r/Stocks Daily Discussion Monday - Apr 20, 2026

[+5] u/zbern: [BWXT Bolsters American Nuclear Manufacturing Capability With Strategic Acquisition](https://investors.bwxt.com/news-releases/news-release-details/bwxt-bolsters-american-nuclear-manufacturing-capability) BWX Technologies acquired Precision Components Group (PCG). This strategic move increases and expands their supply chain for U.S. Navy nuclear submarines and ships by bringing the manufacturing of critical components in-house. Overall, it deepens their moat in the defense sector and is expected to immediately add about $125 million in annual revenue. [+5] u/MitchCurry: QXO and Brad Jacobs making their next acquisition: [QXO to Acquire TopBuild for $17 Billion](https://investors.qxo.com/news/news-details/2026/QXO-to-Acquire-TopBuild-for-17-Billion/default.aspx) [+16] u/Love-for-everyone: Bears had their joy for 10 min. Go back to the cave sir.. [+14] u/PeaceOut957: Buying this dip today. Need to capitalize on this  0.03% red. [+9] u/KaneIntent: I still can’t believe this recovery with the market shooting up higher than ever. Did the war actually end up benefiting the U.S. economy or something? [+8] u/IvoryTowerResident: Massive open for Marvell coming at ATH [+8] u/sNeKbIt99: Sometimes the music just doesn't stop! [+8] u/NormEget85: Verizon CEO estimates 20-30% unemployment due to AI How can markets go up if retail isn't investing? For everyone's sake I hope the AI hype is overblown. [+7] u/_hiddenscout: > Growth in the world's energy use in 2025 was met by a diverse range of sources – led by solar PV, followed by natural gas > Solar accounted for over 25% of global demand growth. This is the 1st time it has met a higher share of growth than any other source https://www.iea.org/reports/global-energy-review-2026?utm_content=buffer47532&utm_medium=social&utm_source=twitter-ieabirol&utm_campaign=buffer [+7] u/IvoryTowerResident: TOMORROW: President Donald Trump will speak with CNBC’s Joe Kernen tomorrow at 8:30 a.m. ET on “Squawk Box.” Ready for the pump of a lifetime [+6] u/95Daphne: Warsh's hearing is tomorrow btw guys (or ladies and gentlemen). Probably a good chance we get a we interrupt these messages to focus on what the next Fed Chair has to say morning at least. [+6] u/persua: The CAR short squeeze has been pretty remarkable. Probably won’t break until after earnings when they can sell stock [+6] u/Street-Brush8415: Why do I bother with options? I buy puts they lose value, I buy calls they lose value. It doesn’t even matter which way the market goes. [+6] u/Direct_Remove509: I guess tomorrow will be the big day to juice the market baby!! [+6] u/Current_Animator7546: Tim Cook ruined his legacy when he kissed the ring. Hate to see it [+6] u/FistEnergy: Ternus has been in charge of Apple hardware for the past decade, which has been a time of stagnation for Apple's mobile products. He wasn't a major part of their earlier transformative period. Android devices have led the way in hardware for the last 5+ years, especially the Chinese manufacturers. Their software has been their moat, which makes me bearish about where Apple is headed. [+5] u/Direct_Remove509: The sky is falling. The S&P 500 is below 7100, oh whatever will I do… [+5] u/NotGucci: Looks like green by open [+5] u/jimbob57566: .3% down lol bears go back to hibernation [+5] u/tachyonvelocity: Earnings have gone up so high, we're so far from a bubble it's not even funny. QQQs forward P/Es went up to 55x in 2000. We're still at <25x, which is actually below average for the last 5 years. BTW that's not even after taking away a bunch of overvalued stuff like Tesla, which is still distorting the index valuations due to how large it is. So valuations of quality companies are even cheaper than they seem. [+5] u/Longjumping_Rip_1475: this will get downvoted but i think there is a high likelihood of a peace treaty and nuclear deal. iran doesnt want its infrastructure destroyed and the us doesnt want to cause the largest humanitarian crisis in recent history by destroying the infrastructure. iran is firmly in the "mow the lawn" system now. the air defense systems lost will take decades to replace. And we now know the true range of the F35I is much longer than its stated range. the initial deal will likely be along the lines of both sides end the blockades. Restore freedom of navigation. nuclear material remains in Iran under surveillance from US. difficult discussions on proxy militias, missile program, nuclear program, lebanon will be tabled for a later time. US will lift some sanctions as a sweetener. oil prices will fall, treasuries up, yields down, stocks up. Expect rally Wednesday or Thursday [+5] u/Objective_Bad9244: Why is everyone pricing in a TACO when the TACO never lasts more then a few days at best? The only thing about this war that actually effects the market is the strait of Hormuz, which hasn't been open for more then a few hours since the beginning of March.