u/LibrarianFabulous411

“I was a fool,” Musk told the court earlier this month after saying he gave OpenAI free funding in its early days.

Wild timeline honestly.

Interesting divergence today. The Dow is holding up relatively well while semis and high beta tech are getting hit pretty hard. Qualcomm, Intel, AMD and Micron all under pressure while NVDA is still trying to keep the sector afloat.

Feels like the market is rotating a bit instead of outright panicking. Traders are probably watching yields, Fed expectations, and positioning after the recent AI driven run. A lot of these names ran hard in a short period of time, so even small macro shifts are triggering pretty aggressive profit taking.

Question now is whether this is just healthy cooling in semis or the start of a broader unwind in crowded AI trades.

Options sources point to a roughly 15% to 20% earnings move, but ASTS's last four one-day post-earnings reactions were smaller than that with the last four one-day post-earnings moves were +6.6%, -1.2%, +8.4%, and -2.3%. According to this article I just read, ASTS missed EPS consensus in each of the last four reports, and revenue beat only in Q4 2025. The stock still rose after Q4 because revenue, liquidity, and deployment commentary outweighed the EPS miss.

Curious on how the earnings will come out either the management will give a firm answers or something vague.

Saw a post on X from a new Cloudflare joiner talking about their first day during the massive internet outage last year and somehow the timing aged even worse 😭

Now the stock is down hard after earnings, layoffs are hitting tech again, and suddenly I’m just wondering what that guy is feeling right now. Imagine joining during internet chaos just to watch the company enter another rough cycle a year later. Tech moves from hype to survival mode way too fast.

https://www.ebc.com/forex/cocoa-prices-are-falling-why-is-chocolate-still-so-expensive

Have you ever wondered why chocolate is expensive?

Cocoa prices have fallen sharply from the extreme highs that shocked commodity markets in 2024 and 2025, but chocolate prices remain elevated. The gap looks irrational at first glance. In reality, it shows how slowly commodity shocks move through the consumer economy.

Futures markets reprice expectations almost instantly. Chocolate prices do not. They move through forward purchases, hedging contracts, seasonal production, retailer negotiations, packaging, wages, freight, and margin protection. A cocoa futures crash can appear on a trading screen months before checkout prices respond.

Cocoa traded near $3,883 per metric ton on May 4, 2026, up from earlier-year lows but still more than 55% lower year over year and far below the December 2024 record near $12,906. The crisis has cooled, but the cost reset has not fully reached the shelf.