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Oliver Buchannon
Market Briefing

The briefing Wall Street & C-Suites are reading.

Giants join forces

May 19, 2026

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4 min read

Giants join forces

Musk loses court battle against OpenAI, Google and Blackstone create cloud company, Warsh to be sworn in as Federal Chair on Friday, White House expands TrumpRX with Mark Cuban, and SEC readies plan for trading crypto versions of stocks...

Market Briefing
Market Briefing
'Board of Investment'

May 15, 2026

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3 min read

'Board of Investment'

Wall Street awaits word on ‘Board of Investment’, Cerebras climbs 75% after year’s biggest IPO, US says China wants more of its oil, Xi tells US CEOs that China will open up more, and SpaceX and the coming stock tsunami...

Market Briefing
Market Briefing
In the lead

May 14, 2026

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3 min read

In the lead

Trump arrives in Beijing with CEOs, the US inflation problem is getting worse, producer prices rose far more than expected, Apple stock closes at record high, and Anthropic, once behind, is the AI boom’s front-runner...

Market Briefing
Market Briefing
Growing anxious

May 13, 2026

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3 min read

Growing anxious

Senate confirms Kevin Warsh to Fed board, Wall Street growing anxious about long-term inflation, markets raise odds of 2026 rate hike, eBay flips the bird at GameStop, and tariffs, AI, and Strait of Hormuz in focus for Trump's Beijing visit...

Market Briefing
Market Briefing
NACHO takes shape

May 12, 2026

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3 min read

NACHO takes shape

The NACHO trade is taking shape, Trump backs temporary gas tax halt, Dan Ives predicts Nasdaq 30,000, private credit’s hot streak is over, and Musk, Cook set to join Trump for Xi Summit...

Market Briefing
Market Briefing
Chip-stock juggernaut

May 11, 2026

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3 min read

Chip-stock juggernaut

Trump rejects Iranian peace proposal, the $1 trillion club's new members powering the AI boom, the chip-stock juggernaut shows no signs of slowing down, US hiring beats expectations, and Alphabet poised to become world’s biggest company...

Market Briefing
Market Briefing
Turbulence ahead

May 8, 2026

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3 min read

Turbulence ahead

Rally in stocks approaching ‘manic’ level, Dalio: US is entering period of ‘great turbulence’, summer airfares set to surge, and CEOs warn: consumers are ‘running out of money’, and Trump to invite Nvidia, Apple, Exxon CEO’s on China trip...

Market Briefing
Market Briefing
All-time highs

May 7, 2026

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3 min read

All-time highs

Stocks hit all-time highs, Anthropic, SpaceX announce computing deal, AMD soars after earnings on strong demand, corporate America shrugs off economic uncertainty, and 30 charged in massive insider-trading ring...

Market Briefing
Market Briefing
Blockbuster forecast

May 6, 2026

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3 min read

Blockbuster forecast

Wall Street remains bullish on AI, gas prices climb toward $5.00 a gallon, Anthropic unveils AI agents targeting financial services, AMD rallies anew after blockbuster forecast, and Intel and Micron are poised to break major milestones...

Market Briefing
Market Briefing
Watershed moment

May 5, 2026

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3 min read

Watershed moment

US and Iran trade fire in Gulf, Amazon’s ‘watershed’ logistics move, Palantir revenue jumps 85%, Musk settles SEC lawsuit, and Michael Burry sells all GameStop stock...

Market Briefing
Market Briefing
Unsolicited offer

May 4, 2026

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3 min read

Unsolicited offer

GameStop offers to buy eBay, investors rethink ‘sell in May and go away’, Pentagon strikes deals with 7 Big Tech companies, Spirit Airlines prepares to shut down, and emerging-market stocks are powering past the war...

Market Briefing
Market Briefing
Investors are split

May 1, 2026

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4 min read

Investors are split

Markets rally to cap best month for stocks since 2020, Apple tops earnings estimates, Google wraps up best month since 2004, AI earnings bonanza is splitting investors, and Warsh set to inherit a Fed that looks ready to fight rate cuts...

Market Briefing
Market Briefing
Move over TACO

Apr 30, 2026

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3 min read

Move over TACO

Fed holds rates steady, Traders brace for $800B in earnings-related stock movement, oil hits wartime high soaring past $123, Uber expands into hotels in "everything app" push, and NACHO is the new word on Wall Street...

