The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings season. Cooler-than-expected...
PHLX Semiconductor Sector Index
The volatile AI trade marched higher, but oil kept Wall Street on edge last week
Wall Street's record-setting start to the week ran into two familiar sources of volatility: the artificial intelligence trade and oil....
Michael Burry says he's shorting Caterpillar for the first time after it nearly doubled in the AI-driven rally of 2026
Michael Burry attends "The Big Short" New York screening at the Ziegfeld Theater in New York, on Nov. 23, 2015.Astrid...
Chip stock breakout vs the rest of tech showing signs of topping out, says Carter Worth
(Check out Carter's worthcharting.com for actionable recommendations and live nightly videos.) The Philadelphia Stock Exchange Semiconductor Index finally has recouped...
Tech investors loved this earnings season — but the Iran war is piling pressure on the companies powering the AI boom
The AI rally continued this earnings season. But companies building the underlying hardware powering the boom warned that the Iran...
