Tech And Crypto Lead Rebound After December’s Shaky Start

Ulli Market Commentary Contact

[Chart courtesy of MarketWatch.com] Stocks bounced back today, helped by a strong rebound in Bitcoin and a solid move higher in big tech, as traders tried to shake off December’s shaky start. The major indexes spent most of the day climbing, helped by renewed appetite for growth and AI names after Monday’s stumble. Bitcoin surged throughout the session, wiping out …

Volatile Start To Year-End: Metals Shine As Stocks And Crypto Wobble

Ulli Market Commentary Contact

[Chart courtesy of MarketWatch.com] Stocks kicked off December on the back foot, opening lower and taking their cues from another rough day in crypto as volatility rolled right into the final month of 2025. Broadcom and Super Micro Computer dropped more than 3% and 2%, signaling more profit-taking in crowded artificial intelligence trades, while Synopsys jumped after Nvidia unveiled a …

Four In A Row & Broad – Thanksgiving Rally Feels Real

Ulli Market Commentary Contact

[Chart courtesy of MarketWatch.com] Stocks just refused to take a day off—fourth straight green session locked in, and we’re heading into Thanksgiving with some serious momentum. The rally stayed nice and broad (not just the usual suspects), with Oracle jumping up 4%, Nvidia and Microsoft both +1%, and small caps plus Nasdaq leading the charge thanks to a juicy short …

Ugly Data = Pretty Rally – Breadth Finally Shows Up

Ulli Market Commentary Contact

[Chart courtesy of MarketWatch.com] The day started wobbly—Nasdaq was down early after a report that Meta might drop billions on Google’s custom AI chips instead of Nvidia’s (Nvidia promptly got smacked -5%, Alphabet +1%, classic zero-sum AI drama). But the afternoon turned into a full-on comeback: everything flipped green, and we closed with solid gains across the board. The bounce …

Mega-Caps & Metals Crush It – November Tries To Salvage Its Reputation

Ulli Market Commentary Contact

[Chart courtesy of MarketWatch.com] The markets came in determined to bounce into Thanksgiving week, and the bulls actually delivered. We opened strong and never really looked back—nice, steady grind higher all day. Alphabet was the star of the show, jumping 5% after Google dropped word of “Gemini 3” last week (their latest “we’re still in the AI race” flex). That …