Published February 13, 2026
AI and its huge demand for data center construction have driven U.S. stock markets the past couple of years. However investors have recently begun looking at the potential downside effects of AI. This has resulted in a massive sell off that began with the software sector and, in recent days, has radiated out into a wider swath of the market. (more…)
Published November 24, 2017
Our focus index the Nasdaq 100 (QQQ) has been on fire this year! The article below from the Wall Street Journal notes that unlike the 2000 dot com boom, this tech-fueled rally is built on solid earnings growth. We also note that this year is the first time tech has led the market since the brief post-crash 2003 recovery rally. Here is Riva Gold’s article from this week’s WSJ: (more…)