Archive | Market Briefing

Rare profit miss

Fed’s Williams: No need for rate hike in 2027, BofA hit with $1.2 billion penalty, US house sales drop to 12-year lows, JPMorgan posts rare profit miss, and the Iran war is costing American households $2,000...

Market Briefing

Oct 13, 2026

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3 min read

Emerging bull market star

Meta has reached AI ‘frontier’, new report shows US chip industry’s reliance on China, Microsoft plans huge deployment of its own AI chips, Sandisk stock is this bull market's emergent star, and a handful of tech stocks are masking an ugly S&P 500 problem...

Market Briefing

Oct 12, 2026

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3 min read

Bull market turns four

Bull market hits four-year anniversary, small-cap stocks get hit hard, Oracle stock falls, consumer sentiment near record low, Wall Street sees stocks rising by year-end...

Market Briefing

Oct 9, 2026

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3 min read

It's official

SpaceX confirms plans to become a 'major' mobile carrier, chip stocks retreat, US suspends visa program for tech firms, Starbucks explores Chipotle takeover, and tech firms pledge $2.4B in computing power to Trump’s Genesis Mission...

Market Briefing

Oct 8, 2026

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3 min read

About to dominate earnings

Nvidia, Micron are about to dominate earnings season, Fed minutes show hawkish unity behind Sept rate hike, Dalio warns AI bubble is nearing a breaking point, 30-yr mortgage rate hits highest in three years, and Microsoft debuts Nvidia-powered Surface laptop ultra...

Market Briefing

Oct 7, 2026

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4 min read

"Screaming good value"

AI turns Wall Street into a herd, record high borrowing costs roil US economy, SpaceX seeks $40 billion to buy Nvidia chips, Citigroup bets on Meta’s Muse, and US Treasury yields are a "screaming good value"...

Market Briefing

Oct 6, 2026

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3 min read

Credibility at risk

AI-stock rally powers Nasdaq to record close, TSMC stock hits all-time high, SpaceX jumps on bullish Morgan Stanley call, the American consumer is souring, and Bessent’s rosy forecasts are putting his credibility at risk...

Market Briefing

Oct 5, 2026

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3 min read

AI party on edge

Wall Street’s AI party is on edge, Trump taps Jay Clayton as AI Czar, OPEC+ agrees to keep Nov. oil output steady, US jobs fall far short of expectations, and Ackman calls Anthropic 'perhaps the greatest business story I've ever seen'...

Market Briefing

Oct 2, 2026

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3 min read

Alarm bells

S&P 500 alarm bells are starting to go off, the global bond rout is getting messy, Nike stock sinks, Anthropic targets mega-IPO before Thanksgiving, and rising yields are wreaking havoc on stocks outside the AI trade...

Market Briefing

Oct 1, 2026

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3 min read

Riding the boom

Micron rides the AI boom, Treasury yields near 25-year highs, Google unveils long-awaited Gemini 4, Musk returns to Trump world, and America's hated economic boom...

Market Briefing

Sep 30, 2026

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3 min read

Trade while you sleep

Trump, top AI leaders agree to voluntary AI standards, bond yields keep rising, consumer sentiment hits lowest level in a decade, Nike’s stock has never been hated more, and Robinhood bets big on AI bots that trade while you sleep...

Market Briefing

Sep 29, 2026

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3 min read

Historic firsts

Nvidia announces largest stock buyback in history, bond sell-off intensifies, Trump announces plan for largest steel plant in US history, IRS threatens Wall Street crackdown, and bond veteran Jim Bianco turns bullish for first time since 2020...

Market Briefing

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