[Chart courtesy of MarketWatch.com] It looked like the market served up a classic reminder that investors have a short memory when there’s good news on the table. After yesterday’s Fed-induced selloff, stocks came roaring back, led by Microsoft, whose Azure-fueled earnings report had investors reaching for a second helping. Semiconductor stocks happily joined the feast, turning AI optimism back into …
Fed Relief Rally Meets Geopolitical Reality
[Chart courtesy of MarketWatch.com] Stocks came out of the gate on the wrong foot as higher oil prices and continued weakness in chip stocks kept sellers in control. The Fed’s decision to leave rates unchanged briefly changed the mood, sparking a relief rally that had traders feeling a little better about life. That optimism didn’t last long. News of Iran’s …
A Changing Of The Guard? Investors Favor Old Economy Stocks Over Tech
[Chart courtesy of MarketWatch.com] Today’s market action continued to highlight the ongoing rotation beneath the surface. The Dow posted a solid gain, while the Nasdaq remained under pressure as semiconductor stocks struggled again, leaving the tech-heavy index about 10% below its intraday peak. The real story is that investors are still shifting money from high-flying technology names into more traditional …
Headline-Driven Market Stumbles As Traders Await Fed And AI Earnings Test
[Chart courtesy of MarketWatch.com] After opening higher, the S&P 500 and Nasdaq quickly reversed course as semiconductor stocks came under heavy selling pressure, overshadowing the relative calm that followed the weekend’s pause in hostilities between the U.S. and Iran. Chipmakers led the retreat. The VanEck Semiconductor ETF (SMH) tumbled 3.7%, extending Friday’s losses. AMD and Teradyne each fell more than …
ETFs On The Cutline – Updated Through 07/24/2026
Do you want to know which ETFs are hot and which ones are not? Then you need my High-Volume ETF Cutline report. It tells you how close or far each of the 311 ETFs I follow is from its long-term trend line (39-week SMA). These are the ETFs that trade more than $5 million a day, so they are not …
ETF Tracker Newsletter For July 24, 2026
ETF Tracker StatSheet You can view the latest version here. CHIP STOCKS SINK NASDAQ AS GEOPOLITICAL RISKS RATTLE MARKETS [Chart courtesy of MarketWatch.com] It was a challenging end to the week for the major indexes, with the Nasdaq once again taking the brunt of the selling pressure as weakness in semiconductor stocks weighed heavily on the tech sector. Chip …