Archive | Market Briefing

Trump admin's stock portfolio

Fed holds fire, US trade deficit widens, Google falls after earnings miss, investors eye Brazilian equities after election selloff, and see the Trump admin’s stock portfolio that spans more than 40 companies...

Market Briefing

Oct 28, 2026

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4 min read

AI wave lifts all boats

AI wave lifts all boats, consumer confidence recovers in October, JetBlue stock surges 20%, gold recovers above $4,000, and banks eye $21B of bonds for Broadcom chip-financing deal...

Market Briefing

Oct 27, 2026

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3 min read

Massive IPO

Anthropic's massive and wild IPO prospectus, Fed to hit pause on rate hikes, Brazilian markets plunge, DoorDash circles deal to buy Instacart, and Goldman’s $210B day of deals driven by AI financing fever...

Market Briefing

Oct 26, 2026

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3 min read

Dropping clues

Treasurys gained in investors’ flight to safety, Fed expected to hold rates steady, Brent crude tops $116, Americans have never had more of their money in stocks, and SpaceX and Meta are dropping clues you should not ignore...

Market Briefing

Oct 23, 2026

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3 min read

Hits a nerve

Meta’s hunt for AI capital strikes a raw nerve, chip stocks break a bear trap, weekly jobless claims near 57-year lows, Anthropic IPO set to drive blockbuster gains for its backers, and SpaceX in talks to access 80,000 cell sites for new network...

Market Briefing

Oct 22, 2026

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3 min read

Big split

SpaceX and Tesla consider merger, JPMorgan sees SpaceX tripling, Meta will split stock, Berkshire outruns chip stocks, and Netflix sinks as it grapples with slowing growth...

Market Briefing

Oct 21, 2026

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3 min read

Facing headwind

SpaceX revenue soars 161%, the Fed can kill the AI boom, Anthropic discloses an $80B net loss, CoreWeave flirts with a bear trap, and SpaceX and Tesla boards form special committee to review merger...

Market Briefing

Oct 20, 2026

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3 min read

Moment has arrived

AI stocks rally ahead of Meta earnings, Musk to gift SpaceX shares to American children, CoreWeave stock rebounds, Nscale and Anthropic in talks for yet another $45B compute deal, and stock pickers burned by AI boom think their moment has finally arrived...

Market Briefing

Oct 19, 2026

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3 min read

In AI trade, we trust

Wall Street still believes in the AI trade, Nvidia’s Huang: “All of this is going to pass”, bond market’s big short bet gets wakeup call, Apple’s foldable iPhone sold out in minutes, and why souring sentiment on CoreWeave should matter to investors...

Market Briefing

Oct 16, 2026

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3 min read

Flying debut

Tesla unveils ‘flying’ sports car, stocks recover after multi-day tech selloff, AI trade rout sparks flight to Treasuries, Nvidia debuts three new open AI models, chip stocks wipes out $2 trillion after latest selloff...

Market Briefing

Oct 15, 2026

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3 min read

Warning sign

New inflation warning sign, Anthropic revenue surges 45%, CoreWeave tanks on bond yield woes, Apple retakes $5T market cap, and Michael Dell's net worth falls over $20 billion...

Market Briefing

Oct 14, 2026

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3 min read

Rare profit miss

Fed’s Williams: No need for rate hike in 2027, BofA hit with $1.2 billion penalty, US house sales drop to 12-year lows, JPMorgan posts rare profit miss, and the Iran war is costing American households $2,000...

Market Briefing

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