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Giants join forces

May 19, 2026

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4 min read

Giants join forces

Musk loses court battle against OpenAI, Google and Blackstone create cloud company, Warsh to be sworn in as Federal Chair on Friday, White House expands TrumpRX with Mark Cuban, and SEC readies plan for trading crypto versions of stocks...

Market Briefing
Market Briefing
'Board of Investment'

May 15, 2026

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3 min read

'Board of Investment'

Wall Street awaits word on ‘Board of Investment’, Cerebras climbs 75% after year’s biggest IPO, US says China wants more of its oil, Xi tells US CEOs that China will open up more, and SpaceX and the coming stock tsunami...

Market Briefing
Market Briefing
In the lead

May 14, 2026

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3 min read

In the lead

Trump arrives in Beijing with CEOs, the US inflation problem is getting worse, producer prices rose far more than expected, Apple stock closes at record high, and Anthropic, once behind, is the AI boom’s front-runner...

Market Briefing
Market Briefing
Growing anxious

May 13, 2026

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3 min read

Growing anxious

Senate confirms Kevin Warsh to Fed board, Wall Street growing anxious about long-term inflation, markets raise odds of 2026 rate hike, eBay flips the bird at GameStop, and tariffs, AI, and Strait of Hormuz in focus for Trump's Beijing visit...

Market Briefing
Market Briefing
NACHO takes shape

May 12, 2026

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3 min read

NACHO takes shape

The NACHO trade is taking shape, Trump backs temporary gas tax halt, Dan Ives predicts Nasdaq 30,000, private credit’s hot streak is over, and Musk, Cook set to join Trump for Xi Summit...

Market Briefing
Market Briefing
Chip-stock juggernaut

May 11, 2026

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3 min read

Chip-stock juggernaut

Trump rejects Iranian peace proposal, the $1 trillion club's new members powering the AI boom, the chip-stock juggernaut shows no signs of slowing down, US hiring beats expectations, and Alphabet poised to become world’s biggest company...

Market Briefing
Market Briefing
Turbulence ahead

May 8, 2026

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3 min read

Turbulence ahead

Rally in stocks approaching ‘manic’ level, Dalio: US is entering period of ‘great turbulence’, summer airfares set to surge, and CEOs warn: consumers are ‘running out of money’, and Trump to invite Nvidia, Apple, Exxon CEO’s on China trip...

Market Briefing
Market Briefing
All-time highs

May 7, 2026

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3 min read

All-time highs

Stocks hit all-time highs, Anthropic, SpaceX announce computing deal, AMD soars after earnings on strong demand, corporate America shrugs off economic uncertainty, and 30 charged in massive insider-trading ring...

Market Briefing
Market Briefing
Blockbuster forecast

May 6, 2026

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3 min read

Blockbuster forecast

Wall Street remains bullish on AI, gas prices climb toward $5.00 a gallon, Anthropic unveils AI agents targeting financial services, AMD rallies anew after blockbuster forecast, and Intel and Micron are poised to break major milestones...

Market Briefing
Market Briefing
Watershed moment

May 5, 2026

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3 min read

Watershed moment

US and Iran trade fire in Gulf, Amazon’s ‘watershed’ logistics move, Palantir revenue jumps 85%, Musk settles SEC lawsuit, and Michael Burry sells all GameStop stock...

Market Briefing
Market Briefing
Unsolicited offer

May 4, 2026

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3 min read

Unsolicited offer

GameStop offers to buy eBay, investors rethink ‘sell in May and go away’, Pentagon strikes deals with 7 Big Tech companies, Spirit Airlines prepares to shut down, and emerging-market stocks are powering past the war...

Market Briefing
Market Briefing
Investors are split

May 1, 2026

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4 min read

Investors are split

Markets rally to cap best month for stocks since 2020, Apple tops earnings estimates, Google wraps up best month since 2004, AI earnings bonanza is splitting investors, and Warsh set to inherit a Fed that looks ready to fight rate cuts...

Market Briefing
Market Briefing
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Market Briefing

Market Briefing

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