Small-Caps Lead a Broad Rally as Tech Bounce Stalls
Easing long-term yields and oil prices lifted the Russell 2000 to its best day since early August and saw 9 of 11 S&P 500 sectors higher, even as weakness in Tech dragged on the cap-weighted index.
The Wearables Market Comes Into Focus
As we get ready for Meta’s ($META) quarterly earnings report and think about consumer electronic markets outside of smartphones and PCs for chip companies, the wearables business at EssilorLuxxotica, the company behind Ray-Ban, Oakley and other eyewear brands, rose 20% year over year in Q3 2026. YTD, that segment revenue is up ~79%, which explains the enthusiasm National Vision ($EYE) CEO Alex Wilkes had when we talked about the wearables category just over a month ago.
At the time of publication, TheStreet Pro Portfolio was long META shares.
South Korea’s Ants Renew AI and Data Center Pressure: 8 Key Items Shaping the Stock Market Tuesday
Ryanair CEO on airline fares, OpenAI races to complete fundraising round and other headlines moving the market this morning.
Amazon Leads Unconvincing Bounce After Morgan Stanley Price Target Change
The mega caps did the heavy lifting while most stocks went nowhere.
The AI Boom Has an Electric Bill. Here’s Who Gets Paid.
AI needs more than Nvidia chips. Here are the companies ‘powering’ the AI buildout.
Here’s My Plan If the Startled Market Is Overcome With Fear
We got a whiff of panic, now what if real fear pushes up the VIX?
Tech Looks to Rebound, But Earnings Will Determine If it Sticks: 8 Key Items Shaping the Stock Market Monday
Microsoft walks on Nscale, food inflation poised to accelerate and other headlines moving the market this morning.
A Look Back on a Very Dark Day on the Market
Remembering Oct. 19, 1987; also an AI warning from Wall Street Journal and a check on the market’s charts.
Earnings Will Test Whether AI Growth Estimates Are Real
Chip stocks are bouncing Monday morning, but AI valuations built on predicted earnings are being questioned.
The Week Ahead: The Rotation Continues
AI worries are pressuring Tech and sending yields lower as we embark on a heavy earnings week including several names in the cross-hairs.