$AMD, $C, $GS & More — AI Stock Analysis October 13, 2026
Indexes fell yesterday, led down by chip and memory stocks, though more than 60% of S&P 500 stocks actually finished higher. The biggest driver was a rotation — money shifting out of crowded tech name
$CEG, $GOOGL, $MU & More — AI Stock Analysis October 06, 2026
J.P. Morgan has shifted to a “tactically bullish” stance on stocks, citing solid consumer data, strong earnings expectations, and some stabilization in bond yields. Goldman Sachs echoes the positive v
$CALM, $HPE, $JBL & More — AI Stock Analysis September 30, 2026
Over the past five weeks, the S&P 500 has barely advanced while the median stock has lost about 4.5%, and the S&P 500’s forward P/E ratio (a way to measure how expensive stocks are relative to expecte
$AMZN, $CRM, $CRWV & More — AI Stock Analysis September 29, 2026
The 10-year Treasury yield closed around 5.23% yesterday, keeping pressure on borrowing costs across the market. The biggest weight on sentiment remains the rising cost of capital — especially for AI
$ACN, $HBM, $LLY & More — AI Stock Analysis September 28, 2026
Indexes remain near all-time highs, but market breadth (the number of stocks actually participating in the rally) is weak, with mega-cap tech and AI names doing the heavy lifting. Bond yields (the ret
$CBRL, $META, $MU — AI Stock Analysis September 23, 2026
The Nasdaq 100 closed at a new all-time high, though market breadth (meaning: how many stocks are actually participating in the rally) remains very narrow. The biggest driver was continued strength in
$BABA, $META, $MU & More — AI Stock Analysis September 22, 2026
Tech led a sharp rally on September 21, with the Nasdaq surging while the S&P 500 and Dow followed with gains as falling oil prices and declining 10-year Treasury yields gave markets breathing room. T
$ASML, $EUV, $GOOGL & More — AI Stock Analysis September 08, 2026
Markets open the week with AI infrastructure demand back in focus after OpenAI’s Astra launch reignited spending expectations across chips, memory, and networking. Brent crude hovering near $98 per ba
$MU, $NVDA, $PANW — AI Stock Analysis September 01, 2026
Markets open September with a complicated picture as Brent crude oil surged past $92 per barrel after tankers were hit near the Strait of Hormuz, pushing the 10-year Treasury yield back above 4.75%. T
$CRWD, $MRVL, $MU & More — AI Stock Analysis August 27, 2026
NVIDIA (NVDA) reported revenue of $96.2 billion versus the $92.4 billion expected, with earnings per share of $2.22 versus the $2.09 consensus — a clear beat that reaffirms AI demand is alive and acce