Tech Takes Back The Wheel As AI Optimism Returns

Ulli Market Commentary Contact

[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. …

A Good Day For The Other 493: Broad Market Outshines Big Tech

Ulli Market Commentary Contact

[Chart courtesy of MarketWatch.com] Today was a reminder that the market is a lot bigger than just the Magnificent 7. Tech tried to lead early, but the Nasdaq’s rally ran out of steam and drifted back toward unchanged by the close. Instead, the baton was handed to the broader market, with the Dow taking center stage and the S&P 493 …

ETF Tracker Newsletter For October 16, 2026

Ulli ETF Tracker Contact

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 …

Weekly StatSheet For The ETF Tracker Newsletter – Updated Through 10/15/2026

Ulli ETF StatSheet Contact

ETF Data updated through Thursday, October 15, 2026 How to use this StatSheet: These are the main indicators that tell you when to buy or sell Domestic and International ETFs (section 1 and 2). They do that by comparing their position to their long-term M/A (Moving Average). If they cross above, and stay there, it’s a green light to buy. …

AI Doubts And Inflation Fears Leave Markets Searching For Direction

Ulli Market Commentary Contact

[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 …

Inflation Reheats, Markets Cool Off

Ulli Market Commentary Contact

[Chart courtesy of MarketWatch.com] Markets came into the day hoping inflation would keep cooling, but September’s CPI report had other ideas. A slightly hotter-than-expected reading sent bond yields higher, strengthened the dollar, and put immediate pressure on stocks as investors once again questioned how long interest rates may stay elevated. What stood out wasn’t just the inflation data. Several major …