Morning Briefing

Mixed US markets – Trump calls for rate cuts after weak PPI data – Trump appeals in dispute with Fed Governor Cook – Uber aggressively expands into finance, flying taxis, and beauty – Carrier struggles with retail and focuses on data centers – Amazon sets new standards – OpenAI signs USD 300 billion deal with Oracle – Larry Ellison now the richest man in the world – Google Cloud grows rapidly thanks to AI – TSMC reports 34% revenue increase – Klarna celebrates its IPO
On Wednesday, September 10, 2025 , trading on Wall Street was mixed. The Dow Jones fell by 0.5% to...

US Labor Market Report Causes Uncertainty - Poland Shoots Down Drones - Israel Attacks Hamas Leaders in Qatar - Apple Unveils New “Air” iPhone - Oracle Impresses with Massive Order Backlog - Microsoft Tests Anthropic as a Complement to OpenAI in Office 365 - Novo Nordisk Announces Job Cuts and Downgrades Forecast Again
On Tuesday, September 9, 2025 , US stock markets reached new record levels once again. The Dow Jones...

Nasdaq Hits Record High Thanks to Broadcom - Nasdaq Plans Trading in Tokenized Stocks - Argentinian Markets Under Pressure - French Government Falls on Confidence Vote - Nebius Closes Billion-Dollar Deal with Microsoft - New iPhones from Apple Expected
On Monday, September 8, 2025 , US markets continued their upward trend. The Dow Jones rose by 0.3% to...

Weaker Labor Market Increases Pressure on the Fed - Japan’s Prime Minister Ishiba Resigns After Election Defeat - France's Government Crisis Deepens - Robinhood Rises to the S&P 500 - OpenAI Announces AI-Powered Job Platform - ASML Invests in French AI Startup Mistral
On Friday, September 5, 2025 , US markets turned negative after a friendly start. The Dow Jones lost...

S&P 500 with Record Close - Trump Implements Japan Deal with 15% Tariffs - Broadcom Raises Forecast Thanks to AI Business - Collaboration with OpenAI as a Strategic Milestone - Lululemon Lowers Annual Forecast Due to US Weakness and Tariffs - DocuSign Raises Forecast Thanks to IAM Growth
On Thursday, September 4, 2025 , US stock markets continued their upward trend. The Dow Jones rose by...

US Job Openings Unexpectedly Decline in July - Lagarde Calls for Clear Rules for Stablecoins - Apple Plans Own AI “Answer Engine” - Salesforce Surpasses Expectations, Forecast Disappoints - Deutsche Bank Announces Capital Optimization
On Wednesday, September 3, 2025 , US markets showed a mixed trend. The Dow Jones lost 0.1% to 45,271...

Wall Street starts weak in September - Gold reaches new all-time high - European government bonds under pressure - PepsiCo in focus due to Elliott Management's entry - Google benefits from antitrust ruling - Zscaler surprises with strong numbers - Buffett disappointed by Kraft Heinz split
On Tuesday, the 2nd of September 2025 , US markets fell significantly. The Dow Jones closed 0.6% lower...

Gold reaches new all-time high - Deutsche Bank and Siemens Energy return to the Euro Stoxx 50 - Revolut launches secondary sale with 75 billion USD valuation - VW overtakes Tesla in electric vehicle sales in Europe - Nestlé replaces CEO after scandal - Tesla presents "Master Plan Part 4" - Amazon invests billions in New Zealand for AWS expansion
The US market was closed yesterday due to the Labor Day holiday. The DAX was able to gain 0.6% to 24,037...

Xi Calls for a New Global Security and Economic Framework - Summit: Xi, Modi, and Putin in Agreement - Court Overturns Parts of Trump's Tariff Policy - New Wave of Strikes Threatens in France - Alibaba Stock in Hong Kong Surges After Quarterly Results - Novo Nordisk Achieves Significant Study Success
On Friday, August 29, 2025 , the US markets took a breather. The Dow Jones fell by 0.2% to 45,544 points,...

S&P 500 reaches new all-time high – EU abolishes tariffs on industrial goods – Dell's quarterly results – Autodesk raises outlook after strong Q2 – Affirm reports record quarter – Marvell under pressure after weak forecast
On Thursday, August 28, 2025 , US stock markets continued their record chase. The Dow Jones rose by...

Nvidia Reports Record Figures - Power Struggle over US Health Agency Escalates - China Stocks Boosted by Institutional Purchases - CrowdStrike Disappoints with Weak Outlook - Snowflake Benefits from AI Demand
On Wednesday, August 27, 2025 , US indices recorded slight gains. The Dow Jones rose by 0.3% to 45,565...

China Stocks Experience Inflow Wave - Government Crisis in France - Indian Markets Under Pressure Ahead of US Tariffs - MongoDB Excites Investors - Okta Beats Expectations in Second Quarter - Nvidia Quarterly Results in Focus This Evening
On Tuesday, August 26, 2025 , the US markets rebounded after the drop at the beginning of the week. The...

Trump Dismisses Fed Governor Lisa Cook - New Tariff Threats Against Countries with Digital Taxes - Musk Takes Legal Action Against Apple and OpenAI - Trump Threatens China with Magnet Tariffs - Nvidia Ignites Next Growth Rocket - Index Movements in Focus
On Monday, August 25, 2025, the US markets slightly cooled off after last week's strong rally. The Dow...

