AMD Jumped 17%. Coinbase Lost $394 Million. And the Fed Has More Cracks Than It Has in 30 Years.

Plus: Disney streaming finally profitable. Palantir US revenue +104%. The week in full. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  

May 8, 2026 Friday Week in Review | May 8, 2026 AMD Jumped 17%. Coinbase Lost $394 Million. And the Fed Has More Cracks Than It Has in 30 Years. This Week's Numbers • +17% in one day. AMD posted its best post-earnings performance in seven years after Q1 data center revenue hit a record $5.8 billion, up 57% year-over-year. • $394 million loss. Coinbase missed badly on Q1. Revenue fell 31% year-over-year. The company then cut 700 jobs, roughly 14% of its workforce. • 10.6%. Disney’s streaming business hit a double-digit operating margin for the first time ever. Parks hit quarterly records. The stock rose more than 8% on the week. • US revenue +104%. Palantir crushed Q1 expectations again and raised full-year guidance. US commercial revenue more than doubled year-over-year. • 4 dissenters. The Fed held rates at 3.50–3.75% last week. Four FOMC members voted against the decision. The most internal dissent since 1992. Chair Powell announced he will stay on the Board after his term ends May 15. The Brief Monday started fine. Palantir dropped Q1 results after the bell and they were massive. US revenue up 104% year-over-year. Management raised guidance again. The stock initially sold off on profit-taking before recovering through the week. Then AMD reported Tuesday night and everything shifted. Data center revenue hit $5.8 billion, a record, up 57% from a year ago. Total revenue came in at $10.3 billion, smashing estimates. The stock jumped 17% on Wednesday. Best post-earnings reaction in seven years. Disney followed Wednesday with a clean beat. Its streaming business, the one everyone said would never be profitable, crossed 10.6% operating margin for the first time. Parks hit quarterly records again. Thursday brought the bad news. Coinbase missed on every metric. Revenue fell 31% year-over-year. The company posted a $394 million net loss and announced it was cutting 700 employees, 14% of its staff. And meanwhile, the Fed is quietly fracturing. The FOMC held rates steady but four members voted against it, the most internal dissent since 1992. Powell announced he will stay on the Board of Governors after his chair term expires May 15, citing legal proceedings at the Fed. The market is still digesting what that means. The Document That Created the Fed Is 111 Years Old. What Comes Next Could End It. Sponsored Jim Rickards has been tracking a quiet effort to restructure the Federal Reserve since 2024. He says the blueprint has been sitting in plain sight since 1913. And the current wave of FOMC dissent is just the beginning. Read more. › Top Stock From The Week AMD (Advanced Micro Devices) Nobody had AMD on their radar going into Tuesday’s report. Then the data center numbers came out. Revenue hit $5.8 billion for the quarter. That’s a record. Up 57% from the same period a year ago. Total revenue came in at $10.3 billion, 38% higher year-over-year. Q2 guidance of $11.2 billion crushed the $10.52 billion Wall Street consensus. The stock jumped 17% on Wednesday. Its best single-day post-earnings reaction since 2019. The thesis is simple. The hyperscalers are buying more AMD chips. Not instead of Nvidia. In addition to Nvidia. There is not enough AI compute in the world right now, and AMD is winning deals it couldn’t get two years ago. Bears say Nvidia still dominates the top of the AI training market and AMD wins mostly on cost, not performance. If Nvidia closes the price gap, AMD’s momentum stalls. At 35x forward earnings, the stock is priced for continued perfection. The next number to watch is Q2. The guide is $11.2 billion. That’s the bar. Get The Full Report ›

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