New Fed Chair Confirmed + Cerebras IPO Set to Explode? + Trump-Xi Summit Moves Markets

Iran Peace Deal Could Move Oil + Markets — Here's Your Trade Setup

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas. 💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast [https://paypal.me/stonkcast] 📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886 [https://tradingview.com/?aff_id=154886] 🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all [http://stonkcast-shop.fourthwall.com/collections/all] 🐦 Follow on X: 🔗 http://x.com/StonkcastShow [http://x.com/StonkcastShow] 🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353 [https://pod.link/1791475353] The Iran peace deal is "largely negotiated" — and if the Strait of Hormuz reopens, oil markets move. This is your complete Sunday prep before the market opens Monday. In this episode, Brandon breaks down five segments built for investors who want to go into the week with a plan: The Iran Deal — What Trump's announcement actually means for crude oil, energy stocks, and market risk. We cover both scenarios: deal closes vs. talks stall. Macro Dashboard — Full read on SPY, QQQ, IWM, VIX, Bitcoin, crude oil, and the 10-year yield, with context on where the market stands heading into a data-heavy week. Quantum Computing — This sector crossed $1 billion in annual revenue in 2025 and analysts project it hitting $4.4 billion by 2028. Brandon breaks down the pure-play names and the safer indirect ways to get exposure. Cybersecurity — Global cybersecurity spending is on track to exceed $200 billion annually by 2028, and several strong names are trading at a discount right now. We cover the thesis and the tickers. Earnings + Economic Calendar — Key reports this week from Zscaler, Salesforce, Marvell, Costco, Dell, and AutoZone. What to watch in each report and what it signals for broader sector health. Come in with a plan. Let's get it. ⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

NVIDIA Just Dropped $81B Revenue + SpaceX Files IPO — Everything You Missed

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas. 💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast [https://paypal.me/stonkcast] 📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886 [https://tradingview.com/?aff_id=154886] 🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all [http://stonkcast-shop.fourthwall.com/collections/all] 🐦 Follow on X: 🔗 http://x.com/StonkcastShow [http://x.com/StonkcastShow] 🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353 [https://pod.link/1791475353] Three seismic market events in one session. Brandon breaks them all down in the week's most action-packed midweek check-in. 1. NVIDIA Q1 FY2027 — $81.6B Revenue, $91B Q2 Guidance, Dividend 25x'd 2. SpaceX Files S-1 Publicly — SPCX Coming to Nasdaq June 12 3. Oil Drops 5% on Trump's Iran War Comments 4. Macro Review + Economic Calendar/Earnings ⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

NVDA Earnings This Week + The Real Forces Behind This Runaway Rally (It's Not What You Think)

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas. 💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast [https://paypal.me/stonkcast] 📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886 [https://tradingview.com/?aff_id=154886] 🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all [http://stonkcast-shop.fourthwall.com/collections/all] 🐦 Follow on X: 🔗 http://x.com/StonkcastShow [http://x.com/StonkcastShow] 🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353 [https://pod.link/1791475353] Your complete market prep for the week of May 18, 2026. Five segments, no filler — everything you need before Monday's open. 1. US-Iran War: 5 Conditions, Fragile Ceasefire, and What It Means for Oil 2. Macro Check-In: SPY, QQQ, IWM, VIX, Bitcoin, 10-Year Yield, Oil 3. The Hidden Forces Driving This Runaway Rally 4. Small Caps: Riding High on the Chart, Danger Underneath 5. The Week Ahead: Economic Calendar and Earnings ⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

New Fed Chair Confirmed + Cerebras IPO Set to Explode? + Trump-Xi Summit Moves Markets

