Archive | Market Briefing

Tariff fallout

Nvidia earnings, SCOTUS tariff fallout: What to watch this week, Trump hikes global tariffs to 15% from 10%, tariff ruling clouds Fed's rate path, Wall Street weighs market winners amid the AI scare trade, and traders’ latest bet is on ‘HALO’ companies with AI immunity...

Market Briefing

Feb 20, 2026

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11 min read

Dethroned

Amazon overtakes Walmart to lead the world in sales, Wall Street braces for SCOTUS tariff decision, Nvidia to invest up to $30B in OpenAI, Tesla unveils cheaper Cybertruck model in US, and AI rivals refuse to hold hands at AI Summit (check it out)...

Market Briefing

Feb 19, 2026

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11 min read

Deep divide

Fed minutes show deep divide on rate path, Apple decouples from Nasdaq, tech stocks regain footing, OpenAI funding on track to top $100B, and Nvidia sells off stake in Arm, a company it once tried to buy...

Market Briefing

Feb 18, 2026

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11 min read

"Hands off"

CFTC to states: Hands off prediction markets, Nvidia to sell Meta millions of chips, Japan to invest $36B in US projects, private software companies release earnings early to calm AI nerves, and Berkshire trims Apple stake, buys NYTimes stock in Buffett’s last moves as CEO...

Market Briefing

Feb 17, 2026

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10 min read

Deeper sell-off?

'Dark side of AI': Wall Street weighs risk of deeper sell-off, SpaceX to compete in Pentagon contest for drone tech, Trump claims victories on the economy, gold options traders boost long-shot bets, and Apple to hold product launch on March 4...

Market Briefing

Feb 13, 2026

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11 min read

Disruption, fear

AI turns from lifting all boats to sinking ships, Senate takes aim at tech companies’ supervoting stock, Anthropic raises another $30 billion, Coinbase Posts $667 Million Loss, and Nuveen to buy asset manager Schroders in end of an era for London...

Market Briefing

Feb 12, 2026

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11 min read

Latest 'scare trade'

Jobs report throws 'cold water' on Fed rate cuts, new AI worries end Dow’s 3-session win streak, Wall St’s top brass try to soothe investor jitters, Musk reorganizes xAI ahead of blockbuster IPO, and real estate services stocks sink in latest ‘AI scare trade’...

Market Briefing

Feb 11, 2026

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10 min read

Wall Street's new trade

The 'Super Bowl of jobs reports' on deck today, Wall St’s new trade is dumping any stock in AI’s crosshairs, Paramount sweetens hostile bid to stop Netflix-Warner Bros. deal, Lutnick admits travel to Epstein Island, and Microsoft’s data center in NC to be powered by Duke...

Market Briefing

Feb 10, 2026

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10 min read

Chip crunch

Tech-stock recovery fuels Dow record, chip crunch ripples through markets, Alphabet lines up 100-year sterling bond sale, China urges banks to curb exposure to US Treasuries, and Meta, YouTube accused of designing platforms 'to addict' children...

Market Briefing

Feb 9, 2026

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11 min read

Double whammy

Stocks’ sharp rebound makes investors more nervous, Bessent: ‘unruly’ Chinese trading behind gold price swings, prediction markets steal Super Bowl bets, get ready for jobs and inflation double whammy, SpaceX to prioritise building self-growing city on moon...

Market Briefing

Feb 6, 2026

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10 min read

Software‐Mageddon

Bitcoin tanks to $60K, Strategy’s $12B loss headlines crypto’s worst day since ‘22 crash, WH launches direct-to-consumer drug site TrumpRx, Anthropic’s new model performs financial research, and investors hunt for bargains after ‘software‐mageddon’...

Market Briefing

Feb 5, 2026

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11 min read

Buyers go missing

Dip-buyers go missing as selloff slams stocks, hedge funds made $24B shorting software stocks, US proposes rare earth trading bloc with allies, Bessent rules out crypto bailout, and Elon’s bold new plan to put AI in orbit...

Market Briefing

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