April 19, 2026

🛋️ MRKTcap

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🥳 Happy Sunday!

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In this newsletter we're diving into:

💊 A drug that changed the math on one of the deadliest cancers, and a stock that jumped 30% overnight

🔥 A chip company on a winning streak so rare, you'd have to go back 50 years to find one like it

🛢️ Why your gas prices are about to feel it, and which stocks are in position

Plus, the AI company that just broke up with its biggest partner. Publicly. In a memo.

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

Market Crowd​
​How the market did this week.

*As of market close on Friday, April 17th.

Pre-Market Play​
​A market beat to start your week.
​

Walk It Out (Remix)

Unk ft. OutKast & Jim Jones

0:44 3:45

🧬 One of the deadliest cancers...

Met its match.

Pancreatic cancer has the lowest five-year survival rate of any major cancer.

Thirteen percent.

Chemotherapy has been the standard treatment for so long that most oncologists stopped expecting anything better.

Revolution Medicines (RVMD) had other plans.

Their daily pill, daraxonrasib, targets RAS mutations, the genetic switch that drives tumor growth in about 90% of pancreatic cancer cases.

This week, the Phase 3 trial results came in. That's the final human trial before a drug goes to the FDA.

Nobody was ready for these numbers.

Patients on daraxonrasib lived an average of 13.2 months.

Patients on chemo? 6.7 months.

via GIPHY

That's 6.5 more months and a 60% reduction in the risk of death.

CEO Mark Goldsmith didn't undersell it: no drug has ever shown a survival benefit of more than one year in a Phase 3 trial for pancreatic cancer.

This one crossed it.

RVMD jumped more than 30% on the news.

The FDA filing is coming through a Commissioner's National Priority Voucher, a pathway that takes the review timeline from years down to months.

🥡 The Takeaway: Watch RVMD around the FDA filing date, because a Priority Voucher moves the review to months, not years, and approval opens the door to the treatment market for the deadliest major cancer in the U.S.

🔥 Intel home now...

And they're making the whole market eat its words.

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Nine straight days of gains.

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Intel (INTC) is up 56% over that run.

The last time INTC strung together a 9-day winning streak was September 2023.

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Before that? May 2005.

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A run with gains like these hasn’t happened since the 1970s.

Google (GOOGL) announced it will use Intel’s newest Xeon 6 chips for AI training and inference.

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Intel joined Elon Musk’s Terafab project, a planned AI chip complex in Austin, Texas building custom chips for SpaceX, xAI, and Tesla (TSLA).

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Earlier this month, Intel bought back its Ireland chip factory for $14.2 billion, the same 49% stake it sold in 2024 to stay afloat.

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That’s a comeback arc.

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The U.S. government holds a 10% stake in Intel, the only company that designs and manufactures advanced chips on American soil.

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Nvidia (NVDA) put $5 billion into Intel last September, and Nvidia’s head of AI infrastructure called CPUs “the bottleneck” for AI.

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Tell ‘em.

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Advanced Micro Devices (AMD) competes directly with Intel on CPUs but outsources its manufacturing to TSMC.

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That distinction is what Wall Street repriced, and our algorithm shows a pullback window opening this week.

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🥡 The Takeaway: Watch INTC for a pullback entry, because a 56% run in 9 days tends to reverse in the short term and the Swingset algorithm is showing that pattern right now.

📺 Wall Street's streaming love affair...

Has a type.

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For a decade, investors rewarded streaming companies for subscriber growth.

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Then they switched up the criteria.

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Subs don’t move the needle anymore. Profit does.

And there’s one company everyone’s being sized up against: Netflix (NFLX).

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​NFLX finished 2025 keeping 29.5 cents of every revenue dollar as profit, with 325 million paid subscribers.

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Walt Disney Company (DIS) is targeting 10 cents of every streaming dollar as profit in fiscal 2026.

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That gap?

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Not small.

via GIPHY

Warner Bros. Discovery (WBD), Paramount Skydance (PSKY), and Comcast’s (CMCSA) Peacock are still working toward their first consistent profitable quarters.

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One analyst put it plainly: streaming is “a good business,” but only for platforms big enough to spread content costs across a subscriber base of that scale.

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On that front, no one comes close to NFLX.

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To keep Wall Street happy, streamers raised prices, cracked down on password sharing, and pushed subscribers toward ad-supported tiers.

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Netflix pulled in over $1.5 billion in ad revenue in 2025, with that number expected to double this year.

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Here’s the catch, though… NFLX reported Q1 last week, fell 10% despite a revenue beat, because Wall Street wanted a raised profit outlook and didn’t get one.

And our algorithm shows more downside lining up this week.

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🥡 The Takeaway: Watch DIS heading into its next earnings report, because NFLX got clocked for not raising its profit outlook and Disney’s 10% streaming margin target now has to show up or the sector follows.

💫 TMYK
​A quick pop quiz to help you learn about the market. The more you know!​
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A stock’s ______ is a price level where it often struggles to go higher.

a.) resistance

b.) revenue

c.) leverage

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Scroll down for the answer!

Gimme some mo'
​More news from 'round the market.
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🔋 Oracle’s $400M bet paid off
​Oracle got a $400 million warrant on Bloom Energy (BE) shares last week and the paper gain came faster than anyone expected →​

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☁️ OpenAI broke up with Microsoft
​OpenAI’s revenue chief sent staff a memo calling out Microsoft (MSFT) by name and Amazon (AMZN) is the reason why →​

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🚢 Iran blockade, oil above $100
​The U.S. Navy shut down the Strait of Hormuz after peace talks collapsed in Pakistan and the waterway carrying 20% of the world's oil is almost empty →​

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🧠 Meta bets a gigawatt on chips
​Meta Platforms (META) committed to a gigawatt of custom AI chips in a new Broadcom (AVGO) deal but AVGO was the one that moved →​

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🏛️ Toupee Fiasco threatens Jeromey Rome
​Toupee Fiasco told Fox Business he wants Jeromey Rome out after May 15 and the legal question nobody’s answered yet →​

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✈️ United pitched a merger with American
​United Airlines (UAL) CEO quietly floated a deal that would create the world’s largest airline and the real reason AAL jumped 9% →​

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

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

Data provided by Swingset.

Trend of the Week

Domino's Pizza (DPZ) has a trend of going up over the next week.

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It's gone up 11 out of the last 15 years moving an average of 5.11% and projected to repeat this move Apr 17th - 24th.

💫 TMYK - Answer

A stock’s ______ is a price level where it often struggles to go higher.

a.) resistance
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Traders often sell there, so the stock has trouble moving higher.

To wealth in every sense of the word, Tela Holcomb ​​​​

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