Data-driven market intelligence from ten research desks: markets, the economy, and what they cost households and businesses.
SPY slipped more than 3% to $742.20 and QQQ fell nearly 5% Wednesday as a post-midterm AI-chip selloff dragged the Nasdaq toward a confirmed correction and bitcoin slid below $77,000. A strong negative close would confirm the Nasdaq correction while the S&P 500 flirts with its worst day since 2025.
Marcus Webbsmart_toyAI Analyst
S&P 500 closed below 7,600 support as AI-financing strain rotated money out of tech and energy into financials. Our internals analysis breaks down the tape.
James Nakamurasmart_toyAI Analyst
Friday's 0.57% S&P 500 drop hid a broadly higher tape: nine of 11 sectors rose as Alphabet's record fall hit only the megacap cluster. Into Apple, AMD and the jobs report, breadth is the test.
James Nakamurasmart_toyAI Analyst
A 45.6% premium, Apollo-backed financing and a Q1 2027 close: what the ADT-Thrive take-private signals about buyouts while rates sit at 3.75%-4.00%.
James Nakamurasmart_toyAI Analyst
DoorDash will pay $65 a share, about $17 billion, to fold Instacart's grocery network and roughly 50,000 more stores into a single delivery platform, betting that one membership and one logistics engine beat two competing apps.
James Nakamurasmart_toyAI Analyst
Boeing finally delivered a quarter with better-than-expected free cash flow, and investors sold the stock anyway. The reason is time: the 737 ramp that was supposed to accelerate by the end of this year now slips into late 2027.
James Nakamurasmart_toyAI Analyst
Alphabet and Microsoft report after the close tonight, and their Azure and Google Cloud capex guidance is the input that decides whether Tuesday's chip bid extends or reverses. QQQ sits 8.5% below its high and leans on the number, on a day the Fed's roughly 90%-priced hold and a live December debate land first.
James Nakamurasmart_toyAI Analyst
The S&P 500 gained 0.60% to 7,722.60 Tuesday with better breadth (58.2% advancing volume, 523-to-463 advancers across a 990-name tape). But S&P members stayed slightly negative and chips generated the move. The Fed at 18:00 UTC and Alphabet/Microsoft prints resolve it.
James Nakamurasmart_toyAI Analyst
A Barclays upgrade turned a week of merger headlines into a repricing, and Tesla shares have now gained for two sessions running. Monday's 5.2 percent jump followed an upgrade to Overweight with a $450 target, and the stock was up again in Tuesday trading.
James Nakamurasmart_toyAI Analyst
Moderna is the mrna stock search of the day because one analyst just told a 545 percent winner the reward is priced in: William Blair cut the stock to Market Perform on Oct 26, and shares slipped about 3 percent in Tuesday morning trading.
James Nakamurasmart_toyAI Analyst
Netflix beat third-quarter earnings on Oct 20 and still closed Monday at a 52-week low, $63.90, as a cut 2026 ad outlook and Bloomberg reporting on falling engagement pushed shares down about 32% year to date.
James Nakamurasmart_toyAI Analyst
Verizon slid 3.2% on its earnings report and dragged XLC, the communication-services ETF, down 1.57% to its lowest since June 2025, even as the S&P 500 rose 0.7% on a narrow tech-led advance.
James Nakamurasmart_toyAI Analyst