The briefing Wall Street & C-Suites are reading.
Aug 20, 2026
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3 min read
US national debt surpasses $40 trillion, Treasury doubles down, Bessent most interventionist Treasury Chief in decades, Moderna skyrockets, and Trump says US starting 'economic warfare' operation against Iran...
Aug 19, 2026
4 min read
Nvidia, AMD, Micron lead chip stocks selloff, Wall Street sees no end in sight to global bond selloff, Unitree pops 542% in Shanghai debut, AI optimism fades among young adults, and Wall Street may have found its party pooper...
Aug 18, 2026
Bond selloff drives 30-year yields to highest since 2007, Nvidia to provide up to $10B backstop for OpenAI data center, US awards Raytheon $22.9B deal, Nike hits 12-year low, and SpaceX's major investors are finally visible...
Aug 17, 2026
Markets just flipped the script on Warsh's Fed, 20-yr bond sale to test demand, stock-picking funds are performing worse than ever, JPMorgan could soon be the first $1 trillion bank, and Trump family’s World Liberty Fi gets preliminary approval to launch a bank...]
Aug 14, 2026
Costliest US bond sale since ’01, Musk and Zuck make AI comebacks, Ackman buys Netflix again four years after exit, Workday posts best day in 10 years on Silver Lake takeover, and CXMT becomes China’s most valuable company...
Aug 13, 2026
Markets get inflation relief, cooler CPI bolsters case for Fed to hold rates, US sent back $33.4B in tariff refunds in July, CoreWeave stock surge gives the AI Trade a boost, and S&P earnings are so good investors are starting to worry...
Aug 12, 2026
Trump weighs capital gains tax cuts, US Treasury is paying $3B a day in interest on national debt, Nvidia is developing a new AI model family, older Americans are dropping out of the workforce, and Big Tech meets Milton Friedman...
Aug 11, 2026
Nvidia and Wall St. partner on $500B AI financing, Zuckerberg reveals AI plans in 6,500-word manifesto, Yen erases gains after US-Japan intervention, retail traders sell SpaceX for the first time, and JP Morgan lifts 2026-end target for S&P 500 to 8,000...
Aug 10, 2026
'Very little to like': Wall Street assesses July jobs report, analysts: weak jobs not cause for panic, China unleashes $28T to challenge US in AI, gold's breakout could force investors back in, and miner soars 29% after US War Dept investment...
Aug 7, 2026
Elon Musk rattles the telecom industry, shares of memory giants drop, Alphabet seeks up to $25B from its latest bond sale, gold at seven-week high, and Masa Son doubles down on AI bets...
Aug 6, 2026
Trump admin refunds $100B in tariffs, Google falls amid seismic leadership shift, Yen steadies after intervention, Citadel posts best month in years, and SpaceX attracts retail buyers after post-earnings slide...
Aug 5, 2026
SpaceX beats estimates in earnings debut, Bessent: Hormuz deal in sight, oil holds two-day drop, Airtable sale punctures SaaS bubble, and the trade in Trump’s social-media previews for sale at $100k/mo...
Aug 4, 2026
Dow hits record high, Palantir soars after 'otherwordly' quarter, Amazon hits $3 trillion valuation, US shakes up currency markets with unusual yen-buying, SpaceX set for its first earnings report...
Aug 3, 2026
Amazon and Apple deliver the drama, Big Tech earnings send valuations in wildly different directions, Trump says Iran talks to begin today, Japan vows coordination with US on weak yen, and AI is turning retail traders into DIY hedge funds...
Jul 31, 2026
Microsoft makes stock market history, Korean stocks surge by record 17%, Apple disappoints, Warsh hints at new inflation roadmap, and high-flying hedge fund sells holdings to Citadel after big AI losses...
Jul 30, 2026
Fed’s Warsh rebuked by investors, Dow drops 1,100 points, Meta tumbles after earnings miss, SpaceX sags again to new low, and Nvidia, Micron, AMD sink as AI trade unwinds...
Jul 29, 2026
Wall Street shrugs off chip rout, value outperforms growth this year, Citadel's Fed rate hike call adds to market angst, Jensen Huang meets with Lutnick, and SpaceX stock trying to recover after hitting all-time low...
Jul 28, 2026
Apple ends day as world’s most valuable company, chip rout deepens on circular funding, Fed likely to hold interest rates steady, Amazon targets SpaceX dominance, and the ETF crazy train is picking up speed...
Jul 27, 2026
Big Tech earnings slam into a market in revolt, Fed faces growing pressure to hike rates, US bond yields face pressure, power grids reach tipping point, and CXMT skyrockets 470% in Shanghai debut...
Jul 24, 2026
Trump admin rebuilds tariffs, 'Magnificent 7' shed $797 billion, Congress splits on war power resolutions, SpaceX short sellers build $15.5B paper profit, Musk edges toward a Tesla-SpaceX merger...
Jul 23, 2026
Tech earnings intensify AI spend scrutiny, Alphabet’s AI spending spree raises stakes for tech, infrastructure threats rattle markets, Tesla misses on earnings, and Kalshi launches election hub for prediction markets ahead of midterms...
Jul 22, 2026
Trump tees up new tariffs on 60 more countries, also plans 100% tariff on generic drugs, Supermicro jumps amid record $60B backlog, Goldman creates private markets platform, and SpaceX sets earnings date...
Jul 21, 2026
US slaps 50% tariffs on Canadian goods, Trump vows retaliation after US deaths, BlackRock seeks to raise $12B for data centers, Jersey Mike's begins IPO road show, and Goldman picks 36 market winners that aren't AI...
Jul 20, 2026
Big Tech earnings will test tech's big rotation, everyday investors are over Mag Seven, Bond traders take Warsh at his word, Brent breaks past $90, and Big Tech needs to justify AI spending as investors dump stocks...
Jul 17, 2026
Markets sink on global selloff in chip stocks, Kalshi bets on Wall Street, US slaps 25% tariff on most Brazilian goods, Netflix feeds anxiety with disappointing forecast, and short sellers load up against SpaceX...
