Apr. 5 at 5:57 AM
📈Stocks were on fire this past week
Nasdaq surged 4.4%, S&P up 3.3%, Dow 2.9%.
But beneath the rally, some heavy moves:
🔷Oracle is cutting up to 30,000 jobs to gear up for an AI arms race in cloud. This could unlock up to
$10B in free cash flow, but means
$2.1B in restructuring costs, mostly severance.
🔷Tesla missed Q1 delivery targets (358,023 vs est. 365,000), blaming the loss of EV tax credits. Yet, deliveries still rose 6.2% YoY.
🔷Nike tumbled after weak guidance, projecting a 2–4% sales drop next quarter. China sales expected to crater 20%.
🔷Applied Optoelectronics soared 20% on a monster
$71M order for data center tech, pushing YTD gains to a staggering 200%.
🔷Teladoc Health jumped 6% on news of an activist push for a
$200M buyback and a potential business split.
Market's hot, but the stories behind each move are even hotter.
Which play are you watching next week? Let's talk.
$ORCL $TSLA $NKE $AAOI $TDOC