DHUnplugged #801: Robot Takeover Begins

Good overall earnings season - still going strong

Economic reports show a mixed picture - but still good enough

Semi-annual earnings report option gaining steam

Saying goodbye to Spirit Airlines

Markets

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Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Good overall earnings season - still going strong - Economic reports show a mixed picture - but still good enough - Semi-annual earnings report option gaining steam - Saying goodbye to Spirit Airlines - EGGS - Breaking News!

Markets - Are markets riding tariff refund wave? - Oil shoots up then slips back after Iran tensions rise and fall - New Highs - NAZ100 powering ahead - Huge Capex and OBBBA

NEED A NEW CTP - CMG (last time was 2017)

Ship Sailing - Seems that under the protection of the USA - a Maersk ship passed through the Strait - But how many can they do a day like this? - Oil down after a huge spike yesterday due to IRAN striking UAE

Big Shakeup - US transportation stocks plunged after Amazon announced expanded logistics offerings that will turn it into a major competitor for parcel carriers and air freight companies. - The move is a threat not just to other couriers' grasp on e-commerce, but potentially to more profitable areas such as healthcare, which UPS and FedEx have made a central part of their strategies. - Amazon will offer freight, distribution and fulfillment, and parcel shipping to standalone customers, and its announcement "could be a watershed moment for North American freight transportation companies," according to Morgan Stanley analyst Ravi Shanker. - FedEx Corp. shares fell 9.1% in their worst day in more than a year, while rival United Parcel Service Inc. dropped more than 10%. -- Logistics firms Forward Air Corp. and GXO Logistics Inc. suffered double-digit declines. Old Dominion Freight Line Inc., among other truckers, slid almost 7%. --- FYI - Did you know... last year there was a total of 23.9 BILLION packages shipped in the US. 25% was delivered by Amazon, Fed and UPS delivered a third.

Off the Hook - Chump Change - Elon Musk agreed to pay $1.5 million to settle Securities and Exchange Commission allegations that he cheated Twitter shareholders by failing to properly disclose his growing stake in the social media company. - An Elon Musk revocable trust would pay the penalty to end the SEC’s lawsuit, which is still subject to court approval, and Musk didn’t admit to the regulator’s allegations. - The SEC said the deal would be the largest penalty the agency has levied against an entity or individual for allegedly failing to file a beneficial ownership report on time, but Musk’s attorney called it a “small fine”. - Musk didn’t admit to the regulator’s allegations, according to a filing on Monday.

This could be something... - Sonos Inc. shares climbed after reporting revenue that jumped 8% and said that it is filing for tariff refunds totaling $40 million. - The company reported second quarter revenue of $282 million, up 8% year over year, and strong growth in international markets. - Sonos is forecasting adjusted earnings before interest, taxes, depreciation, and amortization between $20 million and $48 million for the current quarter - Are markets riding higher also on the tariff refunds? ---- The US government is paying back up to $166 billion in revenue it collected through sweeping global tariffs that were struck down by the Supreme Court in February, with the first payments set to go out on May 11.

AND - General Motors raised its 2026 guidance after significantly beating Wall Street’s first-quarter earnings expectations following a roughly $500 million benefit from the U.S. Supreme Court decision to terminate and refund certain levies AKA - tariffs.

OPEC? - In an unexpected announce