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Phoenix restaurateurs head south to build new tortilleria and restaurant

“We lead with our hearts.” Now, that journey is taking the culinary power couple to Tucson.

By Sara Crocker

How a Phoenix chef builds one of the Valley’s most exciting dishes

Diners flock to this Phoenix eatery for caviar. We’ll return for this colorful, taqueria-inspired raw fish.

By Sara Crocker

Living Más: How friends built one of the Valley’s tastiest pop-ups

Más Amable’s nomadic chefs treat diners to restaurant experiences in unlikely places.

By Sara Crocker

Teacher and Nurse Appreciation Week: Your guide to free food and deals in Phoenix

Here are 24 Valley restaurants and cafes offering discounts for teachers and nurses.

By Tirion Boan

LATEST FOOD & DRINK

These 12 Phoenix restaurants have closed, including one after 57 years

A dozen Valley eateries have said their goodbyes. Here’s which spots have shuttered.

By Tirion Boan

The 4 most exciting new restaurants and cafes that opened in April

Two new coffee shops and a hotly anticipated downtown Phoenix destination are now welcoming customers.

By Tirion Boan

Treat mom to a special Mother’s Day meal at these Phoenix restaurants

Mother’s Day is on Sunday, and at most restaurants, reservations are required. Here’s where to book your spot.

By Georgann Yara

MORE FOOD & DRINK

TRENDING

Durant’s was named Arizona’s most iconic steakhouse. Readers weren’t so sure

Seafood staple Bluewater Grill celebrates 30 years with new cookbook

A couple swiped a $4k bottle of cognac. Tempe restaurant seeks help to find them

LISTS

Taiyaki time: Where to find fish-shaped treats around the Valley

These Valley dessert shops prove waffles aren’t just for breakfast.

By Melissa Parker

‘You missed X, Y, -Za.’ Readers react to hotly contested top pizza list

Whenever we update our list of the best pizzerias in Phoenix, the conversation gets heated.

By Tirion BoanMORE LISTS

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Dear Peter,

Most of the world stood by in silence as the Holocaust took place. Today, serious efforts are underway to repeat that tragedy. The great goal of the Jew-haters is to finish the job that Hitler started. We must not be silent, and we are asking you to raise your voice in support and defense of God’s Chosen People right now. Together we are telling, and more importantly showing, the people of Israel that they are not alone. We have received a generous matching gift challenge that will double your gift to help twice as many people—so please be as generous as you can when you send your gift today.

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“Lord, the beautiful city of Jerusalem is under attack today from every side. Defend Your Chosen People and their capital from political, military and economical threats and give victory to those who fight the evil forces arrayed against Jerusalem.”

Beautiful for situation, the joy of the whole earth, is mount Zion, on the sides of the north, the city of the great King. Psalm 48:2

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ADL report says 2025 one of most violent years for American Jews

Jerusalem World News

( May 6, 2026 / JNS ) Although incidents of Jew-hatred declined overall in the United States in 2025, last year was one of the most violent years for Jews in the country, according to a new audit published by the Anti-Defamation League.
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Tuesday, May 5, 2026

Peter,

Who is the only diabetic to throw a perfect game in the majors?

Hint: #1 He is the first native of Wyoming to receive a Hall of Fame vote.

Hint: #2 He was the only player in the twentieth century to win twenty games as a rookie for his franchise.

Monday’s question answered:

Q. Which Hall of Famer was drafted into the Army Air Corps during WWII, despite being nearly 38 years old and missing four toes?

Hint: #1 He was the first Yankee pitcher to hit a grand slam.

Hint: #2 The first of his career and the last of his career represent a thorough bleaching of hosiery.

A. RED RUFFING  [SABR Bio]

– Ans. He pitched with 4 toes missing from his left foot as a result of a mining accident.

– #1 In his 1st game of the season, 14-Apr-1933, with 3 runners on base, Ruffing homered off Boston’s Bob Weiland. He & only 3 other NYY pitchers have hit grand slams: Spud Chandler,  Don Larsen & Mel Stottlemyre.

– #2 Ruffing’s first team was the Red Sox. His final team was the White Sox.

FCR – Jeff Freedman, Westwood, California

~ D. Bruce Brown

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May 6, 2026 | Unsubscribe 

Hello!

We are continuing to monitor today’s alert for a sustainable breakout higher after it opened at 0.229 and closed the day at 0.220. 

Now, get ready – because tomorrow’s opportunity has our full attention. 

We have a brand-new NASDAQ alert coming tomorrow morning, Thursday at 9:30 AM ET – and this setup is one we do not come across often. 

This company has a history of explosive moves, including a rally of over +600% – and right now, investor excitement is quietly building again around this name. 

