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Oliver Buchannon
Market Briefing

The briefing Wall Street & C-Suites are reading.

Military-industrial-financial complex

Mar 18, 2026

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12 min read

Military-industrial-financial complex

Trump ditches appeal for help in Iran war, Fed expected to hold rates, US diesel prices top $5 a gallon, K-shaped economy worsens, and a military-industrial-financial complex is rising in America...

Market Briefing
Market Briefing
Chilly response

Mar 17, 2026

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11 min read

Chilly response

Trump gets chilly response from allies over demand on Hormuz, Nvidia sees $1 trillion AI chip demand by 2027, traders getting nervous over Iran’s $200 oil warning, Americans are spending $300M more on gasoline this month, and BofA agrees to settle claims it aided Epstein crimes...

Market Briefing
Market Briefing
Weighing impact

Mar 16, 2026

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10 min read

Weighing impact

Wall Street weighs impact of surging oil prices, Trump demands help from other countries to secure Hormuz, Gulf economies at risk of worst slump since 1990s, rare-earth miner Lynas to supply Pentagon, and Meta plans huge layoffs as AI costs mount...

Market Briefing
Market Briefing
Trillion dollar catalyst

Mar 13, 2026

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10 min read

Trillion dollar catalyst

Nvidia and Palantir partnership a trillion-dollar catalyst, tech giants hover on cusp of correction, Iran vows to keep Hormuz closed, Senate passes first major housing bill, and Larry Fink predicts AI ‘bankruptcies’...

Market Briefing
Market Briefing
Headhunting bankers

Mar 12, 2026

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11 min read

Headhunting bankers

US to release 172M barrels of oil from reserve, two tankers attacked in Iraq waters, Pentagon headhunting bankers for ‘Economic Defense Unit’, Trump admin pursues new avenues for imposing tariffs, and Musk unveils joint Tesla-xAI project ‘Macrohard’...

Market Briefing
Market Briefing
Mixed messages

Mar 11, 2026

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11 min read

Mixed messages

Trump officials’ mixed messages prompt more volatility, stocks whipsawed by oil volatility, Iran war rocks hedge funds, war gives CEOs another excuse to tighten their belts, and Nvidia to provide chips and make 'significant investment' in OpenAI rival...

Market Briefing
Market Briefing
Historic disruption

Mar 10, 2026

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11 min read

Historic disruption

The biggest oil disruption in history, Trump signals possible end to war, G7 ‘stands ready’ to release emergency oil reserves, Netflix goes from M&A loser to market winner, and JPMorgan sees 10% correction in S&P 500...

Market Briefing
Market Briefing
Oil soars

Mar 9, 2026

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11 min read

Oil soars

War sparks global economic and energy disruption, Oil prices soar near $120 a barrel, Gulf’s image as financial hub threatened, labor market weakness puts Fed in tough spot, and OpenAI leader resigns after deal with Pentagon...

Market Briefing
Market Briefing
'Big disaster'

Mar 6, 2026

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11 min read

'Big disaster'

Trump admin eyes all options to tame oil prices, Iran warns US invasion would be ‘big disaster for them’, Oracle plans thousands of job cuts, Berkshire begins repurchasing shares, Robinhood launches Platinum Card with premium benefits...

Market Briefing
Market Briefing
Refunds

Mar 5, 2026

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11 min read

Refunds

Stocks rebound amid fresh Iran hopes, judge orders US Customs to process refunds on illegal Trump tariffs, Trump officially nominates Kevin Warsh to replace Jerome Powell, Nvidia CEO hints at end of investments in OpenAI and Anthropic, and Bessent says global 15% tariff starts this week...

Market Briefing
Market Briefing
Flow of energy

Mar 4, 2026

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11 min read

Flow of energy

Trump: US will escort oil tankers, gas prices see biggest single-day spike in 3 years, defense stocks soar, Wall Street bulls stick to calls for 2026 rally, and this is how oil, gold and stocks have responded when the world shakes...

Market Briefing
Market Briefing
Economic shock

Mar 3, 2026

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11 min read

Economic shock

Trump's war adds potential shock for US economy, gold touches $5,400, Apple debuts new products, Nvidia invests $4 billion into photonics companies, and Musk’s X, xAI to repay $17.5B debt as SpaceX IPO nears...

Market Briefing
Market Briefing
Bracing for impact

Mar 2, 2026

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10 min read

Bracing for impact

Energy in focus as traders brace for Iran impact, investors seek harbour in gold, oil jumps 10% and could spike to $100 a barrel, UAE stock markets closes for two days, and Wall Street notches monthly declines on combined AI, tariff, geopolitical uncertainty...

