Tuesday’s Tech Bounce Holds as Elections Take the Stage
Semiconductors led a rebound that broke the S&P 500’s three-day losing streak, but the average stock fell.
I’m Looking Forward to the Day that the Market Plays Well With Others
The either/or market continues to be in charge. Is it tech’s turn to rally?
Tech’s Monday Bounce Reverses, Pushing the Nasdaq 100 Into Correction
Another drawdown in Tech, following its worst month since March 2025, overshadowed six sectors advancing more than 1%.
Chip Rout Sends Nasdaq to Worst Month Since March 2025
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.
Did the Poor Reactions to Key Earnings Push Market into Bear Territory?
Big tech earnings produced some of the worst action of the year. The question now is whether the selling sets up a year-end rally.
Will Investors Rotate or Run as the AI Reset Gains Traction?
Amazon gave investors a promising story for its cloud business, but the market is worried about short-term costs.
Rotation Remains Alive and Well
Just two days ago, everyone loved tech and semis. So much has changed except for the rotation trade. That’s still alive and well.
Alphabet’s Record Plunge Drags Down Tech as the Rest of the Market Rallies
Over 400 of the S&P 500’s components were higher even as the index ended lower and the Russell 2000 gained for a fourth day while Amazon and Intel dropped after hours
10 Stocks to Watch as the Rotation Builds
Mag 7 names are being sold — and that is good news for the rest of the market.
The Bull Camp Is Shrinking. The Bear Camp Has Plenty of Empty Cabins.
Former bulls are gravitating to an unlikely destination — and it may not make investors happy campers.