Rates Volatility Gap Narrows Yesterday, we highlighted the risk of a volatility decoupling between equities and rates, with the bond market potentially pricing risks that equities have not fully ...
Global Semiconductor & AI Sector Research | TSMC 3Q2026 Just one day after the brutal sell-off in US technology and semiconductor stocks, TSMC (NYSE: TSM) has delivered another extraordinary quarter, ...
With the midterm elections approaching in November and anticipating short-term market pullbacks, my immediate reaction is one of complete indifference. While headline-driven sell-offs and election ...
Coherent (COHR.US)$ yeah you read that right. COHR is one of the few companies that has actually REDUCED their debt unlike $CoreWeave (CRWV.US)$! $465 million REDUCTION! 5% borrowing rate could ...
S&P 500 and Nasdaq Composite all fell Wednesday as a stocks-unfriendly inflation report, higher oil prices and declines for ...
NVIDIA (NVDA.US)$ i guess all the buyers got Wiped out all at once last post that I put, I was completely right. It was gonna ...
Stocks moved lower. Energy moved higher. At the October 14 close, $S&P 500 Index (.SPX.US)$ fell 1.08%, $NASDAQ 100 Index (.NDX.US)$ declined 1.97% and $Energy Select Sector SPDR Fund (XLE.US)$ gained ...
AI硬件板块一度遭遇重挫。午后，光通信板块震荡回升；②博通CEO陈福阳表示，融资可能成为AI扩张面临的更大障碍，其影响甚至可能超过半导体、存储芯片或电力的短缺；③华西证券认为，产业层面虽无重磅的新共识形成，但AI的产业趋势和景气度仍较为坚实。《科创板 ...
OnOctober 13th ET, $Tesla(TSLA.US)$ had active options trading, with a total trading volume of 957.23K options for the day, ...
Hot CPI and mounting AI financing concerns triggered another brutal selloff Wednesday. The Nasdaq fell 1.9%, CoreWeave plunged over 15%, and Oracle lost nearly 9%, with weakness extending after hours.
Wall Street's AI trade suffered another brutal session on Wednesday. The $Nasdaq Composite Index (.IXIC.US)$ fell 1.9%, while the $PHLX Semiconductor Index (.SOX.US)$ plunged 4.3%, extending its ...
Has the music stopped, or is it just slowing? Perhaps only an intermission until the next act. good reason for worry, awful ...
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