May 14, Friday:
Market Summary:
Stocks SPY+1.5%, Bond TLT+0.9%, EEM+1.8%, SmC IWM+2.4%, SpecT ARKK+4.7%
Retail Sales flat (exp+0.8%), didn't dent bounce on reopening, wage rises, savings.
So too bimonthly UoM Consumer Sentiment 82.8 (e90.2): hurt by inflation.
With high savings, Consumption (2/3 of GDP) is expected to replace stimulus.
CDC says masks not needed for those with vax (now open to all adults). Reopen booms: Airlines JETS+4%, CCL+8% cruises, CZR+4% casino, BKNG+3% travel.
DOGE+35% (Musk says TSLA may accept it for car payments); ETH+8% BTC+5%; COIN-3% RIOT+17% GLXY+16% (Monday earnings) MARA+17%; SQ+5% TSLA+3%.
World Stocks Quarterly EARNINGS: May14Fri: R4 $1,000B MarketCap (value):
HNHPF) SMFG) MFG) ROSN. KDDIY) Jphlf) Smcay) Jpphy) Kubty) SemiMf) npcpf) lars) mtsfy) dnscf) kbx. dwahy) tosyy) unicy) asbrf) argx. sge. onex dsey rdy) snc sogo hsbk. samLi) 4jp) cipl) yamcy) tiscf) hktgf) dntuf) ip. mer.rey. uni. yklty) csan3 kajmy) aacay) cpn) kki) ftmx lorl mmx sohu free
-TIMING KEY: )Asia .Eu ,UsAM ‘UsPM -RANK: MarketCap x ~%Adjustments
Fri turnover leaders: $250B~ value:
TSLA AAPL AMZN BABA FB MSFT DIS NVDA GOOGL GOOG COIN ABNB AMD AMC NIO SQ BA DASH PLUG MPC PTON BIDU JPM PYPL SNOW PLTR AZPN INTC AMAT MU NFLX ZM JD BAC HD DKNG XOM BRK.B QCOM UBER SHOP ROKU V C MA MRNA FUTU GS CVX JNJ CCL CRM KSU TSM LRCX CMCSA STX FCX ADBE PDD AAL ASML UNH PG NOW VZ TXN WFC UAL CSCO BKNG ABT FDX DE MXIM VLO DG WDAY AMT EXPE RTX BPLVS FSR FUBO LYFT REGN NUE CPNCHTR SBUX TMUS WMT LOW AVGO ABBV ADI PFE BILI COST TTD ORCL GME TWLO T MS GE VIAC NCLH FTCH SCHW KOVALE X MELI GMAJG PEP MRK TEAM SNAP STZ NKE SPGI DHR RIOT AMGN F BNTX CTSH NXPI PINS MARA CLF BNGO TGT NVAX SPOT RBLX DAL M CNI WDC EDU TWTR UPS LUV INTU CAT OXY BMY GILD CVS TJX TDOC HON TMO KLAC NEM MDT UPST COF MCD CRWD G EB AY NEE IBM ET WIX AVNS PBR CP SLB XPEV ETSY INFO DOCU W UNP ACN RCL U OCGN CSX DDOG LINCOP PANW BYND LLY ORLY ALL FIS CL EA RNG NLOK NUAN TAL ATVI
===
May 13, Thursday
Market Summary:
Stocks SPY+1.2%, Bonds TLT+0.2%, EEM=, Small IWM+1.8%, SpecT ARKK-2.6%.
Oversold value bounce, after Weds' Tax day broad liquidation, touched supports.
CDC announced no masks needed outdoor, a key step towards reopening.
Weekly Jobless claims also helped stocks: 473k (expectations were 510k).
Bonds bounced after hit by PPI+0.6%(e0.3); climaxed on $27B weak 30y auction.
IronOre-9% on CN gov't talk. Grains JJG-5% after WASDE Ag report late Wed.
