Morning Briefing
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...
US Government Orders Flight Reductions - Apple and Google on the Verge of Multi-Billion Dollar AI Deal for Siri - Robinhood Targets Global Expansion - Qualcomm Posts Record Year - AppLovin Aims for Up to 14% Revenue Growth in the Final Quarter - Duolingo Plummets by 20% After Numbers
On Wednesday, November 5, 2025, US markets closed with a slight tailwind. The Dow Jones rose by about...
US Stock Markets Decline Sharply – Bitcoin Below $100,000 for the First Time in a Long While – AMD Reports Record Revenues Due to AI Boom – SMCI Plummets After Weak Quarter – Arista Networks Impresses with Growth – Amgen Raises Its Forecasts – IBM to Cut Several Thousand Jobs – Shopify Posts Significant Revenue Increase – CAVA Thrives Despite Weak Consumer Environment – Zoetis Lowers Growth Outlook – Pinterest Utilizes AI Shopping Tools
On Tuesday, November 4, 2025, US stock markets came under pressure following a record streak. The Dow...
OpenAI clinches mega deal with Amazon – Hims & Hers Health plans global expansion – Palantir exceeds all expectations – Starbucks sells majority stake in China business to Boyu Capital – Aramco increases quarterly profit slightly thanks to higher production
On Monday, November 3, 2025, a mixed and exciting scenario unfolded on Wall Street. The S&P 500 ...
OPEC Reduces Oil Production - Government Stalemate Becomes the Longest in US History - Baidu's Apollo Go Rapidly Catches Up to Waymo - ServiceNow Highlights Benefits of AI - Berkshire Hathaway Posts Record Profit - Microsoft Continues Job Expansion - BYD Suffers Another Sales Decline - Palantir Tests New Path in Education - Chip Crisis Around Nexperia Escalates - Pfizer Acquisition of Metsera Intensifies
On Friday, October 31, 2025, US exchanges continued their positive streak and closed in the green. The...
US Stock Markets Weaken - Trump and Xi Temporarily Prevent Further Escalation - Trump Resumes Nuclear Tests After 30 Years - Amazon Thrills with Higher AWS Growth - Apple on Record Course Thanks to iPhone 17 - Netflix Executes 10-for-1 Stock Split - Western Digital Benefits from AI Boom - Coinbase Makes a Strong Comeback - Twilio Impresses with Quarterly Results - Reddit Remains Very Volatile Despite Strong Numbers
On Thursday, October 30, 2025, the major US stock exchanges closed notably weaker. The Dow Jones dropped...
Fed Lowers Rates Again - Trump Lowers Fentanyl Tariffs on China and Announces Agreement on Rare Earths - Meta Stock Falls After $16 Billion Tax Burden - Alphabet Makes History - Microsoft Stock Falls After Outlook on Rising Expenses - Starbucks Sees First Increase in Comparable Sales in 7 Quarters
On Wednesday, October 29, 2025, trading on Wall Street was mixed. The Dow Jones closed slightly down...
USA and China on the Verge of Trade Agreement – Alliance with Japan Expanded – Fed Interest Decision Expected – Switzerland Suffering from 39% Tariffs – Booking Holdings Sees Record Bookings – Visa Reports Solid Numbers – Nvidia Approaches $5 Trillion Mark and Announces Numerous Partnerships - Eli Lilly Invests Heavily in Pre-production – Bloom Energy Benefits from High Demand for Fuel Cell Technology – SoFi Continues to Gain Customers – Microsoft Holds 27% Stake in OpenAI – U.S. Government Plans Reactors for $80 Billion
On Tuesday, October 28, 2025, U.S. stock markets continued their winning streak and closed at new record...
Wall Street Sees Strong Rally - Meeting between Trump and Japan's Prime Minister Sanae Takaichi - Milei's Triumph in Local Elections - Amazon Plans to Cut 30,000 Jobs - Citi and Coinbase Announce Strategic Partnership - Nvidia and Deutsche Telekom Plan Data Center in Munich
The major U.S. indices made significant gains on Monday, October 27, 2025. The Dow Jones rose by 0.7%...