Here is what makes this setup so compelling. This company has cracked a problem that nobody else has solved at scale. It sits at the intersection of energy, environmental necessity, and a regulatory environment that is actively forcing demand in its direction. It owns hard assets with an estimated replacement value that dwarfs its current market cap. And it generates real revenue – with more expected ahead. 

The broader market has not caught on yet. But the chart is starting to tell a different story. 

When a company like this begins to move, it can move fast and it can move big. 

We will have the full details ready first thing tomorrow morning. 

Be ready tomorrow morning, Thursday at 9:30 AM ET. Don’t miss this one. 

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The Colonization of Mars

Managing Editor’s Note: Our colleague Larry Benedict is broadcasting a special strategy session tomorrow night at 8 p.m.

He’s sharing the details of the one-ticker strategy he uses to snap up quick profits in volatile markets like we’ve been seeing this year.

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The Colonization of Mars

Jeff Brown

Jeff Brown

Founder and CEO


At the International Astronautical Congress in Adelaide, Australia…

SpaceX CEO Elon Musk presented his vision for a massive human colony on Mars.

Elon Musk’s vision for a colony on Mars | Source: IAC

It was breathtaking. And to most people, it was literally unbelievable.

A colony large enough to be self-sustaining, with its own energy and food production, as well as transportation infrastructure to and from Earth.

It was the stuff of science fiction – except that it felt very real.

Real because it wasn’t a planetary scientist presenting a vision with no means to get there…

It was Musk who was building the means to make it all happen, with his aerospace company SpaceX.

He was literally building the “Mars Transportation Architecture” to shuttle people, equipment, and materials to make it all possible.

Better yet, Musk had already demonstrated his reusable rocket technology with the Falcon 9, which had already been in commercial service for years.

He was speaking from a position of having already accomplished something that many thought to be impossible, including former NASA astronauts.

Elon Musk Presenting at the International Astronautical Congress | Source: IAC

For those of us familiar with Musk’s recent presentations and interviews, this will also sound familiar.

But what’s incredible is that Musk gave that presentation in Adelaide back in 2017, nearly a decade ago.

Ambitions in Adelaide

Despite what Musk and his team at SpaceX have accomplished over the last 20 years – which is nothing short of fantastical and pure engineering brilliance pushing the absolute limits of physics there are still dyed-in-the-wool Elon Musk skeptics who suggest he is nothing more than a snake oil salesman who always misses his targets.

They use examples like the one below.

In 2017, Musk stated SpaceX’s goals of launching two Starship cargo missions to Mars in 2022, followed by two more cargo missions with two crew missions to Mars in 2024.

Clearly, that didn’t happen. Not yet anyway.

In Musk’s defense, he said at the time when presenting the above slide, “That’s not a typo, but it is aspirational.”

Musk threw the gauntlet down, presenting his vision to inspire his team at SpaceX – and the industry as a whole – to radically rethink what is possible in space exploration.

The goal was not just to rethink the engineering and technology, but to rethink the time frames in which this kind of vision could be accomplished.

What the skeptics don’t see is that this vision isn’t just a fancy presentation.

It is backed by bleeding-edge engineering and concrete initiatives by Musk and his team at SpaceX to make it happen.

And making it happen, he is.

TeraFab Is On!

Just within the last 24 hours, a public notice has been published in Grimes County, Texas, for a public hearing regarding Musk’s TeraFab, which is planned to become the world’s largest semiconductor manufacturing plant.

Source: Grimes County, Texas, Government Office

As shown above, the initial investment is $55 billion, and the total capital investment could reach as much as $119 billion.

Musk can’t get enough semiconductor production from the industry, so he is doing something about it.

He is building his own fab (semiconductor fabrication plant).

Most people aren’t even aware that SpaceX is already building a semiconductor plant in Bastrop, Texas.

Equipment is literally being installed right now.

The plan is to begin high-volume production of semiconductors for SpaceX’s Starlink project by the end of this year.

This manufacturing plant is actually an advanced chip-packaging plant for Starlink’s RF semiconductors, as opposed to the TeraFab, which will manufacture the semiconductors.

Chip packaging takes the actual semiconductor (the die) and encases it in a protective case with either wire bonding or solder balls so that the packaged semiconductor can be connected to a circuit board.

And if this latest development weren’t enough, well-founded rumors have surfaced that SpaceX has acquired 136,000 acres of land in Pecan Island and Freshwater City, Louisiana.

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Where To Put $100 Before Trump’s New Tech Law Rolls Out

Everyone is talking about Trump’s new tech law. Financial Times says this tech puts America “on the verge of a financial revolution.” Yahoo Finance says it could unlock $400 trillion. Jeff Brown was consulted by Congressional offices in Washington, D.C. to advise on it. He says the real number is even bigger – as much as $2.6 quadrillion could pour onto a new type of investment exchange in the days ahead… Click here and Jeff will show you how to claim your stake starting with just $100.


