Archive | Market Briefing

Economists on edge

Investors react to US-Russia summit, July inflation data has economists on edge, IPO market surges, Walmart's view on tariff impacts will move markets this week, and the options trader coming to take on NYC flash boys...

Market Briefing

Aug 15, 2025

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10 min read

Gov't 'buy in'?

Trump admin discuss taking stake in Intel, stock rally hits a wall, the Fed's next decision just got harder, hedge funds double down on Big Tech, and Buffett buys 5 million shares in UnitedHealth...

Market Briefing

Aug 14, 2025

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10 min read

Apple's home invasion

Apple’s big AI home push to hinge on robots, Bullish blowout in NYSE debut, US announces $1 billion funding for critical minerals, Bitcoin touches record high, and Amazon launches same-day grocery delivery in 1,000 cities...

Market Briefing

Aug 13, 2025

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12 min read

Investors double down

Inflation ticks higher as Trump's tariffs kick in, investors double down on September Fed cut, Trump threatens Powell with ‘major lawsuit,’ US deficit grows to $291 billion, and Perplexity offers to buy Google’s Chrome browser for $34.5 billion...

Market Briefing

Aug 12, 2025

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11 min read

China truce extended

China tariff deadline extended by 90 days, July’s CPI report expected to show prices accelerated, Trump says gold will not be tariffed, Intel jumps after Trump meets with CEO, and Ford announces $2 bln investment in assembly plant aimed at cheap EVs...

Market Briefing

Aug 11, 2025

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12 min read

Revenue share

Nvidia, AMD agree to pay US 15% of China chip sales, Apple has its best week in years, Intel CEO visits White House today, traders flee stocks under threat from AI, while SoftBank founder bets big staking the firm’s future on AI...

Market Briefing

Aug 8, 2025

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11 min read

401(k) shakeup

Bitcoin rallies as Trump signs order on 401(k)s, investors react to Trump’s Fed pick, Trump signs 'debanking' order after claiming discrimination, Tesla disbands Dojo supercomputer team, and Intel falls after Trump calls for its CEO to ‘resign immediately’...

Market Briefing

Aug 7, 2025

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11 min read

US Tariffs begin

US tariffs take effect today, Apple powers tech rally by announcing $100 Billion US investment, Trump plans 100% tariff on chips, Google commits $1 billion for AI training at US universities, and Nvidia's 'most underappreciated' business takes off...

Market Briefing

Aug 6, 2025

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12 min read

Blockbuster deal

NFL acquires stake in ESPN in blockbuster deal with Disney, stocks fall as US services flash warning signals, bets on rate cuts sweep through the bond market, Trumps claims discrimination by banks, and countries scramble for deals with tariff deadline tomorrow...

Market Briefing

Aug 5, 2025

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12 min read

Wall Street warning

Wall Street warns investors to get ready for stocks to drop, Tesla gives Musk $30 billion award, Trump admin posts guidance on tariff rollout, beaten-down carmakers smell fatter profits under Trump, Palantir soars on first $1 Billion revenue quarter...

Market Briefing

Aug 4, 2025

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12 min read

You're fired.

Trump fires Labor Statistics head - will announce Fed, Jobs Data replacements in coming days, job market worries takes center stage, Tim Cook tells employees Apple ‘must’ win in AI, and Wall Street’s invisible backbone turns 10...

Market Briefing

Aug 1, 2025

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10 min read

Apple rebounds

Trump outlines sweeping new tariffs for dozens of trade partners (live updates), SEC debuts ‘Project Crypto’ to bring US markets ‘on chain’, Meta, Microsoft roar higher on strong earnings, Apple reports biggest revenue growth since 2021, and Figma more than triples in NYSE debut...

Market Briefing

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