[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 16, 2026
ETF Tracker StatSheet You can view the latest version here. WHEN AI MEETS INTEREST RATES: THIS WEEK’S MARKET LESSON [Chart courtesy of MarketWatch.com] Watching the markets, I’d say this week’s story was pretty simple: the AI trade finally met its toughest competitor… higher interest rates. Money continued rotating out of AI and semiconductor names, with chip stocks taking another …
AI Doubts And Inflation Fears Leave Markets Searching For Direction
[Chart courtesy of MarketWatch.com] Today felt a little like a reality check for the AI trade. Traders grew increasingly nervous about whether some companies are spending too aggressively on artificial intelligence, while another round of inflation data reminded everyone that the Fed may not be off the hook just yet. The Dow came out strong early, but technology stocks struggled …
Nasdaq Hits A Record, But Beneath The Surface Trouble Brews
[Chart courtesy of MarketWatch.com] The Nasdaq sailed to another record high, even as Treasury yields pushed higher, with the 10-year climbing to 5.33%. The ISM Services reading of 54.9% landed roughly where expected, keeping the economic-growth story intact while traders now look ahead to Wednesday’s Fed minutes for clues on the rate outlook. But beneath the headline gains, things were …
Risk-On Returns: Tech Rallies, Oil Slides, Bitcoin Breaks Loose
[Chart courtesy of MarketWatch.com] Wall Street came out swinging Monday, shrugging off another round of Middle East tensions as falling oil prices, easing bond yields, and a powerful tech rally gave the bulls plenty of ammunition. AI-related stocks did much of the heavy lifting, with Intel, AMD, and Qualcomm surging, while the Mag 7 once again flexed their muscles and …
ETF Tracker Newsletter For September 18, 2026
ETF Tracker StatSheet You can view the latest version here. RATES RISE, STOCKS WOBBLE, BITCOIN DANCES TO ITS OWN BEAT [Chart courtesy of MarketWatch.com] The Dow slipped Friday, putting the finishing touches on a volatile week as traders wrestled with higher bond yields, $100-plus oil, and the Fed’s first rate-hike in three years. Apparently, one headache at a time …