Chip Stocks Bear Market: Should You Sell Now?

Week ended July 18, 2026. The S&P 500 fell 1.5% while the equal-weight index slipped 0.4%. Money left crowded AI names for energy and defensives.
Stocks Just Had Their Worst Week in a Year. The Companies? Still Fine.

Weekly Market & ValueAligned Portfolio Review — trading week of June 1–5, 2026 The short version The S&P 500 — a list of 500 of the biggest U.S. companies — fell 2.6% last week. Tech stocks fell harder, down 5.6%. Almost all the selling hit the biggest tech and AI names. The average stock barely […]
How AMD Made $120 Billion in AI Deals — Explained in Plain English

What this post is about AMD makes computer chips. Two years ago, most people knew them for the chips inside gaming PCs and regular business computers. In the last 12 months, they signed deals worth more than $120 billion to make AI chips for the world’s largest AI companies. This post explains what changed, why […]