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Major player

Sep 11, 2025

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11 min read

Major player

The latest on Charlie Kirk shooting, Oracle's 'truly awesome' quarter crowns it as major AI player, Trump's claim of 'no inflation' falls flat with Americans, Goldman set to see busiest IPO week in years, and Amazon’s Zoox jumps into US robotaxi race...

Market Briefing
Market Briefing
Battling a slowdown

Sep 10, 2025

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11 min read

Battling a slowdown

Stagflation fears grow after steepest jobs downgrade in decades, Wall Street has a consumer spending problem, Oracle stock soars as CEO says cloud revenue set explode, Treasury bulls out in force awaiting inflation data, and here’s everything Apple just announced...

Market Briefing
Market Briefing
'Sell the news'

Sep 9, 2025

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11 min read

'Sell the news'

Stocks at risk of ‘sell the news’ drop on rate cut, Nasdaq makes push to launch trading of tokenized securities, Tesla's US market share tumbles to 2017 lows, Lachlan Murdoch cements control of Fox, and StubHub eyes up to $9 billion valuation in US IPO...

Market Briefing
Market Briefing
Trillion dollar offer

Sep 8, 2025

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13 min read

Trillion dollar offer

Inflation data is main focus for investors, Tesla offers $1 trillion pay package to Elon Musk, Bessent: US economy should accelerate by fourth quarter, junk bonds are the new high grade bonds, and Robinhood joins the S&P 500 as market value hits $91 billion...

Market Briefing
Market Briefing
OpenAI <> Broadcom

Sep 5, 2025

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11 min read

OpenAI <> Broadcom

OpenAI to launch its first AI chip with Broadcom, Treasury traders gear up for payrolls report to cement bets, Trump's Fed pick vows Fed independence, Trump finalizes Japan trade deal, and Musk won’t be attending Trump’s tech CEO dinner at the White House...

Market Briefing
Market Briefing
Outnumbered

Sep 4, 2025

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11 min read

Outnumbered

US might have to unwind trade deals if it loses appeal, jobless Americans outnumber openings for first time in years, workers are becoming more stressed about finances, holiday spending set for steepest drop since pandemic, and left/right join forces to ban lawmakers from trading stock...

Market Briefing
Market Briefing
Big win

Sep 3, 2025

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11 min read

Big win

Google can keep Chrome judge rules, Bessent to start Fed Chair interviews Friday, gold hits record high, 30-year bond yield nears 5%, and Apple AI robotics researcher joins Meta in latest exit...

Market Briefing
Market Briefing
Next 14 days

Sep 2, 2025

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12 min read

Next 14 days

Modi joins hands with Xi and Putin, stock market’s fate comes down to next 14 sessions, BRICS leaders schedule virtual meeting to discuss Trump tariffs, Trump weighs declaring national housing emergency, Nestlé ousts CEO over office affair -taps Nespresso boss...

Market Briefing
Market Briefing
Analysts warn

Aug 29, 2025

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12 min read

Analysts warn

Analysts warn Nvidia's boom may be slowing, S&P/Dow score record high closes, Lisa Cook scrutiny intensifies with criminal referral, unemployment retreats from 2-month high, and Fed's Waller sees rate cuts over next 3-6 months, starting in September...

Market Briefing
Market Briefing
AI bubble?

Aug 28, 2025

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10 min read

AI bubble?

Nvidia forecasts decelerating growth, Modi issues ‘buy India-made’ call as 50% tariffs take effect, Trump's Intel stake sparks cries of 'socialism', US firms racing through $1 trillion buyback spree, and lower-income people are investing at record rates...

Market Briefing
Market Briefing
All eyes on Nvidia

Aug 27, 2025

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12 min read

All eyes on Nvidia

Nvidia set for $260 billion price swing after earnings, Trump team weighs extending influence to Fed banks - and taking stakes in defense firms, Fed gamble risks pushing key bond rates even higher, and Cracker Barrel stock jumps after returning to old logo after backlash...

Market Briefing
Market Briefing
More deals?

Aug 26, 2025

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11 min read

More deals?

Trump wants more deals like Intel's, Musk sues Apple and OpenAI, stocks waver after last week’s rally, there are now more ETFs than stocks, and Levi goes all in on Cowboy Culture...

Market Briefing
Market Briefing
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