Trade Secrets
Trade Secrets: Dailies 04.24.2026
US stock futures rose overnight, with President Trump’s announcement of a three-week extension of the ceasefire between Israel and Lebanon doing little to move the needle.
Jack of All Trades
Semis ripped, software got rinsed. TXN +18% on best quarter in 25 yrs: data center +90%, FCF +611%, Q2 guide blew past estimates. INTC +16% AH: EPS $0.29 vs $0.01 est., broke 26-yr ATH. AXP solid beat but −3% in IBM/NOW rout. SKORE: TXN 8.4 · INTC 7.6 · AXP 7.4.
Trade Secrets
US stock futures inched down Wednesday night after another record-setting session from the S&P 500 (^GSPC) and Nasdaq Composite (^IXIC).
Jack of All Trades
S&P + Nasdaq new ATH; ceasefire extended. BA obliterated estimates (loss −$0.20 vs −$0.69), beat Airbus on deliveries, +5%. TSLA EPS beat, auto GM 19.2%, robotaxi live 3 cities, +3% AH. IBM beat all lines but held guidance, −6% AH. SKORE: BA 7.2 · TSLA 6.2 · IBM 6.8
After the RBA's aggressive tightening delivered a per-capita recession, the pivot is underway and the catalysts are clear: rate cuts, housing recovery, net migration demand, and a critical minerals complex that the energy transition has structurally re-rated.
For much of the late twentieth and early twenty-first centuries, globalization promoted the idea that geography had been transcended. Capital flowed across borders with minimal friction, supply chains spanned continents, and digital infrastructure appeared to dissolve distance.
The global digital asset landscape in 2025 is shaped by a widening gap between the narrative of where crypto is believed to be thriving and the empirical reality of where adoption is actually taking place.
So what about our April 7 anniversary date? Dow gapped up on the other side of it. I had expected the bounce to continue last week. The amplitude I wasn’t sure of but now we’ve reached a very important inflection point.
New Zealand enters 2026 in recovery mode after a technical recession in 2023–24 driven by aggressive RBNZ rate hikes, a cost-of-living squeeze, and weak consumer confidence.
I’m going to share the smartest post I’ve seen the whole year. I saw it the other day and for some reason I got distracted and didn’t copy it for you. I’m paraphrasing but it goes something like this: if you want to make money, be sure to look in places where nobody else is looking.
Subscribe now for 'What in the World!', 'Jack of All Trades', and 'Trade Secrets'. Your trifecta to build a superior Investment Edge
Comfort Systems USA (NYSE:FIX – Get Free Report) issued its earnings results on Thursday. The construction company reported $10.51 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.81 by $3.70, FiscalAI reports. The company had revenue of $2.87 billion for the quarter,
HOUSTON, April 23, 2026 /PRNewswire/ -- The Sterling Group ("Sterling"), a Houston-based, operationally focused middle market private equity firm, is pleased to announce the additions of Robert Gray, Managing Director, General Counsel & Chief Compliance Officer and Pierce Edwards, Managing... Read Full Article →
Shares of Clarkson PLC (LON:CKN – Get Free Report) hit a new 52-week high during mid-day trading on Tuesday . The company traded as high as GBX 4,862 and last traded at GBX 4,822, with a volume of 68595 shares changing hands. The stock had previously closed at GBX
Xbox execs Matt Booty and Asha Sharma say they're reevaluating exclusives, windows, and AI with the revival of Xbox consoles. Read Full Article →
FORT WORTH, Texas, April 23, 2026 (GLOBE NEWSWIRE) -- On April 17, 2026, Sports Entertainment Gaming Global Corporation (NASDAQ: LTRY; LTRYW) ('SEGG Media” or 'the Company”) received a notice (the 'Notice”) from The Nasdaq Stock Market LLC ('Nasdaq”) indicating that, as a result of not having
Bank of Baroda's Managing Director & CEO Shri Debadatta Chand's tenure has been extended by three years beyond 30.06.2026 by Central Government notification dated 23.04.2026, under the Banking Companies Act, 1970. The extension is effective until further orders, whichever is earlier. Read
Luke Glendening was claimed off waivers and has become a valuable member of the Flyers' fourth line alongside Garnet Hathaway and Sean Couturier. Read Full Article →
Mayor Zohran Mamdani mentioned Citadel CEO Ken Griffin by name while announcing a new tax on expensive second homes in New York City for non-residents. Read Full Article →
Deloitte completed a SOC 2 Type 2 examination making Chainlink the only crypto oracle with SOC 2 Type 2, Type 1, and ISO 27001 certification. Read Full Article →
ISGEC Heavy Engineering Limited successfully completed its postal ballot process on March 28, 2026, securing shareholder approval for re-appointment of key directors. The company received strong support for Mr. Aditya Puri's re-appointment as Managing Director (90.79% approval), while Joint Managing Directors Mr. Kishore Chatnani and Mr. Sanjay
Goldman Sachs raised the firm’s price target on Rollins (ROL) to $67 from $66 and keeps a Buy rating on the shares. The company’s solid Q1 resu... Read Full Article →
The company adds a feature that will reveal what topics teens delve into with AI on Facebook, Instagram and WhatsApp. Read Full Article →