Source Post

Weekly Market Brief – 4th May 2026 Earnings: PLTR, AMD, MSTR, AAOI and more My name is Matt, and I

May 4, 2026

The creator discusses macro headwinds including Fed leadership changes, AI infrastructure spending, and geopolitical tensions in the energy sector. He highlights upcoming earnings for Palantir and AMD as key indicators for enterprise AI demand.

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Tickers discussed in this post

ORCLNeutralLow ConvictionResearch Only

Oracle shares were impacted by negative reports regarding OpenAI's revenue and user targets.

PLTRNeutralMedium ConvictionSignal-backedSecondary

Watch Palantir's upcoming earnings report to determine if enterprise demand for AI is holding steady.

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