Archive | Market Briefing

Record-breaking

SpaceX lowers IPO valuation target to $1.8 Trillion, Anthropic's valuation surpassed OpenAI, oil set for worst month since 2020, Costco sells 'record-breaking' amounts of gas, and Snowflake earnings boost stock to best day on record...

Market Briefing

May 28, 2026

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3 min read

Tech empire

Elon floats SpaceX, Tesla merger, Snowflake rockets 36% on earnings beat, Robinhood rises after the company allows AI agents for trading, gold hits two-month low, and Google engineer charged with insider trading on Polymarket...

Market Briefing

May 27, 2026

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3 min read

Chip frenzy

Memory chip frenzy puts Micron and SK Hynix in $1 Trillion Club, rocket and satellite stocks surge on SpaceX IPO euphoria, Goldman lifts S&P year-end target to 8,000, rideshare drivers form first US ride-share union, and Insurance mogul gets 12 years for $2 billion fraud...

Market Briefing

May 26, 2026

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3 min read

Clear signal

The bond market sends a clear signal to the Fed, oil drops below $100 on Iran deal hopes, consumer sentiment falls as Dow hits record, China traders rush for exit after cross-border crackdown, and SpaceX and OpenAI IPOs could push the AI trade deeper into bubble territory...

Market Briefing

May 22, 2026

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3 min read

New territory

Trump takes US investments into new territory, IPO, IPO, it's off to work we go, Oura files confidentially for IPO, IBM shares soar on US funding, and SpaceX IPO filing lays out Musk’s interplanetary manifesto...

Market Briefing

May 21, 2026

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3 min read

SPCX: SpaceX

SPCX: SpaceX publicly files for IPO, Nvidia beats expectations but not enough for investors, SoftBank shares soar 20%, OpenAI to file for IPO as soon as Friday, and Bezos says bottom half of earners should pay zero in income taxes...

Market Briefing

May 20, 2026

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4 min read

Investor rift

Nvidia is set to report earnings, bond yields near two-decade high open rift among investors, Vance defends Trump’s stock-trading spree, Bessent urges more disruption to Iran's financing, and Google unveils biggest update to Search in 25 years...

Market Briefing

May 19, 2026

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4 min read

Giants join forces

Musk loses court battle against OpenAI, Google and Blackstone create cloud company, Warsh to be sworn in as Federal Chair on Friday, White House expands TrumpRX with Mark Cuban, and SEC readies plan for trading crypto versions of stocks...

Market Briefing

May 15, 2026

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3 min read

'Board of Investment'

Wall Street awaits word on ‘Board of Investment’, Cerebras climbs 75% after year’s biggest IPO, US says China wants more of its oil, Xi tells US CEOs that China will open up more, and SpaceX and the coming stock tsunami...

Market Briefing

May 14, 2026

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3 min read

In the lead

Trump arrives in Beijing with CEOs, the US inflation problem is getting worse, producer prices rose far more than expected, Apple stock closes at record high, and Anthropic, once behind, is the AI boom’s front-runner...

Market Briefing

May 13, 2026

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3 min read

Growing anxious

Senate confirms Kevin Warsh to Fed board, Wall Street growing anxious about long-term inflation, markets raise odds of 2026 rate hike, eBay flips the bird at GameStop, and tariffs, AI, and Strait of Hormuz in focus for Trump's Beijing visit...

Market Briefing

May 12, 2026

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3 min read

NACHO takes shape

The NACHO trade is taking shape, Trump backs temporary gas tax halt, Dan Ives predicts Nasdaq 30,000, private credit’s hot streak is over, and Musk, Cook set to join Trump for Xi Summit...

Market Briefing

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