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#MarketOutlook

Every published note connected to MarketOutlook.

5 articles

Rows of data-center server racks representing the AI infrastructure and semiconductor stocks in the Monday market outlook
Investing·15 August 2026

Monday Tech Outlook: AMD Leads After Friday’s AI Expectation Reset

A weekend forecast for Monday's U.S. session across 12 major technology shares, using Friday's reaction to weak retail sales and the Applied Materials expectation reset to favor relative survivors over generic AI momentum.

15 min readRead article →
A reflective semiconductor wafer representing the AI chip and technology stocks in the August 14 market outlook
Investing·14 August 2026

Friday Tech Outlook: Nvidia Leads as Retail Sales Tests the Rate-Relief Rally

A premarket forecast for 12 major tech shares before July retail sales, using a selective catalyst-and-regime ensemble after simple momentum failed its holdout baseline.

14 min readRead article →
Tech Stock Outlook for August 12, 2026: CPI Dominates; ASML and TSMC Have the Cleanest Setups
Investing·12 August 2026

Tech Stock Outlook for August 12, 2026: CPI Dominates; ASML and TSMC Have the Cleanest Setups

A pre-CPI next-session forecast for Apple, Nvidia, Microsoft, Amazon, Tesla, Alphabet, Meta, Broadcom, AMD, Oracle, TSMC and ASML, with probabilities deliberately compressed after the prior catalyst model failed to show a reliable short-horizon edge.

11 min readRead article →
Tech Stock Outlook for August 11, 2026: TSMC Leads, Apple Faces a Fresh Downgrade
Investing·11 August 2026

Tech Stock Outlook for August 11, 2026: TSMC Leads, Apple Faces a Fresh Downgrade

A premarket August 11 forecast for 12 major technology shares, combining fresh company catalysts and macro risk with a seven-session baseline audit that shows simple price signals still do not beat the always-up benchmark on holdout data.

11 min readRead article →
Rows of data-center server racks representing the computing infrastructure behind major AI and technology shares
Investing·7 August 2026

Tech Stock Outlook for August 7, 2026: ASML and TSMC Lead Before Payrolls

A pre-payroll outlook for 12 major technology shares, using fresh news, analyst revisions, premarket leadership and public investor sentiment to separate the strongest chip setups from crowded or unstable trades.

11 min readRead article →
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