April 12, 2026

🛋️ MRKTcap

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🥳 Happy Sunday!

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In this newsletter we're diving into:

🛢️ one social post that sent oil doing the cha-cha slide

🏥 three health names that caught a government bag after hours

✈️ one airline that found a cheat code while fuel costs tried to fight everybody

Plus, the stock that got a presidential co-sign and still couldn't keep it together.

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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 10th.

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

Gossip Folks (ft. Ludacris)

Missy Elliott

0:44 3:45

🛢️ One social media post. 9% gone.

West Texas Intermediate (WTI) crude dropped more than 9% to $102.63 a barrel Tuesday night, right after Toupee Fiasco (Trump) posted on Truth Social that he’d pause planned attacks on Iran for two weeks.

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The deal?

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Iran has to fully reopen the Strait of Hormuz to make the ceasefire stick.

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Pakistan’s Prime Minister helped broker the pause, asking Toupee Fiasco to hold off and Iran to open up the Strait as a goodwill move.

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Why does this matter?

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The U.S. and Iran have been at war since February 28. The Strait of Hormuz carries 20% of the world’s oil. It’s been shut since day one.

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Oil had already run up more than 60% since the fighting started.

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Then one Truth Social post changed everything.

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The relief didn’t stop there. Global markets popped. South Korea’s Kospi jumped 5%, Japan’s Nikkei rose 4%, and U.S. futures climbed more than 2%.

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But smart money didn’t fully trust it.

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Gold climbed 2.2% to $4,803 and Treasuries rallied too. Relief and hedging at the same time.

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The two-week clock started ticking. VP JD Vance flew to Pakistan, spent 21 hours in talks, and came home without a deal.

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Iran won't give up nuclear weapons. The ceasefire is holding. Barely.

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🥡 The Takeaway: The market hasn’t priced in Vance’s failed talks yet. Watch Exxon Mobil (XOM) and Chevron (CVX) at Monday’s open. If traders read this as the ceasefire unraveling, energy names could move fast.

🏥 The government said "here's your money"...

And health insurance stocks went off.

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Back in January, the administration under Toupee Fiasco proposed raising Medicare Advantage payments by 0.09%.

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Health insurance stocks got WRECKED.

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Medicare Advantage is a private version of Medicare, the government health plan for seniors.

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More than half of Medicare recipients are enrolled in one, so what the government pays these companies hits their bottom line.

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Last week, the government locked in a 2.48% payment increase for 2027, worth more than $13 billion.

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27 times bigger than the January proposal.

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Wall Street felt it.

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UnitedHealth (UNH) and CVS Health (CVS) both popped more than 9% after hours. Humana (HUM) went up around 12% after hours.

CMS Administrator Dr. Mehmet Oz showed up with the company line: ‘coverage stays affordable, patients get real value.’

via GIPHY

The big question now?

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Whether these stocks hold those gains. The move is real but this comes at a time when UNH tends to drop.

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🥡 The Takeaway: The payment rate is locked and the stocks already moved. Now the question is whether UNH, CVS, and HUM have more room to run or if the easy money is already gone.

✈️ Fuel tried to fight Delta...

But Delta had a cheat code nobody else has.

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Delta Air Lines (DAL) dropped its Q1 2026 earnings. Beat on earnings. Beat on revenue. Stock up 11% in premarket.

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Looks good, right?

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So what's the catch?

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Fuel.

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The Iran war sent jet fuel prices up nearly 88% since late February. Delta's fuel bill is running $2 billion higher this quarter alone.

For Q2, Delta guided $1 to $1.50 a share. Analysts wanted $1.52. Capacity stays flat for the year.

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But Delta has a weapon most airlines don't.

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They own a refinery near Philadelphia, picked up from Phillips 66 (PSX) back in 2012.

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While United Airlines (UAL) and JetBlue (JBLU) are paying full pump prices, Delta’s refinery is projected to deliver a $300 million boost in Q2.

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That boy good!

via GIPHY

First class and higher-end cabin revenue climbed 14% in Q1. Main cabin revenue turned positive for the first time since late 2024.

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Delta also joined UAL and JBLU in hiking checked bag fees. Travelers are paying more. And still flying.

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CEO Ed Bastian isn’t updating his full-year outlook yet. He’s watching where fuel lands, and DAL has been in this spot before, with upward trends going back over a decade.

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🥡 The Takeaway: Delta beat when it mattered. The refinery is their edge. If fuel backs off, DAL takes off.

💫 TMYK
​A quick pop quiz to help you learn about the market. The more you know!​
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Which company became the first U.S. business to be worth $1 trillion?

a.) Microsoft

b.) Apple

c.) Amazon

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Scroll down for the answer!

Gimme some mo'
​More news from 'round the market.
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🏗️ Iran named 18 U.S. tech targets
Debris from an aerial interception already hit Oracle's (ORCL) Dubai office, and these 18 companies could be next.

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​🤖 Meta's $14B AI bet just landed ​
After nine months rebuilding from scratch, Meta dropped its first model and the market's reaction told the whole story.

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​📱 Apple's foldable has a problem
The engineering issues are real, the clock is running, and missing the window won't be cheap.

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​💻 Broadcom locked two AI deals ​
Google and Anthropic both just signed on, and the revenue number behind these deals will make you look twice.

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​💊 A senator's tumors shrank 76% ​
He was given three-to-four months to live, the drug is active, and this one result is carrying the whole company.

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​🪖 Toupee Fiasco couldn't save it ​
He posted a Truth Social endorsement. PLTR still finished the week down 14% and Burry's number is the only one that matters right now.

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​👖 Levi's didn't get the memo ​
While retail struggles, the denim brand beat, raised guidance, and there's a tariff wildcard nobody's talking about.

🤳🏾 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

Advanced Micro Devices (AMD) has a trend of going down over the next week.

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It's gone down 12 out of the last 15 years moving an average of -3.78% and projected to repeat this move Apr 10th - 17th.

💫 TMYK - Answer

Which company became the first U.S. business to be worth $1 trillion?

b.) Apple
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They reached this milestone in 2018 and hit $3 trillion in 2022.

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

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