Morning Briefing
Trump sends markets into a decline – New trade conflict with China – Rare earths in focus – Trump travels to Israel – Military salaries secured for now despite shutdown – AstraZeneca seals deal with US government – UBS sees potential in AI rally – PC upgrade after end of Windows 10 support – China tightens Nvidia controls and targets Qualcomm – Warner Bros. rejects acquisition offer
On Friday, October 10, 2025, US stock markets closed significantly lower, affected by new trade policy...
Ceasefire in Gaza – Macron to appoint new Prime Minister – Goldman Sachs sees no AI bubble – Nvidia invests in Musk's xAI – USA approves multi-billion dollar Nvidia exports to the Emirates – CoreWeave between innovation surge and investor doubts
On Wednesday, October 8, 2025, the major US stock indices continued their rally. The S&P 500 rose...
Widespread US market with trading losses – Quick end to the government shutdown anticipated – Bitcoin ETFs see record inflows – Gold surpasses $4,000 for the first time – Qualcomm acquires Arduino – Tesla lowers prices on new models – Flying taxi stocks decline – PayPal introduces new advertising platform – Oracle under pressure from weak margins – Dell raises growth targets
On Tuesday, October 7, 2025, US markets declined. The Dow Jones lost 0.2% to close at 46,603 points,...
Nasdaq climbs above 25,000 points for the first time - Yen falls to two-month low after political unrest in Japan - French markets react nervously to resignation - Trump imposes 25% tariffs on truck imports – PayPal surprises with 5% cashback - Archer Aviation and the rise of urban air mobility - Former Morgan Stanley banker takes on dual role at X and xAI
On Monday, October 6, 2025, the S&P 500 and the Nasdaq Composite closed trading with new record highs....
Is Long-Awaited Peace Coming to Gaza? – Decline in Employment – Increased Oil Production – Bitcoin Hits 125,000 USD – Gold Approaching 4,000 USD – Novo Nordisk Launches Medications in Costco – Bezos Warns of AI Bubble – OpenAI More Valuable than SpaceX – FICO Bypasses Credit Bureaus – Pembina and Meta Plan Mega Data Center – Foxconn Reports Record Revenue – Uber Acquires Segments.ai
On Friday, October 3, 2025, the US markets ended mixed, after all three major indices had reached new...
US Shutdown Partially Paralyzes Regulatory Agencies - OpenAI Reaches Record Valuation in Share Sale - Robinhood CEO: Tokenization Will Transform the Financial World - Amazon Targets Own Brands of Costco and Walmart - Apple Delays Vision Pro Successor in Favor of Smart Glasses - Reddit Stock Drops After Study on ChatGPT Mentions - Siemens Considers Potential Sale of Healthineers Stake - Microsoft Launches AI Initiative
On Wednesday, October 1, 2025, the US benchmark indices closed the trading session with gains. The Dow...
US stock markets continue to rise - Impending government shutdown - Trump presents 20-point plan for Gaza - Military budget set to rise to $1 trillion in 2026 - Buffett on the verge of $10 billion acquisition of OxyChem - Nike reports strong numbers but faces further challenges - Nvidia surpasses $4.5 trillion mark - OpenAI launches video tool Sora 2 - Pfizer invests $70 billion in the US and lowers prices - UiPath forges strong AI alliance - CoreWeave secures $14 billion deal with Meta
On Tuesday, September 30, 2025, US stock markets closed higher for the third consecutive day. The Dow...
The imminent US shutdown draws nearer - Trump tightens tariffs on lumber and furniture imports - Anthropic launches Claude Sonnet 4.5 as top coding model - OpenAI enables shopping with ChatGPT - OpenAI plans social app for AI-generated videos - AppLovin on the verge of a breakthrough
On Monday, September 29, 2025, US stock markets closed slightly higher. The Dow Jones gained about 0.1%,...
US Markets End Losing Streak – Just Two Days Until US Budget Deadline – Tariffs Weigh on Consumers and Economy – EA on the Brink of $50 Billion Privatization – Apple with New AI App for Siri – Tesla with Strong Momentum – Boeing Gains Support from the FAA – Occidental Plans Sale of Chemicals Division – Trump Increases Pressure on Microsoft Executive – Anthropic Triples Its Team
On Friday, September 26, 2025, US markets ended a three-day losing streak with gains but remained in...
Trump sends US stock markets plummeting with new tariffs – Unemployment claims and economic growth stronger than expected – TikTok rescue signed – Starbucks announces major cost-cutting program – Amazon faces record fine – Google unveils Gemini Robotics 1.5 – Costco sees strong membership revenues – Intel continues comeback mode – Jabil under pressure – Low forecasts from Accenture due to budget cuts – Guardant Health launches cancer blood test
On Thursday, September 25, 2025, US stock markets continued their downward trend. The Dow Jones fell...
China Takes a Stand on Climate Policy - Tether Seeks Billion-Dollar Funding Round - HSBC Experiments with Quantum Computers in Bond Trading - Apple Criticizes EU Digital Law - Intel Seeks Apple as Investor - Qualcomm Unveils New Snapdragon Generation - Waymo Launches Business Offensive
On Wednesday, September 24, 2025, the US markets closed mainly in negative territory. The Dow Jones ...
