The market continued to suffer from the domino effect of last week's warnings from Oracle and Broadcom. The Nasdaq fell for a third consecutive day as investors rotated money out of tech stocks.

Despite the recent tech sell-off, a new survey shows that 68% of chief executives plan to increase AI spending in 2026. Less than half of current AI projects have generated positive returns. The massive capital expenditure trend driving the sell-off is unlikely to end soon...

Bitcoin dropped today to trade at a low of $85k.

Gold futures settled near a record high of $4,300, benefitting from declines in the U.S. dollar and Treasury yields.

Fallen over 13% in two days despite beating earnings. The company's margin forecast hurt the stock, as its chip segment will lead to margin compression, confirming the AI buildout is more expensive than expected.

Continued its slide, adding to Friday’s drop. Investors are increasingly concerned about the high capital spending required to compete in the cloud AI infrastructure race, a fear amplified by the Broadcom warning.

The Federal Reserve cited a "weakening labor market" for its recent rate cut, so a weak report would support the case for future dovish policy (more cuts). In contrast, a strong report could trigger market volatility.

This is a key measure of consumer demand and spending health as the holiday shopping season ramps up. Weak numbers could fuel broader concerns about an economic slowdown.

The core measure of inflation (excluding food and energy). A cool reading is needed to maintain optimism about further rate cuts in 2026, while a hot reading would make the Fed's rate cuts much more unlikely.