More Space for SpaceX

It is believed that SpaceX conducted a private transaction with ExxonMobil (XOM), which owned 125,000 acres for a “carbon capture and storage project” in the area.

Additional acreage was likely acquired from adjacent smaller landowners.

For perspective, 136,000 acres is about 212.5 square miles.

The current SpaceX Starbase in Boca Chica, Texas, is about 1,000 acres.

And SpaceX plans to expand that footprint by adding another 7,100 acres.

This new Louisiana land purchase dwarfs that.

The reality is that SpaceX needs more space for more manufacturing and launch capabilities to achieve its vision.

As a reminder, SpaceX – through its xAI division – is already working towards its stated plans to launch 1 million AI data center satellites into a sun-synchronous orbit.

Regular launches on SpaceX Starships will commence within 30 months, and it is expected that SpaceX will launch multiple Starships every single day.

To state the obvious, SpaceX would not be able to launch at that kind of cadence at the Vandenberg Space Force Base in Santa Barbara County, California, where many of SpaceX’s current Falcon 9 launches take place. The base simply isn’t large enough to handle that kind of volume.

SpaceX needs more space…and the Louisiana purchase would be suitable for launches to a sun-synchronous orbit.

And if that weren’t enough, last week, SpaceX’s board actually approved a new compensation plan for Elon Musk that directly ties his compensation to building out the 1 million AI data center satellite constellation and the colonization of Mars.

No, I am not kidding.

An Extraterrestrial Incentive

The new compensation package awards Musk 200 million super-voting restricted shares of SpaceX when Musk hits a $7.5 trillion valuation and establishes a permanent human settlement on Mars with one million residents.

Part of the new comp package also includes space-based computational infrastructure capable of 100 terawatts of processing power.

It goes without saying that this is the most extraordinary compensation structure in history. The outer limits of what might be possible. An extraterrestrial incentive plan.

I can almost hear the skeptics chortling and cackling.

Impossible, they say.

Absurd!

But if we understand Musk and his objectives, it makes perfect sense.

For Musk, it’s not about the money. The compensation plan is about Musk maintaining enough control over SpaceX so he can achieve his personal goals.

His goal is to expand human consciousness to the stars.

He wants to create a backup of human civilization on Mars, in case things go wrong on Earth.

So, he’s taking concrete actions to build what is necessary to make that happen.

And he intends to get it done in his lifetime and give the greatest gift to humanity that could ever be given.

Life. Longevity. Amongst the stars.

Jeff

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700 Billion Reasons to Stay in AI This Summer

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Q1 earnings: fantastic (but with a caveat) … Tech does the heavy lifting… Luke Lango’s “Summer of AI” … one stock from Louis Navellier for a summer surge… nervous about buying Tech today? Don’t be

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Editor’s Note:  Prefer to listen? Tap here to hear today’s Digest.

As I write on Wednesday morning, the markets are in rally mode thanks to positive geopolitical and earnings news.

First, Axios reported overnight that the U.S. and Iran are nearing a one-page memorandum of understanding to end the war and set a framework for nuclear negotiations.

President Trump, characteristically, is keeping everyone guessing. He called a deal “perhaps, a big assumption” and warned that “if they don’t agree, the bombing starts.”

Still, this is progress – fragile though it might be.

In response, oil is pulling back sharply, with Brent Crude falling from $114 to $101 a barrel and West Texas Intermediate Crude down from $102 to $95.

That’s still elevated, but encouraging, nonetheless. Reopening the Strait of Hormuz would be an enormous pressure-release for the economy.

Meanwhile, on the earnings front, Advanced Micro Devices Inc. (AMD) is the big headline winner of the day.

AMD beat on both the top and bottom line last evening, reporting revenue of $7.44 billion – up 36% year-over-year – driven by a 57% surge in its Data Center segment.

It’s yet more proof that the AI infrastructure buildout is very much intact.

Which brings us to the broader earnings picture this season…

Fantastic…but with a caveat

That’s the simplest way to sum up our Q1 earnings season so far.

At a high level, the numbers have been impressive. To illustrate, here’s FactSet, which is the go-to earnings data analytics group used by the pros:

For Q1 2026, the blended (year-over-year) earnings growth rate for the S&P 500 is 27.1%. 

If 27.1% is the actual growth rate for the quarter, it will mark the highest earnings growth rate reported by the index since Q4 2021 (32.0%).

Remember that the Q4 2021 reference point was a period of surging economic activity in the post-COVID reopening. So, the fact that we’re in the same general ballpark is noteworthy. 