US Stock Markets Decline After Long Rally – Trump Supports Ukraine – Powell Warns of Overvalued Stocks – Micron Reports Record Numbers – Eli Lilly to Open New Production Facility – First Stargate Data Center Set to Launch in 2026 – Boeing Partners with Palantir Technology – Amazon Faces FTC Over Prime Subscription Allegations – PepsiCo Pressured to Spin Off Bottling Business – Disney Raises Streaming Prices – US Government Considers 10% Stake in Lithium Americas
On Tuesday, September 23, 2025, the US stock markets experienced a significant initial setback. The Dow...
Goldman Sachs sees S&P 500 at 7200 - Hedge funds favor financial, insurance, and consumer stocks - Rupee falls to record low - Nvidia and OpenAI forge super alliance - Meta gets green light for Llama in US agencies
The US stock indices ended the trading day on Monday, September 22, 2025, again at new all-time highs....
US Stock Markets End Strong Week – Trump Announces $100,000 Fee on H-1B Visas – Europe is Urged to Stop Oil Purchases from Russia – TikTok Deal Foresees US Control – Focus on Inflation Report After Rate Cut – Apple Launches New Products – Lockheed Introduces New Combat Aircraft Vectis – Meta Considers $20 Billion Deal with Oracle – Netflix Demon Hunters Sets Records – Memory Manufacturers in High Demand – Oklo Leads Nuclear Euphoria – Pharma Companies with Updates
On Friday, September 19, 2025, US stock markets reached new records for the second consecutive time....
US Markets Continue Record Chase - Trump Files Emergency Petition at Supreme Court Against Cook - Trump Raises Hopes in Russia-Ukraine War - Alphabet Integrates Gemini into Chrome - Nvidia Makes 5 Billion USD Investment in Intel and Continues with TSMC - Microsoft Expands to Second Data Center in Wisconsin - FedEx Gains Ground After Positive Numbers - Homebuilder Lennar Disappoints with Report - Darden Struggles with Rising Food Prices - CrowdStrike Rises Double Digits Due to Strong Forecasts - Coinbase Offers High Stablecoin Yields
On Thursday, September 18, 2025, the US markets continued their record chase. The Dow Jones gained 0.3%...
Fed Initiates Rate Cut Cycle - Expectations of Further Rate Moves in October - Bank of Canada Follows with Its Own Rate Move - Palantir on the Brink of Billion-Dollar Deal with the British Military - Meta Introduces New Smart Glasses with Display - Lyft Partners with Waymo in Nashville - PayPal Becomes a Global AI Trading Partner
On Wednesday, September 17, 2025 , the US market indices closed with mixed signs. The Dow Jones rose...
US Markets Slightly in the Red Ahead of Rate Decision – Stephen Miran Confirmed as Fed Governor – Trump Calls for Semi-Annual Reports – TikTok Deal Extended with Oracle and Silver Lake in Focus – Microsoft Invests 30 Billion USD in the UK – Bloom Energy in High Demand – Meta Unveils 800 USD Smart Glasses – Google Gemini Surpasses ChatGPT in Download Charts – Waymo Launches at San Francisco Airport – Baidu Benefits from AI Partnership – Rocket Lab Under Pressure Due to 750 Million USD Stock Program
On Tuesday, September 16, 2025, US markets edged lower. The Dow Jones lost 0.3% to close at 45,758 points,...
US and China Agree on TikTok Deal - Rate Cut Almost Certainly Expected - Alphabet Surpasses $3 Trillion Market Capitalization - Tesla CEO Buys Own Shares Worth $1 Billion - OpenAI Introduces GPT-5-Codex as New Developer Standard - CoreWeave Becomes the Pace Setter in the AI Race
On Monday, September 15, 2025 , the US stock markets continued their upward trend, closing at new highs...
US Stock Markets Uneven – Trump Calls for Sanctions Against Russia and China – Fed Rate Cuts Expected This Week – China's Growth Struggles – Brookfield with $10 Billion Deal in Real Estate Market – Tesla Increases Production in Germany and Bets Everything on Musk – Pharma Giants Cut Back Investments – Amazon Tests AI Voices in Summaries – UnitedHealth Increases Lobby Work – Boeing Strike Continues
On Friday, September 12, 2025, the US stock markets moved unevenly. The Dow Jones fell by 0.6% to 45,834...
US Markets Reach New Record Levels – Inflation Rises – Jobless Claims Higher than Expected – Adobe Reports Strong Quarterly Results – RH Suffers from Tariffs – Warner Bros. Discovery in Demand after Acquisition Rumors – Figure Celebrates Market Debut – Kroger Raises Forecast – SuperMicro Begins Delivery of Latest Nvidia Systems – Opendoor Founders Return – Oracle Gives Back Gains – Alibaba and Baidu Leverage Own AI Chips
On Thursday, September 11, 2025, the three major US indices closed strongly and reached new records....
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...