Weeekend 08.30 & 08.31
AI vs Human: Bernstein on how to use LLMs? – investing
Is China making progress toward AI self-sufficiency? – investing
Trump’s Global Tariffs Ruled Illegal By Washington Appeals Court, But… – Zerohedge
Will DeepSeek’s latest innovation pose a threat to GPU makers? – investing
Friday 08.29
UK bank shares fall as City fears budget tax raid – business live – guardian
‘Obvious’ That Putin-Zelensky Meeting Won’t Happen: Germany’s Merz – Zerohedge
Stocks down in tech-led sell-off while in-line PCE does little to change Fed expectations – Newsquawk US Market Wrap
Big Month For Bonds & Bullion As Stocks Swing From August Angst To September’s Sloppy Seasonals – Zerohedge
S&P 500 Ends Lower as Dell and Nvidia Drop – Reuters
Stocks close lower, but S&P 500 notches its 4th winning month in a row – cnbc
US Makes It Harder for SK Hynix, Samsung to Make Chips in China – Reuters
Stocks making the biggest moves midday: Petco Health, Celsius, Affirm, Caterpillar and more – cnbc
Nvidia Falls On Report Alibaba Designs New AI Chip – Zerohedge
Caterpillar Falls After Raising Annual Tariff Hit Forecast – Reuters
Marvell stock slumps 16% after chipmaker’s data center revenue, forecast disappoint – cnbc
European Shares Post First Weekly Loss in Four as Banks Weigh – Reuters
US Equity Funds Draw Only Subdued Inflows on Fed Independence Risk – Reuters
Global Equity Fund Inflows Ease on Worries Over Fed Independence – Reuters
UMich Takes Flamethrower To What Little Was Left Of Its Credibility… – Zerohedge
Fed’s Favorite Inflation Indicator Shows No Signs Of Runaway Tariff Costs – Zerohedge
US Core PCE Firms Slightly but Matches Expectations – Reuters
US Consumer Spending Strong; Core Inflation Warmer on Services – Reuters
Core inflation rose to 2.9% in July, highest since February – cnbc
US Goods Trade Deficit Widens Sharply in July – Reuters
Futures Drop Led By Tech Ahead Of PCE Data – Zerohedge
Higher inflation and unemployment cast shadow over Europe’s biggest economy – cnbc
Alibaba’s cloud unit shines even as rivalry heats up in China’s ‘instant commerce’ space – cnbc
Germany’s Rheinmetall May Produce Lockheed’s ATACMS, Hellfire Missiles At Europe’s Largest Artillery Plant – Zerohedge
British Bank Shares Slide on Fears of New Tax – Reuters
British banks Barclays, Lloyds and Natwest fall on tax hike jitters – cnbc
Asia-Pacific markets trade mixed, breaking ranks with Wall Street – cnbc
China Flows on Fire – Shorts Burning – Zerohedge
BYD’s Quarterly Profit Falls for First Time in 3-1/2 Years as Price Wars Bite – Reuters
As China’s Nvidia Explodes Higher, Beijing’s Latest Stock Bubble Is Only Just Starting – Zerohedge
Thursday 08.28
Stocks making the biggest moves after hours: Ulta Beauty, Dell Technologies, Gap, Autodesk and more – cnbc
Dell shares fall on soft third-quarter earnings outlook – cnbc
Tech outperforms despite NVDA falling after earnings; USD sold ahead of PCE – Newsquawk US Market Wrap
‘Fear Or No Fear’: VIX Tumbles To 2025 Lows As Gold Nears Record Highs – Zerohedge
S&P 500 Hits Record High as Nvidia Results Butress AI Rally – Reuters
S&P 500 closes over 6,500 for the first time as Nvidia results validate AI boom – cnbc
Ether ETFs Capture 10x More Inflows Than Bitcoin In Last 5 Days – Zerohedge
Stocks making the biggest moves midday: Nvidia, Pure Storage, Snowflake, Hormel and more – Zerohedge
Nvidia Slides After Data Center Revenues Miss, Solid Guidance Fails To Wow Bulls – Zerohedge
