Which Will Double First: AMZN or ORCL?
Watch This Kentucky Derby To Find Out!

Geoff Bysshe | May 3, 2026

Last week felt like the Kentucky Derby of earnings season, especially if you listened to or read the earnings call transcripts of the big tech stocks I’ll review below. Last week’s Market Outlook, “Intel Confirms Another Gold Mine Segment In Semiconductors,” explained Intel’s (INTC) remarkable comeback from behind rally, which led it to finally reach its all-time high set back in 2000. Stock moves like this are in many ways analogous to Golden Tempo’s move

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