geopolitics

12
Jun

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

SpaceX's historic $2 trillion IPO debut and surging 20% made Elon Musk the world's first trillionaire, while U.S.-Iran peace deal hopes sent European stocks to three-month highs, crushed oil prices, and triggered a sharp rotation—airlines soared while energy stocks like Equinor and Repsol plummeted.
9 min read
11
Jun

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

SpaceX's blockbuster $70B IPO demand ignites a space-sector rally, while Oracle's 12% plunge on aggressive AI spending and debt plans tempers enterprise tech enthusiasm. Markets broadly held firm on Middle East de-escalation signals and ECB rate hike expectations, with Intel rallying 5% on BofA's do
8 min read
04
Jun

Stock Market News — June 04, 2026 — Evening Update (last 12 hours, Pacific Time)

The Dow hit a record high, climbing 1.73%, while the Nasdaq fell as Broadcom's disappointing AI results triggered a $300 billion chip sector selloff. SpaceX locked in its $135/share IPO price for a historic $75B offering, and Quantinuum surged 13.3% in its Nasdaq debut, signaling strong appetite for
7 min read
03
Jun

Stock Market News — June 03, 2026 — Morning Update (last 12 hours, Pacific Time)

Iranian military strikes across the Gulf rattled markets Wednesday, dragging tech stocks lower and pushing oil prices higher, while Alphabet's massive $84.75 billion equity raise signals accelerating AI capital spending despite Ray Dalio's bubble warnings. Marvell surged 13% on Nvidia's endorsement,
7 min read
02
Jun

Stock Market News — June 02, 2026 — Morning Update

HPE surges 28% on stellar AI infrastructure demand, while Marvell skyrockets 22–25% after Jensen Huang's "trillion-dollar company" endorsement, propelling the Dow and S&P 500 to record highs. However, Barclays and Citi warn valuations are stretched, and SpaceX's record $1.75T IPO faces skepticism wi
7 min read
01
Jun

Stock Market News — Morning Update (last 12 hours, Pacific Time) - June 01, 2026

Nvidia's Computex keynote sparked a broad tech rally lifting Wall Street near record highs, while Anthropic's confidential IPO filing signals the AI sector is entering a public-market phase. Meanwhile, U.S.-Iran diplomatic tensions and rising bond yields inject geopolitical risk into an otherwise bu
6 min read
27
May

Stock Market News — May 27, 2026 — Evening Update (last 12 hours, Pacific Time)

S&P 500, Nasdaq, and Dow hit record highs Wednesday, fueled by major AI infrastructure deals including Pentagon's $9.7B Microsoft contract and Snowflake's $6B AWS pact, though Iran military strikes and Salesforce's weak guidance tempered broader optimism ahead of Thursday's PCE inflation data.
6 min read
26
May

Stock Market News — May 26, 2026 — Morning Update (last 12 hours, Pacific Time)

Wall Street hit record highs as Micron became the latest chip giant to join the $1 trillion club, fueled by AI-driven semiconductor demand that overshadowed geopolitical tensions from U.S. strikes in Iran. Qualcomm, AMD, and Western Digital also surged on analyst upgrades and ByteDance chip orders,
6 min read
25
May

Stock Market News — May 25, 2026 — Evening Update (last 12 hours) Pacific Time - (US markets were closed today)

US military strikes in Iran reversed Monday's peace-deal rally, sending oil higher and Asian stocks mixed, while South Korea's KOSPI hit record highs on chipmaker strength. With US markets closed for Memorial Day, Wednesday's open will reveal how Wall Street prices the geopolitical whipsaw between I
6 min read
21
May

Stock Market News — May 22, 2026 — last 12 hours - Evening Update - Pacific Time

Dow posts first record close since February on US-Iran nuclear deal optimism and strong tech earnings. AI infrastructure stocks surge as AMD and Nvidia suppliers rally on production ramp signals, while Estée Lauder jumps 12% after ditching Puig merger to focus on turnaround.
6 min read