BTC-9%: TSLA-3% stops accepting Bitcoin; Binance getting AML-investigated.
ETH-5%. DOGE-10%. RIOT-16%. SQ-5%. FLR-20% on $500m capital raise.
AMC+23% (meme stock) on $400m capital raise. PTON+6%: fund endorsement.
Earnings Movers by impact: Tech XLK+0.8%, CommcSvc XLC+0.4%, CnmsrCyc XLY-0.3%: Alibaba BABA-6% paid $3B antitrust fine. Disney DIS=>-4%AH streaming sales/ subs miss. Airbnb ABNB-4%>=AH. Coinbase COIN-9%>=AH. Doordash DASH+1%>+7%AH revs beat, 2m delivery workers. Xpeng XPEV-5%. BILI-6%. NICE+1%. FTCH-1%>-2%AH. ARVL-6%. TUYA+1%. GOOS-9% Canada Goose. LAZR-5%>-2%AH. CRCT+3%>+4%AH. NEWR=>-4%AH. MAX-4%>-15%AH. DSP-12%. DCBO-6%. PLT-2%>-15%AH. DDS+5%>=AH. Earnings From Y'day: Coupeng CPNG-9%. APP-5%. DOX+5%. COMP-5%. WISH-29%. BMBL-14%. SONO+7%. POSH-22%. BOOT+9%. Healthcare XLV+0.5%: GDRX-4%>-2%AH. ABCL+11%>-7%AH. SHC-9%. OSCR-7%>+9%AH. HAE-13%. BFLY-16%. AVIR-3%>+8%AH. CCCC-3%. CMPS-6%. BNGO-7%. ACB-5%>-11%AH Aurora Cannabis revs miss. From Y'day: ONEM -14%, AMWL-22%, EAR-16%. Energy XLE-1%, Oil-3% (Colonial Pipeline back on): CRC+6%. Y'day: CPG-7%. Materials XLB=, Copper-0.7%, Lumber+1%: PBR+1%>+3%AH PetroBras stabilises. Vedanta VEDL=; From Y'day PAAS-11%, TRQ-18%. Consumer Staples XLP+1.1%: CELH+12%. UTZ-8%. Financials XLF+1.6%: BAM+2%. CIXX+11%. Utilities XLU+1.7%. XLRE+1% XLI+1.8 %. PGTI+5%. AZEK-1%. From Y'day: VIEW-7%.
World Stocks' Quarterly EARNINGS: May13Thu: R7 $2,100B MktCap (value):
BABA!) DIS' ABNB' COIN' DASH' BILI, BAM, XPEV, PBR' Ftch' Gdrx' Arvl, Nice, Vedl) Bt. iii. brby. hl. lazr' newr' quantaC) orxcf) rkuny) skInn) ptt) cpall) ctbc) xro) hhusf) glob. powr mglu3 lren3 tuya yeti crct azek shc acva oscr crct ulcc eye bfly mpln celh cixx rsi verx Acb goos bngo blnk vvnt hyfm utz max dds hae crvl crc avir aeva dcbo pgti amti plt cccc cmps dsp tgp arko xog rptx ngms kelya mass apr blfs orla gevo thry sbtx rmo dmtk itos foa holi fdmt trmd mcf sens
-TIMING KEY: )Asia .Eu ,UsAM ‘UsPM -RANK: MarketCap x ~%Adjustments
Thurs turnover leaders: $300B~ value:
