[Chart courtesy of MarketWatch.com] Markets spent most of the day in a holding pattern as investors waited for the Fed’s latest rate decision and a fresh round of earnings from the tech heavyweights. As expected, the Fed left rates unchanged, and with no surprises from the central bank, the major indexes managed to post modest gains. The real action was …
Risk-On Mood Returns As Oil Slides And Tech Takes Charge
[Chart courtesy of MarketWatch.com] Stocks came into the day with a healthy appetite for risk, led once again by the chipmakers. The S&P 500 and Nasdaq gained ground early and held onto those advances as investors continued piling into AI-related names. Broadcom was a standout, rising more than 3% after financing details emerged around Anthropic’s technology deal, keeping the AI …
AI Trade Gets A Pulse Check As Anthropic Sparks Tech Rally
[Chart courtesy of MarketWatch.com] Stocks came out of the gate strong today, led by a rebound in semiconductors and AI-related names after Anthropic’s IPO filing reignited some enthusiasm for the AI trade. Frankly, the market seemed to need a fresh AI story, much like it needed SpaceX before it. Investors have been talking about this one for ages, and now …
ETF Tracker Newsletter For October 23, 2026
ETF Tracker StatSheet You can view the latest version here. RISK-OFF FRIDAY: MARKETS WORRY ABOUT GROWTH, NOT AI [Chart courtesy of MarketWatch.com] This morning, the market felt a bit like a crowded theater where someone yelled “fire” and everyone headed for the same exit at once. The Dow was down nearly 700 points early on as concerns over rising …
AI Dreams Meet Capital Reality: Tech Leads Market Lower
[Chart courtesy of MarketWatch.com] After the bulls enjoyed a victory lap yesterday, the bears grabbed the microphone today and reminded everyone who’s still paying the bills. Stocks sold off sharply as fresh concerns surfaced about the massive capital demands of the AI race, raising questions about how much spending investors are willing to fund before seeing meaningful returns. Tech led …
Tech Takes Back The Wheel As AI Optimism Returns
[Chart courtesy of MarketWatch.com] The bulls found their footing today as technology stocks bounced back into favor. Much of the enthusiasm centered around Elon Musk’s empire, with SpaceX surging after reporting explosive revenue growth and news that SpaceX and Tesla have formed committees to explore a potential merger. Tesla joined the rally as investors looked ahead to its earnings report. …