惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

Google DeepMind News
Google DeepMind News
博客园 - 司徒正美
WordPress大学
WordPress大学
爱范儿
爱范儿
小众软件
小众软件
钛媒体:引领未来商业与生活新知
钛媒体:引领未来商业与生活新知
罗磊的独立博客
博客园_首页
V
V2EX
让小产品的独立变现更简单 - ezindie.com
让小产品的独立变现更简单 - ezindie.com
T
Tailwind CSS Blog
大猫的无限游戏
大猫的无限游戏
The Cloudflare Blog
MyScale Blog
MyScale Blog
IT之家
IT之家
H
Help Net Security
Blog — PlanetScale
Blog — PlanetScale
Microsoft Security Blog
Microsoft Security Blog
H
Hackread – Cybersecurity News, Data Breaches, AI and More
Recent Announcements
Recent Announcements
F
Fortinet All Blogs
The GitHub Blog
The GitHub Blog
Y
Y Combinator Blog
人人都是产品经理
人人都是产品经理

All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
An Alarming Negative Rate Of Change For The Economy
2026-05-13 · via All Articles on Seeking Alpha

Summary

  • Semiconductor stocks paused after a historic rally, with the Philadelphia Semiconductor Index dropping 3% but remaining supply constrained and supported by strong hyperscaler demand.
  • April's CPI showed broad-based inflation pressures, with core inflation rising above expectations and the Fed’s 'Supercore' measure back above 3%.
  • Real wages are now declining on an annualized basis for the first time in three years, pressuring consumer spending as temporary offsets like tax refunds fade.
  • The AI infrastructure boom and wealth effect from record-high equities are sustaining growth, but rising delinquencies and wage stagnation pose risks if market momentum falters.
  • This idea was discussed in more depth with members of my private investing community, The Portfolio Architect. Learn More »
K shaped economy

Getty Images

Stocks struggled yesterday under the weight of higher oil prices, rising interest rates, and the harsh reality that the war in the Middle East isn’t ending anytime soon. Adding insult to injury, investors took profits in high-flying semiconductor stocks after the index posted a

23.57K Followers

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Lawrence Fuller is the Principal of Fuller Asset Management (FAM), a state-registered investment adviser. He is also the manager of the Focused Growth portfolio on the copy-trading platform Dubapp.com. Information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. FAM has a reasonable belief that this marketing does not include any false or materially misleading statements or omissions of facts regarding services, investment, or client experience. FAM has a reasonable belief that the content as a whole will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances or market events, nature and timing of investments, and relevant constraints of the investment. FAM has presented information in a fair and balanced manner. FAM is not giving tax, legal, or accounting advice. Mr. Fuller may discuss and display charts, graphs, formulas, and stock picks, which are not intended to be used by themselves to determine which securities to buy or sell or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions. Consultation with a licensed financial professional is strongly suggested. The opinions expressed herein are those of the firm and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in market or economic conditions and may not necessarily come to pass.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.