[Chart courtesy of MarketWatch.com] Today’s market felt like a tug-of-war with no clear winner. Early optimism around AI helped keep the S&P 500 on steady footing, while chip names such as Micron, Nvidia, and Broadcom benefited from continued enthusiasm for the AI story. But as the day wore on, rising oil prices and renewed U.S.-Iran tensions grabbed traders’ attention. Higher …
ETF Tracker Newsletter For August 14, 2026
ETF Tracker StatSheet You can view the latest version here. RECORD HIGHS MEET RISING YIELDS: A MARKET AT ODDS WITH ITSELF [Chart courtesy of MarketWatch.com] Over coffee this morning, I’d say the market’s most impressive feat was its ability to ignore almost everything thrown at it. Retail sales came in softer than expected, Applied Materials stumbled more than 4%, …
Record Highs, Cooler Inflation, And A Broader Rally
[Chart courtesy of MarketWatch.com] Stocks managed to grind higher today, with the S&P 500 notching another intraday record as investors welcomed a softer-than-expected inflation backdrop. July producer prices came in cooler than forecast, reinforcing the idea that inflation pressures aren’t accelerating, even if the Fed isn’t quite ready to declare victory. The market’s reaction was telling: bond yields initially moved …
CPI Cooperates, Gold Glitters, Markets Shrug
[Chart courtesy of MarketWatch.com] Stocks got an early boost from a friendly inflation report, with July CPI coming in right on cue and reinforcing the view that the Fed can afford to stay on the sidelines for now. AI favorites like CoreWeave and Super Micro helped lead the charge, but the broader market’s reaction was surprisingly muted. What really stood …
Wall Street Hits The Pause Button Ahead Of A Critical Inflation Week
[Chart courtesy of MarketWatch.com] Today’s market action was a reminder that headlines still matter. The S&P 500 lost ground as optimism about a reopening of the Strait of Hormuz faded, pushing oil prices higher and putting pressure on stocks, especially some of the market’s biggest technology names. Communication services and technology led the retreat, with Alphabet, AppLovin, Apple, and even …
Silver Shines While Markets Search For Their Next Catalyst
[Chart courtesy of MarketWatch.com] Markets spent most of the day waiting for clarity on the Iran situation and, unfortunately, clarity never showed up for work. Growing doubts about a near-term U.S.-Iran breakthrough kept investors cautious, while higher oil prices took center stage. With WTI crude jumping about 5% to $82, bond yields moved higher and risk appetite cooled. The major …