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Nov 6, 2025
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15 min read
Chipmakers lift sentiment as the AI trade recovers, while Washington’s paralysis begins to weigh on travel, housing, and jobs.
Nov 5, 2025
16 min read
Tech steadied the tape, the Supreme Court challenged presidential power, and traders exhaled... warily... after two volatile sessions.
Tech fatigue sets the tone as markets open lower: AI leaders wobble, industrials and credit stay grounded, and investors trade speed for patience.
Nov 4, 2025
From tech’s valuation shock to layoffs and late-day profit taking, conviction cracked across sectors as investors shifted from momentum to maintenance.
17 min read
From Palantir’s stumble to Burry’s short, has the market’s inflection finally arrived? What was enthusiasm last week feels like hesitation now as AI leaders face their first real test of faith, balance, and bandwidth.
Nov 3, 2025
AI power plays are running hot, retail’s split screen keeps widening, and investors are chasing capacity faster than confidence. Here’s what’s running fast, what’s winding down, and what’s about to reset.