The average stock is having its best relative performance in decades as the AI trade falters

The average stock is having its best relative performance in decades as the AI trade falters

The S&P 500 on Friday posted its second straight losing month. But a look under the surface shows that was because of only a handful of stocks.

S&P 500 Falls As Investors Get Spooked By High Costs Of AI

Compared to the previous week, the S&P 500 didn't change much in the trading week ending on Friday, 30 October 2026.

Tom Lee Signals a Bottom in AI Stocks as Crypto Shows Strength

TL;DR: The semiconductor stock index recorded a 17% drop during October 2026, while the S&P 500 fell less than 1% over the same period. Bitcoin recorded a pullback of approximately 4% to hover around $76,400 following reports of a $6.3 billion vulnerability on Binance. Spot Bitcoin exchange-traded funds (ETFs) in the United States registered net ...

Tom Lee calls Ethereum’s 4% post-hack fall bullish

Tom Lee believes crypto's muted reaction to Binance's $6.3 billion hack is another sign that a bull market is underway. The BitMine chairman pointed to Ethereum's roughly 4% decline following the Oct. 29 theft, which was more than four times larger than the $1.5 billion stolen from Bybit in February 2025. Ethereum fell 8% on… Read the full story on CryptoSlateUnderstand the crypto stories that matter and what to watch next. Get The Catalyst in y…

Tom Lee Calls Bottom on AI Stock Selloff, Citing Tight Supply and Crypto Resilience

The Fundstrat strategist says constraints on AI spending have slowed growth without ending the boom, while crypto’s response to the Binance hack suggests sellers may already be exhausted.