most knowledgeable energy insider in the data window. The oil bid is summit-agnostic: even if Trump-Xi produces goodwill, it does not reopen the Strait of Hormuz. Strategies: warflation_hedge, geopolitical_crisis.

• WGS (GeneDx — CORVEX $46.8M ACTIVIST ACCUMULATION): Keith Meister's Corvex Management bought 1.205M shares across May 7–11 at weighted average $35–$41 for $46.8M — not a 10b5-1 plan. Corvex now holds ~3.63M WGS shares (indirect; 12.5% of Class A per Schedule 13D/A). Activist-scale director accumulation over five consecutive sessions. Meister does not write a $46.8M check without a thesis: the 13D language references "strategic alternatives including mergers, asset sales, and board changes" — this is M&A setup language, not passive accumulation. WGS is a genomic diagnostics company. Entry: $37–42 range (near Corvex's cost basis as floor); target: M&A premium above $45; stop: $32. Strategy: insider_buying_real.

• AVOID: GTM / GTLB / XLRE: GTM is a structural revenue decline (guided −4% YoY), not a dip — AI-native competitors (Apollo.io, Clay) displacing core product; five simultaneous downgrades clustering at $3–5 PT; 600 layoffs (20% workforce) = cost restructuring, not growth investment. GTLB: Raymond James removed its PT entirely — conviction exit; base customer adds −40% YoY; net retention −500 bps; the AI restructuring risk is structural. XLRE: hot CPI + Warsh Chair confirmation tonight = no cuts through 2026; the 10Y at 4.44%+ is the mechanical catalyst for continued underperformance; no offsetting catalyst visible.

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The Day Ahead in One Paragraph

Wednesday's session is organized around three catalysts arriving in sequence: PPI at 8:30 AM (hot = May 12 playbook reasserts energy/staples over tech; cool = NQ recovers fully and chips run), Trump-Xi Day 1 in Beijing (Huang on the delegation, H200 on the agenda, tariff truce 145%→30% (in effect since May 14, 2025; extended through summit period)), and Warsh's Chair-term vote tonight (confirmation expected, locking the no-cut-through-2026 base case). The chip rally (+6% MU, +2% NVDA, ~−2% AMD pre-market) is the dominant pre-open narrative — Huang's addition to the delegation is the most significant personnel catalyst for semiconductors since the tariff truce announcement, and it lands on the same day that truce becomes effective. The session has the character of a sector-rotation day: tech/chips recovering from Tuesday's CPI selloff while rate-sensitive XLRE/XLF continue to reprice lower on the Warsh/rate-corridor dynamic. Both can be true simultaneously; this is bifurcated sector rotation, not directional consensus. CSCO reports after the close — the first major US AI networking read of the week; $2.1B in AI orders in Q2 alone sets a high bar; if Q3 accelerates, it confirms Ethernet switching is gaining at InfiniBand's expense and sets up a positive AMAT read tomorrow. BABA's EPS miss headline will overhang the China ADR basket early in the session, but the cloud +40% and tariff truce effective today are the structural positives that matter for the 12-month thesis; the intraday BABA price action will be the tell for whether the market is reading the print as a capex story (buy) or an earnings story (sell).

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Today's Predictions

1. S&P 500 closes 7,420–7,490 — NQ-led recovery from Tuesday's CPI selloff; chip names (+6% MU, +2% NVDA, ~−2% AMD) are the session's directional engine; cool-to-in-line PPI allows the semiconductor rally to lift the index. A hot PPI is the tail risk that compresses the range toward 7,380–7,420 instead.

2. VIX closes 17.0–19.0 — From pre-market ~18.11; chip-led rally should pull VIX lower through the session; PPI binary is the intraday spike risk; Warsh Chair vote (expected confirmation) is a minor vol event. Absent a PPI shock, VIX drifts toward 17–18 settling zone.

3. Brent closes $105–110 — Hormuz Day 75, no deal framework; pullback from Tuesday's $110.43 spike is profit-taking on absence of new overnight escalation; $107 is the current anchor; $110+ requires a fresh escalation event or new combat-resumption language.

4. 10Y Treasury closes 4.40–4.50% — PPI confirmation of CPI's pipeline pressure likely adds 2–4 bps; Warsh Chair confirmation tonight is the structural hawkish event; a cool PPI provides temporary relief but doesn't change the direction. Directional bias: higher.