US Markets Celebrate Powell's Speech – Ethereum Soars to All-Time High – Furniture Importers Under Pressure from Tariffs – Peace Between Russia and Ukraine Postponed – Spotify Raises Subscription Prices - Keurig Dr Pepper on the Verge of $18 Billion Acquisition – US Government Takes 10% Stake in Intel – Nio Climbs for the 7th Day in a Row – Ubiquiti Reports Strong Results – Robo-Advisors in High Demand – Nvidia in Focus This Week
On Friday, August 22, 2025, US markets surged after Fed Chair Jerome Powell opened the door for potential...

EU Accelerates Plans for the Digital Euro – Powell's Last Major Appearance in Jackson Hole – Nvidia Halts H20 Production Amid Chinese Pressure – Walmart Warns of Increasing Burdens from Tariffs – Zoom Raises Forecast Thanks to AI Boom and Enterprise Growth – Workday Raises Forecast and Pushes AI Offensive – Intuit Shines with Record Results
On Thursday, August 21, 2025, downward movements continued on the major US stock exchanges. The Dow Jones...

US Markets Mixed - Trump Attacks Fed Governor - US Federal Reserve Divided - Google Launches AI Product Offensive - PlayStation 5 Prices Increase - McDonald's Menus Cheaper - Amazon Adopts Android - Hertz Sells Cars via Amazon - Analog Devices Posts Strong Numbers - Target Down - TJX Raises Annual Forecast - Lowe's $8.8 Billion Acquisition - Estée Lauder Under Pressure
On Wednesday, August 20, 2025, the major US stock indices closed mixed. The Nasdaq Composite lost about...

Significant Losses in the Tech Sector – Direct Meeting Between Putin and Zelensky – U.S. Government Considers Additional Chip Stakes – 50% Tariffs Expanded – Crypto in Retreat – Home Depot Defies the Market – Palantir Plummets – Toll Brothers' Good Figures Tempered by Outlook – Robinhood Expands Into the Prediction Market – SoFi Launches new Payout Service – Streaming Dominates the TV Market – XPeng Increases Revenue and Margin – Palo Alto Sets Cybersecurity Standard
On Tuesday, August 19, 2025, the major U.S. stock exchanges showed a mixed picture. The Dow Jones remained...

US Markets Remain Stagnant – Security Guarantees for Ukraine – Russia Demands Territories – Cryptocurrencies Under Pressure – Palo Alto Networks Reports Strong Results – Nvidia Brings Blackwell to Cloud Gaming – Tesla Launches New Model Y L – Novo Nordisk Offers Prices for its Blockbuster Drugs – Google Signs Nuclear Power Agreement – Nio Expands Globally with Partners – US Government Considers 10% Stake in Intel – Duolingo Rises Double Digits – TeraWulf Gains from Google Increase – China's Unitree Leading at Humanoid Robot Olympics
On Monday, August 18, 2025, the major US exchanges showed little movement. The Dow Jones closed slightly...

US markets mixed into the weekend – Focus on talks between Trump and Putin – Selenskyj travels with a large entourage to Washington – Are there security guarantees for Ukraine? – Powell’s speech in Jackson Hole - Novo Nordisk receives FDA approval against MASH – OpenAI with $6 billion stock sale – Board resignations at Lyft – Meta undergoes renewed restructuring of its Superintelligence Labs – Salesforce stake increase by Starboard Value
On Friday, August 15, 2025, US indices closed slightly mixed. The Dow Jones increased by about 0.1%...

US markets stagnate – Trump-Putin meeting influences oil prices – PPI rises more than expected – Cryptocurrencies under pressure – Apple brings back blood oxygen measurement – Intel rises after rumors of government stake – John Deere drops due to tariff burdens – Applied Materials with weak forecasts – TeraWulf explodes after Google investment – Target and Ulta Beauty part ways – Buffett invests in UnitedHealth – Miami International with strong IPO
On Thursday, August 14, 2025, the major US indices showed indecision. The Dow Jones lost only 0.02%...

US Markets Continue to Surge Forward – Dampened Expectations for Meeting With Putin – Bessent Calls for Rate Cuts – Cryptocurrencies Rise – Amazon Accelerates Food Deliveries – Cisco With Strong AI Orders – Apple With Major AI Product Plans – Cryptocurrency Exchange Bullish Celebrates its Debut - Tencent Shines With Gaming Revenue – Oracle Cuts Jobs – Gildan Acquires Hanesbrands
On Wednesday, August 13, 2025, the major US indices continued their recovery rally. The Dow Jones rose...

Strong Market Jump in the US – Inflation Lower Than Expected – Hope for Three Rate Cuts – Trump Increases Pressure on Powell – Labor Market Report to Continue – Circle Raises USDC Circulation by 90% - Perplexity Offers $34.5 Billion for Chrome – CoreWeave Drops Despite Strong Revenue Increase – CAVA Significantly Misses Store Growth – Rigetti Presents Roadmap for 100 Qubit Systems – AbbVie Invests in US Production – eToro Benefits From Trading Boom
On Tuesday, August 12, 2025, the major US stock exchanges made a strong rebound. The Dow Jones gained...

US Markets Decline – China Tariff Pause Extended by Another 90 Days – Trump/Putin Talks in Focus – no Gold Tariffs – Paramount Snatches UFC Rights – Tesla on the Rise – Trump Praises Intel CEO – Ford Invests in Affordable EVs – Micron Raises Forecast – BigBear.ai Crashes Sharply – Archer Aviation Reports Higher Losses – Oklo and Lightbridge Explore Joint Production – Lithium Stocks in High Demand After Production Halt
On Monday, August 11, 2025, the US stock markets closed deep in the red. The Dow Jones lost 0.5%...