by Mitch Fisher | Jul 16, 2026 | Daily Market Blog, Daily Market Notes
Chip stocks pulled the Nasdaq and the S&P 500 lower on Thursday as they continued to lead broader market moves despite generally upbeat U.S. economic data and a strong start to second-quarter earnings season.Among the 11 major sectors in the S&P 500,...
by Mitch Fisher | Jul 15, 2026 | Daily Market Blog, Daily Market Notes
Wall Street stocks gained ground on Wednesday as softening inflation data and a robust beginning of second-quarter earnings season put investors in a buying mood. All three major stock indexes closed modestly higher despite weakness in semiconductors, with...
by Mitch Fisher | Jul 14, 2026 | Daily Market Blog, Daily Market Notes
The S&P 500 and the Nasdaq advanced on Tuesday as solid big bank results and a cooler-than-expected inflation report boosted risk appetite amid rising Middle East tensions. A rebound in chip shares .SOX .SOX put the Nasdaq out front, while the Dow’s gains...
by Mitch Fisher | Jul 13, 2026 | Daily Market Blog, Daily Market Notes
Tech shares pulled U.S. stocks lower on Monday after the US President announced that he would reinstate a blockade on Iranian ports in the latest escalation of U.S.-Iran hostilities that sent oil prices jumping and dampened risk appetite. Investors stared down what...
by Mitch Fisher | Jul 10, 2026 | Daily Market Blog, Daily Market Notes
The S&P 500 rose to end just short of a record high on Friday, as a blockbuster Nasdaq debut of South Korea’s SK Hynix fueled optimism about memory-chip makers, while investors looked ahead to quarterly earnings season kicking off next week. The artificial...
by Mitch Fisher | Jul 9, 2026 | Daily Market Blog, Daily Market Notes
The Nasdaq ended sharply higher on Thursday, as Micron Technology fueled a rally in chip stocks that eclipsed fears that renewed U.S. and Iranian attacks might prolong the Middle East conflict and fuel inflation.Tehran said it hit U.S. military targets in Kuwait,...