Are Semiconductors Feeling Chipper After Intel’s Earnings?

Published on April 27, 2026

After positive earnings releases from peer semiconductors like Texas Instruments, Taiwan Semiconductor, and ASML, it was Intel’s turn to further support the notion that the semiconductor industry is doing just fine amid the recent volatility.

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Private Credit Jitters: Spillover into CLO ETFs?

April 27, 2026
The primary contagion risk is sector concentration. Software and tech-enabled services represent roughly 15-20% of direct lending portfolios. A meaningful portion of these loans also resides in the Broadly Syndicated Loan (BSL) market – the bedrock of CLO ETFs – leading to a software weighting of 12–18% in typical CLO collateral pools.

Silver Prices Rose Even as Demand Slipped

April 27, 2026
Maharrey identified October 2025 as the turning point when a full-scale silver squeeze took hold. Tight inventories collided with logistical disruptions and surging physical demand.