Plus, the numbers have been coming in far better than forecasts from just weeks ago.

Back to FactSet:

On March 31, the estimated (year-over-year) earnings growth rate for the S&P 500 for Q1 2026 was 13.1%. 

Ten sectors are reporting higher earnings today (compared to March 31) due to positive EPS surprises and upward revisions to EPS estimates.

Also, these earnings came during a period of economic stress that, fundamentally, is a headwind to growth.

On that note, here’s our technology expert, Luke Lango, from his Innovation Investor Daily Notes:

[This earnings season growth is being] reported in the middle of an active Middle Eastern war. While oil was at $90-120. While the consumer was drawing down savings to cover grocery bills. While the Fed was paralyzed between inflation and stagnation. 

So, that’s the “fantastic” part.

What about that caveat?

Well, this is a classic case where the average hides a skewed distribution. When we look under the hood, we see a significant performance gap.

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Tech is the name of the game

The “Magnificent 7” and their peers continue to carry the heavy weight of this earnings growth.

To illustrate, without the Technology sector’s outsized contribution, the S&P 500’s Q1 earnings growth would plummet from double digits to roughly 5%.

To be clear, I’m not saying that Non-Tech is having a bad quarter. In fact, only two sectors are currently reporting year-over-year earnings declines (Health Care and Energy). What I’m saying is that while Non-Tech growth is “fine,” Tech’s growth is “phenomenal.”

For example, positive surprises from Alphabet Inc. (GOOGL), Meta Platforms Inc. (META) and Amazon.com Inc. (AMZN) last week accounted for a staggering 71% of the total net dollar-level increase in earnings for the entire S&P 500 over that week.

As Luke has been saying for months at this point, there’s Tech…and then everything else.

How this translates into stock prices and your portfolio

Let’s take this down to the portfolio level.

To get a bead on what’s really happening with this market, let’s look at the S&P 500 ($SPX), the S&P 500 Equal Weight Index ($SPXEW), and the SPDR Technology Select Sector ETF (XLK).

The S&P 500 is our baseline… the Equal Weight Index gives us a better idea of how the average S&P company – not necessarily “Tech” – is doing because it assigns equal weight to every company… and XLK is our proxy for pure Tech.

Below, we’ll look at the respective performances since the market’s late-March low.

While the S&P Equal Weight has posted a strong rebound – up 9%- the Big-Tech-weighted S&P 500 Index is almost doubling that return at nearly 16%.

But that’s nothing compared to XLK – pure Tech – which has exploded 32%.

Image

We have a market where a handful of Tech companies are delivering “extraordinary” growth fueled by a generational shift in AI, while the rest of the market is delivering positive, but “ordinary” growth.

Here’s Luke’s bottom line:

Earnings are going up right now. By a bunch. 

But they are going up the fastest in the world of AI. Which means that while the stock market will likely keep pushing higher, AI stocks will keep leading the pack. 

Welcome to the Summer of AI.

One stock to consider for this Summer of AI

I can’t write a Digest about earnings strength without turning to legendary investor Louis Navellier, editor of Growth Investor.

Earnings aren’t just a metric Louis tracks – they’re the foundation that his entire four-decade career is built on.

The logic behind his quantitative algorithms is straightforward: when a company consistently beats earnings expectations, institutional money follows. And when the big money moves in, stock prices follow.

Now, Louis and his Growth Investorsubscribers have been having a phenomenal earnings season – for example, last week, 16 of the 20 companies in his portfolio that reported earnings beat estimates, with an average earnings surprise of 29%.

One of his recent outperformers is GE Vernova Inc. (GEV) – and it happens to be one of the AI-adjacent names Luke is excited about right now due to the Summer of AI.

You see, GE Vernova provides the energy infrastructure – turbines, grid technology, and power systems – that keeps data centers connected and humming. As AI demand grows, so does demand for what GEV makes.

Here’s Louis with how this demand has impacted GEV’s earnings:

First-quarter earnings surged 1,700% year-over-year to $4.75 billion, or $17.44 per share. 

Adjusted earnings came in at $1.98 per share, beating estimates of $1.67 per share by 18.6%.

That’s not a mild beat. That’s the kind of number that gets institutional attention fast.

Growth Investor subscribers who followed Louis into GEV last August are sitting on 77% gains as I write. But if you’re not in GEV, you’re not too late.

Louis’ current Buy Below price is $1,288, about 2% higher than where GEV trades as I write on Wednesday. So, if you’re looking for a stock to ride during this Summer of AI, you still have room to get in.

One more thing from Louis before we move on…

Yesterday, this came across my desk from him, related to this earnings season:

With earnings coming in stronger than expected, it’s easy to follow the temptation to sit back and watch the profits roll in.