TSLA, AAPL AMZN BABA, MSFT FB SQ, NVDA AMC// GOOGL BA AMD NIO, CRL GOOG COIN, PTON' JPM JD, DIS ROKU BAC ABNB, PYPL LRCX' AMAT' HD SHOP, UBER PLTR INTC MU FCX BRK.B V GME/ XOM C JNJ QCOM ZM NFLX RBLX, BIDU PG TSM CRM FUTU, WFC UNH PDD, CVX PFE MELI TWLO, WMT DKNG GS ADBE AVGO MA TTD LOW CMCSA ASML ORCL SBUX T MRNA GE KO PLUG NKE CSCO X AMGN VALE MRK BILI, RIOT,, VIAC DASH TXN VZ COST NOW PINS ABBV AJG AAL MS GM SNOW SPGI TWTR PEP CCL TDOC, UAL UPS DOCU, EDU,, XPEV, WIX, SNAP IBM BKNG FLIR TGT MARA,, F HON MCD TDY NVAX NSA LVS CRWD LMND' ADI CHTR NCLH TMO INTU DE BMY TAL,, EXPE BNTX PENN WDAY SONO' FTCH, RNG, BMBL,, CAT DHI ABT SI/ SLB TMUS DAL REGN DG INFO CSX FISV KSU ENPH CLF GILD FLR,,, OXY, PXD PFPT ACN ETSY NXPI W UPST,, NUE' CPNG,, LIN COF MSTR,, KLAC PANW SCHW ATVI LYFT FDX OCGN. OKTA BDX TEAM, CVNA UNP U, LMT STZ LLY MDLZ FIS CME SPG DXCM DHR VRM COP MDT AZN TJX PMZ NEE ANTM RTX CVS CI FUBO,
-Key: ^4%' ^9%/ ^20%// ^50%/// ^150%//// v3%, v8%,, v18%,,, v35%,,,,
====
May 12, Wednesday
Market Summary:
Stocks SPY-2%, Bonds TLT-1%, Emerging Mkt EEM-2.8%, Smallcap IWM-3.2%.
Shock weak CPI (0.8%, e0.2) unplugged all-asset-class liquidation, on Tax day.
That is 5% annualised. Main drivers: used car prices, airfares, rent. Core +3%YoY.
Fear is, persistent inflation forces Fed to slow QE (like UK CA AU NO already).
"Transitory" likely means until~Sept: UI benefits, and summer reopen, both end.
10year Breakevens are 2.5% (inflation expectations from 10yr TIPS). 30yr BE: 3%.
Firm $41B 10year bond auction, halted Bonds' rout; main 30year auction tmro.
SPY nears 50Day Moving Average. Only 5% off highs. 200DayMA is 10% lower.
P/E ratios, especially Cyclically Adjusted CAPEs, are still near record ATHs.
GeoPol risks: Middle East war potential: escalating Israeli<>Palestinian attacks.
Biggest 1year bubble: DOGEcoin ballooned 500x! to $100B, with no tech merit.
DOGE-23% BTC-17% (<50k A/H: TSLA-5% won't accept BTC for cars; but won't sell it's BTC: seems self-harming) ETH-13%; COIN-6% RIOT-11% MARA-12% SI-5%>+14%AH: to be exclusive issuer of FB's new planned Diem stablecoin. SQ-7%.
Lucira LHDX+44%: CoV PCR test. EYES+22%: Visual aid. ARRY-46% fraud suit.
Earnings Movers by impact: Tech XLK-2.8%: Coupeng KR ecommerce CPNG-2.5%. WIX-17% webhosting. APP-2%. DOX-3%. LITE-17% Lumentum fibreoptic. WISH-4%. COMP-6%. Bumble dating BMBL-6%. SONO-10%. COHR-2%. MSP-3%. Healthcare XLV-1%: ONEM-1%. AMWL+1%. Curis CRIS+65% cancer trials.
Energy XLE+0.5%, Oil+0.7, flat on weekly inventories: CPG-1%. Materials XLB-2.5%, Copper -2%, LB-1%: PAAS-4%. TRQ-2%. LGO-5%. Others: VRM-4%. IFS+8%. WWW-13%. JACK-4%: CTOS-4%. DFH-10%. GRWG-9%. BOOT-6%. PLBY-6%.
