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NVIDIA Corporation - From Graphics Chips to the Engine of the AI Era

NVIDIA Corporation stands today as one of the most consequential technology companies in history — not merely because of its market capitalisation, which briefly surpassed $3 trillion in 2024, but because it has engineered the foundational infrastructure on which the artificial intelligence revolution runs. …

Nitish Kishor | 21 April 2026

Micron Technology (NASDAQ: MU) : The Last American Memory Chipmaker Winning the AI Arms Race

There are moments in history when a single industry quietly becomes the backbone of everything else — and most people only realise it after the fact. The steam engine did it in the 1800s. Oil did it in the 1900s. Today, in the 2020s, …

Nitish Kishor | 21 April 2026

US Sector Momentum Analysis: Tech Anchors the Market as Cyclical Value Attempts a Base

The US sector rotation on April 20, 2026, reveals a market in a state of highly localized structural repair. The Relative Rotation Graph (RRG) highlights a defining reality: while secular growth (led by mega-cap Tech) continues to effortlessly dominate the top of the board, …

Robert Luong | 20 April 2026

US Sector Performance Analysis: Cyclicals Regain Footing While Defensives Plunge

The US equity market session on April 20, 2026, showcased a subdued, fragmented, and highly rotational trading environment. Rather than a unified directional surge, institutional capital engaged in a quiet reshuffling—locking in recent gains from high-beta consumer and digital growth names to fund a …

Robert Luong | 20 April 2026

Beats, Misses and the $17 Billion Divide: What Q1 Earnings Are Really Telling Us

Companies reported:38 companies across 10+ sectors

Nitish Kishor | 20 April 2026

Trump Executive Order Drives Psychedelic Biotech Rally

US biotechnology stocks rallied after President Donald Trump signed an executive order directing federal agencies to prioritise the development and approval of psychedelic-assisted therapies. The directive, issued in Washington, seeks to streamline regulatory pathways, expand research funding, and improve patient access to treatments historically …

Nitish Kishor | 20 April 2026

US Sector Performance Analysis: Discretionary Leads a Broad Rebound as Energy Collapses

The US equity market session on April 17, 2026, showcased a definitive "everything rally" right before the weekend, with one glaring exception. Institutional capital poured heavily back into the market, aggressively buying up beaten-down cyclicals, secular tech growth, and core defensives. The sheer breadth …

Robert Luong | 19 April 2026

US Sector Momentum Analysis: A Broad Structural Revival as Cyclicals and Consumer Sectors Catch a Bid

The US sector rotation on April 17, 2026, reveals a market attempting a massive, broad-based structural recovery. The Relative Rotation Graph (RRG) highlights a defining shift: while mega-cap tech continues to anchor the tape, a unified wave of cyclical, consumer, and real estate sectors …

Robert Luong | 19 April 2026

US Sector Performance Analysis: Energy Erupts and Tech Holds as Health Care Plunges

The US equity market session on April 16, 2026, was characterized by a highly erratic, fragmented rotation. Instead of a unified directional bias, capital flows fractured. Institutional investors aggressively squeezed beaten-down commodity sectors higher, maintained their premium bids for mega-cap tech, and executed a …

Robert Luong | 16 April 2026

US Sector Momentum Analysis: Tech Stands Alone as Materials Break Down

The US sector rotation on April 16, 2026, reveals a market characterized by extreme concentration. The Relative Rotation Graph (RRG) highlights a stark reality: institutional capital has abandoned broad-based cyclical and defensive strategies, opting to aggressively consolidate into mega-cap secular growth. With Technology standing …

Robert Luong | 16 April 2026
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