Did You Miss Me?

Happy hump day!

In case you missed it, I went live after the close to discuss Joby's roadshow in the Big Apple, earnings darlings, among other things. Catch me if you can!

Onward.

Today's markets were mixed. 

The major indices posted a muted day.

Energy charged +2.29%. 

Technology advanced +0.80%.

Utilities tumbled -1.23%.

Semis snapped back +1.70%.

Aerospace and defense dipped -1.42%.

Nuclear fell -2.50%.

Space slipped another -0.80%. Drones dropped -3.12%.

Autonomous driving accelerated +1.99% and closed at a fresh all-time high. 

Here’s the daily S&P 500 heat map.

Notable New Highs + Lows

On Wednesday, April 29, 2026 - New Highs led New Lows - 42 vs. 38.

52W Highs — $SIMO | $FCEL | $MXL | $BE | $NXPI

52W Lows — $GEHC | $PODD | $GIB | $CHTR | $OPK

Rosebee's Radar

I Built My Own Executive Assistant With Claude. Here's How - Godspeed

On Vibe Coding - Naval Ravikant

Starship: Test Like You Fly - SpaceX

Legendary Trader Paul Tudor Jones on AI Risk, Bubbles and Buffett - Invest Like The Best

Seasonal Tailwinds Are Fading - The Chart Report

Nike Opens Permanent Air Lab in Milan with "Industrial-Grade Robots For Anyone To Use" - Dezeen

Strike Weapons Boom In Pentagon Spending Plan - Aviation Week