Update: Our Model AI Semiconductor Stocks Portfolio Outpaced The Nasdaq 2-To-1 This Week
This article conveys the performance of 6 sub-portfolios, totaling 26 constituents, in our model AI Semiconductor Stocks Portfolio, the constituents in each, their price change catalyst(s), and a YTD chart of the sum total of their performances.
Silver's Historic Rally Continues As Futures Break Above $48 Level
In some ways, the current silver run-up is somewhat eerily reminiscent of the spike to $49 back in 2011 following Ben Bernanke’s QE2 programs.
Crypto Wrap: Bitcoin Hits $124k And ETH Rises To $4,500 As XRP, SOL Gain
Solana reached $236 and XRP touched $3.10 amid an overall crypto bounce.
Market Talk - Friday, Oct. 3
S&P 500 advanced by 0.44 points (0.01%) to 6,715.79.
Stocks Nab Weekly Wins As S&P 500, Dow Extend Rally
Brushing off the government shutdown, the Dow finished the day up 238 points for a record close, though off its session highs above psychologically-significant 47,000.
Dow Jones Industrial Average Climbs 250 Points As Rate Cut Hopes Continue
The Dow Jones hit a fresh all-time high on Friday, clipping 47,000.
A Smarter Way To Trade Volatile Markets
Markets remain chaotic. On the surface, they may look bullish. But beneath that, sentiment is split, and every day seems to bring a new headline that can push prices sharply higher or lower.
Shopify Inc. Stock: Shares Rise After TD Cowen Lifts Price Target As International Growth Accelerates
With its AI investments, strong European expansion, and global leadership in e-commerce, Shopify remains a stock to watch.
Evening digest: Trump sets deadline for Hamas, Canada’s slowdown, BTC rebounds
Here's a glance at major developments on Friday.
Softs Report - Friday, Oct. 3
Cotton was lower as the U.S. government has continued to be shut down. There are no more USDA reports coming due to the closure.
Strategy Is Up 22% This Year But The Bulls Could Be Pushing For More
Fundamentally, what makes MSTR stock particularly intriguing at this juncture is the options market.
ISM Services Business Activity Contracts For The First Time Since May 2020
ISM also shows rising prices for 100 months.
Surprise Inflation Spike Complicates Turkey’s Rate-Cut Path
Istanbul, Turkey. September's inflation surge was largely due to increased pressure on food prices across the country.
S&P 500 Earnings Dashboard 25Q3 - Friday, Oct. 3
25Q3 Y/Y earnings are expected to be 8.8%. Excluding the energy sector, the Y/Y earnings estimate is 9.6%.
AgMaster Report - Friday, Oct. 3
December Wheat is currently playing “weak sister” to Corn & Beans with adequate supplies but historically cheap.
Macro Briefing - Friday, Oct. 3
Alternative inflation indexes suggest upward pricing pressure will continue in the near term.
EUR/USD Holds Modest Bid Amid U.S. Shutdown And Mixed PMI Readings
EUR/USD steadies around 1.1745, supported by softer US data and broad Dollar weakness.
California Gas - The Energy Report
Natural gas prices remain strong heading into the weekend after a bullish EIA report yesterday.
Stock Analysis: Star Group
Star Group, L.P., together with its subsidiaries, provides home heating oil and propane products and services to residential and commercial customers in the United States.
Stocks Notch More Records, Head For Perfect Week
Wall Street is unfazed by the ongoing government shutdown, with the Dow Jones Industrial Average up 335 points this afternoon after earlier scoring an all-time high.