Overnight A/H, today: OPEN-13%. QS-7%. NARI-8%. LMND-19%. SLQT-20%. GO-19%. ALKT-8%. BIGC-8%. OLO-6%. KGC-4%. FUBO+10%. VZO-13%. COKE+6%.
World Stocks' Quarterly EARNINGS: May12Wed: R5 $2,100B MktCap (value):
TM) SFTBY) CPNG' ALV. Wix, Ibe. Zurn. Dte. Bayn. Mrk. Cpg. Hlag. Ntt) Ad. Edf. Plzl. Rwe. App' Dt, Lite, Dox' Wish' Wen, Dox, Bmbl' Lite, comp' cohr' vrm' sono' apg, Dwni. Alrs. asianP) oezvy. fojcy. trumy) ssody) fujiy) nexof) esaly) ssmxy) nec1) knbwy) hindA) asuuy) jbss3 suzb3 srg. trn. clldy) jxhgly) pidi) hphty) ntco3 wsp ema ccdbf paas grwg npi allk onem msp trq apg www tsem Cbk. cnp. cch. kgh. ags. ambu. bald. agn. o2d. hapv3 elet6 salm. hltoy. g24. lxs. mtlhy) stbfy) mejhy) gmoP) kt&g) smInv) scom. tui1. ast) jsl) upl) lipin) compal) sha. dlg. her. six2. pirc. var1. goco ifs jack amwl posh dfh ctos cpg boot btrs imcr ontf view ear cris ttcf plby cwyuf meg zeal stkl arco nvee lgo. sfl mnkd rna bvs radi osw kdny cir sft blbd eose rlmd mcft veru fosl
-TIMING KEY: )Asia .Eu ,UsAM ‘UsPM -RANK: MarketCap x ~%Adjustments
Wed turnover leaders: $300B~ value:
TSLA, AMZN AAPL MSFT, FB GOOGL, BABA NVDA, BA, AMD, ROKU PTON NIO, PLTR, SQ, JPM AMAT, PYPL, XOM NFLX BAC HD, MU, FCX, V QCOM, TSM, INTC DIS RBLX WFC BRK.B SHOP C UBER, LRCX, WIX,,, AVGO, CVX PG WMT FUTU,, DKNG, MA UPST' GS UNH CRM CSCO JNJ ADBE FUBO/ BIDU, CMCSA, TTD SNOW, LOW, PLUG, MS PFE GM, X,, T MRK ZM, MELI, CRIS/// SNAP, TWLO, ORCL TXN, HON, CHTR BKNG, GE INTU PINS, SBUX, MRNA, COST TWTR, CAT VZKO IBM VIAC NOW, U PEP EA TGT, NKE DPZ VALE, EXPE, SLB' ABNB LMND,,, MCD DHI, AAL, ABBV CRWD, CVNA, EYES// NXPI, ADI, BMY OXY' W,, CLF, LITE,, ASML, WDAY, TMO NEE, UAL, CME LHDX// PDD F SPGI LMT JD AMGN DE NVAX, DG, BNTX, CCL, ACN MDT SCHW OCGN,, ARRY,,,, FDX, ATVI PFPT FISV UPS ANTM AMC' GILD OKTA, MRVL, ABT USB CVS UNP TMUS AXP ETSY, SHW AON DAL, LIN INFO BILI, EBAY PXD COF NLOK DASH,, RTX REGN LYFT, MDLZ LI' DOCU, TDOC, NCLH, DHR LLY ISRG, PENN,, FIS ENPH, AZN DUK CI Z, VLO. ETN NUE, MPC MMM WLTW PNC COP LEN, ON, ELTAL TEAM RH, ADP OPEN,, MARA,, SYK
-Key: ^4%' ^9%/ ^20%// ^50%/// ^150%//// v3%, v8%,, v18%,,, v35%,,,,
===
May 11, Tuesday
Market Summary:
Stocks SPY-0.9%, Bonds TLT-0.6%, Emerging Mkt EEM-0.3%, Small IWM-0.4%.
