Morning Briefing
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 ...
Trump postpones Fed chairman announcement to next year – Bitcoin recovers the $90,000 mark – Marvell posts strong numbers and acquires Celestial AI – Anthropic plans IPO – Amazon launches new Trainium chips – CrowdStrike reports record quarter – American Eagle Outfitters surprises with strong numbers – Okta provides no long-term forecast – OpenAI develops model Garlic – Nike completely reorganizes management team
On Tuesday, December 2, 2025, US markets were able to shake off their weakness at the start of the month....
Cyber Monday with Record Sales - Google Opens Gemini 3 to Nearly 120 Countries - MongoDB Exceeds All Expectations - Netflix Makes Cash Offer for Warner Bros. - Samsung Unveils First Multi-Foldable Smartphone
On Monday, December 1, 2025, a setback in risk assets dampened sentiment on Wall Street. The Dow Jones...
Fifth Day in a Row of Trading Gains – Trump Has Chosen the Fed Chair – Oil Prices Rise – Silver Hits Record High – Amazon Prepares for the Holiday Quarter – Accenture Restructures Employees – Intel on Potential Apple Order – American Airlines Resolves Airbus Software Error – CME Group Faces Short-Term Cooling Issue in Its Data Centers
On Friday, November 28, 2025, U.S. markets closed higher in the shortened Black Friday session. The Dow...
Putin Ready for Serious Talks - Bitcoin Rises Over $90,000 on Holiday - Alibaba Launches Quark AI Glasses - Puma Faces Acquisition by Anta Sports - Airbus Warns of Long Road for Digital Combat Project - Roblox Evolves into YouTube of the Gaming World - Netflix Crashes at Start of Stranger Things Finale - Cathie Wood Invests in Alphabet
On Wall Street, there was calm on Thursday, November 27, 2025. Dow Jones, S&P 500 and Nasdaq Composite...
Negotiations for a new training agreement between the USA and Taiwan - Deere lowers profit target and warns of further headwinds in 2026 - iPhone 17 paves the way for a new growth decade for Apple - Google chip sale could boost profit by 3% in 2027
On Wednesday, November 26, 2025, the major US indices continued their recovery rally. The Dow Jones ...
US markets continue to recover – Ukraine-Russia talks progress – US job market weakens – Dell surprisingly strong – Zscaler declines significantly after hours – Nvidia feels increasing competition – Walmart brings advertising into its AI assistant – HP slides due to mass layoffs – Workday misses margin forecast – Kohl’s with price fireworks
On Tuesday, November 25, 2025, US stock markets rose significantly for the second consecutive time. The...
Wall Street with strong recovery – rapprochement between Washington and Kyiv – EU rejects US demand for relaxed tech rules – Michael Burry launches own newsletter – Amazon plans massive $50 billion offensive for government AI infrastructure – OpenAI integrates shopping assistant into ChatGPT – Alphabet on the rise
On Monday, November 24, 2025, the major US stock exchanges saw a noticeable upswing. The Dow Jones gained...
Light Rebound at US Markets - Mixed Peace Talks for Ukraine - New Framework Plan for US Healthcare Model - Fed Course Unpredictable - Microsoft Struggles for Every Customer - Tesla with Aggressive Chip Strategy - Salesforce CEO Praises Gemini 3 Model - Eli Lilly First Healthcare Company with 1 Trillion USD Valuation - Nokia Invests 4 Billion USD in the USA - BHP Abandons Anglo American
On Friday, November 21, 2025, US stock markets achieved a clear rebound after a weak week. The Dow Jones...
US markets sharply decline – Robust US labor market – December rate cut unlikely – Bitcoin sinks to six-month low – Intuit delivers convincing numbers – Alphabet with Nano Banana Pro and further investments – Walmart sees strong online growth – Verizon cuts 13,000 jobs – Abbott acquires Exact Sciences in a megadeal for $21 billion
The US markets experienced significant turbulence on Thursday, November 20, 2025. The Dow Jones closed...
DAX Recovers After Nvidia Numbers - U.S. Plan Puts Pressure on Kyiv - Trump Orders Release of Epstein Files - Nvidia Remains the Power Center of the AI Boom - Palo Alto Networks Plans Jump to $20 Billion in Revenue - Target Increases Investment Tempo for 2026
On Wednesday, November 19, 2025, Wall Street showed a slight sigh of relief. The Dow Jones climbed about...
