Vnkumar Stocks and Education

🇺🇸U.S. ECONOMIC DATA THIS WEEK: • PENDING HOME SALES (TUES.) • FED FOMC MINUTES (WED.) • JOBLESS CLAIMS (THURS.) • PHILLY FED MANUFACTURING INDEX (THURS.) • MANUFACTURING PMI (THURS.) • SERVICES PMI (THURS.) • CONSUMER SENTIMENT (FRI.)

🇺🇸 Jerome Powell officially steps down after 8 years as Federal Reserve Chair.

President Trump’s latest 278-T filing reportedly disclosed 3,600+ transactions so far in 2026. The filing appears to show $1M+ positions in: • $NVDA • $AAPL • $ORCL • $AVGO • $NOW • $ADBE • $WDAY • $DELL • $BA • $UBER • $COST • $SNPS • $CDNS • $TXN • $PG

APRIL CPI INFLATION • CPI 3.8% YoY vs Est. 3.7% • Core CPI 2.8% YoY vs. Est. 2.7%

$TSLA CEO Elon Musk will reportedly join President Trump on his visit to China.

🚨 Earnings this week! 💥 $HIMS $NBIS $CRCL $ASTS $ONDS $QBTS $NU $PLUG $CEG $RGTI $AMAT $B $OKLO $BN $MNDY $ENVX $MARA $CSCO $BW $BABA $KOPN $MOS $ACHR $CLSK $VG $GPRO $FSK $DDD $ASM $DT $SE $EOSE $VFF $ONON

Trump: Go and buy DELL $DELL stock is up 15% 📈

Earnings this week!

JPowell last FOMC meeting - “I won’t see you next time” He has done great job! 👏

🚨 Earnings this week! 💥💥 $MSFT $AMZN $AAPL $META $HOOD $UPS $SOFI $V $QCOM $CMG $W $RDDT $RICN $MRNA $NXPI $ENPH $SPOT $TER

Earnings this week! ⭐️📈📉 $TSLA $UNH $INTC $NOW $VRT $ISRG $IBM $LRCX $CLF $NOK $GE $BA $UAL $T $RTX $DOW $LUV $TXN $IBKR $LMT $AXP $BSX $AAL $CSX $MMM $PG $LVS $INFY $DHI

• PPI 4.0% YoY vs. Est. 4.6% • PPI 0.5% MoM vs. Est. 1.1% • PPI Core 3.8% YoY vs. Est. 4.1% • PPI Core 0.1% MoM vs. Est. 0.4%

🇺🇸U.S. ECONOMIC DATA THIS WEEK: • EXISTING HOME SALES (MON.) • PPI INFLATION (TUES.) • NY FED MANUFACTURING INDEX (WED.) • JOBLESS CLAIMS (THURS.) • PHILLY FED MANUFACTURING INDEX (THURS.)

The U.S. delegation leaves Pakistan after Vance announces failure to reach an agreement

Earnings season starts next week. $NFLX $TSM $GS $JPM $ASML $BLK $MS $BAC $C $KMX $FAST $AA $JNJ $SCHW $SIFY $SLG $JBHT $PGR $FITB $FBK $BK $PLD $NKLR $PEP $SURG $TFC $RF $WFC $SFNC $TRV $PNC $MTB $HOVR $CFG $CNS $ABT $ALLY $HOFT $LAKE $MAMA $VNCE $BSVN $ERIC $IIIN $INDB $GSBC $HOMB $KEY $MAN $MRSH

MARCH CPI INFLATION • CPI 3.3% YoY vs Est. 3.4% • Core CPI 2.6% YoY vs. Est. 2.7%

$UNH is up 10% after CMS finalized its 2027 Medicare Advantage & Part D payment policies including a 2.5% average rate increase worth more than $13B in added MA payments. CMS also kept 2024 MA risk model while tightening how chart-review diagnoses count toward 2027 risk scores.

$TSLA TESLA EXTENDS DECLINE TO 3.2% AS 1Q DELIVERIES DISAPPOINT