Morning Briefing
Iran warns of retaliation in the event of a US attack - US completes first sale of Venezuelan oil worth $500 million - Trump imposes 25% tariff on Nvidia and AMD AI chips - TSMC exceeds expectations with AI boom - Alibaba turns AI into a digital assistant - Bank of America delivers strong results despite headwinds
On Wednesday, January 14, 2026, trading on Wall Street concluded in a noticeably risk-averse environment....
US Markets Shift into Reverse – Mild Inflation Data – Banks Stand Behind Jerome Powell – Oil Prices Surge Following Iran Ultimatum – Silver and Gold Continue to Rise – KeyBanc Upgrades AMD and Intel to "Overweight" – Novo Nordisk Open to Acquisitions – Apple Attacks Adobe – JP Morgan Slides After Earnings – Delta Disappoints on Outlook – Trump Criticizes Transaction Fees – Boeing Surpasses Airbus – Nike Signs Pickleball Wunderkind
On Tuesday, January 13, 2026, the US stock markets shifted into reverse after the record highs of the...
Trump threatens Iran trade partners with 25% tariff - Alphabet reaches 4 trillion valuation thanks to AI focus - Apple relies on Google’s Gemini - Strategic restructuring at Meta - Novo Nordisk warns of increasing use of unapproved GLP-1 copies
On Monday, January 12, 2026, the major US exchanges displayed impressive performance, closing the trading...
Plans for US Intervention in Iran Harden – US Labor Market Weakens – Fed Board Receives Subpoena – Trump Calls for Interest Rate Cap on Credit Cards – Walmart Integrates Inventory into Google Gemini – X Releases Recommendation Algorithm – Chip Industry in AI Fever, Memory Shortage Looms – Boeing Reports Strong Delivery Numbers – Banks Kick Off Earnings Season This Week
On Friday, January 9, 2026, US markets continued their recovery, ending the first full trading week of...
Trump Accelerates the Desire for Greenland – Defense Budget Set to Rise to $1.5 Trillion – Jobs Report Eagerly Anticipated – Bloom Energy on the Rise Thanks to AEP Fuel Cell Deal – Meta's Acquisition of Manus under Regulatory Scrutiny – Glencore and Rio Tinto Begin Acquisition Talks – Chevron Faces Competition for Export Licenses – GM Reports $7.1 Billion Write-Offs – Aehr Test Systems Receives Orders Worth $5.5 Million
On Thursday, January 8, 2026, the US stock market presented an exciting but mixed picture. The Dow Jones...
US Markets Weakening – Venezuelan Oil Revenues to Flow into US Goods – Trump Bans Dividends and Buybacks for Defense Stocks – US Labor Market Stabilizes – JP Morgan Acquires Apple Credit Card Business – Alphabet More Valuable than Apple – Warner Prefers Netflix Offer – China Halts H200 Orders – Samsung Reports Profit Explosion – Applied Digital Targets $1 Billion Operating Income – Anthropic Raises $10 Billion – OpenAI Launches ChatGPT Health
On Wednesday, January 7, 2026, the major US stock exchanges concluded trading mixed. The Dow Jones fell...
US Markets Show Significant Gains at the Start of the Year – Trump Announces Oil Deliveries from Venezuela – Greenland Debate Escalates – AMD Launches Major AI Offensive – Amazon Focuses on Alexa and Shopping Agents – Meta Appoints New Chief Legal Officer – xAI Raises $20 Billion – Nvidia Pushes for China Comeback and Auto AI – Intel Unveils New Gaming Processor – Memory Stocks in a Frenzy
On Tuesday, January 6, 2026, the major US stock exchanges continued their positive run. The Dow Jones...
US Markets Run Out of Steam at Year-End – Ukraine Demands 50 Years of Security from the USA – Strong Silver Price Rollercoaster – Meta Makes a Move on Manus – SoftBank Acquires DigitalBridge – Nvidia Completes 5 Billion USD Entry in Intel – Great Potential for Amazon 2026 – Reddit as Major AI Winner in Citations – Lululemon Founder Calls for Power Shift – Boeing Secures Major Order for Israeli Air Force
On Monday, December 29, 2025, the major US stock indices wrapped up trading predominantly in negative...
Trump and Zelenskyy Work on Peace Solution in Ukraine War – Criticism of Trump's Battleship Plans – Silver Becomes the Third Most Valuable Asset Worldwide – Nvidia Faces a 20 Billion USD Acquisition of Groq – Amazon Halts Drone Delivery Plans in Italy – Oracle With Worst Quarter Since 2001 – Health Stocks in Focus – Apple CEO Tim Cook Invests in Nike
On Wednesday, December 24, 2025, the US stock markets closed the shortened trading session before the...
AI gains significant macroeconomic importance – Novo Nordisk achieves historic breakthrough with first GLP-1 pill – Why Alphabet's Intersect deal determines the AI leadership role – Oracle RPO data supports long-term OpenAI potential
On Monday, December 22, 2025, US stock markets continued the trend of the year-end rally. The Dow Jones...
US Stocks on Recovery Track - Trump's Planned Housing Initiative - Health Insurers Under Pressure - Silver Rally Shows No Signs of Slowing - Rocket Lab Receives Largest Order in Its History - Waymo Restarted After Blackout in San Francisco - Musk Set to Retain His Compensation Plan - CoreWeave Surges Double Digits with Buy Recommendation - Interactive Brokers Applies for Bank License
On Friday, December 19, 2025, US stocks continued their recovery. The Dow Jones rose by 0.4% to 48,135...
