Growth Ignores The Vibes 🧠

Welcome to LazyListen. This is The Daily Rip for today. CLOSING BELL.

I. trade standing and Thursday’s bond scare started to slow slightly. Maybe the swearing-in ceremony of new FOMC chair Kevin Warsh helped calm vigilantes.

Tech led the midday tape again, but the move was not just another mega-cap victory lap. The market spent the week arguing over oil, inflation, Fed hikes, and mortgage rates, then finished by reaching back for the same growth trades that keep surviving every macro warning label. Speaking of macro signals, consumer sentiment hit a record low in May, according to the University of Michigan's survey.

8, worse than 2022, and worse than in 1978. I. infrastructure crowd in DELL stock and ARM stock.

Today’s Briefing:Sector News: Quantum and portable computing trades kept the speculative tape busyMacro News: Fed speakers and consumer sentiment kept the rate debate aliveMacro News: Trump's spending spree visualized. Pops and Drops & More. AFTER THE BELL.

I. server and PC maker, and HP, the PC and printer giant, ripped Friday after Lenovo’s quarter gave traders a cleaner reason to chase the hardware trade. I.

S. names into sympathy bids before their own earnings tests. The RIP: DELL stock, up sixteen point seven seven percent rose +seventeen percent.

HPQ stock, up fifteen point two five percent jumped +fifteen percent. 6 billion dollars. Its Infrastructure Solutions Group revenue rose thirty seven percent.

5 million in quarter one, with twenty six percent global market share. Check DELL stock: Lenovo read-through or hardware chase →Quantum Still Flying ⚛️D-Wave and Rigetti, two public quantum computing developers, kept ripping Friday after Washington turned the sector’s funding pitch into a tradable catalyst. IBM got the biggest award, but retail traders chased the smaller names where federal money hits a much louder valuation debate.

The RIP: QBTS stock, up fourteen point two two percent rose +fourteen percent and RGTI stock, up nineteen point eight seven percent climbed +nineteen percent. thirteen billion dollars across 9 quantum companies. IBM is slated for 1 billion dollars, D-Wave for 100 million dollars, and Rigetti for up to 100 million dollars.

" (post)@Steve_TheBull_Rogers: "QBTS stock 8 million in rev to a 8 billion market cap 😂😂😂😂" (post)@Steve_TheBull_Rogers: "QBTS stock Now 11 billion market cap 8 million in rev. 400 million in cash burn. " (post)That is the split holders have to watch.

IBM gets the quantum foundry credibility, while D-Wave and Rigetti get the momentum trade, with Stocktwits message volume extremely high as bulls call it government validation and bears call the stock moves bigger than the checks. ⚛️Check the QBTS stock stream: funding spark or frenzy → BOXABL Inc. BOXABL announced plans for a potential SPAC merger with FG Merger II Corp.

(“FGMC”) (NASDAQ: FGMC). After crowdfunding 230 million dollars from over 60,000 investors since 2020. Currently trading on Nasdaq, FGMC stock will be the surviving entity following the proposed merger's closing.

, with the anticipated ticker BXBL stock. BOXABL expects Nasdaq trading on or about June 12th. Investors holding FGMC stock shares will automatically convert to BXBL stock upon closing.

CIK=1816937 TRENDING ON STOCKTWITS. Pops & Drops. FJET stock, up thirty nine point eight one percent Starfighters ⚡: surged +forty seven percent after STARLAUNCH private placementHYLN stock, up forty two point six two percent Hyliion ⚡: soared +forty two percent after KARNO data-center power chatterBB stock, up eighteen point nine five percent BlackBerry ⚡: ripped +twenty percent after CIBC conference sparked QNX buzzRDW stock, up thirteen point nine four percent Redwire ⚡: climbed +fifteen percent after space trade momentum spreadQCOM stock, up eleven point six percent Qualcomm: surged +twelve percent after chip rally reached mobile semisIMPP stock, up ten point seven two percent Imperial Petroleum ⚡: climbed +nine percent after tanker trade caught bidF stock, up nine point two two percent Ford: jumped +nine percent after auto cyclicals caught risk bidGNRC stock, up nine point zero two percent Generac: climbed +nine percent after backup-power demand chatterMRK stock, up five point six four percent Merck: climbed +six percent after pharma rotation caught bidAXTI stock, up sixteen point three seven percent AXT ⚡: jumped +sixteen percent after semiconductor materials trade heatedSATG stock, down seven point zero three percent SATS ETF ⚡: fell -three percent after EchoStar weakness hit leverage.

MACRO NEWS. Warsh Meets the Bond Market as he Takes the Reins 🏦Kevin Warsh gets sworn in as Fed chair Friday with the job description already mutating under him. President Trump picked him after a year of demanding lower rates, but rising inflation and climbing bond yields are forcing markets to price the opposite risk: Warsh may have to prove his credibility by entertaining hikes first.

Trump rang in the ceremony with his typical speech of economic success, but Warsh looked tired. “I intend to fill the role of chairman with energy and purpose,” Warsh said, bringing what he called reform-oriented leadership. The RIP: The Fed funds target range sits at three point five percent-three point seven five percent.

The 2-year Treasury yield has climbed above four point one percent, the 10-year nearly touched four point seven percent this week, and markets have shifted from debating how soon cuts arrive to pricing real odds of tighter policy if inflation stays hot. The Iran war scrambled the handoff. I.

capital expenditure boom that is adding demand now have Wall Street asking whether standing pat is already too soft. Minutes from the Fed’s April meeting said a majority of officials thought “some policy firming” could become appropriate if inflation keeps running above two percent. ’Christopher Waller made that turn louder Friday.

”The bond market is saying temporary shocks still matter when they arrive in a pile: tariffs, war-driven energy pressure, and an economy still strong enough to absorb higher rates. Trump said Tuesday he would let Warsh “do what he wants to do,” but the first test is whether markets believe him. 🏦 STOCKS45 Shopped Through quarter one 🛒The federal government received President Trump's quarter one 2026 financial disclosure on Tuesday, May 12, roughly two weeks past the deadline, with a 120 dollars late filing fee attached.

😆 Through 3,700+ trades, I wanted to point out the heavy hitters, the top range of buys and sells, in one place. The RIP: Top buy: Amazon, in the 5 million dollars-25 million dollars range. Another 35 positions were added at 1 million dollars-5 million dollars each, including Nvidia, Apple, Netflix, Boeing, Uber, Palantir, Broadcom, Costco, and ServiceNow.

Top sells: Vanguard Dividend Appreciation ETF, Meta Platforms, and Microsoft, each in the 5 million dollars-25 million dollars range. Palantir shows up on both lists, which is either a rebalance across accounts or the most eventful single-name quarter in the filing. 🛒 Thanks for listening.

Catch you next time on LazyListen.