Jan 31, 2026 | Weekly Cache
Last week, Dow Jones fell 0.4%, S&P 500 rose 0.3%, Nasdaq composite fell .2%. Markets had a mixed week, fading mid-week highs. With a few MAG 7 companies reporting Q4, “big tech” remains a story of massive AI capex. Meta forecasted a 73% jump in 2026...
Jan 24, 2026 | Weekly Cache
Last week, Dow Jones fell 0.5%, S&P 500 was down 0.35%, Nasdaq composite lost 0.1%. Stocks bounced back from lows in a very volatile week. Next week, earnings from Microsoft, Meta, Apple will provide investors insight on where we are in the AI trade. Defense, and...
Jan 17, 2026 | Weekly Cache
Last week, Dow Jones fell 0.3%, S&P 500 lost 0.4%, and Nasdaq composite declined 0.7%. Chips and small cap stocks did well, while software seems to be out of favor. Risk-on narratives continue to cluster around defence and sovereign capability buildouts, AI...
Jan 10, 2026 | Weekly Cache
Last week, Dow Jones rose 2.3%, S&P 500 was up 1.6%, and Nasdaq composite gained 1.9%. As markets showed broad advances last week, risk appetite in technology and innovation themes remained constructive led by AI infrastructure, quantum, defense-adjacent...
Dec 20, 2025 | Weekly Cache
Last week, Dow Jones fell 0.7%, S&P 500 was flattish moving up 0.1%, Nasdaq composite gained 0.5%. The end of the week was markedly more bullish for tech stocks. SpaceX discussed potential IPO planning. Cerebras is reportedly preparing to re-file its IPO targeting...
