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On the verge

Dec 27, 2024

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9 min read

On the verge

Apple on verge of becoming first $4 trillion company, China’s EV sales set to overtake traditional cars, big banks sue the Fed, Nvidia sees ‘remarkable’ influx of retail investor dollars, and Larry Ellison wraps up banner year...

Market Briefing
Market Briefing
This is it

Dec 24, 2024

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8 min read

This is it

Markets begin last trading week with holiday cheer, Honda shares jump 17%, Tesla, Meta and Broadcom weights shrink, Nordstrom family will take retailer private, and Biden to decide on US Steel acquisition after panel deadlocks...

Market Briefing
Market Briefing
Will Santa visit Wall Street?

Dec 23, 2024

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8 min read

Will Santa visit Wall Street?

Bulls wish for a 'Santa Claus rally' as 2024 comes to close, Biden signs bill funding government through March, the next great leap in AI is crazy expensive, Starbucks workers expand strike, and Palantir, Anduril in tech group seeking Pentagon jobs...

Market Briefing
Market Briefing
Deal debacle

Dec 20, 2024

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13 min read

Deal debacle

Trump-backed spending deal fails in House, Amazon workers strike in effort to disrupt Christmas, FedEx to spin off its freight trucking business, Nike warns its turnaround will be a slog, and Bezos, Trump, and Musk met for dinner at Mar-a-Lago...

Market Briefing
Market Briefing
Powell shocks markets

Dec 19, 2024

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10 min read

Powell shocks markets

Powell shocks markets after interest rate cut, Trump breaks with Johnson on funding, Trudeau’s crisis rips up trade fight playbook, DOJ files complaint against CVS for unlawful opioid prescriptions, and you can now call 1-800-CHATGPT...

Market Briefing
Market Briefing
Worst in decades

Dec 18, 2024

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13 min read

Worst in decades

Fed set to deliver third-straight interest rate cut, Dow on longest losing streak since 1978, Nissan shares surge 22% on potential mega-merger with Honda, Nvidia falls deeper into correction territory, and 2024 was the 'year of the bond'...

Market Briefing
Market Briefing
$100B US investment

Dec 17, 2024

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13 min read

$100B US investment

SoftBank CEO announces a $100 billion investment into the US, Trudeau ‘considering resignation’ after finance minister quits, drone stocks are surging, Broadcom jumps 11%, and Nvidia hits correction territory...

Market Briefing
Market Briefing
Huge winners

Dec 16, 2024

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12 min read

Huge winners

The Fast Five → Palantir, MicroStrategy, Axon Join Nasdaq 100, Bitcoin surges above $106,000, Broadcom hits trillion-dollar valuation, T-Mobile announces $14 billion share buyback, and Happy 400th birthday to the world’s oldest bond...

Market Briefing
Market Briefing
Rally shows cracks

Dec 13, 2024

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13 min read

Rally shows cracks

S&P 500’s record rally shows cracks, Trump rings bell at NYSE, Congress introduces bills to break up health conglomerates, Broadcom shares soar 13%, and YouTube TV’s monthly cost soars to $82.99...

Market Briefing
Market Briefing
Record-breaking

Dec 12, 2024

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14 min read

Record-breaking

Magnificent seven back in pole position, Big Tech drives Nasdaq to 20,000, Tesla surges to first all-time high in 3 years, Alphabet soars to all-time high, and inflation gives Fed green light for December cut...

Market Briefing
Market Briefing
'Breakthrough' chip

Dec 11, 2024

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13 min read

'Breakthrough' chip

Alphabet shares jump on 'breakthrough' quantum chip, Xi readies bargaining chips for US trade war, Trump picks Andrew Ferguson to chair FTC, Kroger’s $24.6B Albertsons deal blocked by judges, and GM to exit Cruise robotaxi business...

Market Briefing
Market Briefing
New 2025 projection

Dec 10, 2024

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10 min read

New 2025 projection

S&P 2025 projections have a new high-water mark, UnitedHealth plunges as company faces new scrutiny, US importers set to accelerate shipments to record levels, Amazon is bringing QuickBooks to its millions of third-party sellers, and OpenAI releases anticipated text-to-video model Sora...

Market Briefing
Market Briefing
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