JOLTs: 8.1m jobs (e7.5m). Flat $58B 3year bond auction. Druckenmiller WSJ OpEd: low rates: beware inflation. Former NY Fed head Dudley, believes Fed will have to raise rates, more than expected. Big US CPI Inflation data Weds.
Dip buying: ARKK+2%, was -5%. Semi's SMH=, from -3%, TSLA-1%, was-7%.
DOGE+8%, BTC+1%; ETH+3%; COIN+3%, RIOT=, MARA-7%, SI-2%. SQ+2%.
Broad fall: XLE-2.6%, Oil+1%. Fin XLF-1.8%. XLRE-1.2%. XLU-1.2%. XLY-1.1%.
(A $50B MktCap, 7th biggest, new Crypto began today: ICP Internet Computer. This may move towards breaking the dominance of any one cyptocurrency. Most have asymptotically limited supply. But if a stream of ever better new coins is seen, investors may realize there is effectively infinite oversupply overall.
If bubble delusions finally melt in crypto, the biggest craziest bull market ever, this likely impacts futuristic-value tech stocks too: overlapping ownership.
Periphery markets, can be froth indicators (for core markets): Eg Crypto/NFTs, SPACs, ARKK, meme stocks; thin key comods like lumber, palladium, biofuels)
Earnings Movers by impact: Tech XLK-0.3%: Palantir PLTR+9%, PSFE-12%, PLTK-3%, NOVT+4%, IGT+17% MIME+7%, JMIA+8%, PAR-9%, IMOS-5%. A/H: Electronic Arts EA=> +2%, U+4%> +1%, QS-4%> +4%, OLO-4%> +9%, VZIO+3%> -6%.
Healthcare XLV-1%: RPRX=, PRGO+3%, BEAM+3%, BLI-5%, MYOV+8%, HRMY+3%, NNOX-19%; A/H: NARI+3> +4%, SGFY+6%> -4%, SNDL+1%> +7%. SNDX+3%> +6%.
Others: TDG=, AEE-3%, ARMK-2%. HBI-12%, KRNT+3%, CGAU+11%, FOE+24%.
A/H: DAR-2%. OPEN+4%. KGC-1%. UPST+1%. CHK-1%. LMND+4%. FUBO+8%.
Overnight After Hours, today: Roblox RBLX+21%. SPG-3%. OXY-8%. NLOK+11%. Novovax NVAX-14%. Virgin Galactic SPCE+1%, was -20%. ELY+13%. SWAV+18%. HALO-7%. HHC-5%. SGMS+7%. EVBG+7%. Raxspace RXT-21%. DDD+35%.
World Stocks' Quarterly EARNINGS: May11Tue: R4 $1,000B MktCap (value):
EA' PLTR Plug Tdg, U' Qs' Dkily) Tak) Bpac3 Kbc. Alo. Eoan. Rprx. Nsany) bsy, dar' pltk, psfe, hbi, open' upst armk, upst' ocft' Jmia, Fubo' sndl' kgc' tmxxf' ccep. Hot. Tka. utdi. mrw. leg. mb. bmed. bc8. g1a. dri. globalW) pegat) ncbdf) shcay) wn lmnd nari chk novt hli lpro slqt sdgr sgfy krnt beam igt go jamf alkt arry bigc mac bli mime coke hbm semr vzio or cgau bgs myov cnr foe par atz roth. hrmy prld hyln kron tgh imos nnox exk prta ghld pcvx olma vitl tsha sndx xene repx abst oxlc allt newt rada vec
-TIMING KEY: )Asia .Eu ,UsAM ‘UsPM -RANK: MarketCap x ~%Adjustments
Tue turnover leaders: $300B~ value:
