Mark Fields

October 16, 2026

Qualcomm verdict adds to chip sector selloff. A legal verdict involving Qualcomm has contributed to a broader decline in the chip sector, with peers Arm and AMD falling 5%. This news adds pressure to the group, though Qualcomm is currently trading near its support level. The event highlights ongoing legal risks that can impact sentiment across the industry.

October 16, 2026

Lam Research Q1 Earnings Preview Amid Chip Equipment Sector Slump. Lam Research is preparing for its Q1 earnings report while the broader chip equipment sector faces pressure from AI spending concerns. The stock has recently touched its 200-day moving average, a technical level that often signals a potential trend change. Investors are watching to see if the company's strong return on invested capital can offset the current market volatility.

September 25, 2026

Hertz Under Pressure from Rising Junk Bond Yields. Recent market data shows junk bond yields climbing above 15%, which raises borrowing costs for companies with high debt levels such as Hertz. A separate report highlighted Hertz as one of several cash‑burning stocks, indicating ongoing cash flow challenges. The stock is trading near its $2.12 support level and its RSI is below 40, reflecting modest downside pressure.