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11.07.26 - 23:00
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5 Charts To Navigate This Chaotic Market (ZeroHedge)
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5 Charts To Navigate This Chaotic Market
Authored by Adam Sharp via DailyReckoning.com,
I have 5 charts for you today which put this crazy market into context and give some clarity on what might come next.
We're at a fascinating crossroads for markets, geopolitics, and finance.
Let's get started.
Semis Party Like It's 1999
First up, semiconductor returns. The index below includes U.S. semi stocks like Nvidia, Micron, Intel, Broadcom, Marvell, Texas Instruments, and more:
Source: Charlie Bilello
As you can see, during the dotcom bubble, semiconductor stocks soared 234% over 14 months in the period leading up to February 2000. That was the peak of the market, and tech stocks wouldn't recover for about 15 years.
And in the past 14 months, SOX is up 237%. Reminiscent of the dotcom days.
Maybe this time is different, and yes, the stocks are more profitable today. But it's undeniable that markets are getting bubbly. Semis are looking especially frothy. When AI spending inevitably slows down,...
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01.07.26 - 17:48
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Texas Instruments to webcast Q2 2026 earnings conference call (PR Newswire)
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DALLAS, July 1, 2026 /PRNewswire/ -- Texas Instruments Incorporated (TI) (Nasdaq: TXN) will webcast its second quarter earnings conference call on Wednesday, July 22, at 3:30 p.m. Central time. Haviv Ilan, chairman, president and chief executive officer, Rafael Lizardi, senior vice......
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