DeepMarket: US Stocks Daily

2026-05-22：NVDA's $80B Buyback Signals Peak Hardware Growth, While SpaceX's Fast-Track IPO Threatens to Drain $80B in Passive Liquidity

Nvidia just posted an $81.6 billion revenue quarter, so why did the market focus on an $80 billion buyback instead of the AI boom? And why could SpaceX’s planned $1.75 trillion IPO quietly force nearly $23.7 billion of passive buying while draining liquidity from today’s tech giants? In this episode, DeepMarket follows the less obvious trail: Walmart’s shrinking basket sizes, Kevin Warsh’s hawkish Fed regime, sticky 3.8% inflation, and a bond chart that refuses to confirm the obvious macro fear. The biggest reveal may be that the market is not reacting to one headline, but to a subtle shift in liquidity, maturity, and consumer stress. Full report: https://deepmarket.report/en/report/us_stocks/2026-05-22

2026-05-21：The Generative AI Paradox: Intuit Slashes 17% of Staff to Fund Anthropic Deal While Nvidia's $82B Quarter Hits the Exuberance Ceiling

Nvidia just delivered an $81.6 billion quarter, added an $80 billion buyback, and still could not thrill the market. Intuit raised guidance, then cut 17 percent of its workforce to fund major AI partnerships, raising a quietly uncomfortable question: are legacy software moats already leaking? Meanwhile, Washington’s $2 billion quantum push may be turning D-Wave and Rigetti into sovereign-backed market experiments, with opportunity and policy risk sitting side by side. And in a stranger twist, oil prices, freight disruption, and Chinese tariffs are now showing up in e.l.f. Beauty’s margins. This episode follows the paradox beneath the AI trade: when great numbers are no longer enough, what does the market actually want next? Full report: https://deepmarket.report/en/report/us_stocks/2026-05-21

2026-05-20：The End of Compute is Power and Memory: While Wall Street Obsesses Over Nvidia, The Smart Money is Trading the AI Bottlenecks

Nvidia is about to step onto the earnings stage with a possible three hundred fifty billion dollar swing hanging over the market, but the real plot twist may be happening off-screen. A Samsung strike could squeeze global memory supply, Western Digital may be the cleaner tactical play than Micron, and Analog Devices just made a one and a half billion dollar bet that AI’s future depends on power flowing vertically through chips. Then there is Akamai, punished by the market after raising three billion dollars at zero percent interest in a four point six percent Treasury world. Is this an AI boom, or a bottleneck market wearing an AI costume? We follow the clues calmly, from Nvidia options to gasoline pressure, memory shortages, and capex stress. Full report: https://deepmarket.report/en/report/us_stocks/2026-05-20

2026-05-19：The $75 Billion Liquidity Vacuum: Why SpaceX's Accelerated IPO and 4.6% Yields Are Quietly Suffocating the AI Rally

A mega-IPO is coming, and the twist is not the valuation, it is who may have to sell to fund it. In this episode, DeepMarket unpacks why SpaceX's possible fast-track into the Nasdaq 100 could turn a 75 billion dollar raise into a quiet liquidity drain on existing tech giants. Nvidia earnings look like the obvious main event, but with 30-year yields above 5%, even a blockbuster AI print may face a tougher valuation wall. Then comes the stranger reveal: Seagate's 7.5% sell-off may hide a pricing-power story, while Marathon Petroleum benefits from an oil market where physical barrels matter more than de-escalation headlines. Is this a normal pullback, or the start of a more selective market regime? Full report: https://deepmarket.report/en/report/us_stocks/2026-05-19

2026-05-18：The 5% Cost of Capital vs. The $830B Cost of Compute: Why Wednesday's Nvidia Print is a Binary Event for S&P 7500

A record-high S&P 500 is floating near 7,500, but something heavier is moving underneath: the 30-year Treasury yield has crossed 5.02%, oil is holding above $100, and Nvidia’s Wednesday print may decide whether the AI trade still deserves its premium. In this episode, we unpack why $79 billion in expected Nvidia revenue has become a market-wide test, why Cerebras’ $95 billion debut quietly challenges the Nvidia monopoly story, and why the real AI momentum may be shifting toward names like Innodata and Rackspace. Home Depot offers a contrarian twist after a 30% drawdown, while Coinbase reveals the uncomfortable truth about crypto proxies in a yield shock. Calmly, carefully, the market is asking one question: what still works when capital costs five percent? https://deepmarket.report/en/report/us_stocks/2026-05-18