Mar 7, 2026 | Weekly Cache
Last week, Dow Jones fell 3%, S&P 500 lost 2%, Nasdaq composite declined 1.2%. Nvidia is doubling down on infrastructure, investing US$4 billion into photonics leaders Lumentum and Coherent, while simultaneously licensing Groq’s technology for a new...
Feb 28, 2026 | Weekly Cache
Last week, Dow Jones fell 1.3%, S&P 500 lost 0.4%, Nasdaq was down 0.95%, the weekend’s geopolitical developments could increase volatility next week. The market continues to grapple with the “AI as a headwind” thesis, as traditional software...
Feb 21, 2026 | Weekly Cache
Last week, Dow Jones rose 0.25%, S&P 500 was up 1.1%, Nasdaq composite gained 1.5%. Software stocks had another rough day Friday, driven by fresh terminal value concerns driven by Anthropic’s new cybersecurity tools, which sent CrowdStrike and Okta tumbling...
Feb 14, 2026 | Weekly Cache
Last week Dow Jones fell 1.2%, S&P 500 lost 1.4%, Nasdaq composite was down 2.1%. Sector rotation and AI disruption fears hit stocks, rolling across sectors. Software stocks continue to endure their worst rout since 2002. Shopify epitomized the volatility, falling...
Feb 7, 2026 | Weekly Cache
Last week, Dow Jones gained 2.5%, and hit a record high 50,000 Friday, S&P 500 was down 0.1%, Nasdaq composite fell 1.8%. Software stocks are facing a brutal reckoning as short sellers pocketed US$24 billion in paper gains this year, betting on AI-driven...
