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Your own 'superintelligence'

Jul 31, 2025

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12 min read

Your own 'superintelligence'

Fed keeps interest rates unchanged, the White House is pushing to embed crypto everywhere, Trump announces 25% tariff on India; 15% South Korea, Microsoft tops $4 trillion in market cap, and Zuckerberg unveils vision for each person having their own 'superintelligence'...

Market Briefing
Market Briefing
Standing firm

Jul 30, 2025

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12 min read

Standing firm

The Fed expected to stand firm on rates, no tariff pause announced after US-China talks, Trump gets tariffs; Americans get price hikes, Apple loses fourth AI researcher in a month to Meta’, and a quiet SEC rule shift brings crypto ETFs closer to mainstream...

Market Briefing
Market Briefing
Facing the gauntlet

Jul 29, 2025

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12 min read

Facing the gauntlet

S&P rally faces $11 trillion gauntlet of Big Tech earnings, Nvidia orders 300K H20 chips from TSMC on China demand, Fed expected to keep rates unchanged, Tesla signs $16.5 billion chip contract with Samsung, and Ray Dalio suggests putting 15% in Bitcoin, gold...

Market Briefing
Market Briefing
Stocks cheer

Jul 28, 2025

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10 min read

Stocks cheer

US, EU strike trade deal, stocks cheer the art of Trump's trade deals, US, China to resume tariff talks today, meme-stock roar fades, and this could be the most consequential week for the economy in years...

Market Briefing
Market Briefing
Economic heart attack

Jul 25, 2025

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9 min read

Economic heart attack

Trump pushes Powell to cut rates during rare Fed visit, Wall Street only cares about one tariff deal, Apple releases biggest iPhone software redesign since 2013, Ray Dalio warns of an 'economic heart attack' in 3 years, and Sydney Sweeney sparks latest meme stock rally...

Market Briefing
Market Briefing
'Rough quarters ahead'

Jul 24, 2025

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11 min read

'Rough quarters ahead'

Musk warns: ‘rough quarters’ ahead for Tesla, Trump to visit the Fed, Trump considered breaking up Nvidia, silver's hot streak gathers pace, Krispy Kreme, GoPro and Beyond Meat surge as the latest in meme stock revival...

Market Briefing
Market Briefing
Meme stock fever is back

Jul 23, 2025

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11 min read

Meme stock fever is back

Trump says Japan deal reached, meme stock fever is spreading like it’s 2021, Bezos meets Trump at White House, GM profit shrinks after $1.1 billion tariff hit, and SpaceX warns investors Musk could return to politics...

Market Briefing
Market Briefing
'Investigate the Fed'

Jul 22, 2025

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11 min read

'Investigate the Fed'

Trump tax law to add $3.4T to US deficits, Bessent calls for probe into 'the entire Federal Reserve’, Figma aims at $16.4 billion valuation, Trump Media buys $2 billion in Bitcoin for crypto treasury plan, and Polymarket returns to US after deal...

Market Briefing
Market Briefing
Powell hedge

Jul 21, 2025

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11 min read

Powell hedge

Threats send Wall St hunting for perfect Powell hedge, tariffs loom over richly valued stocks, the economy is more fragile than it appears, Nvidia’s Huang sells an additional $12.94 million worth of shares, and Astronomer CEO resigns after viral Coldplay 'kiss cam' controversy...

Market Briefing
Market Briefing
Major win

Jul 18, 2025

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11 min read

Major win

Stablecoin bill passes in major win for crypto, Jensen Huang meets with China’s Commerce Minister in Beijing, Meta hires two key Apple AI experts, Uber inks 6-year robotaxi deal with Lucid, and Perplexity valued at $18 billion with new funding...

Market Briefing
Market Briefing
Change of plans

Jul 17, 2025

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11 min read

Change of plans

Trump ‘not planning’ to fire Powell, Wall St CEOs seeing tariff impact on buyer behavior, crypto bills stumble for a second day, Jensen Huang sells another $37M worth of Nvidia stock, and Zuck is pouring billions into 'personal superintelligence'...

Market Briefing
Market Briefing
Titans pivot

Jul 16, 2025

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11 min read

Titans pivot

Crypto bills fail to clear Congress, Wall Street titans consider a crypto pivot, drug tariffs probable by Aug. 1, Apple inks $500M deal to bring supply back to US, and traders stick to Sept. rate cut bets after latest inflation report...

Market Briefing
Market Briefing
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Market Briefing

Market Briefing

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