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trump-policy

26
Apr

The stock market is buying the peace trade. The physical world is not selling

The stock market keeps buying every ceasefire headline. Physical commodity traders see something different: the seaborne oil buffer is gone, shale producers refuse to drill, fertilizer costs are spiking, and the financial system has far less margin of safety than it did in the 1970s.
2 min read
11
Mar

EverHint - Stock Market News — March 11, 2026 — Breaking Developments - Morning Update (PT)

Iran war enters day 12 as oil markets gyrate. Oracle surges 12% on AI boom forecast through 2027. Musk unveils Tesla-xAI "Macrohard" software project. Citi, StanChart evacuate Dubai; Shell declares force majeure on Qatar LNG. Papa John's jumps 15% on takeover bid. Campbell's slashes outlook.
19 min read
12
Feb

Stock Market News — February 12, 2026 — Breaking Developments (last 12 hours) Morning Update, PST

Tech sector bloodbath: Cisco, Dell, HP sink on AI disruption fears and memory shortage. ICON crashes 30% on accounting probe. C.H. Robinson plunges 20% as Google AI threatens freight brokers. Sanofi ousts CEO amid -6% drop. Bright spots: Fastly surges 64%, Crocs +20%, utilities rally on AI demand.
18 min read
05
Feb

EverHint - Stock Market News — February 5, 2026 — Breaking Developments (Evening Update, last 12 hours, PST)

Amazon craters on $200B capex surge. SpaceX-xAI $1.25T merger revealed. Software loses $1T in week-long rout. Rio soars to record nixing Glencore. Roblox surges 20% on bookings. Toyota raises outlook. Wall Street down 1%+ extending selloff.
6 min read
02
Feb

EverHint - Stock Market News — February 2, 2026 — Breaking Developments (Morning Update, last 12 hours)

Precious metals crash amid "meme-like" selloff. January jobs report delayed by government shutdown. Devon-Coterra $15B merger announced. Disney warns on international visitors. Snowflake inks $200M OpenAI deal. Rare earths soar on Trump $12B stockpile plan. Oracle gains on $50B raise.
8 min read
29
Jan

EverHint - Stock Market News — January 29, 2026 — Evening Update (last 12 hours)

Apple surges on strong iPhone sales. SpaceX/xAI merger talks ahead of IPO. Trump sues IRS for $10B. OpenAI plans Q4 IPO, AMZN eyes $50B stake. AstraZeneca $18.5B obesity deal. UBS gold target $6,2K. Indonesia $80B rout deepens. Coterra/Devon merger.Nasdaq falls on AI spending fears
17 min read
29
Jan

EverHint - Stock Market News — January 29, 2026 — Morning Update (last 12 hours)

Wall Street slides to week-low on AI spending fears. Microsoft plummets 4.7%, SAP worst day since 2020. Software sector crushed. Meta surges on $130B capex. Copper hits record $14,000. Oracle down 50% from peak. Mastercard, Dow cut thousands. Deutsche Bank record profit amid raid. Indonesia tanks.
13 min read
28
Jan

EverHint - Stock Market News — January 28, 2026 — Evening Update (last 12 hours)

Meta surges on $130B capex, Microsoft sinks on Azure miss. Tesla invests $2B in xAI, plans $20B spending. OpenAI seeks $60B from Nvidia/MSFT/AMZN. Samsung record profit. Indonesia crash extends. China property soars on easing. Fed holds rates. Starbucks revival signals. Deutsche Bank record profit
11 min read
27
Jan

EverHint - Stock Market News — January 27, 2026 — Evening Update (last 12 hours)

SpaceX eyes June IPO at $1.5T valuation. SoftBank pursuing $30B OpenAI investment. Indonesia crashes -7% on MSCI halt. Dollar rout intensifies on Trump concerns. Texas Instruments +6% on AI chip demand. C3.AI merger talks. China approves Nvidia H200 chips. Fed decision Wednesday.
9 min read
26
Jan

EverHint - Stock Market News — January 26, 2026 — 12-Hour Breaking Update

NVDA invests $2B in CoreWeave; stock +14%. MSFT launches Maia 200 AI chip vs NVDA. ZM +10% on Anthropic value. USA Rare Earth +50% on Trump $1.6B backing. Meta/TikTok/YouTube face youth addiction trial. AAPL earnings Thu; MS bullish. Winter storm Fern.
18 min read