TOP 5 STOCKS TO WATCH THIS WEEK
In a Nutshell
Top 5 stocks to watch this week: Meta (earnings Wed close, elevated at $700 with AI hype but long-term risks), Netflix (testing support at $92, wait for breakdown to $75-80), Robinhood (Tue earnings, volatile Bitcoin proxy with PE 40.5, crashes in downturns), AMD (overbought at PE 132 despite 80% rally, unsustainable hype), and Micron (strong fundamentals at PE 23, 57% rally but volatile). Key events include FOMC rate pause Wed with Powell presser, big tech earnings (MSFT, AMZN, META, GOOG Wed; AAPL Thu), and oil plays amid Iran de-escalation news. Microsoft highlighted as fundamentally solid (PE low, $120B net income) but weakest Magnificent Seven performer; trade facts over politics, avoid leverage for beginners.
These notes were generated by AI and may contain inaccuracies.
Live on Sunday, April 26, 7:27 in Arizona. Overnight hours opened two and a half hours ago. Trump has ended the Iran war for the eighth week in a row. Market continues to push to all-time highs celebrating peace talks, but back to square one with higher oil prices and incredibly weak labor market. Suggests Trump should continue delaying the end of the Iran war to push S&P 500 to 7,000 by July. NASDAQ up 0.34% on Sunday, one of the first times in five to six weeks it's opened in the green, technically at new all-time highs from Friday. Consistent pattern: markets open up on Sunday overnight due to Trump actions on weekends, followed by peace talks before Monday open causing rallies.
Big week for big tech. Federal Reserve FOMC interest rate decision on Wednesday at 2 p.m. Eastern; expected to pause, no cut anticipated. Jerome Powell speaks 30 minutes after in press conference lasting 30-45 minutes. Plan to live stream with LPP team. Focus on Wednesday and Thursday: After Wednesday close, earnings from Microsoft, Amazon, Meta, Alphabet (Google's parent) – combined market cap nearly $10 trillion. Apple on Thursday. Also Chevron and Exxon Mobil for oil profits after higher oil prices. Job is to make aware of reports; viewers should note and care.
NASDAQ pushing higher. Question: With everything this week, what is your top stock to focus on?
Meta reporting earnings after Wednesday close. Recent rally from lows of $517 to nearly $700 (not all-time highs; previously nearly $800). Market cap 1.71 trillion. Owns Meta long-term, bought more on sell-off. Not an incredibly good deal at nearly $700. Could go higher short-term, but long-term concerns over overinvesting (past issues), capex spending projected for 2026, report vs. expectation. Not a really good deal for beginners; likely to drop in downturn (previously from $700 to $500, 34% sell-off, now up 28%). Announced 10% workforce layoff (around 8,000 employees?) to increase profit margins. Short-term bet okay if trading favorably this week. PE ratio 28.3, revenue $201 billion, net income $60 billion, growing rapidly, solid margins, biggest revenue from paid advertisements (family of apps). Even in downturn to $500, expected to grow, but elevated after 30% rise in 30 days – sharpest recovery since 2009. Concern: what pushes markets higher in struggling economy? AI thriving, but consumer spending down could hurt. Harder to add at elevated levels; earnings this week may provide insight for Q1 2026 slowdown.
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