Investor Strategy
The backlog does not own Thursday’s CoreWeave print. The debt tape does. CoreWeave Class A shares closed on Thursday 15 October 2026 at $69.69,...
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The 4.4% Friday loss is not on the Philadelphia Semiconductor Index tape. Nasdaq’s page for 16 October 2026 shows a last of 11,137.29, down...
A 10% correction in the Nasdaq 100 has not printed. Friday’s official close was 29,187.55, which is 6.52% under the 6 October closing high...
The 6.35 percent figure was not this week’s tape. Netflix closed Friday, 16 October 2026, at $70.53, down $2.08, or 2.86 percent, from Thursday’s...
Nvidia’s week was not a 2.4 percent drift, and the stock is not on an eight-session break in the AI trade. The shares closed...
The backlog does not own Thursday’s CoreWeave print. The debt tape does. CoreWeave Class A shares closed on Thursday 15 October 2026 at $69.69,...
The myth is that Tuesday’s Micron drop is the dividend. It is not. Micron Technology closed Tuesday 13 October 2026 at $953.19, down $35.85,...
The obvious reading of Hock Tan’s Monday line is that Broadcom told the market the AI trade is a casino, so the stock should...
Updated 14 October 2026. Bitcoin traded at $82,651 at 9:08 a.m. ET (CoinGecko), down 0.6 percent on the day, after the US September consumer...
Updated 14 October 2026. Bank of America (NYSE: BAC) traded at $50.23 at 9:32 a.m. ET, down 6.9 percent from Tuesday’s $53.96 close (Yahoo...
Updated 15 October 2026. Brent crude traded near $104.4 a barrel on Thursday 15 October, down about $1.63, or 1.5 percent, from Wednesday’s settlement...
For years, Albemarle’s investment argument has been almost inextricably linked to electric cars. More electric cars meant more batteries, which meant more lithium, and...