Weekend 09.20 & 09.21
Trump has once again backed semiannual reporting. What could this mean for stocks? – investing
Friday 09.19
Business Live – guardian
Intel’s Nvidia Deal Expected to Be a Mixed Blessing for Asian Chipmakers – Reuters
Wall Street reaction to Intel-NVIDIA tie up – cnbc
Intel distractions could actually be a positive for AMD stock, says BofA – streetinsider
SPX closes at record highs as tech leads gains – Newsquawk US Market Wrap
Dow, S&P 500 close at fresh records, log big gains for the week after Fed rate cut – cnbc
Trump Hails ‘Very Good’ Call With Xi: ‘I Appreciate The TikTok Approval’ – Zerohedge
Oracle Eyes $20 Billion AI Cloud Computing Deal With Meta, Source Says – Reuters
OpenAI to Spend $100 Billion Over Five Years on Backup Servers, the Information Reports – Reuters
Stocks making the biggest moves midday: Brighthouse Financial, Lennar, Apple, FedEx and more – cnbc
U.S. Equity Funds See Large Outflows as Investors Book Profit – Reuters
Global Equity Funds See a Surge in Weekly Outflows – Reuters
Apple Has Asked Suppliers to Boost Production of IPhone 17 Model, the Information Reports – Reuters
Nuclear Stocks Surge With Trump’s Uranium Enrichment Plan Due Today – Zerohedge
London Stocks End Event-Packed Week Lower Amid Fiscal Worries – Reuters
European Shares Finish Week Flat After Key Central Bank Verdicts – Reuters
Stocks making the biggest premarket moves: FedEx, Intel, Lennar, Apple and more – cnbc
Futures Flat Ahead Of Massive $5.3 Trillion Option Expiration – Zerohedge
“Lost Control” – Surprise UK Budget Deficit Blowout Batters Sterling & Gilts – Zerohedge
Budget Challenge for Reeves Gets Even Bigger as Borrowing Surges – Reuters
Germany was billed as Europe’s growth driver. Now economists are saying: Not so fast – cnbc
Fed rate policy is stuck “between a rock and a hard place,” Morgan Stanley says – investing
FedEx Shares Rally as Wall Street Cheers Profit Beat Amid Trade Uncertainties – Reuters
Tesla lifted to Outperform at Baird on ‘physical AI inflection’ – investing
European stocks open mixed as investor attention turns to Trump-Xi call – cnbc
Morning Bid: Central Bank Bonanza – investing
Japan’s Nikkei 225 hits record for second straight day; BOJ keeps interest rate steady – cnbc
ETF Just Happened – Zerohedge
BOJ Keeps Interest Rates Steady, Decides to Start Selling ETFs – Reuters
Thursday 09.18
Business Live – guardian
Subprime Crisis 2.0? Red Flags Fly As Alleged Fraud Triggers Billion-Dollar Auto-Lender Bankruptcy – Zerohedge
Fed’s Rate Cut Comes With Caveats, Leaving Investors Lukewarm – Reuters
FedEx stock rises on better-than-expected earnings – cnbc
Stocks bid and bonds hit on strong US data – Newsquawk US Market Wrap
Wall Street Indexes Notch Record-High Closes as Intel Soars on Nvidia Stake – Reuters
S&P 500, small-cap Russell close at all-time highs a day after Fed rate cut – cnbc
CrowdStrike pops nearly 13% on upbeat long-term guidance at investor day – cnbc
Cybersecurity Firm Netskope Notches $8.8 Billion Valuation as Shares Jump in Nasdaq Debut – Reuters
Stocks making the biggest moves midday: Intel, Novo Nordisk, Bullish, Allstate & more – cnbc
Small US Defense Stocks Soar on Rush for Next-Gen Battlefield Tech – Reuters
Chip-Led Technology Rally Drive Europe’s STOXX 600 Higher After Fed Rate Cut – Reuters
Initial Jobless Claims Tumble Back Into Their Four-Year Range As Texas Anomaly Normalizes – Zerohedge
US Weekly Jobless Claims Reverse Prior Surge, Labor Market Still Softening – Reuters
Stocks making the biggest premarket moves: Intel, Novo Nordisk, Bullish, Cracker Barrel and more – cnbc
