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Category: Market Commentary

Chip Heavyweight Hynix Projected for $28 Billion Record IPO

Avatar photo Alex Frew McMillan on July 9, 2026

SK Hynix Chips

Shares in the Korean semiconductor firm are set to list on Friday and raise a record amount for a company based outside of the U.S.

War Returns, Semis Snap Back, Fed Frets Over … AI Inflation?

Avatar photo Stephen Guilfoyle on July 9, 2026

Let’s check the latest in the war on Iran, how SanDisk climbed along with the semiconductors, the Fed’s new concern … and, wow, the indirect bidders!

5 Market Themes at a Crossroads as We Head Into Earnings

Avatar photo James "Rev Shark" DePorre on July 9, 2026

This is a market in transition — and how these themes unfold will determine what happens next.

Poor Breadth, Fading Rotation Reveal Messy Market

Avatar photo James "Rev Shark" DePorre on July 8, 2026

Frustrated Trader

The indexes held up reasonably well, but the action under the stock market surface is more concerning.

The Iran War Is Back and Causing Broader Market Weakness

Avatar photo James "Rev Shark" DePorre on July 8, 2026

Rotational action has been a safe haven, but it is now under pressure.

Semiconductor Weakness Weighs on the Market

Avatar photo James "Rev Shark" DePorre on July 7, 2026

Market Selloff

Biotechnology continues to benefit from rotation, but overall corrective action is gaining steam.

Samsung’s Blowout Projections Trigger Selling and the Semi Top Could Be in

Avatar photo Alex Frew McMillan on July 7, 2026

Samsung logo and building

The world’s largest chipmaker seemed to trigger a surprising stock selloff.

The End Is Nigh? How Investors Should React to ‘Big Short’ Michael Burry

Avatar photo Ed Ponsi on July 7, 2026

Market Doomsayers

Burry has been way off at times, but not always. How should investors interpret his latest call? 

2 Types of Rotation Are Driving This Market

Avatar photo James "Rev Shark" DePorre on July 7, 2026

NYSE Traders

The semiconductor sector is under pressure again Tuesday morning following Samsung Electronics’ earnings news.

This Is the Complacent Feel of a Mechanical Market

Avatar photo James "Rev Shark" DePorre on July 6, 2026

Wall Street

When the flow is mechanical, fundamentals are meaningless.

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