Market Briefing

The briefing Wall Street & C-Suites are reading.

Aug 29, 2025

Analysts warn

Analysts warn Nvidia's boom may be slowing, S&P/Dow score record high closes, Lisa Cook scrutiny intensifies with criminal referral, unemployment retreats from 2-month high, and Fed's Waller sees rate cuts over next 3-6 months, starting in September...

Market Briefing

Aug 28, 2025

AI bubble?

Nvidia forecasts decelerating growth, Modi issues ‘buy India-made’ call as 50% tariffs take effect, Trump's Intel stake sparks cries of 'socialism', US firms racing through $1 trillion buyback spree, and lower-income people are investing at record rates...

Market Briefing

Aug 27, 2025

All eyes on Nvidia

Nvidia set for $260 billion price swing after earnings, Trump team weighs extending influence to Fed banks - and taking stakes in defense firms, Fed gamble risks pushing key bond rates even higher, and Cracker Barrel stock jumps after returning to old logo after backlash...

Market Briefing

Aug 26, 2025

More deals?

Trump wants more deals like Intel's, Musk sues Apple and OpenAI, stocks waver after last week’s rally, there are now more ETFs than stocks, and Levi goes all in on Cowboy Culture...

Market Briefing

Aug 25, 2025

Rally signals

Wall Street got the rally signals from Powell it wanted, Nvidia earnings set to test AI trade, Fitch affirms US credit at 'AA+', POTUS goes on an investment spree, and Cracker Barrel loses $100 million in value after new logo release...

Market Briefing

Aug 22, 2025

All eyes on Jackson Hole

Nvidia orders halt to H20 chip production, investors see market risks as they brace for Powell speech, Meta signs $10 billion cloud deal with Google, Anthropic in talks to raise $10 billion in new funding, and Cracker Barrel sinks as new logo sparks backlash...

Market Briefing

Aug 21, 2025

Investors pull back

Investors pull back from tech, Trump's war on the Fed is escalating, retailers split on holiday prospects, Meta puts the brakes on AI talent spending spree, Palantir mints billions for struggling shorts...

Market Briefing

Aug 20, 2025

Tech slides

Tech slide cracks summer calm in stocks, Trump eyes government stakes in chipmakers beyond Intel, Palantir extends losing streak, Intel’s $25B rally sends valuation to dot-com levels, Trump embarks on $104 million bond-buying spree...

Market Briefing

Aug 19, 2025

End of and era?

More jobs weakness coming according to Goldman, BofA: The era of megacap dominance 'may be done', Powell has reason to hedge rate signal at Jackson Hole, Vanguard plans for its costliest ETFs yet, and Soho House to go private in $2.7B deal...

Market Briefing

Aug 18, 2025

Economists on edge

Investors react to US-Russia summit, July inflation data has economists on edge, IPO market surges, Walmart's view on tariff impacts will move markets this week, and the options trader coming to take on NYC flash boys...

Market Briefing