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The three Closelooknet newsletters, readable right here — no inbox required. The intro and first section are open; a free registration (one email, no password) opens the full edition.

US Stock Markets Newsletter cover for 1 November 2026 — a bull and a bear face each other under a rising and falling chart line on a dark trading floor; the week the market split into the strong and the waiting.

Closelook@US Stock Markets

Nasdaq 100 — Under Its September Low; Health Care Leads, the AI Builders Retest Theirs

Two stories in one week. The first is relative strength — health care rose 3.1 percent and topped the eleven sectors, the index of companies that use AI sits 1.4 percent under a new high, and the four large builders the books hold (Nvidia, TSMC, SK Hynix, Advantest) held up better than the rest. The second is a bottom — the AI build-out index came back to the low it made in July and again a week ago, right at the halfway point of its 2026 rally. In between, the Nasdaq 100 closed at 28,385, under its September low, after Friday's chip fall; software lost the lead it took a week ago; the ten-year closed under 5 percent; and gold broke its support.

Edition of 2026-11-01

The US tape, structure-first — indices, semis, software, the builds behind the moves.

Read on-page → Global Stock Markets weekly edition cover for 31 October 2026 — a bull and a bear wrestle over a pile of dollar notes in front of a lit globe; the week investors raised cash region by region.

Closelook@Global Stock Markets

Global Markets — Brazil Falls 24%, Chips Crack on Friday, Europe and Health Care Hold

The week the money was raised, region by region. Brazil's fund fell 23.8 percent after the runoff, almost all of it on Monday. The chips rallied into Wednesday and gave it all back on Friday, when the chip index fell 8 percent and Korea and Taiwan followed. Europe rose 1.7 percent, Switzerland closed at a record, India rose for the week, and health care climbed in three of four regions. The US ten-year closed the week at 4.93 percent — the first weekly close under 5 percent since the 5.31 percent peak of 5 October. Gold closed under its July low, at its lowest close of the past year, and silver at its lowest of 2026. The world ex-US index held its summer-low support for a second week.

Edition of 2026-10-31

The world ex-US in one read — regions, flows, and where the capital actually lands.

Read on-page → Hypergrowth (AI) Newsletter cover for 1 November 2026 — a chip and a silicon wafer under a rising gold line and a falling blue one, factories and clinics below; the week the AI suppliers were paid and the spenders were sold.

Closelook@Hypergrowth

AI Stocks — The Suppliers Get Paid, the Spenders Get Sold

Last week the security layer led and the builders looked for a floor. This week the market chose by invoice. The suppliers that beat were paid — Vertiv +19.6%, Entegris +14.8%, Aixtron +13.7%, Quanta +13.6%, Lumentum +11.2%, SK Hynix +11.0% in Seoul — and the companies that spend on AI, or sell software on top of it, were sold: Reddit −36.4%, ServiceNow −33.9%, Fortinet −24.4%, Twilio −21.7%, Alphabet −12.6%. Intel fell 24.4% on its outlook. The build-out index ended the week up 0.6% after a 6.1% fall on Friday; the operators and the applications fell 5.3% and 5.4% — while the flow board still counts most of their members as gaining strength. The users of AI held flat, 1.4% under a new high.

Edition of 2026-11-01

The fastest-growing names and the discipline for holding them.

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