The US-China summit is pivotal for AI and tech, potentially clearing the black cloud over Nvidia chip sales to China. US is ahead of China in tech for the first time in 30 years, favoring US tech stocks. Europe lags due to regulation, while Poland shows promise.
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Management Consulting $1.90B
Dan Ives 9.0
Management Consulting $1.90B
Dan Ives 9.0
5/14/2026 11:54:27 PM
ndx
Another leg up in this market... more data center buildout, more chips... for the first time in 30 years, US is ahead of China when it comes to tech... more and more you're going to own US tech stocks.
| 5/11/2026 7:24:36 PM | short term sharp up | 6 days later | -0.24% | -0.36% |
| 5/8/2026 11:29:34 PM | short term up | 7 days later | -1.11% | -1.11% |
| 3/12/2026 3:19:22 PM | medium term up | 20 days later | -1.37% | -1.37% |
| 3/5/2026 10:00:50 PM | medium term up | 20 days later | -4.29% | -4.29% |
| 2/6/2026 12:08:37 AM | long term up | 60 days later | -0.60% | -0.60% |
| 1/22/2026 2:09:44 PM | short term sharp up | 5 days later | +1.63% | +2.44% |
| 1/22/2026 2:09:15 PM | short term up | 5 days later | +1.63% | +1.63% |
| 1/2/2026 2:40:32 PM | long term up | 60 days later | -2.99% | -2.99% |
| 12/30/2025 6:30:08 PM | short term up | 5 days later | +0.60% | +0.60% |
| 12/23/2025 2:39:40 PM | medium term up | 20 days later | +0.33% | +0.33% |
| 12/23/2025 12:19:37 AM | medium term up | 20 days later | +0.33% | +0.33% |
| 12/19/2025 11:39:30 PM | long term up | 60 days later | -1.76% | -1.76% |
| 12/17/2025 8:51:27 PM | medium term up | 20 days later | +2.54% | +2.54% |
| 12/5/2025 3:46:17 PM | medium term up | 21 days later | -0.40% | -0.40% |
| 12/2/2025 1:42:35 AM | medium term up | 20 days later | -0.07% | -0.07% |
| 11/27/2025 4:00:33 PM | long term up | 60 days later | +1.98% | +1.98% |
| 11/20/2025 11:18:48 PM | medium term up | 20 days later | +5.97% | +5.97% |
| 11/14/2025 6:41:42 PM | medium term up | 21 days later | +3.34% | +3.34% |
| 11/14/2025 4:15:18 PM | long term sharp up | 60 days later | +2.94% | +4.41% |
| 11/13/2025 11:36:10 PM | medium term up | 20 days later | +2.29% | +2.29% |
| 11/12/2025 9:27:11 PM | medium term up | 20 days later | +2.45% | +2.45% |
| 11/10/2025 2:22:11 PM | short term sharp up | 6 days later | -2.87% | -4.31% |
| 10/31/2025 9:00:30 PM | medium term sharp up | 21 days later | -4.23% | -6.35% |
| 10/31/2025 4:13:09 PM | medium term up | 21 days later | -4.23% | -4.23% |
| 10/30/2025 11:32:34 PM | short term up | 5 days later | -0.92% | -0.92% |
| 10/25/2025 1:22:22 AM | short term sharp up | 7 days later | +0.59% | +0.88% |
| 10/22/2025 11:09:52 PM | medium term up | 20 days later | +1.67% | +1.67% |
| 10/8/2025 11:35:49 PM | medium term sharp up | 20 days later | +4.07% | +6.11% |
| 10/6/2025 11:09:07 PM | long term sharp up | 62 days later | +3.17% | +4.76% |
| 9/19/2025 2:28:50 PM | short term up | 7 days later | -0.60% | -0.60% |
| 9/9/2025 7:44:26 PM | medium term up | 20 days later | +3.48% | +3.48% |
| 9/4/2025 11:08:31 PM | short term up | 5 days later | +0.83% | +0.83% |
| 9/3/2025 10:59:36 PM | short term sharp up | 5 days later | +0.88% | +1.31% |
| 8/28/2025 6:59:01 PM | medium term up | 20 days later | +4.44% | +4.44% |
| 8/28/2025 2:34:24 PM | short term up | 5 days later | -+0.00% | -+0.00% |
| 8/28/2025 2:19:58 PM | medium term up | 20 days later | +4.44% | +4.44% |
| 8/18/2025 11:44:31 PM | medium term up | 20 days later | +1.61% | +1.61% |
| 8/1/2025 6:56:57 PM | medium term up | 21 days later | +1.02% | +1.02% |
| 7/25/2025 10:00:50 PM | medium term sharp up | 21 days later | +1.53% | +2.30% |
| 7/23/2025 10:46:08 PM | medium term sharp up | 20 days later | +2.71% | +4.06% |
| 7/14/2025 2:41:04 PM | medium term up | 20 days later | +1.33% | +1.33% |
rut
Broad tech optimism and AI buildout benefits smaller cap tech and industrial companies in the Russell 2000, though not explicitly mentioned.
