Where the Money Went — Week Ending Nov 13, 2026
Chips, AI data center builders, energy, space and local TV broadcasters led a reversal week, while last week's gold, solar and housing winners fell back on a hot inflation report.
Where the Money Went — Week Ending Nov 6, 2026
Gold miners, solar, airlines and ad-tech earnings winners led as Democrats swept Congress, Brent fell about 13% and chip stocks had their worst day since March 2020, breaking the energy trade and deepening the AI hardware slide.
Where the Money Went — Week Ending Oct 30, 2026
Restaurants, AI power equipment and oil drillers led the week and healthcare diagnostics stayed the most durable trend, while software cooled and Intel's guidance set off a Friday chip rout.
Where the Money Went — Week Ending Oct 23, 2026
Software and cybersecurity snapped back, staffing and IT services rallied on earnings, biotech and offshore drillers bounced, while chips, gold and uranium kept sliding.
Where the Money Went — Week Ending Oct 16, 2026
AI hardware broke hard and money moved into restaurants and apparel, oil producers, IT services, credit bureaus and insurance brokers, while refiners stayed the most durable trend.
Where the Money Went — Week Ending Oct 9, 2026
Software and cybersecurity take the baton from chips, nuclear power IPPs rip on the Google–Constellation deal, vaccines wake up, and Brazil stays hot into the Oct 25 runoff.
Where the Money Went — Week Ending Oct 6, 2026
AI optical networking and power/analog semis lead the week, refiners and AI storage/genomics stay the durable monthly themes, and Brazil's election plus the Schneider–PTC deal drive one-off spikes.