Market Recap

Weekly Market Recap (May 25– May 29, 2026)

Weekly Market Recap (May 18– May 22, 2026)

Weekly Market Recap (May 11– May 15, 2026)

Weekly Market Recap (May 4– May 8, 2026)

Weekly Market Recap (April 27– May 3, 2026)

Weekly Market Recap (April 20– April 24, 2026)

Weekly Market Recap (April 13– April 17, 2026)

Weekly Market Recap (April 6– April 10, 2026)

Weekly Market Recap (March 30– April 3, 2026)

Weekly Market Recap (March 23– March 27, 2026)

Weekly Market Recap (March 16– March 20, 2026)

Weekly Market Recap (March 9– March 13, 2026)

Weekly Market Recap (March 2– March 6, 2026)

Weekly Market Recap (Feb 23– Feb 27, 2026)

Weekly Market Recap (Feb 16– Feb 20, 2026)

Weekly Market Recap (Feb 9– Feb 13, 2026)

Weekly Market Recap (Feb 2– Feb 6, 2026)

Weekly Market Recap (January 26– January 30, 2026)

Weekly Market Recap (January 19– January 23, 2026)

Weekly Market Recap (January 12– January 16, 2026)

Weekly Market Recap (January 5– January 9, 2026)

Weekly Market Recap (December 29– January 2, 2026)

Weekly Market Recap (December 22–26, 2025)

Weekly Market Recap (December 15–19, 2025)

Weekly Market Recap (December 8–12, 2025)

Weekly Market Recap (December 1–5, 2025)

Weekly Market Recap (November 24–28, 2025)

Weekly Market Recap (November 17–21, 2025)

Weekly Market Recap (November 10–14, 2025)

Weekly Market Recap (November 3–7, 2025)

Weekly Market Recap (October 27–31, 2025)

Weekly Market Recap (October 20–24, 2025)

Weekly Market Recap (October 13–17, 2025)

Weekly Market Recap (October 6–10, 2025)

Weekly Market Recap (September 29– October 3, 2025)

Weekly Market Recap (September 22–26, 2025)

Weekly Market Recap (September 15–19, 2025)

Weekly Market Recap (September 8–12, 2025)

Weekly Market Recap (September 1–5, 2025)

Weekly Market Recap (August 25–29, 2025)

Weekly Market Recap (August 18–22, 2025)

Weekly Market Recap (August 11–15, 2025)

Weekly Market Recap (August 4–8, 2025)

Weekly Market Recap (Week of July 28, 2025)

Weekly Market Recap (July 21–25, 2025)

Weekly Market Recap (July 13–20, 2025)

Weekly Market Recap (July 7–13, 2025)

Trump's Bigger Deal Is Mostly Theater — But the Hormuz Trade Is Real

Markets Don't Care About Iran Anymore — and That Itself Is the Risk

Mythos Changes the Math: What Anthropic's Government Détente Means for AI's Biggest Valuation Question

Europe's Defense Awakening: What "European NATO" Means for Defense Stocks and the Continent's Risk Premium

The Regime That Wouldn’t Break: What Iran’s Survival Means for Oil, Markets, and the Global Risk Premium

Pakistan’s Diplomatic Comeback: How Islamabad Sold Itself as a U.S.–Iran Backchannel

The AI Infrastructure Map: How HBM, GPUs, ASICs, Networking, and Data Centers All Fit Together

Iran vs America: The Market Framework Behind a “Permanent Conflict”

Markets Rally as Supreme Court Strikes Down Trump Tariffs—But a New 10% Threat Looms

The “Concentration Risk” Scare Story: Why the S&P 500 Isn’t Broken

Pentagon’s Claude Controversy: When “AI Safety” Meets National Security

AI Agents vs. Enterprise Software: Panic, Reality, and the Survivors

Gold and Silver Crash on Warsh Shock: The Debasement Trade Unwinds

Trump’s “Greenland TACO” and Markets: The New Volatility Premium

Gold’s Surge to $5,000: Five Drivers—and the Economic Risk Signal

AI’s Hidden Bottleneck: The Memory-Chip Crunch Is Coming for Everyone

Meta Cuts Metaverse Staff as AI Becomes the Company’s Core Focus

Meta to Acquire AI Agent Maker Manus for $2B+: A Strategic Bet on Enterprise-Grade Autonomy

2026 Tech Outlook: From Smarter Siri and Foldables to Brain Interfaces, Robo-Ridehailing, and Real Satellite Competition

Nvidia’s Moat Meets a Siege: Cloud Giants, Custom Silicon, and Fast-Follower Chipmakers Crowd the AI Highway

Meta Weighs Google TPUs to Loosen Nvidia’s Grip — A Pragmatic Bid to Diversify AI Compute

A Whipsaw Week: Valuation Jitters, Leverage, and Crypto Cross-Currents Keep Wall Street on Edge

Nvidia’s Fireworks, Then Freefall: Why a Blockbuster Print Couldn’t Hold a Fragile Rally

CoreWeave’s AI Build-Out Surges, But Timing Risks Test Investor Nerves

Anthropic’s European Bet: Paris–Munich Openings Signal a Full-Scale EMEA Push for Claude

After Trump–Xi Meeting, Washington Bets on China’s Help Against Fentanyl—Can It Last?

