Santoli: AI bull market almost surely needs tech stocks to recover to keep advancing

The road to bull-market glory does not run through Walmart and Berkshire Hathaway and Eli Lilly.

Oil has had a massive run, but a prominent bull sees a turning point on midterm eve November 3, 2026
Closely followed oil strategist Jeff Currie says it’s time to cash in on gains that crude has seen this year, but that the structural supercycle is still intact.
Jules Rimmer
Thousands of Disney job cuts may be coming. Investors are asking what comes next. November 3, 2026
Reports that Walt Disney is poised to lay off thousands of workers wasn’t moving the needle for its languishing stock on Tuesday.
Barbara Kollmeyer
This signal from the corporate bond market has historically preceded big drawdowns for the S&P 500 November 3, 2026
The corporate bond market has been flashing a signal that historically precedes bad news for the stock market.
Steve Goldstein
What analysts are saying as Apple’s stock falls after earnings report November 3, 2026
Shares in Apple declined 4.5% in premarket trading after investors were left feeling disappointed about the company’s gross margin outlook and slowing services revenue growth.
Nora Redmond
Motivational speaker Mel Robbins’ real estate journey from a Massachusetts farmhouse to a Vermont retreat November 3, 2026
Mel Robbins has built a career around helping people change their lives—and her own housing history includes a major change of direction.
Here’s why Palantir’s stock is down despite a ‘bombastic’ quarter November 3, 2026
A deceleration in U.S. commercial contract growth gave some Wall Street analysts pause despite Palantir’s earnings beat.
Christine Ji
Apple’s iPhone business is booming. Here’s why the stock is falling anyway. November 3, 2026
Although iPhone demand remains strong, Apple faces a worsening memory crunch and a slowing services business.
Christine Ji
Nasdaq-100 tumbles into its third correction this year as AI worries mount November 3, 2026
The “tech wreck” from October continues. Is a bear market next?
Joy Wiltermuth
Marvell and Lumentum shareholders unite in panning merger deal: ‘It’s a trash offer’ November 2, 2026
Shares of both companies fell Monday after Marvell said it reached an all-stock agreement to buy Lumentum.
Hannah Pedone
Traders rushing into a leveraged ETF to make a bullish bet on the Nasdaq-100 just got burned November 2, 2026
Some investors appeared a little too eager to buy the dip in technology stocks last month.
Christine Idzelis