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Nvidia goes beyond chips

Jul 30, 2024

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15 min read

Nvidia goes beyond chips

Big Tech earnings arrive with Nasdaq 100 on brink of correction, Trump promises American crypto "going to the moon", a Fed rate cut is finally within view, fast-food chains battle for diners, and Apple agrees to first US labor deal...

Market Briefing
Market Briefing
Big Tech week

Jul 29, 2024

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14 min read

Big Tech week

Big Tech earnings arrive with Nasdaq 100 on brink of correction, Trump promises American crypto "going to the moon", a Fed rate cut is finally within view, fast-food chains battle for diners, and Apple agrees to first US labor deal...

Market Briefing
Market Briefing
The Great Rotation

Jul 26, 2024

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8 min read

The Great Rotation

Great rotation trade sees investors dump AI giants, the US economy is pulling off something historic, Apple no longer among top smartphone vendors in China, OpenAI announces a “SearchGPT” search engine, and starter home prices top $1 million in 200+ US cities...

Market Briefing
Market Briefing
Sell off

Jul 25, 2024

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8 min read

Sell off

Stocks fall as AI selloff goes global, Biden says time for ‘younger voices’, Tesla earnings miss causes biggest slump since ‘20, S&P and Nasdaq worst day since ‘22, and Ether ETFs see net inflows of $106M on first day...

Market Briefing
Market Briefing
Tesla slips

Jul 24, 2024

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9 min read

Tesla slips

Tesla profit falls short again, India closes in on China, Trump files complaint over Harris getting Biden’s war chest, Rivian to face trial in Tesla trade secrets theft case, and there’s a mutiny in the bond market...

Market Briefing
Market Briefing
Wall Street's 'KHive'

Jul 23, 2024

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10 min read

Wall Street's 'KHive'

Wall Street’s ‘KHive’ fired up to back Harris, Wiz rejects Alphabet’s $23 billion offer, SEC approves first spot Ether ETFs to start trading Tuesday, Xi cements role as ‘Chief Economist,’ and Google cancels plans to kill off cookies...

Market Briefing
Market Briefing
Investors react to Biden exit

Jul 22, 2024

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10 min read

Investors react to Biden exit

Investors react to Biden pulling out of race, markets could unwind the ‘Trump trade’ with Biden out, markets broaden as investors sell tech winners, a market rotation of historic proportions is taking shape, and who gets the $96M sitting in Biden’s campaign account?

Market Briefing
Market Briefing
25th Amendment

Jul 21, 2024

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3 min read

25th Amendment

Market Briefing
Market Briefing
Investors should pay attention to what Biden just did

Jul 20, 2024

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3 min read

Investors should pay attention to what Biden just did

Market Briefing
Market Briefing
Fed prepares to cut

Jul 19, 2024

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13 min read

Fed prepares to cut

Fed prepares for September cut, Trump pledges to cut taxes, Nvidia rebounds, OpenAI debuts mini version of its most powerful model, and Bud Light slips to No. 3 after boycott reshaped industry...

Market Briefing
Market Briefing
The chips fall

Jul 18, 2024

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14 min read

The chips fall

Chip stocks shed over $500 billion in value as US floats tougher trade rules on China, Biden says he’ll only quit race for medical reasons, Fed officials say they are 'closer' to cutting interest rates, and Trump is considering Jamie Dimon for Treasury Secretary...

Market Briefing
Market Briefing
Big Tech lines up

Jul 17, 2024

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14 min read

Big Tech lines up

Big Tech VCs to throw support to Trump, riskiest stocks begin an epic rotation with cuts in sight, small caps are the hottest trade going, gold jumps to record high, and Elon Musk vows to move X, SpaceX headquarters from CA to TX...

Market Briefing
Market Briefing
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Market Briefing

Market Briefing

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