The briefing Wall Street & C-Suites are reading.
Feb 12, 2026
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11 min read
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’...
Feb 11, 2026
10 min read
The 'Super Bowl of jobs reports' on deck today, Wall St’s new trade is dumping any stock in AI’s crosshairs, Paramount sweetens hostile bid to stop Netflix-Warner Bros. deal, Lutnick admits travel to Epstein Island, and Microsoft’s data center in NC to be powered by Duke...
Feb 10, 2026
Tech-stock recovery fuels Dow record, chip crunch ripples through markets, Alphabet lines up 100-year sterling bond sale, China urges banks to curb exposure to US Treasuries, and Meta, YouTube accused of designing platforms 'to addict' children...
Feb 9, 2026
Stocks’ sharp rebound makes investors more nervous, Bessent: ‘unruly’ Chinese trading behind gold price swings, prediction markets steal Super Bowl bets, get ready for jobs and inflation double whammy, SpaceX to prioritise building self-growing city on moon...
Feb 6, 2026
Bitcoin tanks to $60K, Strategy’s $12B loss headlines crypto’s worst day since ‘22 crash, WH launches direct-to-consumer drug site TrumpRx, Anthropic’s new model performs financial research, and investors hunt for bargains after ‘software‐mageddon’...
Feb 5, 2026
Dip-buyers go missing as selloff slams stocks, hedge funds made $24B shorting software stocks, US proposes rare earth trading bloc with allies, Bessent rules out crypto bailout, and Elon’s bold new plan to put AI in orbit...
Feb 4, 2026
‘Get Me Out’: Traders dump software stocks as AI fears erupt, Trump signs bill to end short-lived shutdown, Walmart hits $1 trillion market value, Disney names new CEO, and gold, silver rally luring back dip buyers...
Feb 3, 2026
Elon Musk’s SpaceX acquires xAI ahead of mega IPO, Trump cuts India tariffs in deal, stocks jump to kick off February, Strategy is unraveling, and gold and silver rebound after historic wipeout...
Feb 2, 2026
Trump nominates Kevin Warsh as new Fed Chair, gold and silver extend sell-off after historic plunge, Wall St divide in tech stock performance after earnings, banks, crypto leaders to meet on landmark Clarity Act, and SpaceX wants to put 1 million data centers into orbit...
Jan 30, 2026
Trump to announce Fed Chair pick, Apple smashes earnings estimates, Microsoft earnings prompt tech selloff, Senate panel passes crypto regulation bill, and SpaceX considering merger with Tesla or xAI...
Jan 29, 2026
Fed holds interest rates steady, S&P breaches 7,000 pts for the first time, Tesla plots $20B spending spree, Gold soars above $5,400, and Coinbase rolls out prediction markets to all US customers...
Jan 28, 2026
Wall Street's 2026 playbook already needs to be rewritten, silver surges most since 2008, US gov investing $1.6B in mining company, Volkswagen considers pulling out of US over tariffs, and natural gas surges 30% as arctic freeze grips US...
Jan 27, 2026
Jan 26, 2026
Gold tops $5,000 for the first time, investors get set for busiest week of Q1, energy stocks to watch as winter storm rips through the US, hedge funds are back on top, and US set to make its largest investment in rare earths...
Jan 23, 2026
8 min read
Small caps notch longest win streak since 1996, TikTok seals deal to create US venture, Intel stock plunges 13%, Amazon to ax thousands more corporate employees, and SpaceX lines up banks to lead mega-IPO...
Jan 22, 2026
Trump backs off Greenland tariffs—citing ‘framework’ deal, stocks set for TACO Thursday, Trump says inflation was ‘defeated’, Intel’s stock jumps 11%, and Goldman raises year-end gold price forecast to $5,400/oz...
Jan 21, 2026
Wall St. has worst session since April meltdown, the globe flees US assets, Japan bond crash unleashes turmoil, Amazon CEO says tariffs have started to ’creep’ into prices, and Nvidia’s Huang to visit China to reopen market...
Jan 20, 2026
9 min read
Trump rocks Europe with tariff threat over Greenland, CEOs at Davos brace for Trump, Trump threatens to sue JPMorgan Chase, gold and silver jump to record highs, and NYSE to launch 24/7 tokenized trading...
Jan 16, 2026
Wall St powers nation’s biggest banks to record year, Trump to make tech giants pay for surging power costs, Taiwan/US reach trade deal tied to chips investment, Amazon blasts Saks funding deal over ‘worthless’ equity, and TSMC earnings draw investors’ eyes back to AI...
Jan 15, 2026
China hits record $1tn trade surplus despite Trump tariffs, Buffett warns 'AI risks match nuclear weapons, strong retail sales showcase US economic resilience, Trump imposes 25% tariff on some computing chips, and gold, silver extend record-breaking rallies...
Jan 14, 2026
Pentagon’s $1B stake to shake up defense industry, Wall Street scrambles to defuse Trump’s credit card onslaught, Nvidia, Eli Lilly to invest $1 billion in AI drug discovery lab, silver hits record, and global central bankers rally behind Fed's Powell...
Jan 13, 2026
‘Sell America’ trade revived by latest Fed attack, Wall Street shrugs, Alphabet’s $4 Trillion rise cements status as AI trade winner, Paramount sues Warner Bros. Discovery in takeover attempt, and Apple picks Google’s Gemini to run AI-powered Siri...
Jan 12, 2026
Fed served with DOJ subpoenas, Trump weighing military options against Iran, Trump rattles America's CEOs with series of edicts, Magnificent 7’s dominance shows signs of cracking, and gold rises to all-time high...
Jan 9, 2026
Trump announces $200B morgage bond buy, Wall Street braces for SCOTUS tariff decision, GM takes $6 billion hit, Trump Venezuela meeting shaping up to be a who's who of US oil, and billionaires are ramping up their California exits...
Jan 8, 2026
Trump: No more dividends and buybacks for defense companies, Trump to ban Wall Street from buying houses, US to control Venezuela oil exports indefinitely, job openings slide to 'anemic' rate, and Warner Bros. rejects latest Paramount bid, favoring Netflix...
