Afternoon Note
Major indices, except the Dow Jones, are moving higher and mostly unbothered by the 6th date of the government shutdown.
According to the Fear & Greed index, the market has entered the greed territory.
The announcement of a partnership between Advanced Micro Devices (AMD) and OpenAI sent semiconductor stocks rallying. As a result, Technology (XLK) holds the widest gains of the seven advancing sectors. Safe-haven sectors are underperforming today, with Real Estate (XLRE) as the worst performer.
In conjunction with the Technology (XLK) sector gains, the iShares Semiconductor ETF (SOXX) has taken off to new highs.
There is a big parade of Fed speakers this week.
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10/6/2025 1:36 PM | AMD deal powers Semiconductors |
10/6/2025 9:42 AM | ROTATION HAS BEGUN |
10/3/2025 1:30 PM | Midday Air Pocket |
10/3/2025 9:33 AM | MUSCLE MEMORY & AI FRENZY |
10/2/2025 1:34 PM | Searching for Direction |
10/2/2025 9:47 AM | A HEALTHY ROTATION |
10/1/2025 1:29 PM | Shutdown Resolve |
10/1/2025 9:45 AM | FINTECH MAKES ITS MOVE |
9/30/2025 1:47 PM | Shutdown Clock Ticks |
9/30/2025 9:52 AM | THANK YOU, SEPTEMBER |
9/29/2025 1:43 PM | Technology Turning Back Online |
9/29/2025 9:43 AM | Buy the Dip & March of the Federal Reserve Talking Heads |
9/26/2025 1:31 PM | Modest Gains |
9/26/2025 9:39 AM | GOOD NEWS HITS HARD |
9/25/2025 1:42 PM | Consolidation Phase |
9/25/2025 9:27 AM | Softness |
9/24/2025 1:29 PM | Mega Cap Profit Taking |
9/24/2025 9:35 AM | POWELL POKES |
9/23/2025 1:19 PM | Buying America |
9/23/2025 9:40 AM | THE HYPE IS NO JOKE |
9/22/2025 1:35 PM | Exhibiting Resolve |
9/22/2025 9:36 AM | CONSOLIDATION IS NOT THE END OF THE PARTY |
9/19/2025 1:39 PM | Heading for a Strong Week |
9/19/2025 9:39 AM | Another Lesson in Panic |
9/18/2025 1:23 PM | Rate Cut Rally |
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