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Weekly Tech Market Recap (Oct 20–24, 2025)
Snapshot
Oct 26
•
Michael Testa
AI Power Demand: The New Energy Supercycle
The artificial intelligence boom has shifted from a software story to a hardware race and now to an energy problem.
Oct 26
•
Michael Testa
Weekly Market Recap (Oct 20–24, 2025)
Markets rally on soft inflation and resilient earnings as geopolitics stay tense
Oct 26
•
Michael Testa
1
Weekly Tech Market Recap (Oct 13–17, 2025)
Risk-on, with whiplash: Nasdaq-100 finished higher on the week despite geopolitical jitters and crypto volatility.
Oct 19
•
Michael Testa
The AI Capex Supercycle: Phase Two
From silicon to steel, the next leg of artificial intelligence investment is about energy, infrastructure and industrial muscle, not just chips.
Oct 19
•
Michael Testa
Weekly Market Recap (Oct 13–17, 2025)
Global Markets Find Fragile Balance as Earnings and AI Capex Offset Credit Worries
Oct 19
•
Michael Testa
2
Weekly Tech Market Recap (Oct 6-10, 25)
Rising U.S.–China tensions, AI infrastructure acceleration, and defense tech reindustrialization define a volatile week for global markets.
Oct 12
•
Michael Testa
The AI Capex Supercycle, Overbuilt or Just Beginning?
How trillion-dollar AI spending is reshaping markets, distorting credit, and redefining the next economic cycle
Oct 12
•
Michael Testa
Weekly Market Recap (Oct 6–10, 2025)
Tariff Shock, Tech Tremors, and the End of the AI Euphoria, At Least for Now
Oct 12
•
Michael Testa
3
Weekly Tech Market Recap (Sep 29 - Oct 3, 2025)
Markets pushed to new highs this week as enthusiasm around AI overpowered lingering macro concerns.
Oct 5
•
Michael Testa
The Disconnect Between Gold and Real Yields
Gold typically moves inversely with US real yields because higher inflation‑adjusted yields raise the opportunity cost of holding a zero‑income asset.
Oct 5
•
Michael Testa
Weekly Market Recap (Sep 29 - Oct 3, 2025)
AI Optimism Meets Economic Uncertainty as Shutdown, Fed Hesitation, and Narrow Market Breadth Weigh on Sentiment
Oct 5
•
Michael Testa
4
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