Weekend 12.13 & 12.14
Key risks for 2026: What could go wrong (and right) next year? – investing
How AI agents change commerce and how we pay? – investing
Key risks for 2026: What could go wrong (and right) next year? – investing
Does AI Capex Spending Lead to Positive Outcomes? – investing
Friday 12.12
Business Live – guardian
Red-hot Texas is getting so many data center requests that experts see a bubble – cnbc
Analysis-Oracle-Broadcom One-Two Punch Hits AI Trade, but Investor Optimism Persists – Reuters
The Great Split in the AI Market – investing
Bitcoin hoarding company Strategy remains in Nasdaq 100 – investing
Annual Changes to the Nasdaq-100 Index – gnw
Stocks give up recent gains on AI concerns – Newsquawk US Market Wrap
Wall Street Ends Lower; Fears of AI Bubble and Inflation Send Investors Away – Reuters
S&P 500 retreats from record Friday, closes down for week as investors rush out of AI trade – cnbc
Wall Street Eyes Lithium As Battery Storage Demand Poised To Spark New Upcycle – Ζerohedge
Broadcom tumbles 11% despite blockbuster earnings as ‘AI angst’ weighs on Oracle, Nvidia – cnbc
U.S. Equity Funds Draw First Weekly Inflow in Three Weeks Ahead of Fed Easing – Reuters
Global Equity Funds Draw Largest Weekly Inflow in Five Weeks – Reuters
Oracle Shares Rebound After Denying ‘Delays’ – Ζerohedge
Oracle says there have been ‘no delays’ in OpenAI arrangement after stock slide – cnbc
Analysts Flag Risks for Strategy at Nasdaq 100 Index Reshuffle – Reuters
Americans Could See Up To $2,000 Tax Refunds Next Year: Bessent – Ζerohedge
Fermi Craters 50% After Losing First Tenant For Its Massive Texas Data Center – Ζerohedge
Fintech Wealthfront Valued at $2.63 Billion in Nasdaq Debut – Reuters
Broadcom shares fall as margin warning sparks AI payoff worries – Reuters
Stocks making the biggest moves midday: Tilray Brands, Allegiant Travel, Broadcom & more – cnbc
Oracle delays some OpenAI data centers to 2028, Bloomberg reports – yahoofinance
Nuclear Reactors For Investors – Ζerohedge
AI Jitters Knock STOXX 600 Lower, Wiping Out Early‑week Gains – Reuters
US Solar Installations Soar As Developers Rush To Secure Tax Credits – Ζerohedge
Morning Bid: Is Santa Claus Coming to Town? – Reuters
Stocks making the biggest moves premarket: Tilray Brands, Lululemon, Broadcom, Citigroup & more – cnbc
Futures Dip After Hitting Record High, As Fed’s “QE Lite” Sets Up Christmas Rally – Ζerohedge
Take Five: One Last Push – Reuters
Goldman forecasts double-digit S&P 500 earnings growth in 2026 – investing
Cannabis stocks surge on reports Trump will reclassify marijuana; Tilray jumps 28% – cnbc
German inflation confirmed at 2.6% in November – Reuters
Europe open higher as Wall Street sentiment spills over – CNBC
Asia-Pacific markets trade higher after Wall Street notches fresh record – cnbc
Thursday 12.11
Business Live – guardian
Five Debt Hotspots in the AI Data Centre Boom – Reuters
Broadcom reveals its mystery $10 billion customer is Anthropic – cnbc
Stocks mixed as Oracle concerns pressure NDX but SPX sees record close – Newsquawk US Market Wrap
Dow, S&P 500 Mark Record Closes; Oracle Drags on the Nasdaq – Reuters
Stocks Mostly Gain While Oracle Sinks; US Dollar, Yields Decline on Fed Views – Reuters
S&P 500, Dow close at record highs as Oracle sparks rush out of AI trade into broader market – cnbc
OpenAI Launches GPT-5.2 After ‘Code Red’ Push to Counter Google’s Gemini 3 – Reuters
Stocks making the biggest moves midday: Oracle, Vail Resorts, GE Vernova, Brinks, Ciena & more – cnbc
European Markets End Higher as Investors Cheer Fed Cut; SNB Holds Rate – Reuters
