Nathaniel Briggs
Nathaniel Briggs writes for Stoka Journal and other Independent Journal publications, covering stocks and equity markets and futures, options and derivatives. Reporting under this byline is prepared by the Independent Journal editorial desk from primary sources, with AI assistance, and reviewed under our editorial policy.
7 articles
AI Fatigue Reshapes Market Themes as Chip Stocks Slide
Chip stocks are in their worst stretch in 16 months as AI fatigue spreads. What changed, who is exposed and what to watch in this week's market themes.
Weekly market review: Dow gains as tech slips and oil rises
The Dow rose about 0.4% on Monday while the S&P 500 and Nasdaq slipped as money rotated from tech toward industrials and financials, and oil climbed higher.
Stock market outlook: Fed minutes put CPI in focus
With the September Fed minutes pointing to another hike by year end, Wednesday's CPI report is the data point shaping the stock market outlook this week.
Market Themes: RobCo Unicorn, Cerebras Rebound and Hormuz Risk
RobCo's $1 billion valuation, Cerebras' bounce after Sam Altman called it a close partner, and Iran's Hormuz conditions frame this week's market themes.
How Market Cycles Work: Economy, Rates and Stocks
Market cycles are recurring swings in the economy, credit and asset prices. Learn the stages, what drives them, how stocks lead or lag and why timing is hard.
Weekly Market Review: The Fed Raises Rates by a Quarter Point
Weekly market review of the Sept. 16, 2026 FOMC decision: a unanimous quarter-point hike to 3.75%-4.00%, citing elevated inflation. What it meant for markets.
Fed Stability Report Flags Market Themes: Valuations, AI, Credit
The Fed's May 2026 Financial Stability Report flagged market themes for stock investors: high valuations, a low equity premium, AI and private credit risk.