Market Update
The Trump-Xi Dance Sends Asian Markets Plunging Ahead of JPM, Goldman Earnings
Beijing's surprise sanctions on Hanwha Ocean have rekindled the trade war, sending Asian indices plunging (Hang Seng TECH: −3.65%). This geopolitical gambit, a direct counter to a U.S. maritime probe, plunges global markets into uncertainty. Attention now pivots to U.S. financial earnings—a crucial test of whether corporate results can outweigh escalating Sino-American brinkmanship.
China’s Rare-Earth Clampdown
Beijing has dramatically expanded export controls on rare-earth elements (REEs), processing technologies and downstream products. The move immediately jolted markets and stocks — Chinese producers rose, U.S. and allied critical-minerals names rallied — and has forced a strategic re-think across the global supply chain. For industry participants — miners, processors, magnet makers, OEMs in the EV/wind/aerospace sectors, recyclers and equipment suppliers — the implications are profound: a rush to onshore capability, a likely multi-year investment cycle, shifts in trade patterns, and a new premium on technical know-how, traceability and environmental compliance.
Gold’s 2025 Breakout — and Why Prices Have Now Reversed
Gold’s 2025 rally captured headlines as spot bullion pierced the $4,000/oz level amid heavy ETF inflows, central-bank buying and a wave of safe-haven demand. After that blow-off leg, prices have pulledback—sometimes sharply—on a mix of technical, macro and event-driven triggers.
The AI Flywheel: How OpenAI, CoreWeave, and NVIDIA Fuel Each Other's Stratospheric Rise
How do OpenAI, CoreWeave, and NVIDIA fuel each other's success? Explore the symbiotic AI flywheel where demand for innovation drives a powerful and profitable cycle of growth.
Fed cuts rates; Trump to Powell: "Cut 100 points or you're FIRED!"
On September 17, 2025, the Federal Reserve enacted a quarter-percentage-point interest rate cut, citing moderating economic growth and rising risks to employment. This decision prompted a swift and aggressive response from Donald J. Trump. In a social media post, Trump called the rate cut "TINY" and Federal Reserve Chair Jerome Powell a "Total idiot!!!". He demanded a more substantial 100-basis-point cut at the next meeting, threatening Powell's job if his demand was not met. The exchange is detailed in the provided press releases and tweet.
All Eyes on August 4: Can Palantir’s Sky-High Valuation Survive?
Palantir’s stock has soared over 110% in 2025, driven by strong defense contracts and AI leadership. However, with extreme valuations ahead of August 4 earnings, any miss or soft guidance could trigger sharp volatility. Investors face a high-risk, high-reward setup as expectations leave little room for error.
Stock Market Update: Equities Rise on Trump’s EU Tariff Deal, Big Tech Earnings Ahead, Defense and Energy Stocks Rally
Stock Market Update: Equities edge higher as Trump announces new EU tariff deal. Nike rises on upgrade, Tesla climbs after chip deal with Samsung. Alphabet, Apple, Amazon, and Microsoft report earnings this week. Energy and defense stocks lead premarket gainers.
Stock Market Update: S&P 500 Closes at New High as Trade Deal Boosts Futures
Stock Market Update: major indices notch fresh highs as electric‑vehicle and AI names take center stage. Healthcare and financial sectors outperform while chipmakers show caution. Investors are positioning ahead of key Fed guidance and upcoming earnings.
Stock Market Update: S&P 500 Tops 6,300 as Nasdaq Hits New High on Strong Earnings
Stock Market Update: S&P 500 clears 6,300 and Nasdaq hits fresh peak, buoyed by Verizon’s beat and strength in Meta and Amazon. Alphabet and Tesla loom large ahead of key reports, as Bessent’s China talks dampen tariff worries.
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Stock Market Update: CPI Steady, Nvidia Lifts Tech Stocks, Bitcoin Dips as Traders Watch Fed
Stock Market Update: Nvidia surged as H20 chip sales to China resume, boosting AMD, Broadcom, and Micron. CPI data calmed inflation fears, but Bitcoin pulled back after hitting highs. Trade Desk rallied on S&P 500 inclusion.
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The Trump-Xi Dance Sends Asian Mark...
China’s Rare-Earth Clampdown
Gold’s 2025 Breakout — and Why Pric...
The AI Flywheel: How OpenAI, CoreWe...
