Starr Fintech Global · Desk Research
96 reports
Strongest catalyst = SanDisk's "big beat but not-good-enough guidance" detonating the global memory chain: SNDK Q4 revenue $8.965B (8.0% above consensus), adjusted EPS $39.25 (14.6% above consensus), …
Today was neither a broad rally nor a broad selloff — it was an internal rotation of "defensives + precious metals vs. growth + semiconductors": the Dow +0.49% to 54,349.12, its third consecutive reco…
Strongest catalyst = Shopify (SHOP) pre-market blowout: Q2 revenue $3.58B (+34%) beat, GMV $115.57B (+32%), and Q3 revenue-growth guidance in the "low-30% range" far above the market's 26.3%; pre-mark…
Today was an outright risk-on session: the S&P +1.79% to 7,736.52, an all-time high (prior high 7,609.78); the Dow +1.71% to 54,085.88, its first-ever close above 54,000; the Nasdaq +2.59% to 26,584.9…
Strongest catalyst = Palantir (PLTR), a nuclear-grade after-hours print: revenue +93% YoY, US commercial +149%, full-year guidance raised for the third time (7.65B → 8.15B), pre-market +16% to $145.90…
- Closing prices cross-verified through two channels: every closing price in this report was taken from both yfinance and stockanalysis.com; across 20-odd overlapping tickers the two channels were com…
⚠️ Local yfinance has now been rate-limited by Yahoo for a third consecutive trading day (YFRateLimitError; direct calls to query1.finance.yahoo.com return HTTP 429, confirmed by live test this sessio…
Today was risk-on, but it was an "extremely narrow risk-on held down by rates." The S&P was +0.70% and the Nasdaq Composite +1.0%, but the Russell 2000 closed down −0.45%, XLK tech closed down −0.22%,…
Today's main axis is an "earnings-quality audit": the EPS beats at both mega-caps were largely fake, and the market held only one of them to account. AMZN's headline EPS was 5.75 vs 1.82 expected (a 2…
Today was risk-on, but an "extremely narrow" risk-on — a victory at the index level, a failure at the breadth level. The S&P rose +1.66%, the Nasdaq Composite +2.78% (ending a six-session losing strea…
Yesterday was a double kill of "hawkish Fed + chip collapse": the Fed held rates by a 9–3 vote, with three regional presidents voting to hike, the 30-year Treasury yield rose to a multi-decade high, t…
Today was unambiguously risk-off, but its nature was a concentrated blow-up of "rate shock + AI-chain de-rating," not a broad panic. The Dow fell −2.19% (−1,153.18 points), its worst single day since …
Today is the highest event-density day of the quarter, with three events interlocking: the 14:00 FOMC decision + the 14:30 Warsh press conference + after-hours earnings from five companies, MSFT/META/…
Today was not a continuation of the rotation, it was an escalation of it — a momentum unwind. The Dow +1.03% made a new interim high, XLV +2.36% and XLF +1.27% both set all-time highs, while the Nasda…
Today was not risk-off, it was risk-rotation (rotation, not retreat): the Dow +0.51%, Russell 2000 +0.62%, financials +1.01% and consumer staples +1.46% all rose, but the Nasdaq was −0.18% and semicon…
The strongest catalyst is geopolitics, not earnings: the US and Iran paused mutual strikes over the weekend, Brent crude fell sharply and at one point broke below $90 — a macro positive that clears th…
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