Market Briefing
Market Briefing
Surrender

Feb 27, 2026

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11 min read

Surrender

Nvidia sinks as earnings fail to quench investor thirst, Netflix drops Warner Bros. bid, Block shares soar 24% after company slashes workforce in half, Apple CEO teases new product unveil next week, and World Economic Forum head resigns over Epstein ties...

Market Briefing
Market Briefing
Markets 'got it wrong'

Feb 26, 2026

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10 min read

Markets 'got it wrong'

Nvidia investors give tepid reaction to upbeat forecast, Huang: Markets ‘got it wrong’ on AI threat to software, Wall St traders pounce on the tariff-refund chaos, Salesforce commits $50B for new buybacks, and Ellison’s WBD tantrum is the best thing to happen to Netflix stock...

Market Briefing
Market Briefing
About last night

Feb 25, 2026

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11 min read

About last night

Trump slams Supreme Court tariff ruling in SOTU, Wall Street braces for Nvidia earnings, Meta and AMD agree to multibillion-dollar chip deal, Citrini founder shocked his AI prediction sparked selloff, and Stripe expresses acquisition interest in PayPal...

Market Briefing
Market Briefing
Winners and losers

Feb 24, 2026

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11 min read

Winners and losers

Stocks hit by AI-disruption fears, IBM is the latest AI casualty, winners and losers emerge as Trump revamps tariffs, Amazon to spend $12B in Louisiana on data centers, and FedEx sues for refund of Trump tariffs...

Market Briefing
Market Briefing
Tariff fallout

Feb 23, 2026

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10 min read

Tariff fallout

Nvidia earnings, SCOTUS tariff fallout: What to watch this week, Trump hikes global tariffs to 15% from 10%, tariff ruling clouds Fed's rate path, Wall Street weighs market winners amid the AI scare trade, and traders’ latest bet is on ‘HALO’ companies with AI immunity...

Market Briefing
Market Briefing
Dethroned

Feb 20, 2026

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11 min read

Dethroned

Amazon overtakes Walmart to lead the world in sales, Wall Street braces for SCOTUS tariff decision, Nvidia to invest up to $30B in OpenAI, Tesla unveils cheaper Cybertruck model in US, and AI rivals refuse to hold hands at AI Summit (check it out)...

Market Briefing
Market Briefing
Deep divide

Feb 19, 2026

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11 min read

Deep divide

Fed minutes show deep divide on rate path, Apple decouples from Nasdaq, tech stocks regain footing, OpenAI funding on track to top $100B, and Nvidia sells off stake in Arm, a company it once tried to buy...

Market Briefing
Market Briefing
"Hands off"

Feb 18, 2026

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11 min read

"Hands off"

CFTC to states: Hands off prediction markets, Nvidia to sell Meta millions of chips, Japan to invest $36B in US projects, private software companies release earnings early to calm AI nerves, and Berkshire trims Apple stake, buys NYTimes stock in Buffett’s last moves as CEO...

Market Briefing
Market Briefing
Deeper sell-off?

Feb 17, 2026

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10 min read

Deeper sell-off?

'Dark side of AI': Wall Street weighs risk of deeper sell-off, SpaceX to compete in Pentagon contest for drone tech, Trump claims victories on the economy, gold options traders boost long-shot bets, and Apple to hold product launch on March 4...

Market Briefing
Market Briefing
Disruption, fear

Feb 13, 2026

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11 min read

Disruption, fear

AI turns from lifting all boats to sinking ships, Senate takes aim at tech companies’ supervoting stock, Anthropic raises another $30 billion, Coinbase Posts $667 Million Loss, and Nuveen to buy asset manager Schroders in end of an era for London...

Market Briefing
Market Briefing
Latest 'scare trade'

Feb 12, 2026

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11 min read

Latest 'scare trade'

Jobs report throws 'cold water' on Fed rate cuts, new AI worries end Dow’s 3-session win streak, Wall St’s top brass try to soothe investor jitters, Musk reorganizes xAI ahead of blockbuster IPO, and real estate services stocks sink in latest ‘AI scare trade’...

Market Briefing
Market Briefing
Wall Street's new trade

Feb 11, 2026

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10 min read

Wall Street's new trade

The 'Super Bowl of jobs reports' on deck today, Wall St’s new trade is dumping any stock in AI’s crosshairs, Paramount sweetens hostile bid to stop Netflix-Warner Bros. deal, Lutnick admits travel to Epstein Island, and Microsoft’s data center in NC to be powered by Duke...

Market Briefing
Market Briefing
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Market Briefing

Market Briefing

What Wall Street & C-Suites are Reading.


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