Morning Briefing
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 ...
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...