US Markets Clearly Friendlier After Inflation Report – Change of Course in Cannabis – Tech Companies Combine Knowledge in Genesis Mission – Eli Lilly Releases Positive Study on Orforglipron – Nike Continues to Suffer in China Business and from Tariffs – TikTok Deal Sealed, Oracle Benefits – FedEx Surprises with Higher Margins – SoFi Introduces Stablecoin SoFiUSD – Darden Grows Despite Higher Raw Material Prices – Accenture Continues to Grow, but Outlook Weak
On Thursday, December 18, 2025, the major US stock indices showed a positive trend again. The Dow Jones...
OpenAI explores mega funding round – Jabil significantly raises outlook – Storage scarcity drives Micron into new earnings dimension – Salesforce acquires Qualified and strengthens AI position in marketing – Elliott invests in Lululemon and drives leadership change
On Wednesday, December 17, 2025, the three main US stock exchanges closed with clear losses. The Dow...
US Unemployment Rate at Highest Level Since 2021 – Oil Price Crashes – Robinhood Focus on Prediction Markets – Pfizer Declares 2026 a Transition Year – OpenAI Approaches Amazon – Waymo Negotiates Planned $15 Billion Financing Round – Tesla Hits New All-Time High – Warner Bros. Prefers Netflix Offer – Homebuilder Lennar Under Pressure
On Tuesday, December 16, 2025, US markets showed mixed results. The Dow Jones fell by 0.6% to 48,114...
Labor Market Data in Focus After Data Gap in October - Ford Pulls the Emergency Brake on Electric Cars - Tesla Rally with a Grand Vision - Musk Breaks the $600 Billion Wealth Barrier
On Monday, December 15, 2025, the major US stock exchanges ended slightly in the red, as the pre-market...
Trump Names Kevin Warsh as Top Favorite for Fed Chair – Silver More Expensive Than Oil – Alphabet's Bet on SpaceX Could Bring Billions – iRobot Facing Bankruptcy – Oracle's Gigantic Leasing Offensive Weighs on Markets – Broadcom Falls Amid AI Skepticism – ServiceNow Aiming to Acquire Cybersecurity Company Armis – Disney’s Zootopia 2 Surpasses 1 Billion USD in Box Office Earnings
On Friday, December 12, 2025, US stock markets came under significant pressure, particularly technology...
Markets in good spirits after interest rate cut – Trump centralizes AI regulation – Job numbers open up further cuts – Broadcom under pressure despite billion-dollar profits – Lululemon on the rise after CEO change – Eli Lilly weight-loss pill impresses in study – OpenAI releases GPT 5.2 – Disney invests $1 billion in OpenAI – Stock remains unfazed by Costco results – SpaceX set for the largest IPO in 2026 – Rivian with own AI chips
On Thursday, December 11, 2025, the major U.S. stock exchanges presented a tense yet predominantly positive...
US Markets Celebrate Rate Decision – Rate Cut of 0.25%, but Possible Pause Signaled – US Seizes Oil Tanker Off Venezuela – Adobe Reports Solid Numbers – Oracle Misses Revenue Expectations – Synopsys Surprises with Strong Numbers and Outlook – Intuitive Surgical Receives Additional Approvals for da Vinci System – Musk and Bezos Aim to Build Data Centers in Space
On Wednesday, December 10, 2025, the US markets set off with significant momentum for a surprisingly...
Fed rate cut firmly priced in - labor market shows mixed signals - Europe increases pressure on Russia - silver first at 60 USD - Microsoft invests in India and Canada - Meta with new model Avocado - ChatGPT with 900 million users - Eli Lilly builds plant in Alabama - Spotify launches with music videos - Exxon Mobil significantly raises growth forecasts - JPMorgan plunges due to cost explosion - Home Depot with sobering market expectations
On Tuesday, December 9, 2025, the US markets closed mostly unchanged. The Dow Jones marked a decrease...
Trump Calls for Unified AI Regulation – Billions in Aid for American Farmers – Nvidia Allowed to Sell to China with US Government Profiting – Alphabet Launching AI Glasses in 2026 – Paramount Increases Netflix Takeover Bid – Confluent Soars Due to IBM Deal – NextEra with Gigantic Energy Plans – PepsiCo Launches Radical Restructuring for 2026 – CoreWeave Under Pressure from New Convertible Bonds and Debt Burden
On Monday, December 8, 2025, US major indices closed weaker. The Dow Jones fell by around 0.4% to about...
China's exports rise, but not to the US – Putin remains steadfast on demands – Fed interest decision in focus – Robinhood expands to Indonesia – Netflix shakes Hollywood with acquisition deal – SpaceX with IPO speculation and $800 billion valuation – Carvana rises to the S&P 500 – Meta acquires Limitless – ServiceNow with 5-for-1 stock split
On Friday, December 5, 2025, the US stock market closed with slight gains. The Dow Jones gained about...
USA aims to increase mineral investments – Macron and Xi agree on trade deal – Bitcoin strengthens again – Meta plans savings in Metaverse – Microsoft to raise Office prices starting in July – Amazon considers ending deliveries by USPS – Ulta Beauty reports very strong quarter – SoFi experiences major stock sale – High-profile departures at Apple – Rubrik jumps 17% in after-hours trading
On Thursday, December 4, 2025, Wall Street remained generally calm and close to its all-time highs. The...
Macron Visits China – India Strengthens Russia Relations – Salesforce Fuels New Fantasies – Snowflake Raises Annual Forecast – Microsoft Under Pressure Due to Lowered Growth Targets
On Wednesday, December 3, 2025, the major US indices made a significant leap forward. The Dow Jones ...