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Here’s Why Stocks Are Surging Today

Joseph Carlson After Hours•Apr 8, 2026

Summary

Joseph provides an analysis of the current market rally, which he attributes to geopolitical de-escalation. Following President Trump's announcement of a two-week ceasefire with Iran and the opening of the Strait of Hormuz, major indices and Joseph's personal portfolio have seen significant gains. He notes that his passive income portfolio rose by 2.9% in a single day, equivalent to approximately $30,000 to $40,000. Joseph reflects on the market bottom of March 30th, emphasizing that the most negative sentiment often coincides with the best buying opportunities.

The video also delves into a critical New Yorker profile of OpenAI CEO Sam Altman. Joseph discusses reports of Altman's alleged manipulative behavior and lack of trustworthiness, suggesting these character concerns could jeopardize OpenAI's future IPO. Additionally, Joseph addresses viewer criticism regarding his previous comments on European law and Netflix, standing by his critique of punitive court rulings. He concludes by reviewing the McDonald's CEO's response to a viral video, praising the executive's 'thick skin' in handling social media mockery.

ASML: Joseph describes ASML as one of his favorite companies and a 'crown jewel' due to its unrivaled technology and brilliant engineering team. The stock rose over 6.7% in a single day, and Joseph's position has grown by 116% to a total value of $120,000. He continues to hold the position, viewing it as a long-term winner despite being up 20% year-to-date.
Google (GOOGL): Joseph highlights Google as a top performer in his portfolio, noting a daily increase of over 3.3%. He views the stock's recovery as part of a broader rebound for high-quality tech companies following recent market volatility. He maintains a positive outlook on the company as it contributes significantly to his portfolio's daily gains.
Meta (META): Joseph identifies Meta as another major holding that experienced a significant jump of over 3.3%. He uses Meta as an example of the 'blindingly green' market day where great companies are recovering from previous fears. He remains bullish on the stock, categorizing it among the essential holdings for long-term investors.
Microsoft (MSFT): Joseph expresses surprise that Microsoft only saw a slight increase compared to other big tech firms, noting it has been heavily sold down recently. He discusses the 'fraught' relationship between Microsoft executives and Sam Altman, mentioning reports of renegotiated or broken agreements. Despite the slower price action, Joseph includes it in his discussion of core portfolio holdings that benefit from market stability.

Mentioned Stocks

AMZN
Sentiment: BUYAction: RECOMMENDED

Reasoning: Joseph includes Amazon among the high-quality holdings that are seeing a strong rebound, noting it was up over 3.3% today.

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META
Sentiment: BUYAction: RECOMMENDED

Reasoning: Meta is cited as one of the big holdings moving up dramatically, gaining over 3.3% in a single day. Joseph remains bullish on its long-term recovery potential.

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ASML
Sentiment: BUYAction: RECOMMENDED

Reasoning: Joseph describes ASML as one of the 'smartest' companies in the world with amazing technology. He highlights its 116% gain in his portfolio and its 6.7% jump today, noting that he continues to hold it as a $120,000 position.

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MSFT
Sentiment: BUYAction: RECOMMENDED

Reasoning: Although Joseph is surprised the stock hasn't recovered as much as its peers, he views it as a core tech holding that has been 'sold down' unfairly. He discusses internal friction with OpenAI but maintains a positive stance on the stock itself.

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GOOGL
Sentiment: BUYAction: RECOMMENDED

Reasoning: Joseph mentions Google is up over 3.3% today and is part of a massive recovery in his portfolio. He views it as a great company that investors should lean into during temporary market sell-offs.

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