market-moves
US strikes on Iran, oil surge, a bond market refusing to calm down — and Broadcom printing the biggest custom AI chip quarter on record. Here’s what moved markets this week, and what it means if you’re holding US stocks from Australia.
market-moves
The AI earnings machine just printed $96 billion in a quarter. Then Kevin Warsh’s first Jackson Hole speech made clear the Fed still has work to do on inflation.
market-moves
US bonds sold off to 19-year highs this week as fiscal deficit fears and AI capex concerns rattled markets. Tech led losses. Oil spiked. Next week brings Nvidia, PCE, and Jackson Hole — a trifecta that could reset the narrative.
market-moves
Oil spiked, Iran rattled nerves, and for two days it looked like the rally was over. Then the inflation data landed — and the S&P 500 hit a new all-time high.
market-moves
The S&P 500 cleared 7,700 for the first time in history this week as Palantir surged 29.5% on earnings that proved AI isn’t a promise anymore — it’s a machine. Here’s what moved markets and what it means for your portfolio.
market-moves
The Magnificent Seven shed nearly $800B in market value last week as investors demanded proof that AI capex converts to earnings. Oil spiked on US-Iran tensions, the Fed held firm, and smart money quietly rotated into mid-caps and energy. Here’s the Australian investor read.
market-moves
Wall Street has been demanding proof that USD $700 billion in AI capital expenditure is generating real returns. This week, Alphabet filed its receipts. Tesla posted record revenue that looked better on the headline than in the accounts.
market-moves
Wall Street’s best earnings quarter in years, two cooler-than-expected inflation prints, and markets reaching new highs — but the Fed won’t blink, Iran tensions are spiking oil, and the AUD is lurching. The bull case is real. So is the sting in the tail.
market-moves
Iran’s Hormuz strike jolted oil markets, Samsung rattled chip stocks, and SK Hynix pulled off the biggest foreign ADR sale in US history — all while the S&P 500 quietly closed the week higher.
market-moves
The Dow closed at an all-time record of 52,900. The Nasdaq fell. Same jobs report, same trading day. Here is what the market’s split personality this week tells you about where money is actually moving — and what it sets up for the weeks ahead.
market-moves
Oracle just had its worst week since the 2001 dot-com bust. Chip stocks got hammered. But software surged. This week delivered one of the sharpest stress tests yet of the AI infrastructure thesis: not all AI exposure is equal — and the market just voted, loudly.
market-moves
Kevin Warsh held rates in his first FOMC meeting amid an initial market dip then Thursday rebound. Japan raised rates to a 31-year high. Intel surged on foundry momentum as semis hit records. Here’s what it all means for Aussie investors in US stocks.