Every article, insight, and update — in one place.
Oct 19, 2026
•
5 min read
Semiconductors lost nearly 16% from their peak as AI financing fears deepened.
Oct 18, 2026
6 min read
The 10-year still fell toward 5.1% as investors fled capital-heavy AI and bought bonds.
Oct 16, 2026
The Dow jumped 556 points as investors fled AI, bought Treasuries and pushed chips lower for a 7th straight day.
Oct 15, 2026
Chips fell 4.3%, Oracle dropped 8.8%, and the 10-year surged above 5.3% before easing.
Oct 14, 2026
Micron fell 3.6%, Apple neared $5 trillion, and the S&P 500 barely moved as Treasury yields eased.
Oct 13, 2026
Brent climbed to $106.65, chips fell 2.7%, and Microsoft moved back above $4 trillion.
Oct 12, 2026
The S&P 500 finished higher even with 5.24% yields, $105 oil and inflation expectations at 4.7%.
Oct 11, 2026
The 10-year hit 5.364%, Brent surged above $104, and chip stocks fell 3.4% before Friday’s rebound.
Oct 9, 2026
The Nasdaq dropped 1.25% as AI revenue doubts hit tech and Brent surged above $104.