Headlines
Bloomberg MarketsTraders Ramp Up Bets Warsh’s Fed Could Hike Rates Before CuttingBloomberg MarketsCharlotte Airport Gets Approval For $215 Million in FinancingFinancial TimesApple reaches $250mn settlement over delayed ‘AI Siri’Bloomberg MarketsBarings CEO: We’ve Got to Underwrite Through UncertaintyBloomberg MarketsThe US is Trying To Force Iran's HandBloomberg MarketsEmbrace AI or Get Left Behind: Job Cuts Sweep Through Crypto FirmsBloomberg MarketsAI Boom Fuels Sterling Infrastructure’s Jump to a RecordBloomberg MarketsMexico’s MIP Seeking to Invest $12 Billion for InfrastructureFinancial TimesGlobal oil reserves plunge at record pace as Middle East war strains suppliesBloomberg MarketsSaudi Arabia Cuts Oil Prices for June From Record-High PremiumFinancial TimesMeta plans advanced ‘agentic’ AI assistant for consumersBloomberg MarketsTCW's Katie Koch Sees No Reason to Panic Over Private CreditBloomberg MarketsLIV Golf Taps Advisers to Find New Investors After PIF’s ExitFinancial TimesSEC moves to scrap quarterly reporting requirementBloomberg MarketsStephen Jen Warns of Fiscal Risk to US Dollar, Bond Haven StatusBloomberg MarketsTraders Ramp Up Bets Warsh’s Fed Could Hike Rates Before CuttingBloomberg MarketsCharlotte Airport Gets Approval For $215 Million in FinancingFinancial TimesApple reaches $250mn settlement over delayed ‘AI Siri’Bloomberg MarketsBarings CEO: We’ve Got to Underwrite Through UncertaintyBloomberg MarketsThe US is Trying To Force Iran's HandBloomberg MarketsEmbrace AI or Get Left Behind: Job Cuts Sweep Through Crypto FirmsBloomberg MarketsAI Boom Fuels Sterling Infrastructure’s Jump to a RecordBloomberg MarketsMexico’s MIP Seeking to Invest $12 Billion for InfrastructureFinancial TimesGlobal oil reserves plunge at record pace as Middle East war strains suppliesBloomberg MarketsSaudi Arabia Cuts Oil Prices for June From Record-High PremiumFinancial TimesMeta plans advanced ‘agentic’ AI assistant for consumersBloomberg MarketsTCW's Katie Koch Sees No Reason to Panic Over Private CreditBloomberg MarketsLIV Golf Taps Advisers to Find New Investors After PIF’s ExitFinancial TimesSEC moves to scrap quarterly reporting requirementBloomberg MarketsStephen Jen Warns of Fiscal Risk to US Dollar, Bond Haven Status
Home/MarketWatch Top Stories
Back
MARKETS:
SPY+0.26%
DIA+0.23%
QQQ-0.14%
IWM+0.29%
GLD-0.40%
USO+1.64%
MarketWatch Top Storiesmarkets

The last time semiconductor stocks rose this far this quickly, the dot-com bubble burst

MarketWatch Top Stories
Tuesday, May 5, 2026 at 6:45 PM
~4 min read
Equities

Original Report

The rolling 25-day performance for one index of semiconductor stocks has reached its highest level since March 9, 2000 —the day before the dot-com bubble peaked.

Glass House Analysis

This story reflects the interconnected nature of modern economic systems, where developments in one sector inevitably affect others. Understanding these connections is essential for grasping how policy decisions and market movements translate into real-world outcomes for families, workers, and communities. The economy is not an abstract system of numbers—it's the sum total of decisions about who works, who prospers, and who struggles.

The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

Enjoyed this analysis?

Get the Glass House Briefing every morning—market news that actually makes sense, delivered free to your inbox.

No spam. Unsubscribe anytime.

More Stories

Economic Context

S&P 500
+0.26%
Dow Jones
+0.23%
NASDAQ 100
-0.14%
Russell 2000
+0.29%