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Soft Manufacturing Sinks Stocks, Sparks Volatility
Episode 736
A weak ISM Manufacturing report sent stocks reeling, with semiconductors plunging and volatility up more than 30%. Today underscores sensitivity to a…
1 year, 7 months ago
Stormy August Ends Upbeat After Rough Start
Episode 735
The month that began with a near correction for the S&P 500 ended with the index up from July. The DJIA posted its fourth record close of the week. J…
1 year, 7 months ago
Chips Spoil Rally, but DJIA Enjoys Rotation Boost
Episode 734
Nvidia's 6% fall hurt other semiconductor stocks and crashed the market's early party. Rotation into sectors including industrials and financials sen…
1 year, 7 months ago
Nvidia Beats Estimates After Rough Day for Chips
Episode 733
Though Nvidia's earnings after the close exceeded Wall Street's thinking, shares slipped, perhaps due to hopes for even better results. Major indexes…
1 year, 7 months ago
Wall Street Treads Water Ahead of Nvidia, PCE Data
Episode 732
Major indexes revived a bit from Monday's light losses, led by info tech a day before Nvidia's earnings. Friday's PCE could help determine the depth …
1 year, 7 months ago
Tech Sags as Chips Crumble Ahead of Nvidia Results
Episode 731
Semiconductor shares sold off in shakiness ahead of Wednesday's earnings from AI leader Nvidia despite a lack of news. Yields stayed sluggish and ene…
1 year, 7 months ago
Powell Power: Stocks at 1-Month High on Rate Hopes
Episode 730
Fed Chairman Powell's remarks fueled a broad rally and sent Treasury yields down. Rate-sensitive small caps, EVs, and homebuilders got the most tract…
1 year, 7 months ago
Powell Prep: Stocks Drop Ahead of Key Fed Speech
Episode 729
Stocks fell as volatility, yields, and the dollar rose approaching Fed Chair Powell's Friday morning remarks. Powell is expected to discuss rate poli…
1 year, 7 months ago
Fed Minutes Feed Rally, Fueling Rate Cut Hopes
Episode 728
Stocks bounced from Tuesday's loss after Fed minutes showed willingness to consider a rate cut next month. Target rallied on strong earnings, and the…
1 year, 7 months ago
Eight Is Enough: Win Streak Ends, Volatility Up
Episode 727
The 8-day SPX and Nasdaq win streak stalled. Info tech, industrials, and small caps fell ahead of Fed minutes tomorrow and Powell on Friday. VIX rose…
1 year, 7 months ago