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Schafer tells Full Signal why the AI trade is getting late, and why he still likes Alphabet, Visa and Walmart.
Nov 10, 2026
Nvidia is down 25.3% from its October 6 record close, its fourth slide of 20% or more since 2024. The first three all ended with a new high.
Nvidia closed Monday at $178.67, down 25.3% from its October 6 record, while the Nasdaq Composite is down 8.5% over the same stretch.
Nvidia has recovered from every 20% drawdown since 2024 but Jensen Huang has stirred a new controversy this time.
Berkshire's cash pile has slipped from its first-quarter high but is still massive after a big buyback quarter.
Nov 9, 2026
Berkshire spent more on its own stock in the third quarter than in the first two quarters of 2026 combined.
The conglomerate is ramping up share buybacks in its post-Buffett era.
The semiconductor index has swung from well above its recent trend to well below it in less than six months.
Nov 8, 2026
Veteran investor Rhys Williams's value-side stock pick for Best Ideas Club.
The S&P 500 ETF lost 2.7% this week as the Nasdaq 100 fund fell 5.0%. Small caps and the Dow fund held up better, but all four declined.
Nov 7, 2026
Cisco and Applied Materials lead next week's earnings calendar. Monday brings 5 major events, with the chip and networking pair on Thursday.
The VIX rose 69.65% on Thursday to 28.18, trailing only the February 2018 and December 2024 spikes for biggest one-day percentage gains on record.
Nov 6, 2026
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