Asset Purchases Begin: Fed To Buy $8.2BN In Bills Friday; Full Monthly Schedule Released – Ζerohedge
Disney invests $1B in OpenAI in deal to bring characters like Mickey Mouse to Sora AI video tool – WT
Disney Invests $1 Billion In OpenAI, Strikes Landmark Deal To Bring Beloved Characters To Sora – Ζerohedge
Disney to Invest $1 Billion in OpenAI, License Characters for Sora Video Tool – Reuters
OPEC Maintains Bullish Oil Demand Outlook, IEA Trims Oil Glut Forecast – Ζerohedge
US September Trade Deficit Lowest in More Than Five Years as Goods Exports Soar – Reuters
US Weekly Jobless Claims Post Largest Increase in Nearly 4-1/2 Years Amid Seasonal Volatility – Reuters
Futures Rebound From Worst Levels As Oracle Plunges 11% On Cash Burn Fears – Ζerohedge
TIME Person Of The Year Are The Architects Of AI – Ζerohedge
IEA lowers 2026 oil glut forecast for first time since May – Reuters
German economy remains stuck in meagre growth phase, institutes say – Reuters
Over $50 billion in under 24 hours: Why Big Tech is doubling down on investing in India – cnbc
AI defense booms in UK and Germany as new wave of billion-dollar startups emerge – cnbc
European markets head for lackluster open as Fed cut fails to lift sentiment – cnbc
Asia-Pacific markets give up early gains after third Fed cut of the year – cnbc
China Promises Fiscal Boost Next Year, Recognises ‘Prominent’ Imbalance – Reuters
Wednesday 12.10
Business Live – guardian
Rates Outlook 2026: Situation Normal, All Fuddled Up – ing
Oracle Tumbles On Disappointing Cloud Revenue; CapEx Soars: Funding Questions Remain – Zerohedge
Oracle plummets 11% on weak revenue, pushing down AI stocks like Nvidia and CoreWeave – cnbc
Dow closes nearly 500 points higher after Fed cuts rates – CNBC
Instant View: Divided Fed Cuts Rates as Expected, but Sees Only One Reduction in 2026 – Reuters
Fed Says It Will Start Technical Buying of Treasury Bills to Manage Market Liquidity – Reuters
Wall Street Reacts To Powell’s “More Dovish Than Expected” Rate Cut – Zerohedge
‘Most Divided’ Fed In 37 Years Cuts Rates; Restarts Balance Sheet Growth – Zerohedge
Divided Fed approves third rate cut this year, sees slower pace ahead – cnbc
Stocks making the biggest moves midday: Photronics, AeroVironment, Maplebear, GE Vernova & more – cnbc
US Labor Cost Growth Slows in Third Quarter as Labor Market Conditions Soften – Reuters
Stocks making the biggest moves premarket: GameStop, AeroVironment, Cracker Barrel & more – Zerohedge
Futures Flat With Fed Rate Cut, Oracle Earnings On Deck – Zerohedge
Global Bond Yields Hit 16-Year High on Fading Rate-Cut Bets – BBG
Germany Plans Largest Single-Year Investment In Arms, Equipment In Its History – Zerohedge
Delivery Hero stock jumps 13% as food delivery giant mulls strategy; European shares end mixed – cnbc
Asia-Pacific markets mixed as investors parse China inflation data, await Fed rate decision – cnbc
China consumer inflation hits near two-year high despite deeper-than-expected producer deflation – cnbc
China’s CPI inflation hit a 21-month high in November – ing
IMF urges China to speed up structural reform, raises growth forecasts – Reuters
Tuesday 12.09
Stocks making the biggest moves after hours: AeroVironment, GE Vernova, Cracker Barrel and more – cnbc
Stocks mixed and bonds flatten after JOLTS jump ahead of FOMC – Newsquawk US Market Wrap
S&P 500 Edges Down as Investors Await Fed Rate Decision – Reuters
S&P 500 closes little changed ahead of Fed decision, JPMorgan weighs on Dow – cnbc
Goldman Reminds Clients Where Travel & Leisure Cracked First Ahead Of 2008 Crisis – Ζerohedge
US Bank Executives Say AI Will Boost Productivity, Cut Jobs – Reuters
