The news. The narrative. The timeline.
An AI-chip IPO at seventy-eight times sales opens for marketing the same week the largest pool of unallocated capital on the buy side declines to participate.
The same week Microsoft guides to one hundred ninety billion in capex, Apple authorizes one hundred billion to buy itself.
AlJazira Capital expects Aramco's Q1 net profit at SAR 108.8B — up 56.7% quarter-on-quarter and 13.8% year-on-year — released May 10 with the call May 11.
Caterpillar booked $600 million in Q1 tariff costs against an $800 million estimate and trimmed its full-year tariff drag — the cleanest read on what the trade-policy bridge actually costs.
Palantir prints Q1 after the close on a $1.54 billion revenue consensus and a 223x trailing P/E — the bull case is AIP and the Maven line; the bear case is the comps-on-Cerebras week.
SpaceX's confidential April 1 filing locks a public S-1 window of May 15 to May 22 — the largest U.S. IPO ever sits two weeks out, with xAI absorbed into the vehicle.
Disney prints Q2 Wednesday with eight ABC stations under FCC early review and a May 28 renewal filing deadline — whether the 8-K names the order is the real disclosure question.
Pfizer prints pre-market Tuesday with FY26 revenue guided $59.5-62.5 billion and adjusted EPS $2.80-3.00 — the question is whether the COVID step-down to $5 billion holds against the GLP-1 pipeline.
AMD reports Tuesday on $9.84B revenue and 33 percent EPS growth — the question is whether the OpenAI and Meta 6GW deals show up as firm orders or H2-2026 slideware.
Coinbase prints Thursday after the close into a 49 percent EPS-consensus cut since Q4 — bitcoin's 22 percent Q1 drawdown and a 48 percent global-volume decline set the floor for the bar to clear.
Block and Cloudflare print after the close Thursday — Cash App spend and Workers AI agent traffic are the two reads of consumer and AI-edge demand against a Cerebras-pricing tape.
Oakland resumes Monday after Musk's three-day testimony — Altman, Brockman and Nadella are on deck while the xAI-distillation admission hangs over the for-profit conversion claim.
Tesla's April 30 amended 10-K added $143 million of SpaceX sales to a previously disclosed $430 million xAI line — the related-party register has now reached $573 million across two filings.
WBD shareholders voted yes; five subscribers sued; the DOJ antitrust head says the $110B deal will absolutely not be fast-tracked.
BTC sits near $76K, ETH near $2,256, after a Q1 that took 22 percent off bitcoin and 41 percent off ether — and the macro correlation is tightening.
GM booked $500M, Ford $1.3B, and Stellantis €400M in tariff refunds after the Supreme Court ruling — and all three raised their FY guides.