Market News

All eyes on Jackson Hole

All eyes on Jackson Hole

Nvidia orders halt to H20 chip production, investors see market risks as they brace for Powell speech, Meta signs $10 billion cloud deal with Google, Anthropic in talks to raise $10 billion in new funding, and Cracker Barrel sinks as new logo sparks backlash...

Market Briefing
Market Briefing
Investors pull back

Investors pull back

Investors pull back from tech, Trump's war on the Fed is escalating, retailers split on holiday prospects, Meta puts the brakes on AI talent spending spree, Palantir mints billions for struggling shorts...

Market Briefing
Market Briefing
Tech slides

Tech slides

Tech slide cracks summer calm in stocks, Trump eyes government stakes in chipmakers beyond Intel, Palantir extends losing streak, Intel’s $25B rally sends valuation to dot-com levels, Trump embarks on $104 million bond-buying spree...

Market Briefing
Market Briefing
End of and era?

End of and era?

More jobs weakness coming according to Goldman, BofA: The era of megacap dominance 'may be done', Powell has reason to hedge rate signal at Jackson Hole, Vanguard plans for its costliest ETFs yet, and Soho House to go private in $2.7B deal...

Market Briefing
Market Briefing
Economists on edge

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
Market Briefing
Gov't 'buy in'?

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
Market Briefing
Apple's home invasion

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
Market Briefing
Investors double down

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
Market Briefing
China truce extended

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
Market Briefing
Revenue share

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
Market Briefing
401(k) shakeup

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
Market Briefing
US Tariffs begin

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
Market Briefing
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