Market Briefing

Market Briefing

The briefing Wall Street & C-Suites are reading.

Jul 17, 2026

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4 min read

Markets sink

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...

Market Briefing

Jul 16, 2026

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3 min read

Best year ever

Wall Street traders are having their best year ever, SpaceX sinks below IPO price, PayPal soars on $53B takeover bid, BlackRock assets cross $15 Trillion, and JPMorgan poised to become world's first $1 trillion bank...

Market Briefing

Jul 15, 2026

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4 min read

Worst day

Trump backtracks on 20% Hormuz fee, IBM stock's worst day in 50+ years, Warsh vows to 'double down' on Fed’s inflation target, NY enacts data center moratorium, and Buffett excludes Gates Foundation from annual donations of Berkshire stock...

Market Briefing

Jul 14, 2026

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4 min read

Trade secrets

Trump proposes 20% toll on Strait of Hormuz cargo, Apple says former employee stole confidential files, Pentagon invests $25M into rare earths startup, Warren calls UAE chip export rule 'corrupt', and SpaceX stock sinks nearing $135 IPO price...

Market Briefing

Jul 13, 2026

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3 min read

Earnings kicks off

Earnings season kicks off, chipmakers cash in, Micron locks in $22B in AI memory commitments, Paramount weighs leaving California over Warner Bros. rift, and Musk and Altman spar on X after Apple files OpenAI lawsuit...

Market Briefing

Jul 10, 2026

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3 min read

Blockbuster listing

Markets reassess post-truce optimism with US-Iran conflict, Wall Street braces for blockbuster chip listing, Fed Chair Warsh announces task force heads, Goldman bans staff from prediction-market bets, and Eric Trump’s Bitcoin bet erases $600M from family fortune...

Market Briefing

Jul 9, 2026

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4 min read

Wake-up call

Peace trade collides with renewed Iran fighting, investors get inflation 'wake-up call', IMF slashes growth outlook, US and China space ventures raise capital, and Michael Burry bets on DraftKings and Flutter...

Market Briefing

Jul 8, 2026

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3 min read

Dragged into bear market

US revokes Iran oil sales authorization, SpaceX shares stumble in Nasdaq-100 debut, memory stocks dragged into a bear market, DeepSeek is developing its own AI chip, and traders dump tech bonds to make room for Amazon debt deal...

Market Briefing

Jul 7, 2026

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3 min read

An opening bell first

Chip stocks lead Big Tech rally, SpaceX joins the Nasdaq 100 today, Samsung profits jump 1,800%, Microsoft cuts 4,800 jobs, and Trump rings opening bell from the Oval Office to mark first day of trading for Trump Accounts...

Market Briefing

Jul 6, 2026

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4 min read

Biggest run in decades

Get ready for higher global interest rates for years to come, Trump heads to NATO Summit, BofA warns of 'snapback', chip stock bulls count on Samsung to soothe jitters, and small stocks are having their biggest run in decades...

Market Briefing

Jul 2, 2026

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4 min read

Beginning of the end

Trump cools on his own trade pact, Warsh: Fed will not be comfortable with inflation above 2%, Apple seeks to buy Chinese-made memory chips, institutional investors turn to new hedging tactics, and Michael Burry cites ‘beginning of the end’ with new AI short bets...

Market Briefing

Jul 1, 2026

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4 min read

Historic haul

Stocks notch strongest quarter since 2020, Trump pulled in at least $2.2B in 2025 crypto earnings, tech selloff stirs bubble fears, Michael Burry shorts Caterpillar, and Strategy heads for 11th losing month in 12...

Market Briefing

Jun 30, 2026

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4 min read

The breakup

Dow closes above 52,000 for first time, Comcast and NBCUniversal split, Yen hits 40-year low in historic slide, Super Micro raided in chip smuggling probe, and Warren Buffett skips donation to Gates Foundation amid Epstein review...

Market Briefing

Jun 29, 2026

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3 min read

SpaceX joins Nasdaq 100

SpaceX set to join Nasdaq 100, the trillion-dollar borrowing binge lifting the stock market, emerging markets are now an AI chip trade, Bitcoin falls below $60K, and GameStop pledges to pursue its takeover offer for eBay...

Market Briefing

Jun 26, 2026

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3 min read

Shortage

Iran war drives US inflation to 3-year high, yet consumer spending picks up despite, Apple raises prices due to memory chip shortage, Palantir stock nears fresh low amid freefall, JPMorgan shakes up Dimon succession race...

Market Briefing

Jun 25, 2026

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4 min read

Blowout

Stocks slide as Wall Street gets AI wake-up call, global tech rout hits Asia, Alphabet added to the Dow, SpaceX adds billions in debt, and Meta plans to build a prediction market app...

Market Briefing

Jun 24, 2026

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4 min read

Wake-up call

Stocks slide as Wall Street gets AI wake-up call, global tech rout hits Asia, Alphabet added to the Dow, SpaceX adds billions in debt, and Meta plans to build a prediction market app...

Market Briefing

Jun 23, 2026

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3 min read

Three-day slide

Trump signs executive orders on quantum computing, SPCX 3-day slide wipes out most IPO gains, SpaceX also readies its $20B bond debut, Oracle cuts 21,000 jobs for $50B AI buildout, and Alan Greenspan, long-serving US Fed chair, dies at 100...

Market Briefing

Jun 22, 2026

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3 min read

Warning sign

Inside US-Iran talks in Switzerland, AI buildout gives tech investors new reasons to watch bond market, investors see Micron earnings as pulse check of AI rally momentum, Schwab to enter prediction markets, and all the money flooding into AI is a giant warning sign...

Market Briefing

Jun 19, 2026

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3 min read

The playbook is back

US Navy ends blockade, gas prices fall below $4/gallon, SpaceX extends two-day drop a week after largest-ever IPO, Intel's turnaround pays off, and the 2020 playbook is back on Wall Street...

Market Briefing

Jun 18, 2026

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3 min read

Wanted: Wall St. dealmakers

Fed holds rates steady, key takeaways from Fed decision, half of America feels broke, Trump advisers weigh structure of AI stakes, and White House to woo Wall Street dealmakers with $400,000 jobs...

Market Briefing

Jun 17, 2026

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4 min read

Round-the-clock trading

SpaceX rockets past Amazon in sprint to $3T, Fed expected to hold rates steady, Goldman tops $1 trillion of M&A, Anthropic’s conflict with Washington complicates IPO, and traditional finance firms are starting to embrace round-the-clock trading...

Market Briefing

Jun 16, 2026

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3 min read

All eyes on Warsh

All eyes on Warsh, SpaceX stock jumps up over 40% since debut, US-Iran deal relieves energy markets, Nvidia joins AI borrowing frenzy, and Ackman teases four new stock bets in new fund...

Market Briefing

Jun 15, 2026

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3 min read

Markets cheer

Markets cheer US-Iran agreement, investors are piling into all things space, SpaceX options launch in coming days, SpaceX president gives another hint at a Tesla merger, and Warsh caught between Trump and bond market betting on hikes...

Market Briefing

Jun 12, 2026

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3 min read

Ready for liftoff

Wall Street readies for SpaceX liftoff, Intel stock soars on double upgrade, gold slumps to 6-month low, Europe raises interest rates, and Iran threatens Elon Musk’s companies in Middle East...

Market Briefing