The briefing Wall Street & C-Suites are reading.
Aug 28, 2026
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3 min read
Nvidia breaks its post-earnings curse, Alphabet sheds $700B in market value, Venezuela weighs OPEC exit, Citadel notches record $7.3B trading revenue, and Trump family crypto bank backed by Abu Dhabi royal...
Aug 27, 2026
4 min read
Nvidia posts blowout quarter, global trade tensions grow with no end in sight, dollar and bond markets 'on edge', Meta to pay $18B in social media claims, and Apple sets iPhone launch event for Sept. 9 under new CEO...
Aug 26, 2026
Canada strikes back with retaliatory tariffs, all eyes on Nvidia earnings, Trump discloses over 1,000 new stock trades, hedge fund legend slams Treasury's bond buybacks, and SpaceX plans to build the ‘biggest launch site on Earth’...
Aug 25, 2026
Investors counting on Nvidia to keep the AI party going, Nvidia sees 7th-straight drop ahead of earnings, Wall Street rotating out of 2026's biggest winners, the gold rally gains momentum, and US tells Iran’s trade partners to cut ties or face sanctions...
Aug 24, 2026
Bessent has no easy fix for bond yields, US-Canada rift deepens over tariffs, the return of the debasement trade, Nvidia customers notified about price hikes, and Trump discloses 1,000 stock trades in June...
Aug 21, 2026
Treasury yields rebound, Bessent signals more Treasury buybacks ahead, Fed and Treasury appear at odds when it comes to the markets, the software buyout wave is upon us, and Walmart posts weakest sales growth in six years...
Aug 20, 2026
US national debt surpasses $40 trillion, Treasury doubles down, Bessent most interventionist Treasury Chief in decades, Moderna skyrockets, and Trump says US starting 'economic warfare' operation against Iran...
Aug 19, 2026
Nvidia, AMD, Micron lead chip stocks selloff, Wall Street sees no end in sight to global bond selloff, Unitree pops 542% in Shanghai debut, AI optimism fades among young adults, and Wall Street may have found its party pooper...
Aug 18, 2026
Bond selloff drives 30-year yields to highest since 2007, Nvidia to provide up to $10B backstop for OpenAI data center, US awards Raytheon $22.9B deal, Nike hits 12-year low, and SpaceX's major investors are finally visible...
Aug 17, 2026
Markets just flipped the script on Warsh's Fed, 20-yr bond sale to test demand, stock-picking funds are performing worse than ever, JPMorgan could soon be the first $1 trillion bank, and Trump family’s World Liberty Fi gets preliminary approval to launch a bank...]
Aug 14, 2026
Costliest US bond sale since ’01, Musk and Zuck make AI comebacks, Ackman buys Netflix again four years after exit, Workday posts best day in 10 years on Silver Lake takeover, and CXMT becomes China’s most valuable company...
Aug 13, 2026
Markets get inflation relief, cooler CPI bolsters case for Fed to hold rates, US sent back $33.4B in tariff refunds in July, CoreWeave stock surge gives the AI Trade a boost, and S&P earnings are so good investors are starting to worry...
Aug 12, 2026
Trump weighs capital gains tax cuts, US Treasury is paying $3B a day in interest on national debt, Nvidia is developing a new AI model family, older Americans are dropping out of the workforce, and Big Tech meets Milton Friedman...
Aug 11, 2026
Nvidia and Wall St. partner on $500B AI financing, Zuckerberg reveals AI plans in 6,500-word manifesto, Yen erases gains after US-Japan intervention, retail traders sell SpaceX for the first time, and JP Morgan lifts 2026-end target for S&P 500 to 8,000...
Aug 10, 2026
'Very little to like': Wall Street assesses July jobs report, analysts: weak jobs not cause for panic, China unleashes $28T to challenge US in AI, gold's breakout could force investors back in, and miner soars 29% after US War Dept investment...
Aug 7, 2026
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
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...
