Intel’s record drop leads a cascade in chip names with the S&P 500 and Nasdaq seeing their worst session since June, while defensive buying gave the Consumer Staples ETF its best month on record.
October Monthly Roundup on Monday, and another refreshed Portfolio table to follow
As the last hyperscaler reports, let’s review the results, and also connect the dots to additional Portfolio holdings.
After last night’s earnings and cloud details, we must ask if GOOGL shares will be higher one year from now or not….
As we await the Anthropic IPO, the Fed and the possibility of renewed Iran fighting, I’m taking the path of Buffett.
SK Hynix and ASM International see tight chip capacity, here comes Fed Chair Kevin Warsh and other headlines moving the market this morning.
Alphabet and Microsoft report after the close, and Warsh takes the stage.
A wave of AI-related deals sent semiconductor shares soaring, helping the Nasdaq rally while investors prepared for the Fed and crucial earnings from Microsoft and Google parent Alphabet.
Meta’s offering and Anthropic’s IPO filing answered questions about where the money will come from.
Reports loom for Microsoft, Alphabet and Amazon, but I see no edge in trying to bet on those outcomes. Here’s what I’ll do instead.
