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The CB Weekly Market Recap (April 19th - April 25th, 2026) ⚡️

🔴 Another week of new all-time highs. The S&P 500 closed the week at 7,165.08, the Nasdaq closed at 24,836.60, and the Dow at 49,230.71. In addition to ATHs from the S&P 500 and Nasdaq, this is the fourth consecutive week of gains and the market’s longest winning streak since Q4 2024.

🔴 This rally comes on the back off a ceasefire extension announced Wednesday. Trump extended the U.S. ceasefire with Iran, citing Tehran's "seriously fractured" government and a request from Pakistani officials. However, the situation has since soured with Iran seizing two container ships as they tried to cross the Strait "without authorisation." The U.S. has also intercepted Iranian-flagged tankers near India, Malaysia, and Sri Lanka. Both sides are now running naval blockades. Trump has now cancelled the peace talks in Pakistan, stating “it’s a waste of time.”

🔴 That said, the markets had a relatively muted reaction to this development. This may partly be due to the volley of major tech-related developments that came this week.

🔴 For one, Tim Cook announced he's stepping down as Apple CEO and moving to the Executive Chairman position on September 1st. The mantle now passes to 25-year hardware veteran John Ternus, who will be Apple’s third CEO in 49 years.

🔴 We also saw Intel knock market expectations out of the ball park with its Q1 earnings report. The company reported a Q1 EPS of $0.29 on revenue of $13.6B. That’s a 1300% lead over the consensus estimate of $0.02 EPS. This was massively bullish to the semiconductors sector, which had already been seeing a massive rally in recent weeks.

🔴 This comes as Intel's CFO noted that GPU-to-CPU ratios can actually flip in agentic workloads, with autonomous AI systems that plan and act without human input appearing to favour CPUs over GPUs at scale. Intel is already working with Musk's Terafab project for SpaceX, xAI, and Tesla chips. It also landed a multiyear Google deal for Xeon CPUs powering AI workloads.

🔴 Investors are seeing that the AI capex cycle is showing no signs of slowing. Case in point, on Monday, Amazon announced a fresh $5 billion investment in Anthropic, with up to an additional $20 billion tied to commercial milestones. This comes on top of a prior $8 billion commitment. This is the largest single corporate AI investment to date.

🔴 Oil, however, did not share the same apathy for war-related developments as tech stocks. Brent surged ~16% on the week to $105.33. WTI jumped ~14% to $94.40. Year-to-date, Brent is up 75% and WTI 69%. Citi warned oil could return to $110 if Hormuz disruptions last another month, with global crude inventories potentially falling to their lowest in eight years even if the conflict ends this week.

🔴 Another data point worth noting this week is the University of Michigan's final April Consumer Sentiment reading. It came in at 49.8. This is the lowest on record in the survey's history going back to 1952, below readings during the 2008 financial crisis, the COVID pandemic, and the post-Ukraine inflation spike. With oil above $100, it is doomed to worsen.

🔴 In other developments, Kevin Warsh (Trump's nominee for Fed Chair) testified before the Senate Banking Committee with his prepared remarks revealing a hawkish stance. The DOJ has also closed its investigation into Fed Chair Powell, clearing an obstacle to Warsh's confirmation.

🔴 BTC has also been trading between the $73K to $78K range this week. Traders are now eyeing the $80K to $82K resistance zone. A clean weekly close above $82K would likely trigger a short squeeze toward $86K–$89K. Below $74K, the bulls have a problem.

🔴 Looking forward, Monday’s market open will reveal the market’s reaction to the peace talk breakdown. With the breakdown, Brent is likely headed for $120. We also have the earnings drop for Microsoft and Apple on April 29 and 30 respectively. We also have the next FOMC meeting on April 28–29. Stay sharp.