TSLA AAPL AMZN MSFT FB PLTR NVDA NIO AMD GOOGL BA GOOG BABA SQ JPM RBLX ROKU PTON PYPL NFLX SHOP XOM INTC PLUG DIS BRK.B TTD AMAT MU HD FCX BAC V C BIDU QCOM PG DDD WFC JNJ CVX UBER GS CRM DKNG MRNA GM NOW UNH WMT ZM PFE ABNB NVAX LRCX MA SNAP TSM X ADBE NKE FUTU T CSCO VZ IBM PXD ORCL SNOW PINS MELI VALE CRWD TWLO BKNG TDOC BNTX LOW MRK GE CMCSA TWTR SBUX MS TXN PFPT AAL UAL AVGO NEE VIAC HON PDD PEP JD CAT OXY UFS DOCU TMO CCL SPGI FISV MCD KO COST U ADI SPG TGT EB AY GME ETSY EXPE COF CVS ABBV FDX UPS F OCGN CLF ABT SPCE DAL ATVI BMY DE MARA AXP RIOT OKTA NXPI EA AMGN CB JCI SPOT SLB KR PENN RTX ASML CVNA JMIA PNC FUBO RH DXCM COP AEP LMT NUE MMM W BYND NCLH TEAM CME AMC EL CMG LINZ FSLY RNG MDLZ WYNN CTSH ZS UNP ENPH CSX ALGN DUK BSX STX CHTR MAR NUAN ACN AMT TLRY MDT LB TMUS NEM GILD FOE DG XPEV RUN ON AON CL SWKS USB INFO EOG ALXN
===
May 10, Monday:
Market Summary:
Stocks SPY-1%, Bonds TLT-1%, Emerging Mkt EEM-1.8%, Small IWM-2.5%.
Copper-0.5%, was +3%. Lumber-3% limit, briefly was +3%, after weeks of mostly +3% limit-up days. (Very thin market, even more due to frequent limits at these elevated prices; it's main price action is mostly soon after 9ET regular day open).
Iron Ore+3%, also reversed sharply lower from early +8% from Asian time.
Oil= was flat, despite Colonial Pipeline in emergency shutdown (due to a RU connected cyber attack by "Darkside", who apologised: they want more subtle big ransom op's). It is #1 in US, supplying nearly half of East coast oil. XLE=, XLF=.
Bonds tried a bounce, but sank to new lows, hurting Techs QQQ-2.7% (Nasdaq NDX100 closely tracks XLK Tech sector; distant cash flow value falls with bonds).
Musk hosting SNL Sat. Nite Live, was a meme sentiment climax, as we suggested here: DOGE-28%, BTC-5%; ETH+13%; COIN+11% (hot ETH, DOGE; RobinHood outage, Binance withdrawal curb); RIOT-18%, MARA-11%, SI-6%. SQ-7% TSLA-6%.
Defensives stayed firm: Utilites XLU+1%, Property XLRE+0.5%, Staples XLP +0.7%.
Tonight: CN census data (decennial; delayed; births fall); AU annual gov't budget.
Earnings Movers by impact: Tech XLK-2.6%: TradeDesk TTD-26%, MGNI-20%: both AdTech, led the overvalued-growth selloff; RBLX-6%, AFRM-6%, BRKS-10%, WB+2%, NUAN=, NLOK=, JCOM-2%, G=, EVBG-3%, APPF-2%, MARA-11%, VLDR-4%, EGHT-3%, SAIL-3%, RXT+1%, DDD-8%, MODN-5%, VUZI-8%, CEVA-19%.
Healthcare XLV+0.1%: Biontech BNTX+10% expects not to need to update their Vax for existing variants, NovoVax NVAX-9%, VTRS+7%, ZLAV-5%, OSH-2%, MRVI-5%, HALO-3%, TGTX-6%, ALLK-6%, SWAV-9%, VCYT-5%, SDC-5%, KOD-13%, NSTG-12%, ORGO-9%, SEER-14%, HRTX+6%, CSTL-11%, IMGN-11%.
