Archive | Market Briefing

Major coup

Huang: Nvidia is the world's only tech company, Apple design exec poached by Meta in major coup, Wall St shifts AI narrative from 'bubble' to 'air pocket', Fanatics launches prediction market in 24 states, and major banks running crypto-trading pilots with Coinbase...

Market Briefing

Dec 3, 2025

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10 min read

Baby boom

Michael Dell to fund investment accounts for 25 million kids, Trump will announce Fed chief nominee in early 2026, forecast: AI bubble a "key downside risk", Intel soars on report it will supply chips for Apple, and OpenAI’s Altman declares ‘Code Red’ as rivals threaten AI lead...

Market Briefing

Dec 2, 2025

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11 min read

Overvalued

Bitcoin plummets as investors brace for more volatility, BofA: it’s time to add crypto to portfolio, Cyber Monday online sales hit $9.1 billion, OpenAI just made another circular deal, Burry says Tesla is 'ridiculously overvalued'...

Market Briefing

Dec 1, 2025

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12 min read

New forecasts rolling in

Trump says he has made his choice to lead the Fed, Wall Street's 2026 forecasts are rolling in, 'I don't know if we'll get that Santa rally', spot silver hits fresh record, and Sergey Brin gifts $1.1 Billion in Alphabet stock after AI rally...

Market Briefing

Nov 26, 2025

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10 min read

AI trade splinters

Hassett emerges as Fed Chair frontrunner, AI trade splinters as Google challenges Nvidia, Alphabet on pace to hit $4 trillion market value, Ackman's Pershing targets $5 billion IPO, and Robinhood, Susquehanna to launch prediction exchange ...

Market Briefing

Nov 25, 2025

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10 min read

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

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