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas. 💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast [https://paypal.me/stonkcast] 📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886 [https://tradingview.com/?aff_id=154886] 🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all [http://stonkcast-shop.fourthwall.com/collections/all] 🐦 Follow on X: 🔗 http://x.com/StonkcastShow [http://x.com/StonkcastShow] 🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353 [https://pod.link/1791475353] This is one of the most news-dense midweeks of 2026 — and Brandon breaks it all down in under 35 minutes. Five things moving markets right now: 1. Trump-Xi Summit (Beijing, May 14-15) — The two most powerful leaders in the global economy are face-to-face. Tariffs, Iran, AI guardrails, and rare earth exports are all on the table. Musk, Cook, Fink, and the Boeing CEO traveled with Trump. The most likely outcome is a limited deal, not a grand bargain — but any signal on tariff levels or Iran cooperation could move tech and energy names sharply. 2. Macro Check-In: SPY, QQQ, VIX, Bitcoin — The S&P 500 hit record highs above 7,300 on a six-week winning streak. QQQ near 52-week highs. VIX around 18. Bitcoin holding near $80,600. But CPI came in at 3.8% YoY — hotter than expected — and PPI accelerated to +1.4% MoM. The rate cut conversation is effectively closed for 2026. Brandon reads the tape. 3. Kevin Warsh Confirmed as Fed Chair — The 54-45 Senate vote was the most partisan confirmation in Fed history. Warsh takes over from Powell with a "regime change" mandate — tighter Treasury coordination, balance sheet reduction, and a stated belief that rates can move lower. Powell stays on as governor. First Warsh-led FOMC: June 16-17. Brandon explains what this transition actually means for everyday investors. 4. Cerebras IPO ($CBRS) — The AI Chip Trade's Biggest Bet Yet — Priced at $185/share, raising $5.55 billion, 20x oversubscribed. Cerebras designs AI inference chips built around a wafer-scale engine that packs 4 trillion transistors on a single processor — a direct challenge to NVIDIA's dominance. The risks are real: 86% of revenue from two UAE customers. But if this IPO pops, it's a clear signal the AI buildout trade has another leg. 5. Economic Calendar & Earnings — CPI and PPI already printed hot this week. Retail Sales hit Thursday, UMich Sentiment Friday. Cisco just reported a record quarter ($15.8B revenue, +12% YoY) on AI networking demand. Applied Materials reports Thursday — the semiconductor capex bellwether with an 8.7% expected move. ⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

Intel Just Did Something That's NEVER Happened in 55 Years — Apple Deal, Markets at ATH | Stonkcast

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas. 💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast [https://paypal.me/stonkcast] 📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886 [https://tradingview.com/?aff_id=154886] 🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all [http://stonkcast-shop.fourthwall.com/collections/all] 🐦 Follow on X: 🔗 http://x.com/StonkcastShow [http://x.com/StonkcastShow] 🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353 [https://pod.link/1791475353] The Iran-US ceasefire officially became "nominal" this week — per Iran's own Foreign Ministry — after both sides traded fire near the Strait of Hormuz on Thursday. Iranian forces targeted three US destroyers with missiles, drones, and small boats. The US responded with self-defense strikes on Iranian bases. Meanwhile, more Iranian missiles and drones struck the UAE, and approximately 1,600 ships remain trapped in the strait with no resolution in sight. We break down where negotiations stand, whether the peace framework is salvageable, and what the oil and energy trade looks like heading into the week. Markets, improbably, hit all-time highs on all three major US indices. The S&P 500 hit 7,398, the Nasdaq reached 26,247, and the Russell 2000 set its own record at 2,861 — with Bitcoin breaking $80,000. VIX closed at 17. Oil came down to $95, from a peak of $115 just two weeks ago. We scan every major index for what these levels signal heading into a week loaded with macro data. Intel reached a preliminary deal with Apple on Friday to manufacture chips for its devices — the product of over a year of intensive talks and, notably, active US government involvement to help broker the arrangement. INTC surged nearly 14% on the news, capping three consecutive weeks of 20%-plus gains — a feat that has never occurred in Intel's 55-year history as a publicly traded company. The stock is now up 175% in 2026. We assess what the deal actually means for Intel's foundry business, Apple's supply chain strategy, and whether the stock still has room to run. We also cover the smaller tech earnings that flew under the radar this week. Atlassian raised its annual guidance, Twilio posted its fastest revenue growth in three years, AppLovin delivered a 78% operating margin, and Supermicro surged 24.5% on strong results. The SaaS re-acceleration thesis is gaining real momentum — we break down which names look most compelling. We close with the week ahead: CPI on Tuesday is the first major inflation print under the Warsh Fed. PPI and Retail Sales follow Thursday. And Friday, May 15, Kevin Warsh officially takes over as Fed Chair. Nvidia earnings come the following Wednesday, May 20. Walmart reports May 22. We lay out what to watch, what to ignore, and how to be ready. ⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.