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New territory

May 22, 2026

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3 min read

New territory

Trump takes US investments into new territory, IPO, IPO, it's off to work we go, Oura files confidentially for IPO, IBM shares soar on US funding, and SpaceX IPO filing lays out Musk’s interplanetary manifesto...

Market Briefing
Market Briefing
SPCX: SpaceX

May 21, 2026

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3 min read

SPCX: SpaceX

SPCX: SpaceX publicly files for IPO, Nvidia beats expectations but not enough for investors, SoftBank shares soar 20%, OpenAI to file for IPO as soon as Friday, and Bezos says bottom half of earners should pay zero in income taxes...

Market Briefing
Market Briefing
Investor rift

May 20, 2026

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4 min read

Investor rift

Nvidia is set to report earnings, bond yields near two-decade high open rift among investors, Vance defends Trump’s stock-trading spree, Bessent urges more disruption to Iran's financing, and Google unveils biggest update to Search in 25 years...

Market Briefing
Market Briefing
Giants join forces

May 19, 2026

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4 min read

Giants join forces

Musk loses court battle against OpenAI, Google and Blackstone create cloud company, Warsh to be sworn in as Federal Chair on Friday, White House expands TrumpRX with Mark Cuban, and SEC readies plan for trading crypto versions of stocks...

Market Briefing
Market Briefing
'Board of Investment'

May 15, 2026

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3 min read

'Board of Investment'

Wall Street awaits word on ‘Board of Investment’, Cerebras climbs 75% after year’s biggest IPO, US says China wants more of its oil, Xi tells US CEOs that China will open up more, and SpaceX and the coming stock tsunami...

Market Briefing
Market Briefing
In the lead

May 14, 2026

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3 min read

In the lead

Trump arrives in Beijing with CEOs, the US inflation problem is getting worse, producer prices rose far more than expected, Apple stock closes at record high, and Anthropic, once behind, is the AI boom’s front-runner...

Market Briefing
Market Briefing
Growing anxious

May 13, 2026

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3 min read

Growing anxious

Senate confirms Kevin Warsh to Fed board, Wall Street growing anxious about long-term inflation, markets raise odds of 2026 rate hike, eBay flips the bird at GameStop, and tariffs, AI, and Strait of Hormuz in focus for Trump's Beijing visit...

Market Briefing
Market Briefing
NACHO takes shape

May 12, 2026

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3 min read

NACHO takes shape

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...

Market Briefing
Market Briefing
Chip-stock juggernaut

May 11, 2026

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3 min read

Chip-stock juggernaut

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...

Market Briefing
Market Briefing
Turbulence ahead

May 8, 2026

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3 min read

Turbulence ahead

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...

Market Briefing
Market Briefing
All-time highs

May 7, 2026

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3 min read

All-time highs

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...

Market Briefing
Market Briefing
Blockbuster forecast

May 6, 2026

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3 min read

Blockbuster forecast

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...

Market Briefing
Market Briefing
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Market Briefing

Market Briefing

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