North Shore Notes · by Kaiyu
中

Daily Brief

2026

116 public briefs, grouped by month.

Time Index

Choose a Month

Each month is a compact market log, sorted newest first.

Month November 2026 November 3, 2026 Latest Chips and computing equipment rebound; US job openings little changed 1 brief Open month Month October 2026 October 1, 2026 - October 30, 2026 Latest Chip stocks plunge, oil producers advance, and the BOJ accelerates its ETF exit 19 briefs Open month Month September 2026 September 1, 2026 - September 30, 2026 Latest Softer-than-expected inflation lifts tech as power stocks fall 20 briefs Open month Month August 2026 August 3, 2026 - August 31, 2026 Latest Hormuz tightens again while markets price only a limited shock 22 briefs Open month Month July 2026 July 1, 2026 - July 31, 2026 Latest Long-End Yields Rise Again as AI Rewards Delivery 23 briefs Open month Month June 2026 June 1, 2026 - June 30, 2026 Latest USD/JPY Breaks 162 = the Last Straw of a 40-Year Extreme Is Being Weighed — While Oil Analysts Capitulate for the First Time 21 briefs Open month Month May 2026 May 18, 2026 - May 29, 2026 Latest Trump Enters Situation Room as MoU Countdown Meets DELL +28% AI Breakout 10 briefs Open month

Latest Briefs

Chips and computing equipment rebound; US job openings little changed

Chips, equipment and power stocks lead an intraday US rally, Coinbase rises nearly 9%, and Palantir and energy stocks fall; September JOLTS shows no clear hiring acceleration, while fresh catalysts for the largest stock moves remain unconfirmed.

Semiconductor ETF (SMH): +2.9%Coinbase (COIN): +8.95%US job openings: 7.5 millionUS hires: 5.4 million

Chip stocks plunge, oil producers advance, and the BOJ accelerates its ETF exit

U.S. stocks fall broadly in afternoon trading, with Intel down over 30% as AI spending and earnings conversion draw scrutiny; oil producers advance, U.S. compensation costs rise, Canadian GDP stalls, and Japan expands planned ETF sales.

Semiconductor ETF (SMH): -8.5%Intel (INTC): -30.87%U.S. Employment Cost Index: +0.8%Bank of Japan policy rate: Around 1.25%

Alphabet falls over 12%; Fed holds rates with two votes for a hike

Technology shares weigh on US stocks as Alphabet slumps while Meta and Vertiv rise. The Fed holds rates with two hawkish dissents, US jobless claims fall, and Canadian payroll employment declines.

Alphabet (GOOG): -12.13%US federal funds target range: 3.75% to 4.00%US initial jobless claims: 194,000Canadian payroll employment: -49,600