Good morning.
The Fast Five → Traders brace for renewed turmoil on Hormuz standoff, $50B worth of oil lost in 50 days of war, Europe down to six weeks of jet fuel, Berkshire shares left behind as S&P rallies to record, and traders place $760M bet on falling oil ahead of Hormuz announcement…
📌 This past February, Elon spent millions to send a message to 125 million Americans. Most people ignored it. But Wall Street veteran Whitney Tilson couldn't stop thinking about it, and says what Elon was really saying explains everything about what's unfolding in America's economy right now. He's sharing his full analysis, free, here.
(from Stansberry Research)
Calendar: Full Calendar »
Today:
None watched
Tomorrow:
Retail Sales, 8:30A
Pending Home Sales, 10:00A
Your 5-minute briefing for Monday, Apr 20:
BEFORE THE OPEN
As of market close 4/17/2026. Bitcoin as of 4/19/2026.
Pre-Market:
US Investor % Bullish Sentiment:
↓ 31.73% for Week of APR 16 2026
Previous week: 35.75%
Market Wrap:
Futures slightly higher Dow +98, S&P +0.1%, Nasdaq flat
Thursday gains S&P +0.26%, Nasdaq +0.36%, Dow +115s
S&P and Nasdaq hit fresh record highs
Israel and Lebanon agree to 10-day ceasefire
Markets rally on growing peace optimism
Week strong Dow +1.4%, S&P +3.3%, Nasdaq +5.2%
Netflix -9% after earnings despite beat
EARNINGS
Here’s what we’re watching today:
TUE: Capital One $COF ( ▲ 2.87% ), United Airlines $UAL ( ▲ 7.12% ), *UnitedHealth $UNH ( ▲ 2.6% )
3M $MMM ( ▲ 2.66% ) - $1.98 EPS (+5.3% YoY) on $6.0B revenue (+3.7% YoY)
WED:*AT&T $T ( ▲ 0.42% ), *Boeing $BA ( ▲ 2.06% ), IBM $IBM ( ▲ 1.39% ), Southwest Air $LUV ( ▲ 5.1% )
Tesla $TSLA ( ▲ 3.01% ) - $.36 EPS (+33.3% YoY) on $22.3B revenue (+15.5% YoY)
THU: *American Airlines $AAL ( ▲ 4.16% ), *Blackstone $BX ( ▲ 0.74% )
Intel $INTC ( 0.0% ) - $.13 EPS on $12.4B revenue (-2.4% YoY)
FRI: Procter & Gamble $PG ( ▲ 2.67% )
Guess Which Tech Stock is About to Crash?
No one believed Whitney Tilson when he predicted the collapse of Bear Stearns and Lehman Brothers.
Or when he went on 60 Minutes exposing a company of poisoning its own customers. (The stock fell nearly 80%.)
Now he has a new warning about what's REALLY around the corner for America's most beloved tech companies.
- a sponsored message from Stansberry Research -
HEADLINES
Traders are preparing for a bumpy open to the week as a continued standoff around the Strait of Hormuz revives the uncertainty that Wall Street had been eager to look past, after a week that drove the S&P 500 Index to a record and pushed oil back toward $90 a barrel.
Large, well‑timed trades are drawing concern from US lawmakers and legal experts.
Trump to send negotiators to Pakistan, Iran suspects trap (more)
$50 billion worth of oil lost in 50 days of war (more)
Taiwan market cap tops $4 Trillion on AI boom, overtaking UK (more)
Jet fuel prices double, airlines to increase baggage fees, raise fares (more)
Wall Street turns gloomy on the dollar as haven demand fades (more)
Oil falls on prospects for talks to end Iran war and revive supply (more)
Allbirds sinks as 582% AI surge comes to screeching halt (more)
Netflix shares fall after missing earnings forecast (more)
Anthropic rolls out Claude Opus 4.7, an AI model less risky than Mythos (more)
Musk asks suppliers to move at ‘light speed’ on new chipmaking plan (more)
QVC files for Chapter 11 bankruptcy, plans to restructure $6.6B of debt (more)
RFK Jr.’s peptide policy could boost Hims & Hers GLP-1 business (more)
DEALFLOW
M+A | Investments
QXO to buy commercial roofing firm TopBuild for $17B
Algo8 receives investment from Chemelex
VC
Factory, an agentic AI startup, raised $150M in funding
Slash Financial, Inc., a banking platform, raised $100M in Series C funding
Artemis, an AI-native protection platform delivering real-time automated response services, raised $70M in funding
Expo, an open-source platform empowering React Native development for developers, raised $45M in Series B funding
Mintlify, a startup building the knowledge infrastructure for AI, raised $45M in Series B funding
Nas.com, an AI platform built for the solopreneur economy, raised $27M in Series A funding
Orthogon Therapeutics, a polyomavirus-focused biotech company, raised add’l $11M in funding
Sepion Technologies, an advanced polymer coatings for lithium-ion battery separators and new chemistries, raised $10M in Series B funding
Ethermed, a healthcare technology company providing AI automation for medical workflows, raised $8.5M in Series A funding
GetWhys, an insight-driven GTM platform, raised $5.2M in funding
CRYPTO
BULLISH BITES
🇨🇳 Behind the Curtain: China wins by watching.
🤖 What is Mythos and why are experts worried about Anthropic’s AI model.
🛍 Luxury brands bet on the Middle East. War has damaged their plans.
🎬 ‘Top Gun 3’ officially in the works with Tom Cruise returning.
DAILY SHARES
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