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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

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 08, 2025

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 07, 2025

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 06, 2025

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 05, 2025

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 04, 2025

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 01, 2025

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

Jul 31, 2025

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

Jul 30, 2025

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

Jul 29, 2025

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

Jul 28, 2025

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

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