Your portfolio has a story.
Know what moved your portfolio — and why. Every close.
We read the day’s market news, filter it to your exact holdings, and send what matters. Three minutes, after every close.
30 seconds to set up · your first digest covers today’s close
- NVDA+2.1%RTX Spark superchips + an $80B buyback.
- AVGO+3.0%Alphabet's AI raise lifts key suppliers.
- AMD-1.4%Slipped as the chip rally narrowed.
NVDA Authorized $80B in buybacks and raised the dividend.
4:01 PM · The problem
You check four apps to understand one red day.
One read. What actually moved your holdings, why it matters, and what to watch. Three minutes, after the close.
Robinhood shows the number. CNBC pours on the noise. We give you the signal: what actually matters to your holdings today.
What you get
Not a feed. An analyst for your holdings.
Every market close, three reads: what moved, what it means, and the facts worth knowing.
Every holding, ranked by impact
vs sector = your holding minus its sector ETF (green = outperforming)· sentiment = net shift in analyst & news tone
We trace the day to your exposure
The market’s chain reaction, followed to the one line that’s about your holdings.
- Trigger
US-Iran strikes pushed crude +1.9% to $95.51. UCLA Anderson now calls the oil shock the economy’s top risk.
- Transmission
Risk-off lifted the 10-year to 4.49%, compressing growth multiples. Even AI chipmakers slipped.
- Your exposure
Which makes a book concentrated in a few high-flyers the most exposed, not the safest.
- Watch next
Jobless claims tomorrow, Nonfarm Payrolls Friday set the Fed’s next move.
The facts that matter
Upcoming earnings projected at $1.91 EPS on revenue up ~30% YoY.
Announced a $1B+ investment in Jacksonville to expand ACUVUE manufacturing.
BTIG raised its target to $269 after Cloudflare's Investor Day.
How it works
We read 1,000+ articles a day.
You’d have to do all of this by hand. We do it every close, and send you the three minutes that matter.
Connect your portfolio
Add your holdings or upload a statement. About thirty seconds.
- Throw out the listicles, clickbait, and pundit takes
- Keep only what actually touches your holdings
- Collapse the same story told a dozen ways
- Skip whatever you already read this week
- Tell a real catalyst from noise that just restates the price
30+ filters, cheapest first, with multiple AI passes
In your inbox
A three-minute read, written the same evening.
5:00 PM · Straight to your inbox
This is exactly what lands at 5pm.
A calm, three-minute read built for your inbox. Here’s a real one, the close of June 3 — scroll it, read it dark or light.
Good evening, Rajat. Here’s your digest for June 03, curated from 75 articles across your 25 holdings.
Your portfolio
Today’s snapshot
Top gainer META +4.3% · Top loser RKLB -7.0% · Beating the market by +3.1%
Market movers
What moved your holdings
- RKLB -7.0%Led the day's decline; no single driver, moved with small-cap space.
- NVDA -3.6%Despite the dip: RTX Spark superchips deepen Microsoft and MediaTek ties.
- SHOP -3.4%Board authorized an additional $3B for share repurchases.
- CRWD -2.8%Slid with cyber peers despite a JPMorgan target hike to $800.
- GOOG -0.8%Eased with the broad sell-off; reportedly raising $80B for AI.
- JNJ +0.3%Held up; presented new Phase 2 study data.
Key insights
What matters for your holdings
- NVDAAuthorized $80B in buybacks and raised the dividend, alongside new RTX Spark superchips.
- CRWDJPMorgan raised its price target to $800 from $475 ahead of earnings.
- GOOGAlphabet reportedly announced an $80B equity raise to fund AI infrastructure.
- JPMJamie Dimon flagged a potential $20 billion acquisition and is expanding European retail banking.
Macro & Market
The bigger picture
Middle East tensions intensified, driving a broad sell-off and fanning inflation fears. Crude surged +1.9% to $95.51 as fresh US-Iran strikes were exchanged, and UCLA Anderson called the oil shock the leading risk to the U.S. economy. Even gold fell, an unusual inverse as oil rises.
Risk-off squeezed bonds, nudging the 10-year to 4.49%. Higher borrowing costs weigh on growth stocks, deepening the Nasdaq's decline and leaving books concentrated in a few high-flyers particularly vulnerable.
Initial Jobless Claims are due tomorrow, followed by the critical Nonfarm Payrolls report on Friday, as worry about an oil shock replacing tariffs as the lead economic risk keeps mounting.
Dates to watch
What’s coming up
Earnings — CRWD (CrowdStrike) reports today.
Thu Jun 4 — Initial Jobless Claims (8:30 ET)
Fri Jun 5 — Nonfarm Payrolls, May (8:30 ET)
Wed Jun 10 — CPI, May (8:30 ET)
News that mattered
The stories behind the moves
NVIDIA Expands PC Reach, Boosts Shareholder Returns
NVIDIA entered the Windows PC market with its RTX Spark superchip while authorizing $80 billion in new buybacks and raising its dividend. Why it matters: a bold market expansion plus a strong signal of confidence in future cash flow.
CrowdStrike Scores Major PT Boost, Strategic AI Partnership
JPMorgan raised CrowdStrike's target to $800 from $475, and an expanded Cognizant partnership embeds Falcon in enterprise AI. Why it matters: a near-doubled target right before earnings is a huge vote of confidence.
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- Macro traced to your own exposure
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