Others: Marriot MAR-4%, but Simon Property SPG+1%; SPCE-8%, COTY-13%, OXY-3%, APD+1%, DUK+3%, IFF-3%, J+2%, ES+2%, TREX-1%, UWMC-3%, WES+4%, ACM-1%, WYNN=, USFD-3%, VOYA-2%, ELY-4%, CNNE-3%, BALY-5%, SCPL-13%, REAL-11%, XPEL+8%, Workhorse WKHS-15%, CCO-14%, KOS-10%, PRTY+11%.
World Stocks' Quarterly EARNINGS: May10Mon: R5 $1,200B MktCap (value):
BNTX, RBLX' APD, SPG' MAR, TTD, DUK, SPCE' Oxy' Tsn, J, Iff' Vtrs, Zlab, Wynn' Nuan' Nvax' Wb, Curlf, Afrm' Itocy) Pcrfy) Nlok' coty, es, trex' voya' acm' uwmc' usfd, wes' g' osh' tsp' au gwph rxt' afx. ebk. 8tra. smmyy) mhvyf) ncSo) brks halo rba hhc chh sgms ely jcom mgni bch itsa4 nvei tgtx swav bhvn appf tgna evbg sail bhf gtes ftt mrvi adv enr sum cnne innv crnc nhi stay Mara Wkhs Vldr shmuy) rohcy) wanHa) sphxf ino sdc eght psec vcyt nstg nni itci orgo noah rckt gbdc baly ddd swch rvmd fsk hlio yala fold ipar seer ruby real fgen axsm scpl par rvnc fgen xpel spnt cstl krys imgn dac modn brmk qure modn snex rdnt vuzi fsm acel atri mx omer dbd kos dac plrx cco mrsn prty iiiv onst algs ceva aegn nwli mgic scsc capl btai prts arct geo lotz vff rmni cara clar dms nssc xent pros rev mux mbi apei gsl stxs nls apts egrx fph avdl akba cpsi plse cps fbrx sesn bhv kndi mtrx rlgt whf mhld amr blu strs fll iii
-TIMING KEY: )Asia .Eu ,UsAM ‘UsPM -RANK: MarketCap x ~%Adjustments
Mon turnover leaders: $300B~ value:
TSLA AMZN AAPL FB MSFT TTD NVDA BABA GOOGL BA AMD PTON NIO GOOG SQ ROKU QCOM NFLX FCX JPM V PYPL MU XOM PDD INTC PLTR DKNG BAC HD BIDU DIS SHOP CVX C BNTX JNJ MRNA ORCL X TSM VZ T BRK.B WFC AMAT UBER CSCO GS WMT SNAP PFE PG OCGN JD MA CRM CMCSA AVGO SNOW UNH PINS LRCX AMGN TWLO IBM W NOW LOW ADBE VALE CAT TWTR MELI GE NVAX BKNG ABNB KO ETSY DUK GM TXN ABBV MRK MS TDOC EXPE PLUG CRWD PFPT NKE PEP UPS RTX COST QRVO CLF VIAC CHTR ZM FUTU AAL EBAY TMUS TMO BYND GME CVS CI BMY MMM TGT SBUX SPG CVNA DE NEM ADI LMT NUE F SWKS UAL BILI GILD MAR ATVI ASML HON NXPI FDX SLB LEDS AMT REGN DHR RBLX COF SPGI OXY VIPS LIN RNG COP BBY ADP U MDT MCD ALGN MARA AA CCL AXP RIOT KLAC TME ACN EOG GOLD ABT NEE BEKE BDX TLRY AZN VTRS DOCU PENN EA PM LLY NET SHW USB SPOT ISRG MOPXD UNP MPC DAL AON PTIX HUBS ALXN SCHW RIO STX CNC AMC MRVL PNC PODD FSLY MDLZ ANTM PRPO CERN