I think that’s a mistake. Because you should always be on the lookout for what’s next.

Right now, companies are spending billions to build out AI – data centers, power infrastructure, computing systems and more.

But according to my research, the next phase in the AI boom is happening in a little-known lab in Tennessee.

Hardly anyone is talking about it. But President Trump even compared the size and scope of this project to the Manhattan Project.

It’s an interesting story, but I don’t want to go down that rabbit hole in this Digest. However, you can get the full scoop from Louis in his interview right here.

Stepping back, are you nervous about owning Tech/AI after the historic run since late March?

It’s a fair question.

As we just saw, XLK has exploded 32% off its late-March lows in a matter of weeks. That kind of move has a way of making even seasoned investors feel like they’ve missed the easy money – or worse, that they’re holding the bag at the top.

But before you second-guess your AI positions, consider this…

AI and Tech have something most of the market doesn’t: unusual earnings visibility backed by public, multi-year capital commitments.

Just last week, the hyperscalers reported earnings and, almost to a company, accelerated their AI infrastructure spending guidance.

The collective annual CapEx for these four companies is now projected to approach $700 billion in 2026.

Meanwhile, several explicitly signaled that CapEx will continue to increase into 2027. In fact, CNBC reports that the combined AI buildout spend for Microsoft (MSFT), Alphabet, Amazon, and Meta is projected to cross the $1 trillion milestone in 2027.

That spending is poised to flow directly into the earnings of the companies supplying the buildout…

The chip designers, the power providers, the data center operators, the software platforms.

And crucially, it doesn’t depend on whether an exhausted consumer decides to splurge at Starbucks or buy a new car. The hyperscalers have publicly committed to their shareholders.

That’s a more insulated growth engine than most of the market can claim right now – and it’s an insulation that doesn’t extend beyond the AI ecosystem.

Non-AI stocks aren’t necessarily headed for a crash. But they don’t have this same structural earnings visibility. They’re exposed to consumer demand, interest rates, and slowing global demand. The risks are more traditional, and the upside is more limited.

Which brings us full circle to where we started today…

“Fantastic…but with a caveat.”

The “fantastic” is real: 27.1% earnings growth, blowing past forecasts, achieved in the middle of a war, a paralyzed Fed and a squeezed consumer. That’s not noise. That’s real strength.

But the caveat is equally real…

Strip out Tech and AI, and you’re looking at roughly 5% growth. Fine – but not the stuff that will accelerate your retirement.

So, the playbook is straightforward. Stay long Tech and AI with confidence – whether you’re doing it on your own, or with the help of Louis, or the guidance of Luke – the data, the earnings, and a trillion dollars in committed hyperscaler CapEx all support it. For the rest of the market, be more selective and cautious.

As always, know what you own, why, and when you’ll sell. But with those safeguards in place, enjoy this “Summer of AI.”

Have a good evening,

Jeff Remsburg 

(Disclaimer: I own AMD, GOOGL, MSFT, and AMZN.)

InvestorPlace

The $25 trillion opportunity unfolding now

The $25 Trillion Opportunity Unfolding Now 

Stephen Prior, Publisher, Monument Traders Alliance 

Stephen Prior

Dear Reader,

Wall Street is already calling it a $25 trillion revolution.

Not in the distant future… but starting right now.

It’s being driven by a breakthrough technology that could transform factories, warehouses, hospitals-and nearly every major industry on Earth.

Nvidia CEO Jensen Huang says it “will bring about the next industrial revolution.”

And at the center of it all…

Elon Musk.

Most people are focused on the SpaceX IPO…

But the real opportunity lies elsewhere – and it’s about to send a handful of tiny stocks soaring.

Get the urgent details (plus info on the three best ways to play it) before the opportunity kicks into overdrive as soon as June 15.

To your wealth,Stephen Prior Signature

Stephen Prior, Publisher
Monument Traders AllianceMonument Traders Alliance

Monument Traders Alliance, LLC

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🧨AMD Rips 17% To A New ATH On A Banger Q1

May 06, 2026 

🧨AMD Rips 17% To A New ATH On A Banger Q1, Iran-Talks Optimism + Crashing Oil Yeets Dow Higher 

What in the Alabama meets Big Tech is this? 

Well friends… Cousin Lisa just walked into Jensen’s house and pissed on his AI lawn. AMD caught most of the wandering eyes today as shares ripped 18% to a fresh $420 all-time high after dropping a $10.25 billion Q1… paced by $5.78 billion of data center revenue, up 57% YoY… then guided to $11.2 billion next quarter and pegged server growth at 70% YoY. All in Jensen’s own backyard.

