Archive | Market Briefing

New normal

Trump meets with congressional leaders ahead of shutdown, AI stocks poised to replace the Mag 7, high stock valuations could represent a 'new normal', AI growth to spark serious jobs issue for Fed, and Nvidia seen as key AI beneficiary...

Market Briefing

Sep 26, 2025

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11 min read

Done deal

Trump signs TikTok order with $14B valuation, we’re in an AI ‘super cycle’ that could last 20 years, Fed divide deepens, US economy grows at fastest pace in nearly two years, and Trump slaps new tariffs on imported drugs, trucks, and household furnishings...

Market Briefing

Sep 25, 2025

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11 min read

Comeback bid

Intel seeks investment from Apple in comeback bid, day trading is about to get a lot easier, Trump will sign TikTok deal on Thursday, Oracle raises $18 billion, and Microsoft partners with OpenAI rival Anthropic...

Market Briefing

Sep 24, 2025

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10 min read

$500B AI deal just accelerated

Powell: stock prices appear ‘fairly highly valued’, OpenAI/Oracle and SoftBank plan 5 AI data centers, Micron earnings blow past Wall Street expectations, Trump eyeing stake in Lithium Americas, and stocks may surge another 20% before historic crash, says 'black swan' fund Universa...

Market Briefing

Sep 23, 2025

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11 min read

'Biggest AI project in history'

Nvidia to invest $100 billion in OpenAI, Tesla hits 2025 high, Buffett dumps China's BYD, Better Home doubles after being called ‘Shopify of mortgages’, Disney says Kimmel will return tonight...

Market Briefing

Sep 22, 2025

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10 min read

2021-style rally

Trump’s $100K H-1B Visa change sparks chaos, Fed fuels 2021-style risk rally, Murdochs will also have role in new TikTok deal, Elliott builds a position in Workday, and Musk and Trump shake hands months after rift...

Market Briefing

Sep 19, 2025

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10 min read

Bull market ahead

Intel soars after Nvidia makes $5 Billion investment, strategists predict bull market path after rate cut, Powell warns: 'There are no risk-free paths now', jobless claims drop by most in almost four years, and Trump threatens licenses of TV stations...

Market Briefing

Sep 18, 2025

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10 min read

First of three

Powell rallies Fed colleagues to approve rate cut, China bans tech companies from buying Nivida’s AI chips, StubHub slides 6% in NYSE debut, Apple/Citi CEOs join Trump and King Charles at State dinner, and Kash Patel called Krispy Kreme a buy fueling wild rally...

Market Briefing

Sep 17, 2025

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12 min read

Investors bullish

Investors haven't been this bullish on stocks since February, here’s who makes up the US TikTok buyer consortium, Fed expected to cut rates for first time in 2025, dollar falls to four-year low, and Microsoft announces $30B investment in AI operations in UK...

Market Briefing

Sep 16, 2025

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11 min read

Betting big

Musk’s $1 billion Tesla stock buy erases loss for the year, Trump wants an end to quarterly earnings reports, Alphabet enters $3 trillion market cap club, China says Nvidia broke antitrust law, and Jack Ma returns with a vengeance to ‘Make Alibaba Great Again’...

Market Briefing

Sep 15, 2025

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11 min read

Gearing up

Markets gear up for a series of Fed cuts, US-China end first day of trade talks, UK-US to sign multibillion-dollar tech deal, Rolling Stone publisher sues Google, and a warning sign for the economy is flashing...

Market Briefing

Sep 12, 2025

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11 min read

Right on track

CPI keeps Fed on track for rate cut, Paramount plans bid for Warner Bros., Trump's tariff revenue hits another monthly record, race for stablecoin talent sends pay soaring, and Microsoft, OpenAI reach early deal in for-profit change...

Market Briefing

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