Now that the downside target has been hit, we are seeing a shift in behavior.

Sentiment is now getting stretched, but guidance cuts are likely coming ahead of earnings season.

Sentiment has dropped to a point where we typically see a bounce, but it is just a bounce until shown otherwise.

The market has finally moved out of its trading range, but it is the "why" that matters. There's also been a change in the AI story.

Investor sentiment has dropped while the overall stock market has remained rangebound. This week's payroll numbers are unlikely to improve sentiment.

The macroeconomic indicators continue to point higher, but the selloff in software stocks could have implications beyond Tech.

The S&P 500 remains range-bound until shown otherwise, but there are signs that it is about to change, while everyone knows the Energy story by now.

The market is telling us something, but companies are telling us something different.

The start of earnings season suggested that U.S. manufacturing was turning the corner after years of weakness. Now we see it in the data, and it points to continued improvement.

The overall market still hasn't broken out of its range, but it is just a matter of time, while this week should help by resolving the AI bubble story.