Archive | Market Briefing

All in on AI

Trump signs 'Genesis Mission' AI order, Amazon to invest $50B to power US government, Trump, Xi speak for first time since trade truce, Michael Burry launches newsletter to lay out AI bubble views, and Tesla stock pops as Melius calls it 'must own'...

Market Briefing

Nov 24, 2025

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11 min read

No one was expecting this

Wall Street goes on a wild ride: ‘No one was expecting this’, Bessent says no recession risk for US economy, flood of AI bonds adds to pressure on markets, a swath of bank customer data was hacked, Trump’s net worth drops $1.1 billion...

Market Briefing

Nov 21, 2025

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12 min read

Searching for clues

Nvidia’s best wasn’t enough to prop up market, traders search for clues behind S&P reversal, tariffs will cut deficits by $1 trillion less than expected, Fed fractures deepen amidst inflation concern, and Michael Saylor’s Strategy risks losing billions...

Market Briefing

Nov 20, 2025

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12 min read

‘Real, not a bubble’

Nvidia’s upbeat forecast quiets AI bubble talk, Trump urges Bessent to take Federal Reserve job, Fed minutes show ‘many’ officials lean against Dec. cut, bond market wagers on Fed rate cut crumble, and Alphabet soars on ‘rave reviews’ for Gemini 3...

Market Briefing

Nov 19, 2025

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11 min read

Crash or rally?

Nvidia looks set for $320B swing after earnings, SpaceX could be more valuable than OpenAI, Meta wins landmark antitrust case, financial stocks send warning, and tech giants pour billions into Anthropic as circular AI investments roll on...

Market Briefing

Nov 18, 2025

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11 min read

‘Ugly’ technicals

‘Ugly’ technicals put the rally at risk of correction, Bitcoin’s drop flashes warning sign for stocks, Trump's tariffs hit the global economy, Amazon raises $15B in first US bond sale in 3 years, and Apple intensifies succession planning for Tim Cook...

Market Briefing

Nov 17, 2025

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11 min read

'Buy the dip' saves stocks

Tech investors turn to Nvidia results for next cues, bonds are heading for the best year since 2020, ‘buy the dip’ investors save stocks, Berkshire added $4 billion Alphabet stake, and hedge funds trim stakes in 'Magnificent Seven...

Market Briefing

Nov 14, 2025

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11 min read

Future of finance?

Investors dump tech shares as shutdown relief evaporates, Eric Trump: The future of finance is crypto, Robinhood CEO: Prediction market is fastest-growing business, Saylor: Bitcoin will be bigger than gold within a decade, and Michael Burry of 'Big Short' fame is closing his hedge fund...

Market Briefing

Nov 13, 2025

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11 min read

No data for you

Jobs, CPI data won’t be released, the Fed is torn over a December rate cut, Trump to dine with Wall Street CEOS, House takes step toward ending longest government shutdown in history, and US Mint presses final penny after more than 200 years...

Market Briefing

Nov 12, 2025

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10 min read

Bull case broadens

SoftBank sells Nvidia stake to fund OpenAI, AMD CEO: AI data center market will be worth $1T by 2030, the bull case for stocks broadens beyond AI, the Fed is torn over December rate cut, and three AI megadeals are breaking new ground on Wall Street...

Market Briefing

Nov 11, 2025

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11 min read

Going quiet

Senate passes bill to end government shutdown, Warren Buffett is ‘going quiet’, best earnings season in years validates bulls’, the AI-driven rally just got another vote of confidence, and WH furious with Pulte over 50-year mortgage...

Market Briefing

Nov 10, 2025

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12 min read

'Buy everything' rally

Shutdown nears end with agreement to funding deal, ‘buy everything’ rally puts bull market to the test, Trump promises $2,000 tariff dividend, Berkshire closes gap with S&P 500, and Trump proposes 50-year mortgage to help affordability...

Market Briefing

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