Expect stop and go, stop and go. But, underlying theme remains DE-ESCALATION and not re-escalation.

$IGV a lot of drama but software is still in a basing process; patience required

Oil prices still matter to the market and especially so after getting back to neutral.

Week of consolidation.

Drinks AND food 🤑

Microsoft Offers Voluntary Retirement to About 7% of US Workers Microsoft Corp. is offering voluntary retirement to thousands of its employees in the US.

$MSFT thanks for your service 👀

Microsoft is offering voluntary retirement to thousands of its employees in the US.
www.bloomberg.com/news/article...

Nike and Adidas still outfit the most top ATP players.

Djokovic was once Adidas.
Fritz was once Nike.

Starbucks' loyalty program changes are drawing value-conscious customers Starbucks made some major changes to its long-standing loyalty program last month.

$SBUX I love that peeps are bringing in their own cups ♻️

"Starbucks is observing early signals that customers are leaning in to benefit from the loyalty program’s new deals."
www.cnbc.com/2026/04/23/s...

$MOH add Molina to the mix; not many own this subsector anymore

$MTZ Mastec chart 100 to 400 is one of cleanest take-ups this cycle

$LULU market gives it a thumbs down on new CEO, down over 10% today

$NOW AI anxiety is still high

$BABA Alibaba’s Qwen AI app now helps users book China Eastern Airlines flights directly, the first time it’s opened its agentic AI technology to a major commercial partner.
www.bloomberg.com/news/article...

Bitcoin is trying to crack 80K.

$LMT add Lockheed to the mix of defense names challenging the 200dma

Bluesky is STILL not back to normal.

$GPRO blast from the past

Arnault sounds worried.

$AXP cardmember spending +9%, new account adds 2.9M

$NFLX adds $25B to buyback, totaling over $30B

$TSLA Welcome to the capex club, $25B

YouTube ads all over its app; user interface suffers.

Geopolitics tends to create good buying opportunities, says Morgan Stanley's Andrew Slimmon YouTube video by CNBC Television

Andrew Slimmon discusses the impact of the Iran war, oil price outlook.
youtu.be/1tbcmblKSl8?...

Stockton is on FM but she doesn't seem bearish at all.

$LULU new CEO; stock reacts negatively

$CAR fever breaks today

Why restaurants are anxious about OpenTable’s new terms The reservation platform said its partners must agree to make OpenTable their primary table management system, leading to confusion and concern over exclusivity.

$BKNG owners will just walk if the terms don't reflect a partnership

Restaurant owners fear OpenTable is trying to become an exclusive provider.
www.restaurantdive.com/news/restaur...

Why old school pizza delivery won’t disappear, despite third-party dominance Platforms like Uber Eats and DoorDash can bring new visibility and customers to pizza chains. But first-party delivery still often remains supreme.

In-house delivery drivers provide a better experience and food quality than 3rd party delivery services. But, it's expensive to keep drivers on staff, and you have to go where the customers are... $UBER $DASH $DPZ $PZZA
www.restaurantdive.com/news/first-p...

$TSLA pivot, pivot, pivot

The market keeps consolidating this week; the give and take action helps better balance the disbelief and hope of the market bottom.