Market Correction
5 articles on this topic, newest first.
A 20% Drop in Chip Stocks Is the Norm, Not the Exception: SOX Data Since 1994
Since 1994 the Philadelphia Semiconductor Index has dropped an average of 29% within a year and still finished the year up 20.7% on average. For long-term investors, headlines about declines from the peak come with a useful counterweight.
Tech Selloff: Is the Bull Market Over? Wall Street's Four-Year Chart Says Not Yet
The uptrend has survived five double-digit pullbacks in four years. This time, AI companies' debt and cash flow are the new variables.
Stocks Bounce, but the AI Selloff May Not Be Over: A Two-Week Playbook
The Dow rose more than 1% while the Nasdaq barely moved and semiconductors kept falling. A W-shaped retest looks more likely than a V, and the task now is surviving the next drop.
This, Too, Shall Pass. But Investors Should Come Out Tougher
Selloffs will keep coming. Lower debt, less concentration and steady buying can make them easier to live with.
AI's Real Turning Point May Not Be AGI. It May Be Profit.
Anthropic has reportedly told investors it expects two straight quarters of positive adjusted operating income. If true, it puts the first crack in the assumption that AI model companies can never make money because of GPU costs.
Nothing featured in this section yet.
Not more news. Ideas that stay with you.
Instead of the daily flood of headlines, we send the knowledge and perspective you need to think long-term about U.S. stocks and AI investing, in one email each morning.
We only ask for your email. Every issue has a one-tap unsubscribe link.