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AI comebacks

Aug 14, 2026

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3 min read

AI comebacks

Costliest US bond sale since ’01, Musk and Zuck make AI comebacks, Ackman buys Netflix again four years after exit, Workday posts best day in 10 years on Silver Lake takeover, and CXMT becomes China’s most valuable company...

Market Briefing
Market Briefing
Too good to be true

Aug 13, 2026

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3 min read

Too good to be true

Markets get inflation relief, cooler CPI bolsters case for Fed to hold rates, US sent back $33.4B in tariff refunds in July, CoreWeave stock surge gives the AI Trade a boost, and S&P earnings are so good investors are starting to worry...

Market Briefing
Market Briefing
Big Tech meets Friedman

Aug 12, 2026

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3 min read

Big Tech meets Friedman

Trump weighs capital gains tax cuts, US Treasury is paying $3B a day in interest on national debt, Nvidia is developing a new AI model family, older Americans are dropping out of the workforce, and Big Tech meets Milton Friedman...

Market Briefing
Market Briefing
S&P 8,000

Aug 11, 2026

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3 min read

S&P 8,000

Nvidia and Wall St. partner on $500B AI financing, Zuckerberg reveals AI plans in 6,500-word manifesto, Yen erases gains after US-Japan intervention, retail traders sell SpaceX for the first time, and JP Morgan lifts 2026-end target for S&P 500 to 8,000...

Market Briefing
Market Briefing
'Very little to like'

Aug 10, 2026

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3 min read

'Very little to like'

'Very little to like': Wall Street assesses July jobs report, analysts: weak jobs not cause for panic, China unleashes $28T to challenge US in AI, gold's breakout could force investors back in, and miner soars 29% after US War Dept investment...

Market Briefing
Market Briefing
Doubling down

Aug 7, 2026

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3 min read

Doubling down

Elon Musk rattles the telecom industry, shares of memory giants drop, Alphabet seeks up to $25B from its latest bond sale, gold at seven-week high, and Masa Son doubles down on AI bets...

Market Briefing
Market Briefing
Seismic shift

Aug 6, 2026

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4 min read

Seismic shift

Trump admin refunds $100B in tariffs, Google falls amid seismic leadership shift, Yen steadies after intervention, Citadel posts best month in years, and SpaceX attracts retail buyers after post-earnings slide...

Market Briefing
Market Briefing
Previews for sale

Aug 5, 2026

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3 min read

Previews for sale

SpaceX beats estimates in earnings debut, Bessent: Hormuz deal in sight, oil holds two-day drop, Airtable sale punctures SaaS bubble, and the trade in Trump’s social-media previews for sale at $100k/mo...

Market Briefing
Market Briefing
Shake up

Aug 4, 2026

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4 min read

Shake up

Dow hits record high, Palantir soars after 'otherwordly' quarter, Amazon hits $3 trillion valuation, US shakes up currency markets with unusual yen-buying, SpaceX set for its first earnings report...

Market Briefing
Market Briefing
Delivering drama

Aug 3, 2026

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3 min read

Delivering drama

Amazon and Apple deliver the drama, Big Tech earnings send valuations in wildly different directions, Trump says Iran talks to begin today, Japan vows coordination with US on weak yen, and AI is turning retail traders into DIY hedge funds...

Market Briefing
Market Briefing
Market history

Jul 31, 2026

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4 min read

Market history

Microsoft makes stock market history, Korean stocks surge by record 17%, Apple disappoints, Warsh hints at new inflation roadmap, and high-flying hedge fund sells holdings to Citadel after big AI losses...

Market Briefing
Market Briefing
Warshed up

Jul 30, 2026

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4 min read

Warshed up

Fed’s Warsh rebuked by investors, Dow drops 1,100 points, Meta tumbles after earnings miss, SpaceX sags again to new low, and Nvidia, Micron, AMD sink as AI trade unwinds...

Market Briefing
Market Briefing
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