9 October 2026
Bob Lang discusses de-risking as higher oil prices, rates and market complacency threaten the rally. He sees strength in tech and semiconductors, highlighting options activity in Marvell (MRVL), Broadcom (AVGO), Nvidia (NVDA) and Dell Technologies (DELL).
Lang also looks to JPMorgan (JPM) and Bank of America (BAC) earnings for clues on the consumer and economy.