May 3, 2026

🛋️ MRKTcap

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🥳 Happy Sunday.

Also, if you tried the new quiz format last week, hope you liked it. We had a couple of bugs, but those are ironed out now. Hit reply and let me know what you think!

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In this newsletter we're diving into:

🍎 A tech giant put up numbers so loud Wall Street had to listen

💊 A weight loss pill has folks lining up like it's concert tickets

🧟 A "dead" software stock came back to life in one earnings report

Plus… one megacap got a gold star while another got sent home early.

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Make yourself comfy 🛋️ and let's get into it...

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Market Crowd​
​How the market did this week.

Dow 49,499.27 +268.56 +0.55%

S&P 7,230.12 +65.04 +0.91%

Nasdaq 25,114.44 +277.84 +1.12%

*As of market close on Friday, May 1st.

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Pre-Market Play​
​A market beat to start your week.
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🍎 Cook put his foot in it one last time...

Apple (AAPL) posted Q2 revenue of $111.18 billion, up 17% from last year and above the $109.66 billion analysts expected.

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But the real shock... what AAPL told Wall Street about next quarter.

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Revenue will grow 14-17%. Analysts had 9.5% penciled in. That's not a beat. That's a whole different zip code.

via GIPHY

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iPhone 17 is now the "most popular lineup in company history" per CEO Tim Cook. The MacBook Neo (a new lower-cost laptop) is seeing "off the charts" demand since launching in March.

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Services pulled in $30.98 billion (up 16%), and gross margin hit 49.3%.

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Morgan Stanley raised their profit estimate to $8.89 per share and kept the "buy" rating.

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Now, there's a wrinkle...

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Cook is stepping down September 1 after 15 years. John Ternus (Apple's hardware VP) takes over. And the memory crunch (a worldwide shortage of memory chips that go inside phones and laptops) is pushing costs up. Cook said Apple would "look at a range of options" but didn't give specifics.

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Investors didn't care. AAPL jumped 4%, a move not seen in 9 months.

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And with AAPL showing a pattern of gaining about 3.5% over the next couple weeks... this beat has history on its side.

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🥡 The Takeaway: Watch AAPL heading into the CEO transition on September 1, because any pullback between now and then is a setup that swing traders will be eyeing.

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💊 A thousand people a day...

Eli Lilly (LLY) launched Foundayo, its once-a-day weight loss pill, earlier this month.

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More than 20,000 people have started taking it in the first few weeks.

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That's over 1,000 new patients per day. And 80% of them have never taken a GLP-1 drug before (the class of drugs that includes Mounjaro and Zepbound).

via GIPHY

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Foundayo is the second oral GLP-1 on the market behind Novo Nordisk's (NVO) Wegovy pill.

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CEO Dave Ricks told CNBC the demand is organic. "This is going to play out over quarters, not days," he said.

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LLY also crushed Q1 earnings. Revenue hit $16.29 billion, beating Wall Street estimates.

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Mounjaro sales spiked 125%. Zepbound grew 80%.

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Foundayo wasn't included in those numbers because it launched after the quarter ended.

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LLY holds 60.1% of the U.S. obesity and diabetes drug market. Novo Nordisk has 39.4%.

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With Foundayo demand building fast... there's a +7% move lining up for LLY over the next 4 weeks.

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🥡 The Takeaway: Watch LLY around each weekly Foundayo prescription data release, because those numbers will tell the market if 1,000 patients a day is enough to hold the post-earnings gain.

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🧟 Survived the SaaSpocalypse...

Atlassian (TEAM), the company behind project management tools like Jira and Confluence, was left for dead this year.

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The stock dropped 45% since January as investors panicked that AI tools from OpenAI and Anthropic would replace traditional software companies. Wall Street called it the "SaaSpocalypse" (SaaS = software sold as a subscription, and yeah, apocalypse).

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Then Q3 earnings hit.

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$1.75 per share in profit vs. the $1.32 analysts expected. Revenue came in at $1.79 billion (up 32% from last year), beating the $1.69 billion estimate.

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Cloud revenue (the part of the business that runs on the internet, not your computer) jumped 29% to $1.13 billion. Data center revenue landed at $561 million, way above the $515 million Wall Street had.

via GIPHY

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CEO Mike Cannon-Brookes said the AI fears "are not playing out in Atlassian's numbers." Bold words from a man who cut 1,600 jobs (10% of the company) in March to fund an AI bet.

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TEAM jumped 20% on the report.

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BTIG analysts kept the "buy" rating and said TEAM is turning the AI threat into a competitive edge through their AI-powered Teamwork product.

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The catch... TEAM still posted a net loss of $98 million. The company's not profitable yet. But the market doesn't care when revenue is growing this fast.

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🥡 The Takeaway: Watch Atlassian (TEAM) to see if the 20% gap holds next week, because if other beaten-down software names start following TEAM higher, this "SaaSpocalypse" story flips fast.

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💫 TMYK
​A quick pop quiz to help you learn about the market. The more you know!​
​

When a company sells more shares and your ownership slice gets smaller, that's called ______.

Click your answer below:

a.) dilution

b.) diversification

c.) inflation

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Gimme some mo'
​More news from 'round the market.
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📉 Same AI spending, different report cards
Meta (META) fell 10% and Alphabet (GOOGL) climbed 5% after both raised AI spending on the same earnings night the one line that made the difference →

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​🎮 Safety costs Roblox a billion
Roblox (RBLX) fell 18% after slashing full-year bookings by nearly $1B as its new age verification tools slowed user growth and triggered a sell-off see what the safety bet costs →.

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​🎧 Spotify beats revenue, misses subscribers
Spotify (SPOT) topped Q1 revenue estimates but came up short on subscriber growth for Q2, sending SPOT down 13% here's why the miss stings →.

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​💰 Options traders pile into Nvidia
$648 million in call volume hit NVDA on Tuesday as traders bet the stock reaches $260 by next March here’s what the options market sees →

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​💊 FDA moves to block cheaper Ozempic
The agency proposed cutting compounding pharmacies off from making bulk knockoffs of Wegovy, Zepbound, and Mounjaro and two companies stand to win big →.

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🤳🏾 Let me check my palm pilot
​Earnings events on deck this coming week.

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Market Outlook
​A look at how the market does historically over the next week.

Dow Up 9 out of 15 years

S&P Up 9 out of 15 years

Nasdaq Up 10 out of 15 years

Data provided by Swingset.

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Trend of the Week

Take-Two Interactive (TTWO) has a trend of going up over the next week.

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It's gone up 12 out of the last 15 years moving an average of and projected to repeat this move May 1 - 8.

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How'd you like this edition of MRKTcap? ​ 😕 Meh. Needs more spice.​ ​ 🙂 Not bad. Hit the highlights.​ ​ 😍 Nailed it! I'd read this again.​

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To wealth in every sense of the word,

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