geopolitics

11
Sep

Stock Market News — September 11, 2026 — Friday Evening — Last 12 Hours (Pacific Time)

Nvidia is in talks to anchor Anthropic's landmark IPO, signaling AI infrastructure convergence, while Boeing secured a tentative labor deal and a $13.4B military contract. Meanwhile, JPMorgan cut lending to an AI hedge fund after historic losses, and OpenAI faces safety scrutiny as proposed Senate l
6 min read
11
Sep

Insider Trading Signals — September 11, 2026 — Midday Update — Last 24 Hours (Pacific Time)

GameStop's CEO Ryan Cohen led insider buying with a $20.3M purchase, joined by director Alain Attal's $100K buy—signaling strong conviction. Meanwhile, Relmada Therapeutics saw dual C-suite purchases totaling ~$1.67M from CEO and CFO, but overall insider activity remained heavily bearish with $208.5
10 min read
11
Sep

Stock Market News — September 11, 2026 — Morning Update — Last 12 Hours (Pacific Time)

Oracle's cloud infrastructure revenue exploded 121% in fiscal Q1 2027, igniting a broad AI infrastructure rally that lifted tech stocks including Dell, HPE, and Super Micro Computer. However, a hotter-than-expected core CPI report has pushed Fed rate hike expectations higher for next week, while oil
7 min read
02
Sep

Stock Market News — September 02, 2026 — Morning Update — Last 12 Hours (Pacific Time)

AI stocks soared on strong earnings—Dell +11%, GitLab +22%, NVIDIA +3.9%—but gains were tempered by rising bond yields, geopolitical tensions, and oil prices dragging European markets to one-month lows. Google's courtroom victory blocking a forced ad-tech breakup was overshadowed by its new defense
7 min read
28
Aug

Stock Market News — August 28, 2026 — Friday Evening — Last 12 Hours (Pacific Time)

Fed Chair Warsh's hawkish Jackson Hole remarks pressured Wall Street Friday, though weekly gains held. NVIDIA fell 4.6% despite strong earnings, while Amazon surged 3.6% and Gap jumped 13% on earnings beats. Utilities took a hit as lawmakers blocked PG&E's wildfire liability plan.
7 min read
18
Aug

Stock Market News — August 18, 2026 — Morning Update — Last 12 Hours (Pacific Time)

Global markets tumbled Tuesday as Iran tensions and soaring bond yields—with the 30-year hitting its highest since 2007—triggered a tech selloff that dragged the Nasdaq down over 1%. Meanwhile, M&A activity offered bright spots: KKR's $9B UGI bid, Francisco Partners' $650M Weave buyout, and Goldman'
7 min read
07
Aug

Stock Market News — August 07, 2026 — Friday Evening — Last 12 Hours (Pacific Time)

Wall Street hit record highs Friday after a surprise July jobs loss (-23K) eased rate-hike fears, while Nvidia committed $3B to data center developer Lancium and Switch filed for a potential $50B IPO—though OpenAI's pause on its "Astra" model over cybersecurity concerns added a rare cautionary note
7 min read
31
Jul

Stock Market News — July 31, 2026 — Friday Evening — Last 12 Hours (Pacific Time)

Apple's near-10% plunge erased ~$500B in market cap and dragged the Nasdaq to its worst month since the financial crisis, while geopolitical tensions—Trump's Iran strikes and Russia's Kyiv assault—spiked oil prices. Amazon's blowout earnings partially offset Big Tech weakness, lifting the Dow 0.53%
6 min read
28
Jul

Stock Market News — July 28, 2026 — Evening Update — Last 12 Hours (Pacific Time)

Dow and S&P 500 rose Tuesday despite a brutal AI-driven tech selloff sparked by SK Hynix's record profit miss and Iran tensions, while strong earnings from Ford and Visa provided support. The Fed rate decision and mega-cap earnings from Meta and Amazon Wednesday make the next 24 hours one of 2026's
9 min read
21
Jul

Stock Market News — July 21, 2026 — Evening Update — Last 12 Hours (Pacific Time)

Tech stocks rallied Tuesday as Super Micro Computer surged 20% on a $60B backlog and strong margins, lifting the AI hardware complex. TSMC's plan to raise chipmaking prices up to 10% in 2027 and Trump's 100% tariff on generic drug imports from 2028 add cost pressures, but accelerating AI infrastruct
7 min read