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Feb 12 We are clearly in correction territory, heading to a bear market
14 hours ago

Feb 12 We are clearly in correction territory, heading to a bear market

$NBIS $ABNB $APP

Mukund Mohan
Mukund Mohan
Feb 11 Healthcare jobs are on fire, driving the entire labor market higher
Feb 12, 2026

Feb 11 Healthcare jobs are on fire, driving the entire labor market higher

$NET $SHOP

Mukund Mohan
Mukund Mohan
Feb 10 The data on inflation is still mixed, but that's not driving the market
Feb 11, 2026

Feb 10 The data on inflation is still mixed, but that's not driving the market

$MNDY $SPOT

Mukund Mohan
Mukund Mohan
Feb 9 Is this the start of the Tech bottom?
Feb 10, 2026

Feb 9 Is this the start of the Tech bottom?

$MNDY $AMD

Mukund Mohan
Mukund Mohan
Jan 6 As Bitcoin rebounds, the cumulative spend on AI Capex reaches $550B
Feb 07, 2026

Jan 6 As Bitcoin rebounds, the cumulative spend on AI Capex reaches $550B

$RDDT $AMZN

Mukund Mohan
Mukund Mohan
Jan 5 Will the selling of SaaS and AI stocks stop and reverse?
Feb 06, 2026

Jan 5 Will the selling of SaaS and AI stocks stop and reverse?

$PLTR $DIS $ADBE

Mukund Mohan
Mukund Mohan
Jan 4 SaaS stocks swoon as AI multiples unwind
Feb 05, 2026

Jan 4 SaaS stocks swoon as AI multiples unwind

$SNDK $NU $SOFI

Mukund Mohan
Mukund Mohan
Feb 3 Market rout as tech (SaaS, Semiconductor) all take a beating
Feb 04, 2026

Feb 3 Market rout as tech (SaaS, Semiconductor) all take a beating

$META $MSFT

Mukund Mohan
Mukund Mohan
Feb 2 The strong manufacturing PMI index pushes the markets up
Feb 03, 2026

Feb 2 The strong manufacturing PMI index pushes the markets up

$NXT $FFIV

Mukund Mohan
Mukund Mohan
Jan 30 Microsoft tanks as CapEx grows but Azure outside OpenAI usage is slowing
Jan 30, 2026

Jan 30 Microsoft tanks as CapEx grows but Azure outside OpenAI usage is slowing

$SBUX $DUOL $ASML

Mukund Mohan
Mukund Mohan
Jan 27 Healthcare insurers take a big hit on lower Medicare payment increases
Jan 28, 2026

Jan 27 Healthcare insurers take a big hit on lower Medicare payment increases

$MELI $RYAAY $UPS

Mukund Mohan
Mukund Mohan
Jan 26 Ahead of Meta, Microsoft and Apple earnings, the market stays calm
Jan 27, 2026

Jan 26 Ahead of Meta, Microsoft and Apple earnings, the market stays calm

$GTLB $PG $MBLY

Mukund Mohan
Mukund Mohan
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