Memory serves
Micron, one of the world's leading memory stocks, reports earnings roughly $5 billion above expectations and outlines $22 billion in customer commitments, reigniting the chip stock rally worldwide. Meanwhile, crude oil c...
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Reuters
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120 jaar IJsfabriek Strombeek
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David Mendes, PhD
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KGCI: Real Estate on Air
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LAFF YO DRAWS OFF PODCAST
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Sounds Of Brass
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Matt Abrahams, Think Fast Talk Smart
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Mark Levine
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Ashley Bourgeois, DVM, Dip ACVD
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James Azar
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Mike Minor
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Jerry Norton
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Rich Somers
Everyday AI Podcast – An AI and ChatGPT Podcast
Everyday AI
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Lauren Monique
It Depends: A Sales Tax Podcast by TaxConnex
TaxConnex
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Abandon chip?
A dramatic selloff in chip stocks has Wall Street asking whether the AI boom is hitting a wall. With rising bets on Fed rate hikes despite Chair Kevin Warsh ditching forward guidance, investors are bracing for more volat...
Keep Calm and Carry On
On the 10th anniversary of the Brexit vote, UK gilt markets are calm in the face of Keir Starmer's resignation, a signal investors are taking the UK's seventh prime minister in a decade largely in stride - for now. Meanw...
Hot under the collar
A 60-day ceasefire framework between the U.S. and Iran gives oil markets some relief, though traffic through the Strait of Hormuz remains at roughly a quarter of pre-war levels. As investors continue to measure the heat ...
Tell it to me Strait
Doubts emerge over the U.S.-Iran ceasefire framework after a last-minute cancellation of talks leaves oil traders on edge ahead of a long weekend. With U.S. and much of Asian markets closed for holidays, thin liquidity i...
Warsh and Peace
New Fed Chair Kevin Warsh makes his debut with a hawkish hold and a notably short statement, wrong-footing markets that had hoped for a softer tone. Meanwhile, details of the U.S.-Iran deal suggest Iran may have come awa...
Warsh's World
It's Fed day, and Kevin Warsh's first meeting as chair, with markets watching for signals on the path ahead. Oil slides below $80 a barrel as details of the U.S.-Iran memorandum of understanding emerge, while SpaceX brie...
Yen for more
The Bank of Japan delivers a widely expected 25-basis-point rate hike, its highest level since 1995, yet the yen fails to rally and traders keep piling on bearish bets. Plus, Nvidia taps the bond market for the first tim...
Special Edition: Iran deal
A U.S.-Iran peace framework sends oil down around 4% and lifts equity futures, but analysts caution that physical supply disruptions, insurance costs, and unresolved leverage questions mean relief for energy markets coul...
SpaceX’s launch day
SpaceX makes its stock market debut after raising $75 billion in the world’s biggest IPO. Friday’s trading will be a key test for the rocket maker and Wall Street. With Anthropic, OpenAI, Alphabet and Meta all eyeing fre...
Hike and seek
The ECB is widely expected to raise rates on Thursday with two more are already priced in for the year. Meanwhile, a fragile calm returns after U.S.-Iran military exchanges shook markets overnight, and Oracle falls 10% a...
Oil pump and circumstance
Oil rebounds as U.S. and Iran trade fresh strikes. Wall Street braces for a inflation report expected to push the headline rate above 4%. And the SpaceX IPO, a 10-year Treasury auction, and a likely ECB rate hike round o...
Chip happens
Dip buyers pile back into chip stocks. China's May exports beat forecasts, fueled by a jump in memory chip prices - raising fresh inflation concerns for the Fed. Plus, OpenAI files confidentially for an IPO targeting a $...
Week Ahead: SpaceX odyssey
The SpaceX IPO - reported to be more than twice oversubscribed - arrives against a turbulent backdrop, with the chip sector posting its worst single-day drop of the year on Friday. A blowout May payrolls report has marke...
No hire, no fire?
The U.S. jobs report is expected to show 85,000 positions added in May and unemployment holding at 4.3%, as economists describe the labor market as a "low hire, low fire stalemate." Meanwhile, Broadcom's AI chip miss sen...
Broadcom stumbles
Broadcom's rare earnings miss sends shares down more than 10% after hours, rattling a chip sector priced for perfection. Strong U.S. jobs and activity data push markets to price in nearly a 50% chance of a Fed rate hike ...
Quantum leap
Microsoft says its new quantum computing chip is a thousand times more powerful than its predecessor and that a commercially viable machine could arrive by 2029 - claims scientists are calling wildly optimistic. Meanwhil...
IPO, therefore I am
Anthropic's confidential IPO filing sets off a frenzy of new listings, but Alphabet's plan to raise $80 billion in equity takes some of the shine off the excitement. Meanwhile, oil prices swing nearly five percent before...
Chips with everything
NVIDIA unveils an AI chip for personal computers as Jensen Huang takes the stage in Taipei. Samsung adds another 10% and South Korean exports post their fastest growth since 1984. Meanwhile, U.S.-Iran missile strikes res...
Week Ahead: Summertime and the living isn't easy for the Fed
Kevin Warsh chairs his first Fed meeting in June, but Jerome Powell may still make his presence felt. His board seat runs to early 2028, making him a potential swing vote. Meanwhile, questions are growing over whether Wa...