Meta, Tesla, IBM, Texas Instruments, Lam Research and SAP report Wednesday and Netflix reports Tuesday.

The iShares Semiconductor ETF fell 11.8% this week, six times the S&P 500's 2.0% drop. Micron lost 14.6% and AMD 13.0%.

Rosen tells the Silvia Investor Summit why buying the S&P 500 is a bet on AI, and which stocks he owns.

Ten stocks added $4.93 trillion in market value this year through Thursday, October 15, 59% of the combined gain in S&P 500 stocks.

Through Thursday, October 15, the median S&P 500 stock was up 5.7% in 2026 versus 13.2% for SPY. Only 191 of 499 stocks were beating it.

Through the Oct. 14 close, energy and tech are the only sector funds ahead of SPY in 2026. Four of the 11 sectors are down for the year.

The S&P 500 gained 118.3% in the four years after its October 12, 2022 low, the third-best four-year run for a bull market since 1949.

Since 1950, the S&P 500 has averaged a 6.6% gain in the fourth quarter of midterm years, about 70% more than any other year of the cycle.

The RSP/SPY ratio hit a record low of 0.2710 on Oct. 7, about 31% below its 2015 peak. The average stock is lagging by the widest margin since at least 2003.

The equal-weight S&P 500 led for most of 2026, but mega-caps flipped the race. Through Oct. 7, the S&P 500 was up 14.0% vs. 9.9% for equal weight.

Every big bank stock fell in the month before Q3 2026 earnings, with Bank of America, Goldman and Morgan Stanley down 13%-14% as the S&P 500 rose.

Goldman topped Q3 EPS estimates by 32% while JPMorgan and Bank of America fell short. See how the six biggest US banks stacked up.

Goldman's stock-trading revenue hit $6.44B in Q3 2026, up 72%, leading big banks as prime brokerage boomed. Chart and what it means for investors.

Wu tells Full Signal why he's cautious on the AI infrastructure trade, and where he sees value.

Hermann tells Full Signal why market-led liquidity reshapes the Fed put, and where she sees value.

Darie tells Full Signal why rate volatility matters more than the 5% level, and where she sees value.

The Silvia Inc. CEO explains why he trusts the market over macro data and barbells hard assets with startups.

The Barron's investment writer explains why bond yields are narrowing the market and why he still thinks the next big move is higher.

Steph Guild tells Phil Rosen on Full Signal why energy is still her hedge, why she is not buying bonds yet and where she sees opportunity.

StockBrokers.com's director of research tells Full Signal host Phil Rosen why surging bond yields and a narrowing market are the key risks for stocks.

The Stock Trader's Almanac editor tells Full Signal host Phil Rosen why history favors stocks from the fourth quarter of a midterm year.

Fortuna Investments' Justus Parmar and Joey Magazine on defense, rare earths, the midterms and Washington's role in markets

The 3Fourteen Research co-founder explains why he is overweight equities again and what could break the AI trade

The Laffer Tengler Investments CEO explains why she sees an early-stage bull market and which stocks she owns

The iCapital chief investment strategist talks Warsh's rate hike, AI financing risk and her favorite sectors on Full Signal.