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AI Capital Surge Masks a Structural Labour Crisis in U.S. Tech

Meta and Microsoft announced 20,000 cuts this week while committing hundreds of billions to AI infrastructure. Federal Reserve data now confirms what layoff trackers only suggested: structural displacement in U.S. tech is already measurable, and the earnings season of April 29 will determine how …

Nitish Kishor | 24 April 2026

U.S. Markets Retreat Amid Geopolitical Tensions and Mixed Earnings

Market MoversAmong individual stocks, Skillz Inc. emerged as the top gainer, surging 238.32%, followed by Euda Health Holdings Limited, which rose 89.74%. On the downside, Avis Budget Group, Inc. fell 48.38%, while Grace Therapeutics, Inc. declined 45.48%, making them the biggest laggards of the …

Team Kalkine | 24 April 2026

US Sector Performance Analysis: Violent Rotation as Tech Plunges and Yield Proxies Surge

The US equity market session on April 23, 2026, delivered severe rotational whiplash. Just 24 hours after establishing a highly concentrated "barbell" allocation centered entirely around mega-cap Technology and Energy, institutional capital violently unwound the trade. Investors dumped the secular growth anchors that have …

Robert Luong | 23 April 2026

US Sector Momentum: The Defensive Squeeze and the Mega-Cap Unwind

The trading session on April 23, 2026, revealed a violently erratic US equity market, characterized by extreme rotational whiplash and a complete absence of structural breadth. Just 24 hours after the market looked fully committed to a mega-cap tech and energy barbell, institutional capital …

Robert Luong | 23 April 2026

Upstart Holdings Inc. Showing Early Recovery Signals: Base Formation with Improving Momentum

Trend Structure: Transition from Downtrend to Recovery Phase

Nitish Kishor | 23 April 2026
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