Europe’s STOXX 600 Closes Lower; Investors Assess Pernod Ricard, Nvidia Earnings – Reuters
Q2 GDP Revised Sharply Higher As Data Center Investments Sharply Boost Growth – Zerohedge
US Second-Quarter GDP Revised Higher as Businesses Boost Investment in AI – Reuters
Initial Jobless Claims Refuse To Show Any Signs Of Cracking – Zerohedge
Futures Drift Near Record High As Nvidia Fails To Restart Rally – Zerohedge
Nvidia’s Huang touts ‘full steam’ AI spend while China uncertainty remains – cnbc
Orbán Claims Vindication After Merz Warns German Welfare State Is Unsustainable – Zerohedge
Tesla sales plunge 40% in Europe as Chinese EV rival BYD’s triple – cnbc
Nvidia is AI, but only for so long – Reuters
France’s latest budget crisis poses risk to defense investment pledges – cnbc
Rheinmetall chief says Europe must catch up with Russia’s ammunition output as it opens mega plant – cnbc
Europe markets set to open higher as investors assess Nvidia results – cnbc
Asia-Pacific markets trade mixed as investors assess Bank of Korea policy decision – cnbc
Wednesday 08.27
Business Live – guardian
Political crisis in France: What happens if PM Bayrou loses confidence vote? – FR24
Morgan Stanley: AI Adoption Rate To Outpace Past Tech Cycles, But Measurable Economic Impact May Not Arrive Until Late Decade – Zerohedge
French political storm: What it means for bonds and the euro – ing
Stocks making the biggest moves after hours: Nvidia, Snowflake, CrowdStrike and more – cnbc
CrowdStrike shares fall as Q3 revenue guidance disappoints investors – investing
Snowflake stock soars aftermarket after topping estimates and raising guidance – investing
Nvidia beats on top and bottom lines. Here’s why the stock is falling – cnbc
Nvidia Slides After Data Center Revenues Miss, Solid Guidance Fails To Impress Bulls – Zerohedge
Nvidia beats on top and bottom lines as data center revenue surges 56% – cnbc
Stocks close green as eyes turn to NVDA earnings and data – Newsquawk US Market Wrap
S&P 500 Notches Record Close; Traders Turn to Nvidia Results – Reuters
Wall Street edges higher and pushes S&P 500 to another record – bbg
S&P 500 closes at record high as traders brace for Nvidia earnings – cnbc
Stocks making the biggest moves midday: Paramount Skydance, Krispy Kreme, Kohl’s, Nvidia and more – cnbc
Saudi Arabia wants to be world’s third-largest AI provider after the U.S. and China, Humain CEO says – cnbc
Europe’s STOXX 600 Closes Higher, Focus Shifts to Nvidia Results – Reuters
Futures Flat, Dollar Jumps Ahead Of Nvidia’s Critical Earnings – Zerohedge
Stocks making the biggest moves premarket: Kohl’s, MongoDB, Canada Goose, Cracker Barrel and more – cnbc
Kohl’s Sharper Focus on Turnaround Drives Profit Lift, Shares Surge – Reuters
German Consumer Sentiment Dips in September on Job Loss Concerns, Finds GfK – Reuters
FX Daily: Limited FX fallout from France and Fed turmoil – ing
German Labour Costs Higher Than in Other Industrialised Countries, Study Shows – Reuters
European stocks set to rebound as traders eye Nvidia earnings – cnbc
Asia-Pacific markets trade mixed as investors assess China industrial profits data – cnbc
AI chipmaker Cambricon briefly overtakes Moutai as China’s most valuable stock – chinadaily
China Nvidia rival Cambricon adds to $40 billion rally with 4,000% revenue jump – cnbc
What Does Doubling of Trump’s Tariffs Mean for India? – Reuters
Tuesday 08.26
Business Live – guardian
Analysis-Fed’s Credibility Is an Asset Whose Decline Could Be Costly – Reuters
