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Bracing for impact

Mar 2, 2026

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10 min read

Bracing for impact

Energy in focus as traders brace for Iran impact, investors seek harbour in gold, oil jumps 10% and could spike to $100 a barrel, UAE stock markets closes for two days, and Wall Street notches monthly declines on combined AI, tariff, geopolitical uncertainty...

Market Briefing
Market Briefing
Surrender

Feb 27, 2026

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11 min read

Surrender

Nvidia sinks as earnings fail to quench investor thirst, Netflix drops Warner Bros. bid, Block shares soar 24% after company slashes workforce in half, Apple CEO teases new product unveil next week, and World Economic Forum head resigns over Epstein ties...

Market Briefing
Market Briefing
Markets 'got it wrong'

Feb 26, 2026

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10 min read

Markets 'got it wrong'

Nvidia investors give tepid reaction to upbeat forecast, Huang: Markets ‘got it wrong’ on AI threat to software, Wall St traders pounce on the tariff-refund chaos, Salesforce commits $50B for new buybacks, and Ellison’s WBD tantrum is the best thing to happen to Netflix stock...

Market Briefing
Market Briefing
About last night

Feb 25, 2026

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11 min read

About last night

Trump slams Supreme Court tariff ruling in SOTU, Wall Street braces for Nvidia earnings, Meta and AMD agree to multibillion-dollar chip deal, Citrini founder shocked his AI prediction sparked selloff, and Stripe expresses acquisition interest in PayPal...

Market Briefing
Market Briefing
Winners and losers

Feb 24, 2026

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11 min read

Winners and losers

Stocks hit by AI-disruption fears, IBM is the latest AI casualty, winners and losers emerge as Trump revamps tariffs, Amazon to spend $12B in Louisiana on data centers, and FedEx sues for refund of Trump tariffs...

Market Briefing
Market Briefing
Tariff fallout

Feb 23, 2026

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10 min read

Tariff fallout

Nvidia earnings, SCOTUS tariff fallout: What to watch this week, Trump hikes global tariffs to 15% from 10%, tariff ruling clouds Fed's rate path, Wall Street weighs market winners amid the AI scare trade, and traders’ latest bet is on ‘HALO’ companies with AI immunity...

Market Briefing
Market Briefing
Dethroned

Feb 20, 2026

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11 min read

Dethroned

Amazon overtakes Walmart to lead the world in sales, Wall Street braces for SCOTUS tariff decision, Nvidia to invest up to $30B in OpenAI, Tesla unveils cheaper Cybertruck model in US, and AI rivals refuse to hold hands at AI Summit (check it out)...

Market Briefing
Market Briefing
Deep divide

Feb 19, 2026

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11 min read

Deep divide

Fed minutes show deep divide on rate path, Apple decouples from Nasdaq, tech stocks regain footing, OpenAI funding on track to top $100B, and Nvidia sells off stake in Arm, a company it once tried to buy...

Market Briefing
Market Briefing
"Hands off"

Feb 18, 2026

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11 min read

"Hands off"

CFTC to states: Hands off prediction markets, Nvidia to sell Meta millions of chips, Japan to invest $36B in US projects, private software companies release earnings early to calm AI nerves, and Berkshire trims Apple stake, buys NYTimes stock in Buffett’s last moves as CEO...

Market Briefing
Market Briefing
Deeper sell-off?

Feb 17, 2026

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10 min read

Deeper sell-off?

'Dark side of AI': Wall Street weighs risk of deeper sell-off, SpaceX to compete in Pentagon contest for drone tech, Trump claims victories on the economy, gold options traders boost long-shot bets, and Apple to hold product launch on March 4...

Market Briefing
Market Briefing
Disruption, fear

Feb 13, 2026

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11 min read

Disruption, fear

AI turns from lifting all boats to sinking ships, Senate takes aim at tech companies’ supervoting stock, Anthropic raises another $30 billion, Coinbase Posts $667 Million Loss, and Nuveen to buy asset manager Schroders in end of an era for London...

Market Briefing
Market Briefing
Latest 'scare trade'

Feb 12, 2026

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11 min read

Latest 'scare trade'

Jobs report throws 'cold water' on Fed rate cuts, new AI worries end Dow’s 3-session win streak, Wall St’s top brass try to soothe investor jitters, Musk reorganizes xAI ahead of blockbuster IPO, and real estate services stocks sink in latest ‘AI scare trade’...

Market Briefing
Market Briefing
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Market Briefing

Market Briefing

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