1. META, MSFT, NFLX Drag on Mag 7
Spilled Coffee
2. Historical IPO Chart
3. Hedge Funds All-In on Chip Trade
Mike Zaccardi
4. U.S. Dollar Breaking Out to New Highs
5. Dollar Going Up Investors Exiting Gold
6. Dollar Going Up Investors Exiting Bitcoin
The Kobeissi Letter
7. MSTR -38% 2026
StockCharts
8. History of One-Day Semiconductor Sell Offs
Marketwatch By Steve Goldstein Microchip stocks tumbled on Tuesday, but a look at similar one-day downturns in the semiconductor sector shows the declines are often fleeting.
Tom Lee, the usually bullish head of research at Fundstrat, found 17 other examples of semiconductor stocks falling at least 6% in a single session since 2011, after the VanEck Semiconductor ETF
fell 7% on Monday. That exchange-traded fund is still up 73% this year, driven by the price hikes that producers of memory chips and other semiconductors have been able to pass along to companies building out artificial-intelligence applications.In the previous 17 episodes, Lee said, the median one-month gain for the stocks was 12%, with wins 88% of the time. The median three-month gain was 23%, also with an 88% win rate, and the median six-month gain was 39%, with a 94% win rate.
Marketwatch
9. Oil Gives Back All of the Iran Rally
StockCharts
10. 10-Year Treasury Yield Following Oil Down….Below 4.5%
CNBC