Geopolitics Alpha

Watch AI Markups Distorting 'True Earnings Power of S&P,' Says Larry McDonald

Published . Updated .

Watch AI Markups Distorting 'True Earnings Power of S&P,' Says Larry McDonald Bloomberg.com

Directly affected

  • No company is named in this report.

Indirectly affected

  • SUPX SUPERX AI TECHNOLOGY LTD

    GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • ABAT AMERICAN BATTERY TECHNOLOGY

    GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • ACM AECOM TECHNOLOGY CORP

    GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • AI C3 AI INC CL A

    GA selected AI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • AMKR AMKOR TECHNOLOGY INC COM

    GA selected AMKR as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS

    GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
SUPX———————
ABAT+10.94%+6.62%—-6.87%-10.69%-18.58%-20.61%
ACM+0.85%-1.64%—-0.43%+0.30%-1.45%-0.25%
AI-3.82%-2.60%—+0.69%+4.16%+1.21%+5.46%
AMKR+11.22%+6.41%—-2.06%-3.07%-8.75%-10.32%
AOSL+3.94%+4.84%—-4.69%-7.27%-15.93%-16.36%

Watch AI Markups Distorting 'True Earnings Power of S&P,' Says Larry McDonald Bloomberg.com

Source: Bloomberg

Price since this story was published: SuperX AI Technology (SUPX)

Since the first closing price after “Watch AI Markups Distorting 'True Earnings Power of S&P,' Says Larry McDonald,” SuperX AI Technology (SUPX) is -3.72%. The S&P 500 fund (SPY) is -1.47% over the same days, a -2.25% difference versus the market.

CompanyWhenMoveStatus
American Battery Technology (ABAT)that day-6.87%final price
American Battery Technology (ABAT)the next day-10.69%final price
American Battery Technology (ABAT)two days later-18.58%final price
American Battery Technology (ABAT)three days later-20.61%final price
American Battery Technology (ABAT)three days earlier+6.62%final price
American Battery Technology (ABAT)five days earlier+10.94%final price
Aecom (ACM)that day-0.43%final price
Aecom (ACM)the next day+0.30%final price
Aecom (ACM)two days later-1.45%final price
Aecom (ACM)three days later-0.25%final price
Aecom (ACM)three days earlier-1.64%final price
Aecom (ACM)five days earlier+0.85%final price
C3.ai (AI)that day+0.69%final price
C3.ai (AI)the next day+4.16%final price
C3.ai (AI)two days later+1.21%final price
C3.ai (AI)three days later+5.46%final price
C3.ai (AI)three days earlier-2.60%final price
C3.ai (AI)five days earlier-3.82%final price
Amkor Technology (AMKR)that day-2.06%final price
Amkor Technology (AMKR)the next day-3.07%final price
Amkor Technology (AMKR)two days later-8.75%final price
Amkor Technology (AMKR)three days later-10.32%final price
Amkor Technology (AMKR)three days earlier+6.41%final price
Amkor Technology (AMKR)five days earlier+11.22%final price
Alpha & Omega Semiconductor (AOSL)that day-4.69%final price
Alpha & Omega Semiconductor (AOSL)the next day-7.27%final price
Alpha & Omega Semiconductor (AOSL)two days later-15.93%final price
Alpha & Omega Semiconductor (AOSL)three days later-16.36%final price
Alpha & Omega Semiconductor (AOSL)three days earlier+4.84%final price
Alpha & Omega Semiconductor (AOSL)five days earlier+3.94%final price
SUPX
SPY

Official trades in SuperX AI Technology (SUPX) around 12 Oct 2026

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around SuperX AI Technology (SUPX)

Companies carried with this story

  • SUPX SuperX AI Technology

    SuperX AI Technology (SUPX) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Watch AI Markups Distorting 'True Earnings Power of S&P,' Says Larry McDonald.” Reason on file: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ABAT American Battery Technology

    For “Watch AI Markups Distorting 'True Earnings Power of S&P,' Says Larry McDonald,” American Battery Technology (ABAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ACM Aecom

    In “Watch AI Markups Distorting 'True Earnings Power of S&P,' Says Larry McDonald,” Aecom (ACM) is linked, with no stored direction, medium confidence. Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AI C3.ai

    C3.ai (AI) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Watch AI Markups Distorting 'True Earnings Power of S&P,' Says Larry McDonald.” Reason on file: GA selected AI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AMKR Amkor Technology

    For “Watch AI Markups Distorting 'True Earnings Power of S&P,' Says Larry McDonald,” Amkor Technology (AMKR) is linked, with no stored direction, medium confidence. Reason on file: GA selected AMKR as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AOSL Alpha & Omega Semiconductor

    For “Watch AI Markups Distorting 'True Earnings Power of S&P,' Says Larry McDonald,” Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence. Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

SuperX AI Technology (SUPX)

“Watch AI Markups Distorting 'True Earnings Power of S&P,' Says Larry McDonald” (12 Oct 2026) reaches SuperX AI Technology (SUPX) through this story.

SuperX AI Technology (SUPX) is on the page because GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Also listed, American Battery Technology (ABAT): GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates and price levels for SuperX AI Technology (SUPX)

ABAT traded between 1.42 and 2.42 across 20 sessions. The latest close on file is 1.44. ACM traded between 56.41 and 63.73 across 20 sessions. The latest close on file is 57.99. SUPX traded between 6.15 and 7.09 across 10 sessions. The latest close on file is 6.72.

How strong the case is around SuperX AI Technology (SUPX)

46 out of 100

“Watch AI Markups Distorting 'True Earnings Power of S&P,' Says Larry McDonald” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.