US Markets Weaker Again – Saudi Arabia Increases US Investments to 1 Trillion USD – Bitcoin Briefly Drops Below 90,000 USD – Meta Wins in FTC Case – Google Releases Gemini 3 – Microsoft and Nvidia Invest in Anthropic – Lambda Secures Fresh Capital – Waymo Expands into Five More US Cities – Intuit Integrates Its Financial Apps into ChatGPT – Home Depot Significantly Drops After Quarterly Numbers – Roche Achieves Phase-3 Breakthrough
On Tuesday, November 18, 2025, the US exchanges continued their weakness phase. The Dow Jones fell by...
Wall Street Faces Further Setback - UN Security Council Approves US Resolution on Trump's Gaza Plan - Japan Intensifies Security Warning for Citizens in China - xAI Launches Grok 4.1 with Notable Improvements - Google Increases Pressure on Online Travel Agencies - J&J Strengthens Its Medical Pipeline
On Monday, November 17, 2025, a palpable dampening occurred on Wall Street. The Dow Jones fell by around...
Trump Eases Tariffs on Food – Interest Rate Cut in the Balance – Fed Governor Kugler Resigns – Berkshire Hathaway Invests $4.3 Billion in Alphabet – Apple with New iPhone Strategy – Nvidia Quarterly Report in Focus This Week – Meta Under Scrutiny – U.S. Postal Service Posts $9 Billion Loss – Joby Aviation Achieves Flight Success in UAE
On Friday, November 14, 2025, the US stock exchanges closed mixed. The Dow Jones fell by 0.7% to about...
Wall Street Takes a Significant Downturn - Weaker Growth Momentum Weighs on Beijing - New Tariff Exemptions to Reduce US Food Prices - Burry Pulls the Emergency Brake - Applied Materials Bets on AI Cycle for Further Growth - Verizon Initiates Radical Restructuring
On Thursday, November 13, 2025, US markets took a significant downturn. The Dow Jones fell by 1.7% to...
End of the Longest US Government Shutdown - Bostic Announces Resignation, While Trump Seeks More Influence Over the Fed - Cisco Targets 3 Billion USD in AI Infrastructure Revenue for 2026 - Goldman Identifies Early Warning Signs for AI-Related Layoffs
On Wednesday, November 12, 2025, US markets reported mixed results. The Dow Jones rose by 0.7% to 48,254.82...
Mixed US Markets – Fragile Trade Relations between the USA and China – Air Traffic Struggles with Shutdown – Trump Approaches India – AMD with Huge Growth Prospects – Rivian Adopts Tesla Compensation Model – Google Invests in German AI Infrastructure – SoftBank Offloads Nvidia Shares – Meta Loses Its AI Visionary – CoreWeave Plummets – SoFi Launches Crypto Platform
On Tuesday, November 11, 2025, the US markets showed mixed results. The Dow Jones rose by 1.2% to 47,928...
Wall Street in celebratory mood - Senate ends longest shutdown in US history - PayPal goes on the offensive - CoreWeave announces record growth - Rocket Lab reports record backlog
On Monday, November 10, 2025, US markets saw a strong recovery. The Dow Jones rose by about 0.8% to...
DAX Pre-Market Shows Significant Gains – End of Shutdown in Sight – Trump Wants to Pay Citizens $2,000 People's Dividend – China Eases Export Restrictions on Raw Materials – Pfizer Wins Bid Contest for Metsera – Nvidia Pushes for Production at TSMC – Visa and Mastercard Near Settlement with US Merchants – Musk Soon the First $1 Trillion CEO – Celsius Drop a Buying Opportunity? – Samsung to Launch Credit Card – Nexperia is Allowed to Supply Again
On Friday, November 7, 2025, US markets were mixed. The Dow Jones rose by 0.2% to 46,987 points, the...
US Markets Experience Significant Declines – Very Strong Job Cuts – Trump Strikes Deals for Weight Loss Drugs – China Exports Decline – Google Introduces New Ironwood Chip – Tesla Shareholders Approve Musk Bonus Over $1 Trillion – Microsoft Launches Superintelligence Team – Expedia Profits from Travel Enthusiasm – OpenAI Targets Revenue Explosion – Ford Considers Halting Production of F150 – Take-Two Delays GTA VI and Plummets – TradeDesk Reports Solid Numbers – Celsius Drops 25%
On Thursday, November 6, 2025, the major US stock exchanges closed with significant losses. The Dow Jones...