semiconductor stocks

Biotech, Chips, and a Sell-Off That Isn’t 1987: S&P 500 Index

A modest market sell-off triggered comparisons to 1987, but the numbers tell a calmer story. Meanwhile, United Therapeutics, Astera Labs, and Vertex Pharmaceuticals offer three distinct lessons on what earns S&P 500 index inclusion.

By Theo Vance | October 21, 2026

AI Angst and Hot CPI Rattle the Market’s Narrative

A choppy week of hot inflation data, a sharp yield reversal, and renewed AI angst left the S&P 500 searching for direction. Tech led the losses while TSMC's earnings beat offered a counterpoint heading into Friday.

By Theo Vance | October 16, 2026

Hot Inflation Data Puts Fed Rate Hike Back in Play

A hotter-than-expected inflation report put another Fed rate hike back in play this week. Stocks like First Bancorp, Arista Networks, Cadence, and Tidewater show very different responses to that pressure.

By Nadia Okafor | October 15, 2026

S&P 500 Record Hides a Broadening Bear Market Split

Record highs on the S&P 500 mask a widening split beneath the surface. Jamie Dimon and Steve Eisman both flag risks hiding behind strong headline numbers, from bear-market breadth to heavy AI concentration.

By Gabriel Santos | October 14, 2026

$750 Billion Bet Reshapes Tech: Data Center Spending

Four tech giants plan to spend roughly $750 billion on data center infrastructure this year alone. The ripple effects reach energy stocks, homebuilders, and banks in ways investors can't ignore.

By Theo Vance | October 13, 2026

Oil Spikes, AI Selloff Rattle Stocks: Market Storylines

Oil shocks near the Strait of Hormuz, a sharp AI stock selloff, and shaky consumer earnings collided this week. Here's what the volatility really means for investors heading into earnings season.

By Gabriel Santos | October 09, 2026

S&P 500 Record High Bid Rides on Tech, Not Breadth

Tech giants are pushing the S&P 500 toward a record high, but the rally hides thin market breadth. Rising yields, Iran-linked economic turmoil, and diverging AI stocks complicate the picture.

By Gabriel Santos | October 06, 2026

What Exynos 2700 Means for You: Galaxy S27 Chip Decision

Samsung has started mass producing the Exynos 2700 chip, but the Galaxy S27 Ultra's chipset remains unconfirmed. Here's what that split-chip strategy, fresh Prime Day deals, and Apple's iPhone 17e lineup mean for your next upgrade.

By Sofia Ramirez | October 03, 2026

AI Rebrand to SI Meets Surging Yields and Oil Swings

Markets close Q3 shaped by a political rebrand of AI to Super Intelligence, surging yields, and oil volatility. Amazon's chip financing moves hint at real strain behind the AI buildout.

By Nadia Okafor | October 02, 2026

AI Extinction Fears Meet Record Highs: The Investor’s Dilemma

Strong jobs data and record stock highs collide with Anthropic's own warnings about AI's existential risks. Here's how the numbers stack up for investors weighing the AI investment dilemma this week.

By Theo Vance | September 30, 2026