Futures Jump To Fresh Record High After Fed Restarts Rate Cuts – Zerohedge
Intel Shares Soar 30% After Nvidia Agrees To Invest $5 Billion – Zerohedge
Intel surges 30% as Nvidia to invest $5 billion in chipmaker, co-develop data center and PC chips – cnbc
Cable Dips As BoE Holds Rates Steady (As Expected), Slows QT – Zerohedge
Bank of England holds rates steady, with a further 2025 cut hanging in the balance – cnbc
Cold shoulder: Why Beijing is freezing Nvidia’s access to the Chinese market – cnbc
Novo Nordisk shares pop 5% after Wegovy pill trial shows ‘significant’ weight reduction – cnbc
Continental sinks 21% as Aumovio begins trading after spin-off – investing
European markets set for a positive open as traders assess Fed interest rate cut – cnbc
Japan stocks hit fresh record amid mixed trading in Asia after Fed cut rates as expected – cnbc
Key Products in Huawei’s AI Chips and Computing Power Roadmap – Reuters
Nvidia says competition has ‘undeniably arrived’ after Huawei launches AI cluster – cnbc
Wednesday 09.17
Business Live – guardian
Fed meeting recap: Fed Chair Powell calls quarter-point trim a ‘risk management cut’ – cnbc
Markets chop to dovish Fed & SEP but hawkish Powell – Newsquawk US Market Wrap
Wall Street Ends Mixed, Trade Choppy After Fed’s Rate Cut, Outlook – Reuters
Dow closes up 250 points, S&P 500 inches lower after Fed delivers widely expected rate cut – cnbc
DoubleLine’s Jeffrey Gundlach believes holding a 25% gold position isn’t excessive – cnbc
Instant View: Fed Cuts by a Quarter of a Percentage Point; Miran Dissents – Reuters
Fed forecasts only one rate cut in 2026, a more conservative outlook than expected – cnbc
Fed Cuts Rates By 25bps; Powell ‘Bends The Knee’, Signals Dovish Path Ahead – Zerohedge
Fed signals 2 more cuts in 2025, raises GDP forecast for the year – yahoofinance
Fed approves quarter-point interest rate cut and sees two more coming this year – cnbc
Stocks making the biggest moves midday: Lyft, Walmart, Nvidia, Baidu and more – cnbc
European Shares Close Flat Ahead of Fed Decision, Puma Jumps – Reuters
Puma Surges After Report CVC, Authentic Brand Preparing Takeover Bid – Reuters
Bank Of Canada Resumes Rate Cuts After 6 Month Pause – Zerohedge
OpenAI releases first-of-kind study revealing how people are using ChatGPT for everyday tasks – cnbc
Stocks making the biggest moves premarket: Nvidia, Alibaba, Workday, Netflix and more – cnbc
UK, US Sign $42 Billion Tech Deal To Boost AI Partnership – Zerohedge
Nvidia CEO says he’s ‘disappointed’ after report China has banned its AI chips – cnbc
Futures Flat Ahead Of Royal FOMC Rumble – Zerohedge
UBS lifts Stoxx 600 target to 600, sees 11% total return by 2026 – INVESTING
‘Eastern Sentry’: The New NATO Initiative To Protect The Eastern Flank – Zerohedge
Germany’s Shadow Budgets: Bundesbank Warns Of Fiscal Collapse – Zerohedge
Israeli Air Defense In Cyprus Extends Intel Reach Over Turkey: ‘More Dangerous Than S-300s’ – Zerohedge
Meta Connect 2025: What to expect and how to watch – tc
Three things Britain wants from Trump’s state visit — aside from business deals – cnbc
European stocks open higher as global markets anticipate Fed rate cut – cnbc
Asia markets trade mixed after Wall Street declines as investors await Fed meeting decision – cnbc
China’s Baidu soars 16% to hit 2-year highs as company secures AI partnership, launches debt sale – cnbc
Alibaba’s shares jump after it lands a major customer for its AI chips – cnbc
Tuesday 09.16
Business Live -guardian
US to consider new national security tariffs on auto parts – Reuters
Morgan Stanley CIO Favors 60/20/20 Portfolio Strategy With Gold as Inflation Hedge – Reuters
