investing
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Rewriting the AI Playbook from Silicon Valley to the Cosmos
This week’s market action delivered a striking contrast: a brilliant reinvention of classic hardware playbooks on one end, and a wild, gravity-defying ride in the space economy on the other. Beneath these shifting narratives, the major indices showed remarkable strength, the S&P 500 rose 1.4%, the Nasdaq added 2.9%, and the SOX index surged 6%… Continue reading
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The First Reality Check
14 April 2026 It passed. The U.S. market exhibited remarkable resilience last night (SOXX +1.7%, SPY +1%, Nasdaq +1%), clearing a rigorous “reality check” following the Hormuz Strait blockade. In a weaker environment, such a move typically triggers a broad sell-off; however, the tape held firm even before news emerged of a potential revival in… Continue reading
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Indices “V-shaped recovery” – more to go?
10 April 2026 The US stock market landscape has shifted from panic to opportunistic. The SOXX (Semiconductor ETF) staged a strong come back and surged 22% from its March lows to hit a new all-time high yesterday. This dramatic rebound showcases how leading sector offers the most explosive “alpha” during a market correction. While the… Continue reading