geopolitics

21
May

EverHint Stock Market News — May 21, 2026 — Morning Update (last 12 hours) - Pacific Time

Nvidia's blockbuster Q1 earnings and strong guidance sparked rallies across AI chips and data center plays, while a $2 billion U.S. government quantum computing investment—anchored by a $1 billion IBM grant—sent quantum stocks surging. Rising Treasury yields and Walmart's cautious consumer outlook t
6 min read
15
May

Stock Market News — Morning Update (last 12 hours) - May 15, 2026

Global markets plunged Friday as Treasury yields hit year-long highs amid Iran inflation fears and a steep bond selloff, while the Trump-Xi summit disappointed without a major trade breakthrough. Chip stocks tumbled with Korea's KOSPI sinking 6%, though Boeing surged on a landmark 200-jet China orde
6 min read
14
May

Stock Market News — Morning Update (last 12 hours) Pacific Time - May 14, 2026

Wall Street hit record highs as the U.S. cleared Nvidia chip sales to ~10 Chinese firms—a major policy reversal—while Cisco surged 17% on strong guidance and Cerebras Systems doubled at IPO debut, signaling robust AI infrastructure demand.
6 min read
13
May

Stock Market News — May 13, 2026 - Evening Update, Pacific Time

Tech stocks surge to record highs on Cisco's earnings beat and AI momentum, while the Trump-Xi summit in Beijing sparks trade optimism—China renews U.S. beef licenses and the yuan hits a three-year high. However, Honda's first annual loss in 70 years signals the brutal cost of EV transition for lega
6 min read
13
May

Stock Market News — May 13, 2026 - Morning Update (last 12 hours, Pacific Time)

U.S. stocks hit record highs Wednesday as tech and semiconductor shares surged on optimism surrounding Trump's China visit with Nvidia CEO Jensen Huang, while Tower Semi's $1.3B AI chip deal and Nebius's eightfold revenue jump underscored accelerating AI demand. European markets also rose, though Ir
6 min read
12
May

Stock Market News — May 12, 2026 - Morning update, Pacific Time

U.S. stocks fell Tuesday as hotter-than-expected April CPI data and Iran ceasefire stalling cooled the AI rally, while eBay flatly rejected GameStop's $56 billion takeover bid. JPMorgan's Jamie Dimon warned of "too much exuberance" as European markets closed broadly lower and ZoomInfo crashed 35% on
6 min read
11
May

Stock Market News — May 11, 2026 (Evening update, PT)

S&P 500 hits record 7,400 as AI dominance continues—OpenAI and Microsoft cap revenue-sharing at $38B while GOP scrutiny threatens Sam Altman's IPO plans. Middle East tensions and regulatory headwinds temper gains ahead of Tuesday's crucial CPI data.
6 min read
11
May

Stock Market News — May 11, 2026 - Morning update, Pacific Time

Markets rallied Monday as AI chip stocks—Intel, Qualcomm, Micron, and Corning—surged on strong momentum and potential deals, while Cerebras upsized its IPO to $4.8B. Oil prices spiked on US-Iran tensions, pressuring airlines, as investors await this week's inflation data and the Trump-Xi summit in B
6 min read
08
May

Stock Market News — May 08, 2026 (Weekend evening update, Pacific Time)

Wall Street hit record highs Friday as Intel surged 15% on a preliminary Apple chip-manufacturing deal and a strong April jobs report boosted the S&P 500 and Nasdaq. An IPO wave is accelerating with five major companies filing this week, while Moderna jumped 18.6% on hantavirus vaccine plans
6 min read
07
May

Stock Market News — May 07, 2026 (Evening update, Pacific Time)

U.S.-Iran military tensions and a federal court striking down Trump's 10% tariff as illegal rattled markets, while Anthropic's near-$1 trillion valuation bid and Nvidia's $2.1B IREN investment kept AI momentum alive. Shake Shack crashed 30% on weak earnings, signaling consumer spending stress despit
6 min read