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?

25th Amendment

Investors should pay attention to what Biden just did

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…

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…

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…

'Top pick'

Trump’s VP pick has long ties to Silicon Valley, Powell signals Fed won’t wait for 2% inflation target, Apple at all-time high after Morgan Stanley calls 'top pick', BlackRock hits $10.6 trillion asset record, and Elon Musk plans to give $45M/mo to pro-Trump super PAC…

Market reacts to shooting

Trump shooting changes Biden’s strategy, how traders are expected to react, Trump victory trades to swell, Jamie Dimon warns interest rates may stay higher, and Elon Musk endorses Trump…

How traders are expected to react to Trump shooting

Inflation cools

Inflation broadly cools paving way for rate cuts, see inflation breakdown in one chart, Biden confuses Kamala for Trump, Zelenskiy for Putin, Tesla shares drop after robotaxi unveiling delay, and some pics from Sun Valley's 'summer camp for billionaires'…

Archegos founder guilty

Archegos founder found guilty of fraud charges, today’s inflation report to set the tone, S&P/Nasdaq/Nikkei make record highs, HubSpot plunges on news Alphabet shelves interest, and George Clooney pens op-ed: “we need a new nominee”…

Powell's testimony

Powell tells Congress economy no longer overheated, key takeaways from testimony, Tesla's US market share drops below 50% for first time, Goldman sees stocks and economy slowing, and Adidas set to benefit as Nike’s turnaround efforts falter…