In short, Lisa Su (read: AMD’s CEO) and Jensen Huang are actually first cousins, once removed. If you didn’t know that already, you do now. (Side note: The two didn’t meet until well into their careers as Jensen had already left AMD decades earlier to start Nvidia, and Lisa walked in at SVP and turned the whole place around.) Fast forward to today, April 6th and AMD is eating Nvidia’s home cooking in the data center. 

How? 

One reason: the industry is shifting from one CPU per four-to-eight GPUs in old data centers to a near 1:1 ratio in the next generation. Said another way, every new AI server farm needs roughly seven times more CPUs per GPU than the old ones. AMD makes the CPUs. Jensen makes the GPUs. The cousin is suddenly indispensable to the cousin’s empire, and that’s why server revenue is set to crank 70% YoY this quarter.

Naturally, the whole chip aisle full-sent on the results. Intel added 4%, while Arm ripped almost 13% ahead of it’s own earnings tonight. UBS’s Timothy Arcuri ramming his price target from $175 to $245 on Tuesday helped… which, you know, is a 40% target hike on a stock that’s been printing money since IPO. Arm’s pitch dovetails perfectly with AMD’s: hyperscalers want power-efficient CPUs to feed those new 1:1 racks, UBS sees Arm’s hyperscaler share running from ~15% to 45% by 2030, and the math just keeps on mathin’. 

Meanwhile, Nvidia also wired Corning $500 million on Wednesday for an optical-supply pact, rights to scoop up 15 million GLW shares at $180, and three new fiber-optic factories in North Carolina and Texas dedicated entirely to Nvidia’s AI buildout. Corning is the 174-year-old Gorilla Glass guys (read: responsible for every iPhone screen, every Galaxy screen, the literal pane in your hand.) As expected, investors understood the assignment as the stonk melted faces 14% on the day. 

Elsewhere, Donny Do-Or-Don’t (read: Trump) paused Project Freedom and floated a 14-point one-page MOU with Iran, citing “Great Progress”… then walked it back a whole cool minute later with “perhaps, a big assumption” and a threat that the bombing “starts at a much higher level and intensity” if Tehran balks. Oil cracked -6%, the Dow added 612, the Nasdaq tacked on 2.02%, and markets came off their highs once the threat hit Truth Social. We know the story by now.

Oh, and CDW (read: corporate America’s IT middleman) got kneecapped 20% after operating income missed by 18%… a $376 million print versus the $459 million Wall Street wanted… even though revenue and EPS technically beat. Margins compressed, gross margin slid 60 bps YoY, and the company reaffirmed mid-single-digit FY26 EPS growth. 

Live look at Palantir investors to CDW shareholders today. 

Aaaaand that’s about it for today. Today it was all Cousin Lisa. Tomorrow tells us whether Tehran signs the one-pager (or eats round two), and whether Big Arm earned its 13% pre-game pop. Spoiler: It’s a coin flip. Place your bets accordingly, friends. Until next time… 

If you read all of this, congrats for having a 10 second attention span (better than me). As always, here’s our heatmap for today.

PORTER & CO: “The Most Asymmetric Opportunity In The Market Today”

This Massive Financial Paradox Is A Screaming Buy

A boring “value” stock with $20 billion of a misunderstood asset that Wall Street isn’t accounting for could see upside as high as 25x.

See This Opportunity Now

“By clicking here, you will be subscribed to receive emails from Porter’s Daily Journal. Porter’s Daily Journal is read by 50,000 of the world’s best-informed investors.”

Burry Bails on GameStop As Cohen’s eBay Fantasy Pushes the “Instant Berkshire” Dream Off a Cliff

“I don’t want to play with you anymore.” -Cassandra Unchained 

Unfortunately, Ryah Cohen’s finance bro move yesterday has caused his biggest alliance to crumble.

That’s right, Roaring Kitty MIchael Burry has officially dumped the memestock for good. This also marks the “Big Shorts” first public sale since launching his newsletter on substack (Final Tally’s better btw).

This is all a reaction to Cohen rolling out one of the f***ing dumbest…

Read The Full Article HERE 

Trump’s “Kill the Quarterly Circus” Agenda Advances as Ken Griffin Warns of Transparency Blackout

“Imagine if Henry Ford had quarterly earnings calls. He comes out with the automobile, a beautiful car, tremendous car… and some dope from JPMorgan says, ‘Well sir, horse sales are still looking very strong.’ These are sick people. And quite frankly, why we need to get rid of quarterly earnings.” -Truth Social owner

It takes a special kind of confidence to lose $605 million on $1 million in revenue… and still decide investors are simply hearing from you too often. 

