End of Week Market Intelligence

US stocks rose this week supported by easing oil prices and strong 1Q26 earnings growth of 16%. The report highlights a strategic shift from buybacks to capex as corporations invest in the next phase of the AI cycle, 'Agentic AI.'

Key Takeaways

• 1.US equities are on pace for a 2%+ weekly gain as a cease-fire in the US-Iran conflict and falling oil prices stabilize market sentiment.
• 2.Corporate America is shifting priority from financial engineering (buybacks) to fundamental investment (capex), particularly driven by AI infrastructure needs.
• 3.The next wave of 'Agentic AI' is expected to drive a massive 24x increase in token consumption by 2030, favoring CPU and server providers like AMD.

Table of Contents

• ... this is what 'normal' looks like?
• chart of the week - 'you're gonna need a bigger boat'
• What to watch for
• This week’s market performance - May 8, 2026, 12:00 PM
• Resource Corner
• Macro Publications & Features
• Micro Publications & Features
• Listening in at Goldman Sachs
• Disclosure Appendix

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