Market Briefing
Market Briefing
Bracing for next move

Apr 29, 2026

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3 min read

Bracing for next move

Wall Street braces for Fed's next move, UAE quits OPEC in a blow to the oil cartel, US pump prices near 4-year high, Dimon warns of 'some kind of bond crisis' ahead, and Elon gets his day in trial against OpenAI...

Market Briefing
Market Briefing
Call buyers defy dip

Apr 28, 2026

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4 min read

Call buyers defy dip

Xi blocks Meta deal that’s already done, major central banks set to hold interest rates steady, Nvidia and Intel call buyers defy the dip, Microsoft, OpenAI rewrite partnership deal, and oil prices top $108 after Iran peace talks unravel...

Market Briefing
Market Briefing
Make-or-break

Apr 27, 2026

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3 min read

Make-or-break

Big Tech’s earnings week is make-or-break for rally, AI stock enthusiasm heats back up, oil tops $107 per barrel, path cleared for Trump's Fed pick, and US Mint buys drug cartel gold and sells it as ‘American’...

Market Briefing
Market Briefing
High stakes

Apr 24, 2026

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3 min read

High stakes

American soldier arrested for Polymarket bets, Oracle’s AI debt pushes Wall Street to the limit, Trump: Americans should expect higher gas prices, Intel’s stock soars 20% as results top estimates, and Meta, Microsoft plan cuts, affecting 23,000 jobs...

Market Briefing
Market Briefing
'Biggest product ever'

Apr 23, 2026

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4 min read

'Biggest product ever'

US says no deadline for Iran proposal, US could own up to 90% of Spirit Airlines in $500M rescue plan, Musk: Optimus robots will be 'biggest product ever', Bessent: Gulf allies requested currency swap lines, and Lululemon names former Nike exec as new CEO...

Market Briefing
Market Briefing
No clear path

Apr 22, 2026

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4 min read

No clear path

Trump extends Iran ceasefire, Warsh still has no clear path to confirmation after Senate hearing, Japan’s Nikkei 225 rises to record high, Adobe announces $25 billion stock buyback, and Amazon launches GLP-1 weight loss program...

Market Briefing
Market Briefing
End of an era

Apr 21, 2026

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3 min read

End of an era

Apple CEO Tim Cook steps down, Investors are misreading news about the Iran war, Strait of Hormuz starts resembling a combat zone, refund portal opens for tariffs, and 'Everyone's nervous': Wells Fargo CEO said on economic sentiment...

Market Briefing
Market Briefing
Left behind

Apr 20, 2026

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3 min read

Left behind

Traders brace for renewed turmoil on Hormuz standoff, $50B worth of oil lost in 50 days of war, Europe down to six weeks of jet fuel, Berkshire shares left behind as S&P rallies to record, and traders place $760M bet on falling oil ahead of Hormuz announcement...

Market Briefing
Market Briefing
Firmly optimistic

Apr 17, 2026

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3 min read

Firmly optimistic

A firm market rally, Burry buys the dip in software, Wall Street turns gloomy on the dollar, Allbirds sinks as as 582% AI surge comes to screeching halt, and QVC files for Chapter 11 bankruptcy...

Market Briefing
Market Briefing
Bizarre pivot

Apr 16, 2026

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3 min read

Bizarre pivot

Trump risks showdown with Xi before summit, Allbirds soars 600% after bizarre rebrand as AI stock, investors return to tech stocks, Wall Street banks cut 5,000 jobs, and jury finds Live Nation illegally monopolized ticketing market...

Market Briefing
Market Briefing
Defying gravity

Apr 15, 2026

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10 min read

Defying gravity

Wall Street delusion about Mideast conflict in 3 charts, Poll: Americans hate the 2026 economy, Middle East oil production plunges, Nvidia denies Dell, HP acquisition rumor, and Meta poised to surpass Google in digital ad revenue for the first time...

Market Briefing
Market Briefing
Wall Street delusion

Apr 14, 2026

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10 min read

Wall Street delusion

Wall Street delusion about Mideast conflict in 3 charts, Poll: Americans hate the 2026 economy, Middle East oil production plunges, Nvidia denies Dell, HP acquisition rumor, and Meta poised to surpass Google in digital ad revenue for the first time...

Market Briefing
Market Briefing
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Market Briefing

Market Briefing

What Wall Street & C-Suites are Reading.


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