Remember that time in the middle of Tariffmageddon, Donnie Politics proposed another idea that ruffled a lot of feathers? Well fast forward to today and the SEC just advanced his proposal of a rule change that would let public companies…

Read The Full Article HERE 

☕ Market Gossip

Apollo CEO Rowan warns of market correction, slams ‘egregious’ practices at rival insurers (CNBC): “Anyways, I started HODL’ing…” – literally everyone

Anthropic Inks Computing Deal With SpaceX to Meet AI Demand (Bloomberg): Can we get a health check on Scam Altman… 

> Google updates AI search to include quotes from Reddit and other sources (TechCrunch): If it ain’t Reddit, I don’t read it… 

Elon Musk’s Terafab chip factory in Texas could cost up to $119 billion, filing shows (CNBC)Funding Debt, secured… 

CVS Crushes Q1 By 17%, Raises 2026 Guide $5B As Insurance Limb Goes Full-Send…

Aetna-thin’ but a peanut… 

The insurance limb that almost killed CVS just printed the fourth (or fifth… Brian Newman lost count) straight beat-and-raise. Q1 EPS landed at $2.57 adjusted against the Street’s $2.20, a 17% beat. Revenue ripped to $100.43 billion versus the $95.09 billion expected. Aaaaand just like that the stock ripped 7%. Bigly. 

As for the money shot, it was all Aetna. The unit that spent two years bleeding the parent dry just dropped its medical benefit ratio 270 basis points to 84.6%, a number so much better than the 86.3% analysts were modeling that you could basically see the shorts soiling themselves. Translation: Lower MBR = the insurer keeps more of the premium, less of it walks out the door as actual healthcare. Aetna is officially keeping more of your money.

Which means CVS now sees full-year EPS at $7.30 to $7.50, up from $7.00 to $7.20, and full-year revenue of “at least” $405 billion (up five fat billion from the prior outlook, just so we’re clear who lifted whom). Newman attributed the bulk of the raise to “tailwinds” at Aetna. 

Additionally, pharmacy retail came in at… 

Read The Full Article HERE 

“WTF” Meme of the Day

The internet stays undefeated… 

Oh, and one more thing…

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The red-hot team playing like it’s 2016

The Lineup: Pregame Edition

Wednesday, May 06

View Online

The Cubs celebrate their 7th straight win

Welcome to The Pregame Lineup, a weekday newsletter that gets you up to speed on everything you need to know for today’s games, while catching you up on fun and interesting stories you might have missed. Today’s edition is brought to you by David Adler.

The Cubs have been saying it since the offseason: 2026 is the new 2016

It was a lofty goal — return to World Series glory during the 10-year anniversary season of their curse-shattering 2016 championship. 

Well, guess what? These 2026 Cubbies are playing a lot like those 2016 Cubbies. 

The Cubs are on a seven-game winning streak that has them in first place in a hypercompetitive NL Central division where all five teams are still over .500 more than a month into the season. 

They’ve won an incredible 13 consecutive games at Wrigley Field. That’s their longest winning streak at Wrigley since 2008 (14 straight), and within reach of the team record at the Friendly Confines (18 straight wins there in 1935). 

But the fun fact for today is this: The 2026 Cubs are 24-12 through their first 36 games of the season. This is just the third time in the last 100 years that the Cubs have won at least 24 of their first 36 games. 

The last time they did it? You guessed it, 2016. 

The 2016 Cubs, led by the “Bryzzo” duo of Kris Bryant and Anthony Rizzo, went on a ridiculous run to start the season. They were actually 27-9 through their first 36 games. But the 2026 Cubs are as hot as it gets right now, and they have the deep lineup to make a deep postseason run of their own. 

Can they throw it all the way back to 2016? We’ll see. But the 2026 Cubs have the mojo going. 


Chicago goes for its eighth win in a row, and 14th straight at Wrigley, tonight against the Reds (7:40 p.m. ET, MLB.TV).

OHTANI GETS THE WHIFF OF THE YEAR

Jose Altuve strikes out against Shohei Ohtani

Shohei Ohtani has a 0.97 ERA. He’s the MLB ERA leader. He could win his first Cy Young. 

But we’ll have plenty of time to talk about that this season. Right now we just want to talk about this swing that he got from Jose Altuve last night.

Just watch: 

An animated GIF of Shohei Ohtani striking out Jose Altuve

My goodness. That sweeper starts in the other batter’s box, and Ohtani still got Altuve to swing at it. For a strikeout, too! 

Our first reaction after that pitch was, “That might be the farthest outside pitch we’ve ever seen anyone swing at.” 

But let’s go to the data! 

First question: Actually, how far outside was that pitch? 

Answer: 3.23 feet from the center of the strike zone — which means it was 2.52 feet off the outside edge of the plate. 

