Nike has now crashed -80% from its peak and hit a 13 year low of $35.
Source: Bull Theory
NIKE DOWN BIG AFTER REPORTING EARNINGS
Source: Stocktwits
Micron Technology $MU took nearly a decade to generate $59B in profit then produced $93B in just three quarters of 2026.
Source: Shay Boloor
75% of S&P 500 stocks were down this month
Source: Barchart
Accenture $ACN is up +20% in premarket after crushing its Q4 earnings.
EPS beat at $3.29 vs $3.18 expected. Revenue beat at $18.7 billion. Margins expanded from 11.6% to 15.3% in a single year, a massive jump for a company this size. Wall Street spent the last year betting AI would kill Accenture's business, since AI can do a lot of the work consultants used to bill for. This quarter says the opposite is happening. Companies are paying Accenture more than ever, specifically to help them figure out how to use AI. Looks like Accenture isn't losing to AI, It's getting paid to install it everywhere. Source: Bull Theory
Robinhood announces 24/7 trading for US stocks and ETFs, including weekends.
🚨 Wall Street closes. Robinhood wants trading to keep going. The platform has announced three moves: 🔹 Crypto perpetual futures: Eligible U.S. users will be able to go long or short, with up to 10x leverage on Bitcoin and Ether. No expiry. P&L settled every 15 minutes. 🔹 24/7 stock trading: Selected U.S. stocks and ETFs could soon trade through weekends, pending regulatory review. 🔹 AI trading agents: Users will be able to build agents inside the app to research, develop strategies and trade automatically. The adoption numbers are striking: 150,000+ agentic trading accounts since May, with nearly 30 million tool uses daily. The direction is clear: more access, more automation, fewer market closing bells. But easier access doesn’t make leverage less risky. Are we entering the era of always-on investing—or always-on speculation? Source: Reuters
The haves and the have nots over the last month: MAG 7 vs. Everything Else. $RSP $MAGS
Source: Andrew Thrasher, CMT
U.S. stock market vs. the world.
Source: Compounding Quality