5. NQ (Nasdaq-100) outperforms ES (S&P 500) by 60–100 bps — Chip-led recovery makes NQ the session leader; the Dow/YM continues to lag on rate-sensitive/value drag from Warsh confirmation. The sector bifurcation (tech/chips up, financials/real estate down) is the session's structural trade and is most clearly expressed as NQ vs. YM.

6. Kevin Warsh confirmed as Fed Chair (4-year term) tonight — The 51-45 Governor confirmation was the harder political test; the Chair-term follows the same coalition; no new political surprise expected. Confirmation tonight → Warsh leads June 16–17 FOMC as Chair; structural hawkish repricing is the enduring market read.

7. Gold closes $4,680–4,740 — Warsh Chair confirmation (hawkish dollar signal) keeps the ceiling below $4,750; Iran/Hormuz safe-haven floor holds above $4,680. Range tighter than Tuesday as both forces are well-established and priced.

8. NBIS closes +5–10% — Blowout quarter (EPS beat ~54% adj.; GAAP EPS +$2.40 on $621M net income), $50B backlog ($27B Meta + $19.4B Microsoft), 1GW Missouri AI factory groundbreaking, FY2026 guidance raised to $7–9B run rate, BofA PT raised to $205. The strongest pure-AI infrastructure print of the week; pre-market +3.53% underprices the beat.

9. CSCO closes ±6–10% after AH earnings — Options pricing ~±9.9% move; $2.1B in AI infrastructure orders in Q2 alone sets a high bar. If Q3 accelerates above $2.5B in AI orders with a full-year guidance raise, expect +6–10%. Miss on AI orders or guidance cut to the low end of $61.2–61.7B rev range is the downside scenario.

10. XLRE underperforms SPY by 100–200 bps — Clearest sector short of the session: hot CPI (confirmed) + Warsh Chair confirmation tonight = rate corridor 4.40–4.50% locked. Real estate is the most rate-sensitive sector with no offsetting catalyst today. Warsh vote is the mechanical trigger.

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Sources

• CNBC Pre-Markets
• CNBC Asia Markets May 13
• IBTimes AU — FTSE 100 surge May 13
• Trading Economics — DAX, Nikkei, Brent, Copper, Gold
• KITCO — Gold & Silver spot prices
• FX Daily Report — WTI analysis May 13
• Barchart — Copper LME
• Yahoo Finance — DX-Y, BTC-USD, US10Y
• Babypips — USD/JPY May 13
• exchange-rates.org — EUR/USD history
• Blockchain Reporter — ETH, BTC May 13
• BLS — PPI/CPI release schedule
• US News — Warsh confirmation
• Bloomberg — Huang-China trip / Trump-Xi summit
• CNBC — CPI April 2026 actuals, Iran, Trump-Xi summit
• Al Jazeera — Iran Day 75 / Pakistan mediation
• CSIS — Trump-Xi Summit trade outlook
• BNN Bloomberg — Huang Beijing
• Goodreturns — Sensex May 13
• Seoul Economic Daily — KOSPI May 13
• Apewisdom.io — WSB live sentiment
• AltIndex — WSB May 13
• Benzinga — Analyst Ratings
• Benzinga — Whale Scanner options flow May 13
• 24/7 Wall St. — Wells Fargo NVDA PT raise
• Seeking Alpha — GitLab Raymond James downgrade
• Investing.com — Canaccord/ZoomInfo downgrade
• StockTitan — BABA Q4 FY26 results; Form 4 filings (WGS, FCNCA, PLSE, TXO, HUBS)
• ts2.tech — NBIS pre-market preview
• TipRanks — NBIS blowout, BABA preview
• GuruFocus — WIX Q1 miss
• SEC EDGAR / OpenInsider — Form 4 filings
• GlobeNewswire — Barrick $3B buyback
• FactSet Earnings Insight May 8, 2026
• Morningstar — Sector Rotation May 2026
• AlphaEx Capital — Sector Rotation Cycle
• HeyGoTrade — Weekly Outlook May 11–15
• TradingEconomics — VIX
• Cboe — Daily Market Statistics / P/C Ratio
• Polymarket — Russia-Ukraine ceasefire odds
• Parameter.io — Top Semiconductor Stocks May 2026

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