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Market Briefing
May 12, 2026
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3 min read
The NACHO trade is taking shape, Trump backs temporary gas tax halt, Dan Ives predicts Nasdaq 30,000, private credit’s hot streak is over, and Musk, Cook set to join Trump for Xi Summit...
May 11, 2026
Trump rejects Iranian peace proposal, the $1 trillion club's new members powering the AI boom, the chip-stock juggernaut shows no signs of slowing down, US hiring beats expectations, and Alphabet poised to become world’s biggest company...
May 8, 2026
Rally in stocks approaching ‘manic’ level, Dalio: US is entering period of ‘great turbulence’, summer airfares set to surge, and CEOs warn: consumers are ‘running out of money’, and Trump to invite Nvidia, Apple, Exxon CEO’s on China trip...
May 7, 2026
Stocks hit all-time highs, Anthropic, SpaceX announce computing deal, AMD soars after earnings on strong demand, corporate America shrugs off economic uncertainty, and 30 charged in massive insider-trading ring...
May 6, 2026
Wall Street remains bullish on AI, gas prices climb toward $5.00 a gallon, Anthropic unveils AI agents targeting financial services, AMD rallies anew after blockbuster forecast, and Intel and Micron are poised to break major milestones...
May 5, 2026
US and Iran trade fire in Gulf, Amazon’s ‘watershed’ logistics move, Palantir revenue jumps 85%, Musk settles SEC lawsuit, and Michael Burry sells all GameStop stock...
May 4, 2026
GameStop offers to buy eBay, investors rethink ‘sell in May and go away’, Pentagon strikes deals with 7 Big Tech companies, Spirit Airlines prepares to shut down, and emerging-market stocks are powering past the war...
May 1, 2026
4 min read
Markets rally to cap best month for stocks since 2020, Apple tops earnings estimates, Google wraps up best month since 2004, AI earnings bonanza is splitting investors, and Warsh set to inherit a Fed that looks ready to fight rate cuts...
Apr 30, 2026
Fed holds rates steady, Traders brace for $800B in earnings-related stock movement, oil hits wartime high soaring past $123, Uber expands into hotels in "everything app" push, and NACHO is the new word on Wall Street...