Meta’s AI Bet: Brilliant Momentum, Murkier Monetization

Nvidia’s Next Frontier: Turning Factories Into AI-Native “Digital Twins”

Asia Stocks Climb as U.S.–China Tone Warms and Trump’s Asia Tour Signals Deal Momentum

OpenAI’s Broadcom Pact Bets on Custom Silicon at Grid Scale — 10 GW in Four Years and a Road to 26 GW

Tariff Crossfire: U.S. Plans 100% Levy After China’s Rare-Earth Curbs — A One-Month Window to De-Escalate

Microsoft’s Healthcare Bet Aims to Make Copilot a Stand-Alone AI — Harvard Partnership Signals a Push Beyond OpenAI

OpenAI’s Hunger for Computing Power Has Sam Altman Dashing Around the Globe

Drug-Led Surge Lifts Dow and S&P 500 to Records as Investors Look Past a Data Blackout

OpenAI’s Sora Update Flips Copyright Control to Opt-Out as Launch Nears

How Nvidia Is Backstopping America’s AI Boom

OpenAI Maps a Trillion-Dollar Compute Buildout—From Texas Brushland to a Global AI Grid

Jensen Huang’s Tightrope: Courting Washington While Preserving Market Access in China

A practical, research-driven case for a small gold allocation as portfolio insurance when inflation, debt, or stock–bond correlation risks rise

China’s Electric Vehicle Takeover: How Subsidies, Scale, and Tariffs Reshaped the Global Auto Market

AI’s Energy Paradox: Why a Power-Hungry Technology Can Help the World Use Less Power

Markets Catch Their Breath as the Fed Takes Center Stage

Musk Buys $1B of Tesla: Signal of Commitment as Board Preps Mega Pay Plan

U.S. and China Outline TikTok Framework as Leaders Prepare Confirmation Call

Trump’s Hesitation With Netanyahu and Putin Erodes U.S. Leverage

Red Sea Launch, Doha Impact: Israel’s Space-Arc Strike That Blindsided Washington

Microsoft–OpenAI Strike Tentative Truce, Paving Way for For-Profit Overhaul

Oracle’s 36% Moonshot Lifts S&P 500 to a New High as Apple Weighs on the Dow

Federal Judge Shields Fed Governor Lisa Cook, Setting Stage for Showdown With Trump

OpenAI Faces Political Firestorm Over Profit Conversion Plans

Congress Receives Epstein ‘Birthday Book’ That Includes Letter Bearing Trump Signature

Beijing’s Display of Firepower Highlights Challenge to U.S. Dominance

Don’t Let a Hot Market Freeze Your Retirement Plan

U.S. Equities Are Dearer Than the Dot-Com Era—And Narrower Than Ever

Musk’s Lawsuit Doubles as a Vote of Confidence in the iPhone’s AI Era

China’s Pragmatic AI Strategy: Applications First, AGI Later

Nvidia’s Record Quarter Signals Momentum, But Growth Outlook Cools

Israel Says Gaza City Airstrike Killed Hamas Spokesman as Major Offensive Looms

Nvidia’s Record Quarter Meets the AI Reality Check

South Korea’s $150B MASGA Bet: Shipbuilding as Diplomacy

AI’s Plateau: Why Slower Breakthroughs Could Help Business Catch Up

Nvidia’s Balancing Act: Can a ‘Watered-Down’ Blackwell Keep China in Play?

Ethereum’s Turn in the Spotlight: Peter Thiel’s Big Bet

Ukraine Peace Gambit — August 2025

North Korea Recalls Top Officers From Russia

Five Things to Know About the Intel CEO’s Links to China

Corporate America’s Tax Windfall: What It Really Means

Swiss Watch Shock: U.S. Tariffs Strike the Industry’s Last Safe Haven

Tech Strategy — July 27, 2025 — Google Search in the AI Era: Defense, Data & Dominance

Southeast Asia Conflict — July 27, 2025 — Thai-Cambodia Border Clash: Dynasties, Temples & Turmoil

Company Spotlight — July 25, 2025 — Musk’s $12B Gamble to Power xAI’s Colossus 2

Market Highlight: When Logic Fails — The Rally No One Can Explain

Trump vs Powell: How Politics Hijacked the Fed