From bullish earnings charts to head-and-shoulders top predictions, the narrative around chip stocks has flipped fast. The data may be telling a different story.
Semiconductor weakness lifted the hyperscalers again while the market waits on the Fed.
While most investors are focusing on the Q2 earnings reports and Iran, I am watching the credit markets closely. Here’s why.
Cheap Chinese computing, sagging artificial intelligence use and data center backlash are among the reasons I’m wary of the semiconductor sector.
Lull in fighting between U.S. and Iran to be followed by big earnings by Amazon, Microsoft, Meta, and an economic data deluge. Also, a defense shortage?
The negative reaction to good earnings reports last week may have created better conditions for the big reports that hit this week.
After that, however, the market looks weak. Here’s why.
Single-stock leveraged ETFs top 2026’s performance charts, with gains above 500%. But their own prospectuses warn investors away, and a collapse in South Korea shows what happens to retail buyers when the trade turns.
Let’s look at the No. 1 mistake investors make when buying the dip — and how to avoid it.
The gloom is thick, but fundamentals are not the problem. Plus, an important reminder for investors after a trying week.
