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The market did not sell Micron because a Chinese company started making high-bandwidth memory. It sold Micron because a Chinese company listed. ChangXin Memory...
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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 market did not sell Micron because a Chinese company started making high-bandwidth memory. It sold Micron because a Chinese company listed. ChangXin Memory...
Treasury Secretary Scott Bessent’s intervention in the yen, a carefully altered debt-issuance sentence and his public support for Federal Reserve Chair Kevin Warsh form...
This preview of weekly data examines USOIL and XAUUSD, with economic data expected later this week as the primary market drivers of the near-term...
Geopolitics and oil delays, shifting Federal Reserve rate expectations, and structural Japanese Yen weakness are driving global market uncertainty. Geopolitical Strains and Oil Price...
Applied Digital is not an AI story that needs the AI trade to keep working. That is the part the market keeps getting wrong....
Silver can be expected to rise further to the next resistance level 71.85 (former top of wave 2 from the start of June and...
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...