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Bull case broadens

Nov 12, 2025

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10 min read

Bull case broadens

SoftBank sells Nvidia stake to fund OpenAI, AMD CEO: AI data center market will be worth $1T by 2030, the bull case for stocks broadens beyond AI, the Fed is torn over December rate cut, and three AI megadeals are breaking new ground on Wall Street...

Market Briefing
Market Briefing
Going quiet

Nov 11, 2025

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11 min read

Going quiet

Senate passes bill to end government shutdown, Warren Buffett is ‘going quiet’, best earnings season in years validates bulls’, the AI-driven rally just got another vote of confidence, and WH furious with Pulte over 50-year mortgage...

Market Briefing
Market Briefing
'Buy everything' rally

Nov 10, 2025

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12 min read

'Buy everything' rally

Shutdown nears end with agreement to funding deal, ‘buy everything’ rally puts bull market to the test, Trump promises $2,000 tariff dividend, Berkshire closes gap with S&P 500, and Trump proposes 50-year mortgage to help affordability...

Market Briefing
Market Briefing
A.I. bailout?

Nov 7, 2025

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11 min read

A.I. bailout?

Buffett market indicators send warning to bulls, Tesla shareholders approve Musk's $1 trillion pay package, ‘Jenga Tower’ economy teeters, October job cuts hit highest level in 22 years, and Trump official says NO to AI bailout...

Market Briefing
Market Briefing
The winner is

Nov 6, 2025

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11 min read

The winner is

Huang: 'China is going to win the AI race', SCOTUS questions Trump's authority on tariffs, Robinhood doubles revenue, Starbucks baristas prep 'biggest strike we've ever been on’, and Wall Street girds for life under Mamdani...

Market Briefing
Market Briefing
Big shorts

Nov 5, 2025

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12 min read

Big shorts

Wall Street heavyweights flag risk of market pullback, Burry reveals Nvidia and Palantir puts, retail traders post worst day since April, Denny’s stock up 50% after buyout bid accepted, and Apple prepares to enter low-cost laptop market...

Market Briefing
Market Briefing
Room to run

Nov 4, 2025

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11 min read

Room to run

Amazon, OpenAI strike $38 billion deal, Big Tech's AI bets show bubble has 'good ways to go', Alphabet is selling $25 billion of bonds, Palantir shares fall after record run-up, and BofA CEO to face investors with worst returns on Wall Street...

Market Briefing
Market Briefing
Earnings cracks

Nov 3, 2025

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11 min read

Earnings cracks

Latest in US/China trade deal, Wall Street says tokenization will change global markets, Big Tech earnings reveal cracks, dollar has second best month of 2025, and OpenAI is the hot buzzword on corporate earnings calls...

Market Briefing
Market Briefing
Back to the future

Oct 31, 2025

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11 min read

Back to the future

Trump goes back to the future with China deal, Netflix announces 10-for-1 stock split, bullish options plays set to boost S&P 500, Meta stock has worst day in 3 years, and Buffett to hand off annual letter to successor Abel

Market Briefing
Market Briefing
'Flying blind'

Oct 30, 2025

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11 min read

'Flying blind'

Fed cuts interest rates again, Trump and Xi meet in person for first time since 2019, Meta/Microsoft test investors’ patience, Nvidia hits $5 trillion valuation, and OpenAI lays groundwork for juggernaut $1 trillion IPO...

Market Briefing
Market Briefing
Decision on deck

Oct 29, 2025

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11 min read

Decision on deck

Fed rate decision on deck, Nvidia CEO rebuts fears of AI bubble, Apple is now worth $4,000,000,000,000, UPS discloses 48,000 layoffs, and Nvidia's $1B stake sends Nokia to decade-high...

Market Briefing
Market Briefing
US supercomputer deal

Oct 28, 2025

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11 min read

US supercomputer deal

Amazon announces largest layoffs in company history, Qualcomm stock soars on new chips, Fed poised to cut rates this week, gold declines to $4,000 amid sell-off, and Dept of Energy forms $1 billion supercomputer and AI partnership with AMD...

Market Briefing
Market Briefing
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