The Week Ahead : 27th April - 1st May 2026
Highlights: Hyperscaler CAPEX Bonanza
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Week Overview
Market Setup: Runaway Lock Out Rally, Overheated Short Term, Bullish Medium Term
Key Themes: AI Capex Spend, Hyperscalers, Industrials & Transports
Focus Areas: This week is the busiest earnings week of the calendar and the most important with the hyperscalers GOOG, AMZN, AAPL, META & MSFT all reporting. The setup we have right now is that the Semiconductor stocks and AI Infra suppliers have been going nuts the last two weeks. We’re seeing SMH very extended in the short term but in the medium term look like a fantastic breakout. I think waiting for better entries on big movers is prudent here. INTC on Friday and other names like MXL running with it really stank of FOMO. You don’t want to get caught in that. It’s all about the RR not the percentage move or the bragging rights.
It makes sense that we want these Hyperscalers to show big growth and likely big CAPEX to keep the AI spend powering on. Any drop or hesitation in spend will be bearish and cascade down but it seems that is an unlikely scenario. I’m also seeing some bullish potential in industrials, chemicals, precious metals and transport stocks (specifically trucking). I’ve flagged the most amount of charts that I’ve probably ever done in an earnings week as tradeable. I think the opportunity is enormous in the coming months it’s just a matter of sticking to the process and trying to get into the right names at the right time.
On the macro front we have the FED interest rate decision and press conference on Wednesday. This will likely be dwarfed by Tech earnings that evening. On Thursday morning we have Core PCE which is an inflation indicator. While I’m certainly aware of these events I think the market goes with the earnings so that is my focus.
Macro Events (Eastern Time)
Major Economic Events this week.
Wednesday April 29 2026
07:30 AM - Building Permits Prel MAR (Previous: 1.386M, Consensus: 1.39M, Forecast: 1.35M)
07:30 AM - Durable Goods Orders MoM MAR (Previous: -1.4%, Consensus: 0.5%, Forecast: 1.3%)
07:30 AM - Housing Starts MAR (Previous: 1.487M, Consensus: 1.40M, Forecast: 1.4M)
01:00 PM - Fed Interest Rate Decision (Previous: 3.75%, Consensus: 3.75%, Forecast: 3.75%)
01:30 PM - Fed Press Conference
Thursday April 30 2026
07:30 AM - Core PCE Price Index MoM MAR (Previous: 0.4%, Consensus: 0.3%, Forecast: 0.3%)
07:30 AM - GDP Growth Rate QoQ Adv Q1 (Previous: 0.5%, Consensus: 2.1%, Forecast: 1.5%)
07:30 AM - Personal Income MoM MAR (Previous: -0.1%, Consensus: 0.3%, Forecast: 0.4%)
07:30 AM - Personal Spending MoM MAR (Previous: 0.4%, Consensus: 0.9%, Forecast: 0.4%)
Friday May 01 2026
09:00 AM - ISM Manufacturing PMI APR (Previous: 52.7, Consensus: 53.2, Forecast: 52.57)
Earnings Highlights
Monday After Hours: CDNS, LC, CR, NE, NOV, SEI
Tuesday Before Open: UPS, SPOT, GLW, GLXY, AIT, AXGN, CECO, FELE, OMCL, OPRA, PCAR, PERF, WSO, EONR, SPCB
Tuesday After Hours: HOOD, SBUX, SIMO, CZR, LRN, MIR, MX, ATEN, CDNA
Wednesday Before Open: APH, REGN, EAT, TEVA, IONS, VMC, BIIB, DQ, ETSY, FSS, GNRC, AMRN, ANIK, BG, CHEF, CTS, DKL, EVR, EXTR, ODFL, OSW
Wednesday After Hours: MSFT, META, GOOG, KGC, EBAY, FLS, PI, VKTX, CHRW, FTAI, ACHC, AR, CGAU, CLB, CVI, GKOS, LXU, MGM, PDS, SMSI, TTI, WAY, WWD, UAN
Thursday Before Open: W, IDCC, ATI, BAND, BFLY, ESCA, FTDR, INDV, ITGR, KYMR, TRS, TXT, VISN, XPO, SILC
Thursday After Hours: AAPL, RDDT, HG, ROKU, ZETA, ALHC, ASUR, HCC, HUN, MTX, SNDR, SPXC, TWLO, NUTX
Friday Before Open: MRNA, FET, LIN, ATMU, CNK, DINO, HBM, NEXT, TEX
Full Earnings Watchlist: TradingView Link
Biotech Catalysts
Flagged Charts: CADL, EDSA, ATNM, MIRA, ZLAB, JAZZ, EVMN, PRAX, AXSM, ALKS, COCP, ADAG, APGE, BCYC, ZYME, CYTK, ARGX, CABA, MBX, BMEA, IPHA, CMPX, AGEN, GLSI, INKT
Note: Never front-run biotech catalysts. Wait for the catalyst to hit, then assess if the reaction is tradable. Dates are estimates and can shift.
Full Q2 Biotech Watchlist: TradingView Link
Stocks in Play Watchlist:
I’ve decided to broaden this list to make it more organic where I’m tracking leading stocks as well as those that have had catalysts. I feel this is a better way for people to see what I’m really monitoring not just those that I’ve featured in this newsletter. There are plenty of leading names and themes that won’t hit with a perfect catalyst before they move but we can still be there. Especially off these oversold volatile bottoms. I’m going to make more of an effort to display how I entered names and how I intend to enter them in the daily newsletter. Catalysts are always my priority but with patience and experience I feel there are opportunities for us to capitalize on.
Monitoring This Week:
SGML, SIDU, AMPX, YOU, SWBI, ONDS, APLD, CRML, CRWD, SOLS, CRCL, IREN, CIFR, ATEN
Have a Great Week!
Born Investor
PS: There are many ways to trade stocks in play. It does not have to be the one that keeps going straight up and sometimes it doesn’t even have to be day one of the catalyst. Everyone must find a setup, timeframe and method that works for them. This list is supposed to educate on the criteria I use and the methods in which I find Stocks in Play. Yours may differ and that is completely okay.
