Archive | Market Briefing

‘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

Nov 7, 2025

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11 min read

A.I. bailout?

Buffett market indicators send warning to bulls, Tesla shareholders approve Musk's $1 trillion pay package, ‘Jenga Tower’ economy teeters, October job cuts hit highest level in 22 years, and Trump official says NO to AI bailout...

Market Briefing

Nov 6, 2025

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11 min read

The winner is

Huang: 'China is going to win the AI race', SCOTUS questions Trump's authority on tariffs, Robinhood doubles revenue, Starbucks baristas prep 'biggest strike we've ever been on’, and Wall Street girds for life under Mamdani...

Market Briefing

Nov 5, 2025

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12 min read

Big shorts

Wall Street heavyweights flag risk of market pullback, Burry reveals Nvidia and Palantir puts, retail traders post worst day since April, Denny’s stock up 50% after buyout bid accepted, and Apple prepares to enter low-cost laptop market...

Market Briefing

Nov 4, 2025

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11 min read

Room to run

Amazon, OpenAI strike $38 billion deal, Big Tech's AI bets show bubble has 'good ways to go', Alphabet is selling $25 billion of bonds, Palantir shares fall after record run-up, and BofA CEO to face investors with worst returns on Wall Street...

Market Briefing

Nov 3, 2025

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11 min read

Earnings cracks

Latest in US/China trade deal, Wall Street says tokenization will change global markets, Big Tech earnings reveal cracks, dollar has second best month of 2025, and OpenAI is the hot buzzword on corporate earnings calls...

Market Briefing

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