Morning Commentary

Semiconductors paved the way again as the market powered to a new all-time high for the 35th time this year. How about Ford (F) and International Business Machines (IBM) among the four biggest movers? It's like going back in time when they were the cream of the blue-chip crop.

The market broke out on Friday, and that typically bodes very well for the following week.


Trade Deal?
Great news and vibes over the weekend – we might see a major trade deal on Thursday when President Trump and President Xi meet.
Today’s Session
The market is looking to move higher this morning as investors await a potential China – US trade deal as well as further rate cuts.

Earnings season is still in full swing, with the bulk of the mag seven reporting this week.

| Comments |
| This is what the golden age looks like. It's great to be living in it! Mike Mayone on 10/27/2025 12:23:26 PM |
| Tweet |
| 7/17/2026 1:18 PM | Beyond The Narrative |
| 7/17/2026 9:18 AM | MORE CHIP CARNAGE |
| 7/16/2026 1:25 PM | Looking Under The Hood |
| 7/16/2026 7:07 AM | MOMENTUM IN THE WRONG DIRECTION |
| 7/15/2026 1:25 PM | Hyperscalers Watch |
| 7/15/2026 9:36 AM | RATE HIKE FEARS FADE |
| 7/14/2026 12:48 PM | Inflation Cools While the Market Heats Up |
| 7/14/2026 9:41 AM | WAR, INFLATION, & RISING ANXIETY |
| 7/13/2026 1:26 PM | Weakness Pressures Stocks |
| 7/13/2026 9:35 AM | HERE COMES WARSH |
| 7/10/2026 1:20 PM | Slow Summer Day |
| 7/10/2026 9:37 AM | SOLID REBOUND… WELCOMING SK HYNIX |
| 7/9/2026 1:25 PM | Chipmakers Rally Lift The Market |
| 7/9/2026 9:49 AM | WHAT A RIDE (IT ISN’T OVER) |
| 7/8/2026 1:23 PM | Middle Eastern Tensions |
| 7/8/2026 9:40 AM | HIGH-FLYERS TRIP UP (OR IS IT DOWN?) |
| 7/7/2026 1:39 PM | Finding Support |
| 7/7/2026 9:35 AM | RETREATING FROM FEAR |
| 7/6/2026 1:37 PM | Technology Reboot |
| 7/6/2026 9:39 AM | STRONGER MARKET MASKED |
| 7/2/2026 1:26 PM | Investors Continue to Rotate |
| 7/2/2026 9:47 AM | MARKET GETTING A LITTLE CHOPPY |
| 7/1/2026 1:32 PM | Solid Footing |
| 7/1/2026 9:41 AM | WHAT A YEAR …AND IT’S ONLY HALFWAY OVER |
| 6/30/2026 1:30 PM | Broadening Move |
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