Morning Briefing
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...
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...