Stocks making the biggest moves midday: Exxon, SLM, CVS, AutoZone, Ares, Campbell’s and more – cnbc
JPMorgan Expects Higher Than Expected 2026 Expenses – Reuters
European Shares Subdued With Fed Meeting in Focus; EssilorLuxottica Falls – Reuters
France approves social security budget but still lacks a state budget – ing
BlackRock on Track for Record Annual Flows Into IShares, Says CFO – Reuters
Exxon Jumps 4% After Company Boosts 2030 Cash-Flow Outlook – Ζerohedge
Mature Markets Push Global Debt to Record Near $346 Trillion, Says IIF – Reuters
US Job Openings Rise Slightly After Surging in September; Fewer Workers Quitting Their Jobs – Reuters
Stocks making the biggest moves premarket: Home Depot, Ares, Viking, CVS, Nvidia & more – cnbc
Futures Flat With Fed/Oracle Event Bonanza On Deck – Zerohedge
ADP Weekly Employment Report Signals Rebound In Labor Market – Ζerohedge
China To Limit Nvidia’s H200 Chip Access After Trump Greenlights Exports – Ζerohedge
US money market funds see large inflows ahead of Fed decision – Reuters
German exports unexpectedly rise in October due to EU trade – Reuters
Saudi Arabia eyes data embassies amid sovereign AI push. Here’s what we know so far – cnbc
Private credit is beginning to look like the bond market — and that comes with red flags – cnbc
European markets set for soft open as investors await Fed decision – cnbc
Asia-Pacific markets mostly fall following Wall Street losses ahead of Fed rate decision – cnbc
Monday 12.08
Business Live – guardian
Here’s what to expect in Paramount’s quest to elbow out Netflix and buy Warner Bros. Discovery – cnbc
Treasuries and JPY weighed by Japanese earthquake while tech outperforms – Newsquawk US Market Wrap
US Stocks Drop as Investors Wait for Fed Rate Decision – Reuters
S&P 500 closes lower as investors tap brakes before Fed decision this week – cnbc
“Xi Responded Positively”: NVDA Spikes After Trump Allows H200 Chip Exports To China – Zerohedge
Stocks making the biggest moves midday: Paramount Skydance, Wave Lifesciences, Confluent & more – cnbc
NY Fed Consumer Survey Shows Steady Inflation, Despite Soaring Expectations For Medical Care Costs – Zerohedge
European Shares Subdued at Close Amid Caution Ahead of Week’s Fed Rate Decision – Reuters
Tesla Shares Slip After Morgan Stanley Downgrades To Equal-Weight From Overweight – Zerohedge
Offer Royale: Paramount-Netflix Bidding War For Warner Bros Heats Up In A Blockbuster Showdown – Zerohedge
Paramount Skydance launches hostile bid for WBD ‘to finish what we started,’ CEO Ellison tells CNBC – cnbc
Stocks making the biggest moves premarket: Broadcom, Confluent, Carvana & more – cnbc
Futures Rise For 10th Day In Past 11 With Fed Rate Cut Looming – Zerohedge
The transformation of money: technological disruption and the future of financial services – ECB
Trump Readies “One-Rule” Executive Order Aimed At Centralizing AI Regulation – Zerohedge
Key Events This Busy Week: Fed, JOLTs, Central Banks Galore; Oracle & Broadcom Earnings – Zerohedge
Oppenheimer turns most bullish on Wall Street with 8,100 S&P 500 call for 2026 – INVESTING
Rickards: 8 Events Driving The Gold Frenzy – Zerohedge
Five things to watch in markets in the week ahead – investing
German industrial production shows tentative signs of bottoming out – ing
Confluent Shares Erupt After Report Of $11 Billion IBM Takeover Bid – Zerohedge
European markets set for lackluster start to the new trading week as markets await Fed decision – cnbc
Asia-Pacific markets trade mixed as investors parse China trade data – cnbc
China’s exports to U.S. extend double-digit declines, dropping 29% in November, despite trade truce – cnbc