[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
[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
[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
[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 …
ETF Tracker Newsletter For November 21, 2025
ETF Tracker StatSheet You can view the latest version here. FROM BLEEDING RED TO FRIDAY GREEN – FED DOVES SAVE THE DAY [Chart courtesy of MarketWatch.com] Early on, things looked ugly—S&P and Nasdaq were still bleeding from Thursday’s epic Nvidia pump-and-dump, and the AI-valuation hangover was real. Then Fed Governor John Williams (and a few other dove-ish voices) stepped …
Nvidia Blew Out Earnings… Then The Market Blew Up Nvidia
[Chart courtesy of MarketWatch.com] The morning started like a dream: Nvidia dropped an absolute monster quarter—beat earnings, smashed revenue, and gave guidance that had Jensen basically saying, “Blackwell demand is insane, no bubble here.” The stock jumped 4% pre-market, the whole AI ecosystem lit up (AMD, Broadcom, Eaton—you name it), and everyone thought the AI bull was officially back in …