by Kenny | Jul 26, 2026 | Weekly Market Commentary
US equity indices declined for a second consecutive week despite a strong start to second-quarter earnings. With just over 25% of the S&P 500 reporting, top- and bottom-line growth rates have been better than anticipated. Results this week from Google, Intel, and...
by Kenny | Jul 19, 2026 | Weekly Market Commentary
Markets took a step back last week despite a better-than-expected start to second-quarter earnings and benign inflation data. Semiconductor names continued to come under pressure, especially the memory names, as the sector entered into bear territory, off 20% in just...
by Kenny | Jul 12, 2026 | Weekly Market Commentary
US markets finished the week mixed in volatile trade. The rotation from technology into other parts of the market reversed this week, as leadership from mega-cap tech names and semiconductors powered the market higher. News that China would allow the purchase of...
by Kenny | Jul 5, 2026 | Weekly Market Commentary
The holiday-shortened week saw the end to the best 2nd quarter in six years as the S&P 500 added over $8 trillion in market value. The Semiconductor sector recorded its best quarter ever with a gain of 87.75% as AI demand for chips continued. That said the...
by Kenny | Jun 28, 2026 | Weekly Market Commentary
Markets finished the week mixed, with a noticeable rotation out of mega-cap technology issues to healthcare, real estate, and consumer staples. Concerns about the return on investment from a massive capital-expenditure binge on artificial intelligence resurfaced. ...
by Kenny | Jun 21, 2026 | Weekly Market Commentary
Happy Father’s Day to all the fathers out there. The holiday-shortened week brought gains to US equities and saw the Japanese and South Korean markets forge new all-time highs. The signing of a memorandum of understanding between the US and Iran extended the...
