Retailers, Semis & Quantum Computing

Check out the accompanying pdf and chart collection. Executive Summary: With consumers employed and feeling flush, the holiday selling season is starting off well. The recent quarterly earnings reports of a few big retailers were mixed, with TJX reporting good customer traffic while Home Depot and Target beat expectations. ... Also: The S&P 500 Semiconductor industry’s price index has nearly doubled this ytd! But while some of its member stocks have posted outsized ytd gains, others have ytd drops. Jackie explores what’s fueling the price action. … And: Quantum computing is advancing by leaps and bounds. So is AI. Combine the two, as some companies are doing, and the innovation potential is astronomical.