Daily Chartbook

dailychartbook.bsky.social

31 octobre 2026 19:46

Semiconductors (SOX) closed below the 200DMA for the first time since Jun'25, ending the 5th-longest streak on record. Red dots show when each of the 4 longer streaks ended. Full dashboard: studies.dailychartbo...

Mill Street Research

millstreetresearch.com

31 octobre 2026 15:40

Finally getting some broad-based selling in stocks, with no rebound so far as we go into a Friday afternoon. Semiconductor index (SOX) down -8.6%, now breaking below its 200-day average and matching the spike low on July 29. S&P 500 and Russell 2000 both down about -2%, equal-weight S&P down -0.9%

Big Up Britain

bigupbritain.co.uk

31 octobre 2026 13:40

Edinburgh leads a new £18m UK chip design academy, boosting skills for AI & semiconductors. A major step for UK tech innovation! 🔬 #UK #ChipDesign #AIHardware https://bigupbritain.co.uk/2026/10/30/edinburgh-to-lead-18m-academy-shaping-britains-next-generation-of-chips/

Librarian Capital

librariancapital.bsky.social

31 octobre 2026 09:41

Chinese whispers, Google Search growth edition $GOOG: Q3 Search revenue +12.0% (Q2: +16.8%) "There were a few drivers ... FX the single largest" but one was lower AI mode monetization FT: "Alphabet .. said its “AI mode” searches were cannibalising its key advertising business"

Charon N

charonkelly.bsky.social

30 octobre 2026 19:41

Amazon hit a record 13.9% operating margin as AWS grew 39.3%, yet shares fell after hours. Strong operating profits can coexist with a punishing funding cycle when infrastructure spending absorbs the cash.