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THE KOBEISSI LETTER
One sentence from Jensen Huang just made Marvell the hottest stock on the planet, company added $90 billion in 2 daysJensen Huang Marvell (MRVL) trillion dollar prediction: Marvell Technology's stock surged after Nvidia CEO Jensen Huang lauded the company ...- MU stock price today hits new record above $1,000 as Micron crosses $1 trillion market cap: What's driving the rally and what are analysts' price targets?Micron (MU) stock price target: Micron Technology's stock surged past $1,000, driven by robust demand for AI infrastructure and its key rol...
- Anthropic hits $1.2 trillion implied valuation after 20% surge in 7 days – here's why the AI startup is overtaking OpenAI in pre-IPO marketAnthropic pre-IPO valuation explained: AI startup Anthropic's implied pre-IPO valuation has surged to a record $1.2 trillion, a 20% increas...
- Why did oil prices crash today? $920 million crude oil short placed 70 minutes before US-Iran 14-point deal report — was someone trading on inside information?Oil prices crash today: Nearly $920 million in crude oil shorts entered the market just 70 minutes before reports claimed the US and Iran w...
- Trump slams Fed Chair Jerome Powell as ‘Disaster’ as Mortgage rates Stay above 6.5% and 10-year yield nears 4.5%US interest rates are still high and causing problems for home buyers. Donald Trump criticized Fed Chair Jerome Powell over this issue. Mor...
- Brent crude hits $119/barrel after UAE says Iranian drone attack hit oil facility, raising global oil supply fearsBrent oil price rise is linked to Middle East tension after a drone attack in the United Arab Emirates. Supply fears are growing as key oil...
- Berkshire Hathaway cash hits $380 billion as Warren Buffett exits, greg abel faces big decisions on dividends and growthBerkshire Hathaway now has very high cash and a new CEO after Warren Buffett. The company is not investing much and is selling stocks. Expe...
- AAPL stock jumps over 5%: How Apple added $200 billion market cap today after strong earnings driven by iPhone salesAAPL stock today after Apple earnings: Apple shares surged nearly 5%, adding $200 billion in market value after a strong earnings report. R...
- Meta Platforms stock today crashes 10%, wiping out $170 billion market cap - why AI spending fears is overshadowing strong earningsMeta stock crash after earnings: Meta Platforms shares plummeted over 10%, erasing $170 billion in value despite better-than-expected Q1 ea...
- US oil ETF hits highest since 2015 as shipping costs surge and energy market shifts beyond oil pricesOil prices are rising fast as global tensions grow, and the US Oil ETF is hitting new highs. But the bigger story is not just oil, it is sh...
- Anthropic enters trillion-dollar club in private trading ahead of potential IPO as AI demand spikes - here's what you need to knowAnthropic pre IPO share valuation surge: Anthropic's implied valuation has surged past $1 trillion in private on-chain trading, driven by s...
- Nvidia stock hits record high, market cap reaches $5.2 trillion after massive surgeNvidia stock is growing very fast because of strong demand for AI chips and heavy spending by big tech companies. The company is seeing hug...
- S&P 500 hits record high close, surges $7.6 trillion since March as tech stocks power market rallyThe stock market is going up fast and hitting new highs. Investors feel positive because companies are earning well and the future looks st...
- Israel Lebanon ceasefire extended 3 weeks as Trump pushes peace talks amid rising Hezbollah tensionsIsrael Lebanon ceasefire extension news shows fresh efforts to reduce war tension in the region. The US is trying to support peace talks an...
- Intel stock surges 16% after strong earnings, AI growth and big deals boost outlookIntel stock is rising fast after strong earnings and better future guidance. The company is gaining from growing AI demand and higher data ...
- Bitcoin price prediction 2026: Experts see 62% chance of rally above $90,000 amid strong market momentumBitcoin price is rising again and many experts think it can reach $90,000 in 2026. The market is getting support from big investors and bet...
- S&P 500 falls, $420 billion wiped out as Iran skips US talks, ceasefire fears riseS&P 500 fell sharply after Iran refused US talks, increasing global tension fears. Investors are worried the ceasefire may end without a de...
- Biggest energy crisis ever: 600 million barrels lost, oil shock sends prices, inflation and markets into turmoilA big global energy crisis is happening due to oil supply loss during war. Fuel prices are rising fast in many countries. Inflation is also...
- Market rotation alert: Why are investors dumping S&P 500 Equal-Weight ETF (RSP) while Mag 7 surge drives S&P 500 Index (SPX) to new highs?S&P 500 Equal Weight ETF outflow April 2026: Investors are changing their strategy. Money is moving out of the Invesco S&P 500 Equal Weight...
- US oil prices may cross $100 as Iran restricts Strait of Hormuz, surge odds hit 44%Oil prices may rise again as Iran controls the Strait of Hormuz, a key oil route. Tensions with the US are increasing, and talks are still ...
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