Brutal Semiconductor Selloff Traces Its Roots to This Trend
Are we at capitulation point on semiconductor stocks? Here’s why I feel it’s time to be brave.
October Job Cuts at 3-Year Low as Focus Turns to Economic Conditions
Employers announced 43,994 job cuts in October, the fewest for the month since 2023. AI cuts were the lowest of the year as economic conditions passed AI as the top reason for 2026.
Is the Chip Bubble Bursting?
The election bounce has turned into a bull trap as semiconductors get slammed. Here’s why — and a biotech I’m eyeing.
Q3 Productivity Hands Fed Doves Some Ammo, but Workers’ Share Hits a Record Low
Third-quarter productivity was the strongest in a year as output jumped while hours worked were little changed.
From Blue Wave to Flood of Green
Let’s see how and why the midterms gave a boost to Wall Street, and examine why even some tech giants surged — while others dropped.
A New Crop of Winners and Losers Is Emerging After a Major Political Shift
Rotation is still the story, but the election has changed its shape.
The Either/Or Market Rages on Despite Blue Wave Rally
A decisive victory by Democrats lifts the market, but not all stocks. The top five most active were all down along with the Semiconductor Index.
Blue Wave Sends the Dow to Its Best Day Since April 2025 as AI Beneficiaries Sink
A Democratic sweep of Congress supercharged the rotation trade, with hyperscalers joining a rally that lifted almost everything except semiconductors and AI power and data center names.
First Day of Trading After Midterms Proves a Challenge
The Dow surged and new highs topped 300, but the leadership keeps shifting before charts can develop.
Could AI Trade Short Circuit Soon?
Let’s examine three major headwinds blowing against AI infrastructure buildout.