Texas Instruments earnings for Q1 2026, released on April 22, delivered revenue of $4.83B (+19% YoY) and EPS of $1.68, beating consensus by 23%. Data center revenue grew 90% year-over-year and industrial rose more than 30%, triggering the stock’s biggest single-day jump since April 2001. The print lifted the Philadelphia Semiconductor Index (SOX) to 16 straight daily gains, the longest streak on record. Read more »
The Apple CEO Transition takes effect on September 1, 2026. Tim Cook hands the chief executive role to John Ternus (51), and Johny Srouji is promoted to Chief Hardware Officer with immediate effect, fusing the long-separated Hardware Engineering and Hardware Technologies units into a single five-division command. At a $4 trillion market cap, the org chart itself just rewired the next decade of Apple Silicon and on-device AI decisions. Read more »
Day 54. Eight weeks into the US-Iran war, on April 21, 2026, President Trump took to Truth Social to declare an open-ended extension of the Iran ceasefire. Wall Street did not throw a relief party. Read more »
Thirty-four thousand one hundred sixty-four Bitcoin. That was the Strategy Bitcoin haul in a single week. Michael Saylor’s firm (formerly MicroStrategy) executed a $2.54 billion buying spree between April 13 and April 19, 2026, scooping up 34,164 BTC at an average of $74,395 per coin. Read more »
The Q1 2026 earnings headline reads 13.2%. It’s the sixth straight quarter of double-digit blended EPS growth. Read more »
$50 billion. Six months ago, it was $29.3 billion. AI coding startup Cursor, operated by Anysphere, is in advanced talks as of April 17, 2026 to raise over $2 billion at that higher mark, according to Bloomberg and TechCrunch reporting on the same day. Read more »
Intel Q1 Earnings on April 23 lands into the single most controversial chart in US large-cap semiconductors this spring. The stock is up 76% year-to-date and 216% over twelve months, yet the average Wall Street price target sits 29% below spot. That gap is not an analytical oversight — it is a window into how differently investors and sell-side models are reading the same three catalysts. Read more »
$12.22 trillion. That is the client-asset base now pointed at the spot Bitcoin and Ethereum market by Charles Schwab. The new Schwab Bitcoin and Ethereum direct-trading product, marketed as Schwab Crypto, puts a gigantic traditional brokerage pipeline head-to-head with crypto-native platforms like Coinbase and Robinhood. Read more »
164,000 vehicles. That is how many Tesla cars are sitting unsold in lots across the globe — a record the company has never hit before. Three days before the April 22 earnings call, this number is the single most important data point investors need to wrestle with. Read more »
$11.57 billion. That is the price tag Amazon just placed on its satellite war with SpaceX. On April 14, Amazon announced a definitive agreement to acquire Globalstar, the satellite communications operator that powers Apple’s iPhone Emergency SOS feature, in what amounts to the largest satellite industry acquisition in history. Read more »