The briefing Wall Street & C-Suites are reading.
Aug 7, 2026
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3 min read
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
4 min read
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...
Jul 16, 2026
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...
Jul 15, 2026
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...
Jul 14, 2026
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...
Jul 13, 2026
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...
Jul 10, 2026
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...
Jul 9, 2026
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...
Jul 8, 2026
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...
Jul 7, 2026
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...
Jul 6, 2026
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...
