April 26, 2026

🛋️ MRKTcap

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🥳 Happy Sunday. Time for your weekly Sunday Setup.

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In this newsletter we're diving into:

🍎 The leadership move nobody saw coming

✈️ Good numbers. Bad news. Pick one.

🏥 The comeback story two years in the making

Plus, billions of dollars owed to your favorite stores... and the catch nobody's talking about.

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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 49,230.71 -216.72 -0.44%

S&P 7,165.08 +39.02 +0.55%

Nasdaq 24,836.60 +368.12 +1.50%

*As of market close on Friday, April 24th.

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Pre-Market Play​
​A market beat to start your week.
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🍎 An Apple a day...

Keeps Tim Cook in the building, but not in the corner office.

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Apple (AAPL) made it official Monday. Tim Cook is stepping down as CEO on September 1.

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His replacement? John Ternus, Apple's head of hardware engineering, who's been at the company for about 25 years.

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Cook isn't leaving, though. He'll slide over to executive chairman, keeping one hand on the wheel.

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Here's what's wild...

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Cook went on Good Morning America last month and shut down retirement talk. Called it nothing more than a rumor. The board made the decision on Friday anyway.

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Ternus, 50, has overseen the iPhone, iPad, Mac, Apple Watch, AirPods, and Vision Pro. That boy good!

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But the job that defines his run starts now... AI.

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Apple's been getting cooked for falling behind on artificial intelligence. They delayed a Siri upgrade last year, brought in a Google (GOOGL) veteran to run AI in December, and the updated Siri is coming this year running on Google's Gemini model.

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Under Cook, Apple's market cap went from $350 billion to $4 trillion. Revenue hit $400 billion. That's a resume.

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And AAPL isn't slowing down... our algorithm shows a +3.1% move lining up this week.

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🥡 The Takeaway: Watch AAPL between now and September 1 for signals from Ternus on AI, because that's the gap investors want closed.

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✈️ UAL had a quarter

Then the fuel bill arrived.

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United Airlines (UAL) posted a Q1 earnings beat this week, with revenue up over 10% to $14.61 billion and net income up 80%.

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Not bad, right?

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Here's where it gets ugly...

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UAL slashed its full-year forecast from $12-14 per share down to $7-11 per share.

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That's a 40% cut on the year, all because jet fuel went from $2.39 a gallon in late February to $4.78 by early April.

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The Iran war did that.

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Fuel has since come back down to $3.51, but that's still 47% higher than before the first attacks.

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UAL is cutting flights to save money, and Alaska Airlines (ALK) pulled its 2026 forecast for the same reason.

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American Airlines (AAL) is dealing with the same pressure.

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CEO Scott Kirby floated a merger with AAL earlier this year, but Toupee Fiasco (Trump) shot it down on CNBC, saying "I don't like having them merge."

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AAL rejected the idea too.

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UAL has a pattern of moving around this time of year, and between the fuel mess and a dead merger, traders have plenty of reasons to watch it closely.

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🥡 The Takeaway: Watch UAL next week as fuel prices settle, because with flights getting cut and the AAL merger dead on arrival, the stock lives and dies on what oil does next.

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🏥 UnitedHealth put their foot in it...

And Q1 2026 is the proof.

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UnitedHealth Group (UNH), the nation's largest private insurer, has been fighting to prove its turnaround is real.

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The past two years were rough. CEO murder. DOJ probe. High medical costs eating into profits.

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This quarter, the numbers said something different.

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UNH posted adjusted earnings of $7.23 per share. Wall Street was expecting $6.57. Not even close.

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Revenue hit $111.72 billion against an expected $109.57 billion.

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Then the company raised its full-year profit forecast from more than $17.75 per share to more than $18.25.

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The key number to understand? The medical benefit ratio.

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That measures how much of every premium dollar goes toward paying claims. Lower means more profit.

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UNH came in at 83.9%. Analysts expected 85.5%.

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That gap tells you the company's getting its medical cost problem under control.

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Toupee Fiasco (Trump) also finalized a bigger-than-expected Medicare Advantage payment rate increase earlier this month, giving UNH more room to grow heading into the rest of the year, though our algorithm is already showing a short-term dip lining up as early as Monday, so watch the open before you step in.

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🥡 The Takeaway: Watch UNH heading into Q2 earnings, because a second quarter with that medical cost ratio below 84% is what turns this from a one-quarter beat into a full comeback.

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

A ______ sell order only sells at your price or higher.

Click your answer below:

a.) market

b.) stop

c.) limit

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Gimme some mo'
​More news from 'round the market.
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💥 Iran war clips ServiceNow stock
NOW beat Q1, raised guidance, and still fell 14% and there's one number in the backlog that tells you when this turns around →

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​💊 Amazon enters the weight loss lane
AMZN launched GLP-1 drugs through Amazon Pharmacy and rival stocks moved immediately but one name has the most to lose →

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​🧠 SK Hynix's biggest quarter ever
The world's top AI memory chip maker posted record profits with a 72% operating margin, and Micron (MU) is the name most exposed here's the setup →

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​✈️ Southwest profitable, forecast isn't
LUV flipped to a $227 million profit in Q1 then gave Wall Street a Q2 range nobody knew what to do with and one thing has to change before this stock moves →

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​🧘 Lululemon's got a new CEO
LULU named a former Nike exec as CEO and fell 5% after hours but the loudest signal came from someone who said nothing →

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​💰 $160 billion in tariff refunds, maybe
Walmart (WMT), Target (TGT), and Nike (NKE) are owed billions after the Supreme Court ruled those tariffs unlawful but there's a catch nobody's talking about →

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​🧩 Google's got a new chip plug
Reports that GOOGL tapped Marvell Technology (MRVL) for new AI chips sent MRVL up 6% and Broadcom (AVGO) down 2% and Google Cloud Next this week could move both again →

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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 8 out of the last 15 years

S&P Up 9 out of the last 15 years

Nasdaq Up 8 out of the last 15 years

Data provided by Swingset.

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Trend of the Week

Starbucks (SBUX) has a trend of going down over the next week.

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It's gone down 13 out of the last 15 years moving an average of -2.99% and projected to repeat this move Apr 24 - May 1st.

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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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This newsletter is by no means a solicitation to buy or sell any of the above-mentioned securities. It is for educational and entertainment purposes only. Any views expressed here do not necessarily reflect the views of any affiliate. Expressions of opinion are as of this date, are solely that of the writer and are subject to change without notice. All investments involve risk including the loss of principal and past performance does not guarantee future results. Always do your own research and due diligence. This newsletter may contain affiliate links and we may receive commissions, at no cost to you, for purchases made through links in this email. The MRKTcap team often invests in the same stocks that we cover.

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