Archive | Market Briefing

It's official

SpaceX confirms plans to become a 'major' mobile carrier, chip stocks retreat, US suspends visa program for tech firms, Starbucks explores Chipotle takeover, and tech firms pledge $2.4B in computing power to Trump’s Genesis Mission...

Market Briefing

Oct 8, 2026

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3 min read

About to dominate earnings

Nvidia, Micron are about to dominate earnings season, Fed minutes show hawkish unity behind Sept rate hike, Dalio warns AI bubble is nearing a breaking point, 30-yr mortgage rate hits highest in three years, and Microsoft debuts Nvidia-powered Surface laptop ultra...

Market Briefing

Oct 7, 2026

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4 min read

"Screaming good value"

AI turns Wall Street into a herd, record high borrowing costs roil US economy, SpaceX seeks $40 billion to buy Nvidia chips, Citigroup bets on Meta’s Muse, and US Treasury yields are a "screaming good value"...

Market Briefing

Oct 6, 2026

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3 min read

Credibility at risk

AI-stock rally powers Nasdaq to record close, TSMC stock hits all-time high, SpaceX jumps on bullish Morgan Stanley call, the American consumer is souring, and Bessent’s rosy forecasts are putting his credibility at risk...

Market Briefing

Oct 5, 2026

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3 min read

AI party on edge

Wall Street’s AI party is on edge, Trump taps Jay Clayton as AI Czar, OPEC+ agrees to keep Nov. oil output steady, US jobs fall far short of expectations, and Ackman calls Anthropic 'perhaps the greatest business story I've ever seen'...

Market Briefing

Oct 2, 2026

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3 min read

Alarm bells

S&P 500 alarm bells are starting to go off, the global bond rout is getting messy, Nike stock sinks, Anthropic targets mega-IPO before Thanksgiving, and rising yields are wreaking havoc on stocks outside the AI trade...

Market Briefing

Oct 1, 2026

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3 min read

Riding the boom

Micron rides the AI boom, Treasury yields near 25-year highs, Google unveils long-awaited Gemini 4, Musk returns to Trump world, and America's hated economic boom...

Market Briefing

Sep 30, 2026

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3 min read

Trade while you sleep

Trump, top AI leaders agree to voluntary AI standards, bond yields keep rising, consumer sentiment hits lowest level in a decade, Nike’s stock has never been hated more, and Robinhood bets big on AI bots that trade while you sleep...

Market Briefing

Sep 29, 2026

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3 min read

Historic firsts

Nvidia announces largest stock buyback in history, bond sell-off intensifies, Trump announces plan for largest steel plant in US history, IRS threatens Wall Street crackdown, and bond veteran Jim Bianco turns bullish for first time since 2020...

Market Briefing

Sep 28, 2026

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3 min read

Roll back

The product lists for US, China $30B tariff deal, Trump to roll back Biden-era fuel economy standards, Jury: Apple owes record $5.7B in patent case, foreign investors buy into US equities at record rate, and Big Tech's AI bill is so big it's reshaping the bond market...

Market Briefing

Sep 25, 2026

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3 min read

Selloff worsens

Bond selloff worsens, Senate narrowly votes down war resolution, AI’s financial Jenga towers start to wobble, Oracle sends ‘force majeure’ notice about data center project, and four takeaways from Trump's summit with Xi...

Market Briefing

Sep 24, 2026

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3 min read

An early win

US-China trade truce extended for two months, 10-year Treasury yield hits 19-year high, US prepares for 90-day diesel export ban, Apple stock just delivered an early win, and Zuckerberg debuts camera-less Meta VR glasses...

Market Briefing

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