Épisodes

  • Tech-Led Bounce as Investors Digest Earnings, Policy Signals — SPY +0.40%, QQQ +0.91%

    Tech-Led Bounce as Investors Digest Earnings, Policy Signals — SPY +0.40%, QQQ +0.91%
    Jan 28 2026
    Stocks closed higher Tuesday with the Nasdaq-heavy QQQ outpacing the broader S&P 500 (SPY +0.40%) while small caps held modest gains (IWM +0.28%). Tech strength, selective sector rotation and a stream of corporate headlines set the tone as markets weigh Fed timing and incoming economic data.
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    8 min
  • Earnings, AI Capacity and Legal Risk: Markets Digest GPU Shortages, Delivery Ramps and a Landmark Social‑Media Trial

    Earnings, AI Capacity and Legal Risk: Markets Digest GPU Shortages, Delivery Ramps and a Landmark Social‑Media Trial
    Jan 28 2026
    Today’s tape was driven by earnings catalysts and structural headlines: Microsoft’s ability to scale datacenter GPU capacity emerged as the single most important AI-quarter metric, Boeing’s delivery momentum loomed over its pre‑market print, and a blockbuster social‑media trial kicked off that could reshape ad‑revenue risk across the sector. A string of 8‑K filings and select corporate actions added credit and governance flashpoints.
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    10 min
  • Traders Rotate as NVDA Dips, SOXS Surges and Amazon Rumors Heat Up — IsoEnergy Raises C$57.5M

    Traders Rotate as NVDA Dips, SOXS Surges and Amazon Rumors Heat Up — IsoEnergy Raises C$57.5M
    Jan 28 2026
    A modest pullback in NVIDIA (NVDA) amid heavy volume set the tone as traders piled into semiconductor inverse plays (SOXS) and Google searches for 'Amazon layoffs' spiked. IsoEnergy secured a C$57.5M financing, while a string of partnerships and expansions across telecom, chemicals and experiential consumer services point to sector-level resiliency.
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    11 min
  • Tech, Crypto and Materials Lead; Finance and Consumer Slip — Market Pulse After a Day of Big Rotations

    Tech, Crypto and Materials Lead; Finance and Consumer Slip — Market Pulse After a Day of Big Rotations
    Jan 28 2026
    A day of uneven breadth: chip and storage beats and a Bitcoin surge powered sector leadership while legal, regulatory and policy shocks hit finance, consumer and parts of real estate. Investors should favor quality tech and critical-minerals exposure, be selective in credit and consumer names, and watch dollar and regulatory headlines for direction.
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    9 min
  • Event Risk and Concentration: What Jan. 26’s Fed, Big Tech Earnings Flow, and Corporate Filings Mean for Portfolios

    Event Risk and Concentration: What Jan. 26’s Fed, Big Tech Earnings Flow, and Corporate Filings Mean for Portfolios
    Jan 27 2026
    Markets turned cautious Jan. 26 as a looming Fed decision and a concentrated slate of Big Tech reports collided with fresh corporate filings and analyst calls. The day’s flow underscores higher event-driven volatility, a reappraisal of the Magnificent 7, and the need for selective positioning across investor types.
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    9 min
  • Chiplet Consortiums, PCIe 6/CXL 3 Launches and a $2.7T Defense Thesis Drive Sector Flows — What Mattered Today

    Chiplet Consortiums, PCIe 6/CXL 3 Launches and a $2.7T Defense Thesis Drive Sector Flows — What Mattered Today
    Jan 27 2026
    Tenstorrent joins an EU chiplet mobility consortium, Montage debuts PCIe 6.x/CXL 3.x active cable gear and a PR push places 2024 defense spending near $2.7T — markets reacted with heavy trading in microcaps and leveraged tech ETFs. Today’s moves point to accelerating data-center and autotech infrastructure investment, bigger defense budgets and continued retail-driven volatility.
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    11 min
  • Tech Steadies the Tape as Small Caps Slip — Markets Parse Mixed Signals and Fed Watching

    Tech Steadies the Tape as Small Caps Slip — Markets Parse Mixed Signals and Fed Watching
    Jan 27 2026
    The S&P 500 and Nasdaq eked out modest gains while small caps lagged, as tech and industrials absorbed headlines around onshoring, AI and corporate news. Investors digested mixed economic cues and stayed focused on Fed guidance as the market awaits next week’s data flow.
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    7 min
  • AI, Renewables and Onshoring Drive Winners as Crypto Outflows and Policy Noise Pinch Markets

    AI, Renewables and Onshoring Drive Winners as Crypto Outflows and Policy Noise Pinch Markets
    Jan 27 2026
    Markets ended the day with a split tape: technology, industrials and energy led on AI and clean‑power momentum while crypto outflows, recycling bankruptcies and consumer vendor stress kept a wide swath of sectors under pressure. Investors should position for continued capex into data centers and renewables while watching policy and operational risks that could create short‑term volatility.
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    11 min