(Part 4 of 5) News and my thoughts (04May2026)

KYHBKO
05-03 13:31

News and my thoughts from the past week (04May2026)

We are seeing a historic earnings boom. The current year-over-year blended earnings growth rate for the S&P 500 is a whopping +27.1%, more than DOUBLE the +13.1% expected. With ~63% of S&P 500 companies reporting Q1 earnings thus far, we are on track for the highest earnings growth rate since Q4 2021. Meanwhile, Magnificent 7 companies alone are now guiding over $700 BILLION in CapEx spend for 2026 alone. There has never been a more historic time to own assets than now. Asset owners are winning. - X user The Kobeissi Letter

UN boss Guterres just went full doomsday mode on the Strait of Hormuz chaos: If it drags on, we’re staring at global recession, inflation exploding past 6%, 32 million more people shoved into poverty, and 45 million facing starvation. The whole world is paying the price for this mess. - Anotonio Guterres (UN)

The U.S. has now moved 115,600 tons of military equipment into Israel since the Iran war began. 403 flights, 10 ships, 2 more cargo ships docked this morning with another 6,500 tons. At this pace, the U.S. is running a permanent supply chain for a regional war with no end date in sight. - X user Mario Nawfel

"AI could kill us all." - Elon Musk

Brent Crude oil price on 30 Apr 2026

A 5-year backlog on grid transformers just killed half of America's 2026 AI data centers. Sightline Climate tracked 12 GW of 2026 US data center capacity announced across 140 projects. Only 5 GW is actually under construction. 11 GW sits in the "announced" stage with no physical progress despite typical build times of 12-18 months. 25% of those projects haven't disclosed a power strategy at all. - X user Aakash Gupta

Over half of the planet’s internet traffic is now made up of AI bots, per Lumen Technologies

If the Iran war is over, why is Trump moving more military assets to the region Another aircraft carrier, 10k troops, a nuclear capable submarines, more Patriots and THAADs, High Mobility Artillery Rocket Systems, 25 KC-135 Stratotankers. All combat forces. - X user Mario Nawfel

Ken Griffin says the world will end up in a recession if the Strait of Hormuz remains closed for up to 12 months.

@TigerStars

$Vanguard S&P 500 ETF(VOO)$

$ProShares Ultra VIX Short-Term Futures ETF(UVXY)$

S&P 500 Concludes Best Month! Shall We Sell In May?
April's final session: $S&P 500(.SPX)$ closed at all-time highs (+1%), $NASDAQ(.IXIC)$ +0.89%. Full month: S&P 500 +10.4%, Nasdaq +14.8% — the strongest single-month return since the post-COVID rebound in 2020. Based on historical data, if multiple new highs are reached in April, the subsequent market performance is usually relatively strong. Will the bull run continue into may? Do you chase the new high or wait for a pullback? Which sector do you think catches up?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • KevinKelly
    05-03 16:04
    KevinKelly
    Those AI bots taking over internet traffic? NVDA's chips must be working overtime!
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