Dollar hit and bonds steepen as Trump fires Fed Governor Cook – Newsquawk US Market Wrap
S&P 500 Ends Higher After Trump Attacks Fed; Nvidia Climbs – Reuters
A late push sends Wall Street near its records – bbg
S&P 500 closes higher as Nvidia gains, traders shake off Trump’s latest Fed salvo – cnbc
Apple to Hold Fall Event on September 9, New IPhones Expected – Reuters
Stocks making the biggest moves midday: EchoStar, Brown-Forman, Semtech, Oklo and more – cnbc
EchoStar to Sell Wireless Spectrum Licenses to AT&T in $23 Billion Deal – Reuters
Rare Earth Prices Hit Two-Year Peak After MP Materials Stops China Shipments – Reuters
Here’s what happened to financial markets after Nixon pressured the Fed – cnbc
French stocks slide as Paris government faces risk of collapse – cnbc
European Shares Tumble as French Political Risks, Fed Independence Concerns Weigh – Reuters
US Business Spending on Equipment Resilient; Labor Market Confidence Weakening – Reuters
Conference Board Consumer Confidence Slides In August As Inflation Fears Reignite – Zerohedge
US Home Prices Plunge For 4th Straight Month In June – Zerohedge
Core Durable Goods Orders Rise At Fastest Annual Rate in 3 Years – Zerohedge
Futures Slide, Curve Steepens After Trump Fires Fed’s Cook – Zerohedge
French Bonds, Stocks Tumble As Government Risks New Collapse In Weeks – Zerohedge
German autos sector slashes jobs as economic woes bite – cnbc
Trump Threatens Tariffs For Nations With Digital Taxes On US Tech – Zerohedge
European markets head for lower open amid Trump-Fed clash and French budget dispute – cnbc
Asia markets mostly fall, gold rises after Trump fires Fed Governor Lisa Cook – cnbc
Monday 08.25
Interactive Brokers to join S&P 500, replacing Walgreens – cnbc
‘They have to give us magnets’: Trump warns of 200% tariff on China if exports are curbed – cnbc
Trump vows ‘substantial’ new tariffs, chip restrictions on countries with digital taxes – cnbc
Markets pare some of the dovish Powell move with eyes on data – Newsquawk US Market Wrap
Wall Street Ends Down as Traders Focus on Nvidia, Fed After Last Week’s Rally – Reuters
Stocks Slump Amid ‘Last Week Of Summer’ Lull, Bitcoin Battered, Black Gold Bid – Zerohedge
Stocks close lower to start the week as Nvidia’s gains fail to prop up Nasdaq – cnbc
Stocks making the biggest moves midday: Vital Energy, SolarEdge Technologies, RH and more – cnbc
Nvidia’s new ‘robot brain’ goes on sale for $3,499 as company targets robotics for growth – cnbc
European Shares Retreat After Powell-Induced Rally, JDE Peet’s Soars – Reuters
Homebuilder Incentives Soar As US New Home Sales Disappoint In July, Prices Plunge – Zerohedge
Trump says furniture tariffs coming in next 50 days – supplychaindive
Long-Dormant Bitcoin Whale Bets Big On Ethereum Upside – Zerohedge
Stablecoins In An Unstable System – Zerohedge
Stocks making the biggest moves premarket: Keurig Dr Pepper, Okta, Intel, Verint Systems and more – cnbc
Temu-Owner PDD Tops Revenue Estimates, Competition Squeezes Margins – Reuters
Futures Drop As Powell Dovish Pivot Euphoria Fades – Zerohedge
Key Events This Week: Core PCE, Durables, And Fed Speakers But All Eyes On Nvidia Earnings – Zerohedge
German Business Sentiment Rises to Highest Level in More Than a Year – Reuters
European stocks trade lower – CNBC
Hong Kong stocks rise over 2%, nearing 4-year peak, led by tech rally – cnbc
Chinese households have amassed record savings. That’s now fueling a stock market boom – cnbc