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James Van Straten
James Van Straten|Jul 01, 2026 13:08
Mag 7 ETF had its worst monthly performance since June 2025. If we’re approaching peak capex, long hyperscalers short pure-play semis/memory.(James Van Straten)
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Jul 06, 13:30The three major U.S. stock indices opened higher collectively.
Jul 06, 12:32The U.S. semiconductor equipment sector surged pre-market.
Jul 05, 14:06Semiconductors dropped 5% last week, SPY barely moved.
Jul 05, 10:26The AI semiconductor sector cools down, Bitcoin rebounds
Jul 05, 03:18Global semiconductor prices are rising across the board
Jul 04, 18:43Bitcoin's trend rises to $63,000
Jul 04, 14:14The semiconductor sector was bloodbathed, while the Dow Jones rose.
Jul 03, 20:37Market forecast for next week: The index divergence trend remains intact.
Jul 03, 11:27The AI semiconductor sector cools down, Bitcoin rebounds
Jul 03, 10:42Memory and semiconductor stocks lose momentum, Bitcoin rebounds

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