Trading Day: Fed Clock Tick-Tock – Reuters
Fed set to cut rates, but forecast for rest of 2025 is key to markets with politics clouding the picture – cnbc
Dollar sold with stocks and bonds choppy ahead of FOMC – Newsquawk US Market Wrap
Wall Street edges back from its record heights – bbg
S&P 500 eases a bit from record as traders await big Fed rate decision – cnbc
U.S. Reportedly Weighing $5 Billion Rare Earth Investment Fund, Sending Miners Soaring – Zerohedge
Stocks making the biggest moves midday: Webtoon Entertainment, Steel Dynamics, Hims & Hers and more – cnbc
European Shares Dip as Banks and Insurers Pull Back Ahead of Fed Decision – Reuters
Did US Industrial Production Data Just Expose A Weak Spot In The AI Boom Narrative? – Zerohedge
‘Real’ Retail Sales Rise For 11th Straight Month In August – Zerohedge
US Retail Sales Increase Strongly; Softening Labor Market a Headwind – Reuters
Mystery Trader Makes Record Bet On 50bps Rate Cut Tomorrow – Zerohedge
EU Falling Behind on Growth, Reforms Even More Urgent, Says Draghi – Reuters
US Futures Set For Another Record, Nasdaq On Pace For 10th Straight Gain – Zerohedge
TikTok deal to include new investors with ByteDance; Oracle to keep cloud agreement, sources say – cnbc
Stocks making the biggest moves premarket: Oracle, Dave & Buster’s, Novo Nordisk, Adtran and more – cnbc
German Investor Morale Unexpectedly Rises in September, ZEW Finds – Reuters
European markets head for lackluster open as traders assess U.S.-China talks – cnbc
Japan’s benchmark Nikkei 225 breaches 45,000 mark to hit a fresh high – cnbc
Monday 09.15
Business Live – guardian
BIS Warns of Mounting Disconnect Between Debt and Stock Markets – Reuters
Stocks bid in wake of US/China trade talks while Dollar lags – Newsquawk US Market Wrap
Wall Street Indexes End Higher Ahead of Fed Meeting; Tesla and Alphabet Rally – Reuters
S&P 500 closes above 6,600 for the first time after Trump’s positive comments on China trade talks, gain in Tesla – cnbc
CoreWeave’s stock rallies on disclosure of $6.3 billion order from Nvidia – cnbc
Alphabet becomes fourth company to reach $3 trillion market cap – cnbc
Stocks making the biggest moves midday: Tesla, Alaska Air, Texas Instruments, Western Digital and more – cnbc
French Central Bank Sees Growth Outlook Clouded by Politics – Reuters
European Shares Finish Near Three-Week High, Luxury Shines; Fed’s Next Move Awaited – Reuters
President Trump Calls To End Quarterly Financial Reporting, Suggesting Semiannual Schedule Instead – Zerohedge
US-China TikTok Deal At Goal Line, Bessent Hints, As Trump & Xi To Speak Friday – Zerohedge
Futures Rise To New Record High As Musk Trade Sends Tesla Soaring – Zerohedge
Stocks making the biggest premarket moves: Tesla, Nvidia, Gemini, Texas Instruments and more – cnbc
Tesla Soars After Musk Buys Billion Dollars Worth Of Stock – Zerohedge
Tesla shares gain after Elon Musk reveals $1 billion stock buy – cnbc
China says Nvidia violated anti-monopoly law after preliminary probe – cnbc
Key Events This Week: Central Banks Galore – Zerohedge
Thales Eyes More SAMP/T Deals After Denmark Picks European Anti-Missile System – Reuters
Is the humanoid robot industry ready for its ChatGPT moment? – cnbc
Romania Is 2nd NATO Country In A Week To Be Breached By Russian Drones – Zerohedge
European stocks set to open mixed as global markets look ahead to Fed decision – cnbc
South Korea’s Kospi index hits record high after government scraps tax-hike plan – cnbc
China’s economy slowdown deepens in August with retail sales, industrial output missing expectations – cnbc