Aka, this far …  

The pitch location of Jose Altuve's whiff vs. Shohei Ohtani in MLB Gameday

Second question: Has anyone else swung and missed at a pitch that far outside? 

Answer: Not this season. The last time a Major League hitter whiffed at a pitch farther outside than Altuve did was Daulton Varsho last April 29. Varsho struck out to end a game on a Brennan Bernardino curveball that was 3.79 feet from the center of the zone. 

And the last time a right-handed hitter whiffed at such an outside pitch? That was a rookie Bobby Witt Jr., who went around on a Lou Trivino sweeper that was 3.50 feet from the center of the zone and went to the backstop on June 17, 2022. 

Here are those two swings, in case you were wondering: 

An animated GIF of Daulton Varsho and Bobby Witt Jr. swinging at far outside pitches

Last question: What’s the farthest outside pitch anyone has swung at that we know of? 

Answer: This is a fun one. Since Statcast started tracking in 2015, the “record” for farthest outside pitch swung at belongs to Ronald Torreyes, who offered up this beauty on June 30, 2016 in a humorous attempt to protect a Yankee runner stealing on a pitchout. (It didn’t work.) That pitchout was 3.96 feet from the center of the strike zone: 

An animated GIF of Ronald Torreyes swinging at a pitchout

Hopefully that brightens up your afternoon a little. 

OUTFIELD DEFENSE WORTHY OF A SPELLING BEE

Carson Benge makes a diving catch

Jared Greenspan explains exactly what makes Mets rookie Carson Benge’s defense “pulchritudinous” before the Mets face the Rockies tonight (9:20 p.m. ET, MLB.TV):  

Carson Benge’s defense really is worthy of an SAT word. 

Mets play-by-play broadcaster Gary Cohen used “pulchritudinous” — which means “breathtakingly beautiful” — to describe Benge’s diving catch on Sunday. But it applies to the 23-year-old’s overall glove work this season, too.

Only three outfielders — Pete Crow-Armstrong, Chandler Simpson and Cam Smith — have more Outs Above Average than Benge (+3). Unlike his counterparts, Benge has accumulated his OAA while playing all three outfield positions: 12 starts in right field, 10 in left and six in center. 

Benge’s stellar defense is particularly important for the Mets, whose offseason makeover came with an outspoken emphasis on “run prevention.” And right now, Benge has been as valuable at preventing runs as any Met.  

Here’s more on what makes Benge a standout fielder. 

AROUND THE LEAGUE

The Astros lose a star, a former MVP is slugging homers again, and the Yankees and Rays are red hot as we take a look around the league.

• Correa out for the season 

Astros shortstop Carlos Correa will have season-ending surgery on his left ankle after suffering an injury while taking swings in the batting cage before yesterday’s game. Correa said today that he tore a tendon in his ankle and that the surgery will involve a recovery timetable of six to eight months. 

• Harper looking elite

Bryce Harper is finding his groove at the plate, and so is the whole Phillies offense. The two-time MVP has three home runs in his last two games, including two yesterday as the Phils moved to 7-1 under Don Mattingly, powered by Harper and ace Cristopher Sánchez.

• Can anyone slow down the Yankees? 

The Yankees offense looks unstoppable right now (except for one statistical oddity, but we digress). Not even Jacob deGrom could slow down the Bronx Bombers last night, when Jazz Chisholm Jr.’s tiebreaking home run off the two-time Cy Young winner (complete with epic bat flip) led New York to its fifth straight win. The Yankees have won 15 of their last 17 games and have the best record in the AL. 

• Can the Rays slow down everyone?

It’s funny, though — the Yankees are barely in first place in their own division, even though the entire American League has a grand total of three teams above .500. That’s because the Rays are extremely hot, too. Today’s victory over the Blue Jays was their sixth straight win and their 12th win in their last 13 games, and it gave them their MLB-leading fifth series sweep. Unlike the slugging Yanks, though, the key for the Rays is shutting down opposing offenses. They have an MLB-best 1.23 ERA as a team since the start of their 12-1 stretch. 

CHECK OUT THIS NEW BREW CREW SHOE

The Brewers' City Connect Nike sneaker

If you loved the Brewers’ new City Connect uniforms, you’re in luck. The Brew Crew is dropping a limited-edition Nike sneaker to match. 

The custom Nike Air Max 1, in the colors and style of the Brewers’ City Connect uniforms that debuted last month, will be exclusively available at MODA3 in Milwaukee’s Third Ward on Saturday at 10 a.m. ET/9 a.m. CT. 

A limited number of the City Connect sneakers will also be available for sale to ticketed fans at Saturday night’s Brewers-Yankees game at American Family Field.

Find out more here. 

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