Archive | Market Briefing

2021-style rally

Trump’s $100K H-1B Visa change sparks chaos, Fed fuels 2021-style risk rally, Murdochs will also have role in new TikTok deal, Elliott builds a position in Workday, and Musk and Trump shake hands months after rift...

Market Briefing

Sep 19, 2025

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10 min read

Bull market ahead

Intel soars after Nvidia makes $5 Billion investment, strategists predict bull market path after rate cut, Powell warns: 'There are no risk-free paths now', jobless claims drop by most in almost four years, and Trump threatens licenses of TV stations...

Market Briefing

Sep 18, 2025

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10 min read

First of three

Powell rallies Fed colleagues to approve rate cut, China bans tech companies from buying Nivida’s AI chips, StubHub slides 6% in NYSE debut, Apple/Citi CEOs join Trump and King Charles at State dinner, and Kash Patel called Krispy Kreme a buy fueling wild rally...

Market Briefing

Sep 17, 2025

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12 min read

Investors bullish

Investors haven't been this bullish on stocks since February, here’s who makes up the US TikTok buyer consortium, Fed expected to cut rates for first time in 2025, dollar falls to four-year low, and Microsoft announces $30B investment in AI operations in UK...

Market Briefing

Sep 16, 2025

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11 min read

Betting big

Musk’s $1 billion Tesla stock buy erases loss for the year, Trump wants an end to quarterly earnings reports, Alphabet enters $3 trillion market cap club, China says Nvidia broke antitrust law, and Jack Ma returns with a vengeance to ‘Make Alibaba Great Again’...

Market Briefing

Sep 15, 2025

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11 min read

Gearing up

Markets gear up for a series of Fed cuts, US-China end first day of trade talks, UK-US to sign multibillion-dollar tech deal, Rolling Stone publisher sues Google, and a warning sign for the economy is flashing...

Market Briefing

Sep 12, 2025

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11 min read

Right on track

CPI keeps Fed on track for rate cut, Paramount plans bid for Warner Bros., Trump's tariff revenue hits another monthly record, race for stablecoin talent sends pay soaring, and Microsoft, OpenAI reach early deal in for-profit change...

Market Briefing

Sep 11, 2025

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11 min read

Major player

The latest on Charlie Kirk shooting, Oracle's 'truly awesome' quarter crowns it as major AI player, Trump's claim of 'no inflation' falls flat with Americans, Goldman set to see busiest IPO week in years, and Amazon’s Zoox jumps into US robotaxi race...

Market Briefing

Sep 10, 2025

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11 min read

Battling a slowdown

Stagflation fears grow after steepest jobs downgrade in decades, Wall Street has a consumer spending problem, Oracle stock soars as CEO says cloud revenue set explode, Treasury bulls out in force awaiting inflation data, and here’s everything Apple just announced...

Market Briefing

Sep 9, 2025

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11 min read

'Sell the news'

Stocks at risk of ‘sell the news’ drop on rate cut, Nasdaq makes push to launch trading of tokenized securities, Tesla's US market share tumbles to 2017 lows, Lachlan Murdoch cements control of Fox, and StubHub eyes up to $9 billion valuation in US IPO...

Market Briefing

Sep 8, 2025

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13 min read

Trillion dollar offer

Inflation data is main focus for investors, Tesla offers $1 trillion pay package to Elon Musk, Bessent: US economy should accelerate by fourth quarter, junk bonds are the new high grade bonds, and Robinhood joins the S&P 500 as market value hits $91 billion...

Market Briefing

Sep 5, 2025

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11 min read

OpenAI <> Broadcom

OpenAI to launch its first AI chip with Broadcom, Treasury traders gear up for payrolls report to cement bets, Trump's Fed pick vows Fed independence, Trump finalizes Japan trade deal, and Musk won’t be attending Trump’s tech CEO dinner at the White House...

Market Briefing

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