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Oliver Buchannon
Market Briefing

The briefing Wall Street & C-Suites are reading.

'Splash of cold water'

Jun 8, 2026

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3 min read

'Splash of cold water'

'A splash of cold water': Wall Street gauges pause in AI trade, chip slump erases $1.3 trillion in stock market value, Nvidia's $500 billion AI opportunity gets real, Marvell to join S&P 500, and stocks face rising risk with Mega AI deals ready to flood market...

Market Briefing
Market Briefing
'Jensen effect'

Jun 5, 2026

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3 min read

'Jensen effect'

Wall Street is going gaga for SpaceX, the ‘Jensen effect’ is the new ‘Trump bump’ for stocks, Jane Street plans new data center, Airbnb CEO to start a new AI company, and Kevin O'Leary shrinks data center footprint after backlash...

Market Briefing
Market Briefing
SpaceX sets price

Jun 4, 2026

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3 min read

SpaceX sets price

SpaceX sets $135 price for blockbuster IPO, historic stock rally faces key test, Broadcom sinks on AI chip outlook, Meta enters enterprise AI race, and Dalio sees AI bubble bursting as wealth is converted into money...

Market Briefing
Market Briefing
Next trillion-dollar company

Jun 3, 2026

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4 min read

Next trillion-dollar company

S&P 500 posts longest winning streak in a year, SpaceX staffers prep for multimillion-dollar windfalls, job openings jump to highest since 2024, Microsoft reveals new quantum chip, and Marvell soars 32% as Nvidia’s Huang says it could be the next trillion-dollar company...

Market Briefing
Market Briefing
Anthropic to go public

Jun 2, 2026

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3 min read

Anthropic to go public

Anthropic files for IPO, Alphabet to raise $80B for AI goals, Nvidia's new superchip takes aim at AMD and Intel, AI revolution is ‘50x bigger’ than the dot-com boom, and short seller Andrew Left found guilty of securities fraud...

Market Briefing
Market Briefing
Risk rally powers on

Jun 1, 2026

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3 min read

Risk rally powers on

Risk rally powers past war stalemate, SpaceX’s IPO forces Wall Street to reorganize around it, Fed policymakers eye possible rate hike, oil rises from six-week low, and Berkshire Hathaway to buy Taylor Morrison for $6.8B in housing bet...

Market Briefing
Market Briefing
Record-breaking

May 29, 2026

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3 min read

Record-breaking

SpaceX lowers IPO valuation target to $1.8 Trillion, Anthropic's valuation surpassed OpenAI, oil set for worst month since 2020, Costco sells 'record-breaking' amounts of gas, and Snowflake earnings boost stock to best day on record...

Market Briefing
Market Briefing
Tech empire

May 28, 2026

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3 min read

Tech empire

Elon floats SpaceX, Tesla merger, Snowflake rockets 36% on earnings beat, Robinhood rises after the company allows AI agents for trading, gold hits two-month low, and Google engineer charged with insider trading on Polymarket...

Market Briefing
Market Briefing
Chip frenzy

May 27, 2026

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3 min read

Chip frenzy

Memory chip frenzy puts Micron and SK Hynix in $1 Trillion Club, rocket and satellite stocks surge on SpaceX IPO euphoria, Goldman lifts S&P year-end target to 8,000, rideshare drivers form first US ride-share union, and Insurance mogul gets 12 years for $2 billion fraud...

Market Briefing
Market Briefing
Clear signal

May 26, 2026

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3 min read

Clear signal

The bond market sends a clear signal to the Fed, oil drops below $100 on Iran deal hopes, consumer sentiment falls as Dow hits record, China traders rush for exit after cross-border crackdown, and SpaceX and OpenAI IPOs could push the AI trade deeper into bubble territory...

Market Briefing
Market Briefing
New territory

May 22, 2026

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3 min read

New territory

Trump takes US investments into new territory, IPO, IPO, it's off to work we go, Oura files confidentially for IPO, IBM shares soar on US funding, and SpaceX IPO filing lays out Musk’s interplanetary manifesto...

Market Briefing
Market Briefing
SPCX: SpaceX

May 21, 2026

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3 min read

SPCX: SpaceX

SPCX: SpaceX publicly files for IPO, Nvidia beats expectations but not enough for investors, SoftBank shares soar 20%, OpenAI to file for IPO as soon as Friday, and Bezos says bottom half of earners should pay zero in income taxes...

Market Briefing
Market Briefing
Investor rift

May 20, 2026

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4 min read

Investor rift

Nvidia is set to report earnings, bond yields near two-decade high open rift among investors, Vance defends Trump’s stock-trading spree, Bessent urges more disruption to Iran's financing, and Google unveils biggest update to Search in 25 years...

Market Briefing
Market Briefing
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
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Market Briefing

Market Briefing

What Wall Street & C-Suites are Reading.


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