banking

25
Sep

Stock Market News — September 25, 2026 — Morning Update — Last 12 Hours (Pacific Time)

AI infrastructure deals dominated Friday's market, with Anthropic's $11.6B computing agreement with Akamai and Microsoft's enterprise Copilot overhaul driving tech gains, though rising bond yields and elevated oil prices kept Wall Street near flatline as investors weighed AI momentum against persist
7 min read
30
Aug

Stock Market News — August 30, 2026 — Weekend Recap — Last 12 Hours (Pacific Time)

Fed Chair Warsh's hawkish comments reignited rate-hike fears while a U.S.-Iran military flare-up injected geopolitical risk, driving broad Asian market losses. China's property sector cratered on new mortgage restrictions, and airlines posted heavy losses as oil prices surged, creating a risk-off to
6 min read
25
Aug

Stock Market News — August 25, 2026 — Morning Update — Last 12 Hours (Pacific Time)

Tech stocks surge ahead of Nvidia's pivotal earnings—options markets price a $280 billion swing—while Anthropic's $30T AI market claim fuels infrastructure momentum. Dick's Sporting Goods' Q2 miss triggers retail contagion, dragging Nike and Adidas lower despite broad market gains.
7 min read
10
Aug

Stock Market News — August 10, 2026 — Evening Update — Last 12 Hours (Pacific Time)

Nvidia's $500B AI infrastructure mega-deal with Wall Street validates the capex supercycle but sent NVIDIA stock down 2.5% on dilution concerns, while Riot Platforms surged 24% after Anthropic's landmark $9.1B cloud deal. Geopolitical tensions over Iran's Strait of Hormuz pushed oil up ~5%, creating
7 min read
06
Aug

Stock Market News — August 06, 2026 — Morning Update — Last 12 Hours (Pacific Time)

Tech earnings delivered a harsh reality check overnight: AppLovin crashed 19% on its first guidance miss, HubSpot plunged 24% on weak demand, and memory chip stocks (WDC down 13%, SNDK down 9%) tumbled despite strong results, signaling valuation gravity is winning. Meanwhile, Alphabet's $25B bond of
7 min read
29
Jul

Stock Market News — July 29, 2026 — Morning Update — Last 12 Hours (Pacific Time)

Markets face a perfect storm today: the Fed rate decision looms at 2 PM EDT, oil has spiked 6% on Middle East tensions, and chip stocks are reeling from SK Hynix's disappointing quarter. Tonight's mega-cap earnings from Microsoft, Meta, Amazon, and Apple could define the rest of 2026.
8 min read
20
May

Stock Market News — Morning Update (last 12 hours) - Pacific Time - May 20, 2026

Chip stocks rallied ahead of Nvidia's earnings while OpenAI prepares to file for a landmark IPO, reshaping the AI investment landscape. However, major corporations including Intuit, HSBC, and Standard Chartered announced AI-driven job cuts, highlighting workforce disruption beneath the market's bull
6 min read
12
May

Stock Market News — May 12, 2026 - Evening update (last 12 hours), Pacific Time

Markets closed mixed Tuesday as hot CPI data and stalled Iran ceasefire weighed on stocks, but Nvidia CEO Huang's confirmed attendance at Trump's China summit sparked hopes for eased chip export restrictions. eBay rejected GameStop's $56B bid while Anthropic targeted a $900B valuation, signaling div
5 min read
04
May

Stock Market News — May 05, 2026 - Evening update (Pacific Time)

Executive Summary The dominant narrative today is the escalating Strait of Hormuz crisis, with Iran targeting UAE and container ships,
7 min read