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May 3, 2026
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5 min read
The earnings template is set. The Fed is fractured. The jobs report lands Friday. This week the market finds out whether April's rally was built on earnings or on assumptions.
May 2, 2026
6 min read
The Fed fractured. Big tech sorted itself. Oil hit a war high. April closed as the S&P's best month since 2020. The market spent the week proving it can climb a wall of worry. Then the wall got taller.
May 1, 2026
Apple beat without raising its spending ceiling and the market loved it. ISM prices hit their highest since 2022. Spirit Airlines is preparing to liquidate. Oil fell on Iran's proposal and bounced when Trump rejected it.
Apple beat on every line but iPhone. Services hit a record. China surged. The stock moved higher after hours. That's the template this season. Headlines beat. Details complicate.
Apr 30, 2026
Meta raised its spending ceiling and fell. Alphabet said it ran out of cloud capacity and jumped. April ends as the S&P's best month since 2020.
Alphabet beat on every line and jumped in after-hours. Meta beat on every line and dropped. The split tells you exactly where the AI spending debate stands this morning.
