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Chip Stocks Are in a Bear Market. Now the Buyers Take the Stand.
On Friday evening, July 17, 2026, a correction turned into a milestone. The Philadelphia Semiconductor Index, or SOX, that thirty-stock...
The Number Netflix No Longer Wants to Show: Record Revenue and a 52-Week Low
Some earnings reports sink a stock because of a bad number. And then there are reports like the one Netflix...
The Perfect Quarter That No Longer Counts: TSMC Shines as Chip Stocks Crash
When a Perfect Quarter Is No Longer Enough There are days on the market when the numbers and the prices...
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15 INVESTORSWhat the world's best investors are buying & selling right now.
Apple trimmed to 22.6% — AXP now #2 at 20.5%, cash ~$300B
80% in AI puts (PLTR & NVDA) — plus contrarian Pfizer calls
New positions in financials (XLF) and equal-weight S&P (RSP) — trimmed biotech
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Start AI Portfolio Analysis →- The $2 Trillion Market Nobody Can Price: Private Credit Meets Its First Real Test
On June 4, 2026, Blackstone did something it had never done in the fund’s five-year history: it locked the door.…
- The Jobs Report, Decoded: How to Read America’s Most Market-Moving Number — and Why Every Print Cuts Both Ways
On the first Friday of most months, at exactly 8:30 a.m. New York time, a single government release can add…
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