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Oliver Buchannon
Market Briefing

The briefing Wall Street & C-Suites are reading.

Refunds

Mar 5, 2026

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11 min read

Refunds

Stocks rebound amid fresh Iran hopes, judge orders US Customs to process refunds on illegal Trump tariffs, Trump officially nominates Kevin Warsh to replace Jerome Powell, Nvidia CEO hints at end of investments in OpenAI and Anthropic, and Bessent says global 15% tariff starts this week...

Market Briefing
Market Briefing
Flow of energy

Mar 4, 2026

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11 min read

Flow of energy

Trump: US will escort oil tankers, gas prices see biggest single-day spike in 3 years, defense stocks soar, Wall Street bulls stick to calls for 2026 rally, and this is how oil, gold and stocks have responded when the world shakes...

Market Briefing
Market Briefing
Economic shock

Mar 3, 2026

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11 min read

Economic shock

Trump's war adds potential shock for US economy, gold touches $5,400, Apple debuts new products, Nvidia invests $4 billion into photonics companies, and Musk’s X, xAI to repay $17.5B debt as SpaceX IPO nears...

Market Briefing
Market Briefing
Bracing for impact

Mar 2, 2026

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10 min read

Bracing for impact

Energy in focus as traders brace for Iran impact, investors seek harbour in gold, oil jumps 10% and could spike to $100 a barrel, UAE stock markets closes for two days, and Wall Street notches monthly declines on combined AI, tariff, geopolitical uncertainty...

Market Briefing
Market Briefing
Surrender

Feb 27, 2026

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11 min read

Surrender

Nvidia sinks as earnings fail to quench investor thirst, Netflix drops Warner Bros. bid, Block shares soar 24% after company slashes workforce in half, Apple CEO teases new product unveil next week, and World Economic Forum head resigns over Epstein ties...

Market Briefing
Market Briefing
Markets 'got it wrong'

Feb 26, 2026

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10 min read

Markets 'got it wrong'

Nvidia investors give tepid reaction to upbeat forecast, Huang: Markets ‘got it wrong’ on AI threat to software, Wall St traders pounce on the tariff-refund chaos, Salesforce commits $50B for new buybacks, and Ellison’s WBD tantrum is the best thing to happen to Netflix stock...

Market Briefing
Market Briefing
About last night

Feb 25, 2026

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11 min read

About last night

Trump slams Supreme Court tariff ruling in SOTU, Wall Street braces for Nvidia earnings, Meta and AMD agree to multibillion-dollar chip deal, Citrini founder shocked his AI prediction sparked selloff, and Stripe expresses acquisition interest in PayPal...

Market Briefing
Market Briefing
Winners and losers

Feb 24, 2026

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11 min read

Winners and losers

Stocks hit by AI-disruption fears, IBM is the latest AI casualty, winners and losers emerge as Trump revamps tariffs, Amazon to spend $12B in Louisiana on data centers, and FedEx sues for refund of Trump tariffs...

Market Briefing
Market Briefing
Tariff fallout

Feb 23, 2026

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10 min read

Tariff fallout

Nvidia earnings, SCOTUS tariff fallout: What to watch this week, Trump hikes global tariffs to 15% from 10%, tariff ruling clouds Fed's rate path, Wall Street weighs market winners amid the AI scare trade, and traders’ latest bet is on ‘HALO’ companies with AI immunity...

Market Briefing
Market Briefing
Dethroned

Feb 20, 2026

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11 min read

Dethroned

Amazon overtakes Walmart to lead the world in sales, Wall Street braces for SCOTUS tariff decision, Nvidia to invest up to $30B in OpenAI, Tesla unveils cheaper Cybertruck model in US, and AI rivals refuse to hold hands at AI Summit (check it out)...

Market Briefing
Market Briefing
Deep divide

Feb 19, 2026

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11 min read

Deep divide

Fed minutes show deep divide on rate path, Apple decouples from Nasdaq, tech stocks regain footing, OpenAI funding on track to top $100B, and Nvidia sells off stake in Arm, a company it once tried to buy...

Market Briefing
Market Briefing
"Hands off"

Feb 18, 2026

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11 min read

"Hands off"

CFTC to states: Hands off prediction markets, Nvidia to sell Meta millions of chips, Japan to invest $36B in US projects, private software companies release earnings early to calm AI nerves, and Berkshire trims Apple stake, buys NYTimes stock in Buffett’s last moves as CEO...

Market Briefing
Market Briefing
Deeper sell-off?

Feb 17, 2026

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10 min read

Deeper sell-off?

'Dark side of AI': Wall Street weighs risk of deeper sell-off, SpaceX to compete in Pentagon contest for drone tech, Trump claims victories on the economy, gold options traders boost long-shot bets, and Apple to hold product launch on March 4...

Market Briefing
Market Briefing
Disruption, fear

Feb 13, 2026

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11 min read

Disruption, fear

AI turns from lifting all boats to sinking ships, Senate takes aim at tech companies’ supervoting stock, Anthropic raises another $30 billion, Coinbase Posts $667 Million Loss, and Nuveen to buy asset manager Schroders in end of an era for London...

Market Briefing
Market Briefing
Latest 'scare trade'

Feb 12, 2026

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11 min read

Latest 'scare trade'

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’...

Market Briefing
Market Briefing
Wall Street's new trade

Feb 11, 2026

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10 min read

Wall Street's new trade

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...

Market Briefing
Market Briefing
Chip crunch

Feb 10, 2026

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10 min read

Chip crunch

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...

Market Briefing
Market Briefing
Double whammy

Feb 9, 2026

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11 min read

Double whammy

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...

Market Briefing
Market Briefing
Software‐Mageddon

Feb 6, 2026

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10 min read

Software‐Mageddon

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’...

Market Briefing
Market Briefing
Buyers go missing

Feb 5, 2026

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11 min read

Buyers go missing

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...

Market Briefing
Market Briefing
'Get me out'

Feb 4, 2026

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11 min read

'Get me out'

‘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...

Market Briefing
Market Briefing
Mega IPO

Feb 3, 2026

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11 min read

Mega IPO

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...

Market Briefing
Market Briefing
Historic plunge

Feb 2, 2026

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10 min read

Historic plunge

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...

Market Briefing
Market Briefing
New Fed Chair?

Jan 30, 2026

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11 min read

New Fed Chair?

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...

Market Briefing
Market Briefing
S&P 7000

Jan 29, 2026

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11 min read

S&P 7000

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...

Market Briefing
Market Briefing
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Market Briefing

Market Briefing

What Wall Street & C-Suites are Reading.


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