Posts Tagged ‘AMZN’
AI Stocks and Tech Just Got Wrecked. Here’s What I’m Watching.
AI leadership cracked as QQQ fell roughly 5.5%, even while rotation lifted other sectors. Evan examines why CoreWeave credit concerns matter and why…
Read MoreThe Bear Case Is Obvious. That’s Why Pullbacks Don’t Last.
Stocks kept climbing a wall of worry this week, even as rate pressure, narrow participation and AI concerns dominated investor conversations. Evan explains…
Read MoreThe VIX Just Hit a 2026 Low. Doesn’t Mean Get Comfortable.
The major indexes spent the week grinding higher on light summer volume, while the VIX closed at a fresh 2026 low. Beneath that calm surface, sharp stock-level moves and widening dispersion kept both opportunity and risk alive.
Read MoreThe Market Got Its Rescue Rally. We’re Not Out of the Woods Yet
Markets absorbed a Fed pause, rising Treasury yields, and huge earnings-driven swings, yet the S&P 500 remains trapped in its summer range. Microsoft and Amazon powered an AI rebound, but continued semiconductor damage suggests the all-clear has not arrived.
Read MoreThe Indexes Bounced, But Mag 7 Stocks Rolled Over
Markets staged a sharp snapback this week, led by semiconductors and improving breadth, but the rebound comes with an important split beneath the surface. While the broader market state remains strong, all seven Mag 7 names are under pressure, raising questions about how far the major indexes can cl
Read MoreStocks Keep Climbing, But These 4 Warning Signs Are Hard to Ignore
Stocks pushed to fresh highs after a powerful multi-week rally, but risk signals are starting to build beneath the surface. Rising crude oil, climbing 10-year yields, weak breadth, and increasingly bullish sentiment all suggest the market may be getting stretched, even as the overall trend remains p
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