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.
market-moves
SpaceX’s record $1.77T Nasdaq debut dominated the week, with SPCX jumping 19% on day one. Softer inflation data and Iran-related optimism helped markets recover some ground and pushed the VIX lower — but the picture remains mixed. Here’s what actually mattered for investors.
market-moves
The AI trade looked unstoppable—until May’s jobs report landed. A stronger-than-expected 172K payrolls print flipped rate expectations, hit the Nasdaq, and sent the VIX soaring. What it means and what Aussie investors should watch next.
market-moves
US markets hit their 22nd all-time high of 2026 this week, powered by blowout earnings and Iran ceasefire hopes — even as oil stayed elevated and inflation refused to budge. Here’s what Aussie investors need to know.
market-moves
An oil-shocked global economy, an Australian budget that quietly rewrites the rules for every long-term investor, and a Tesla production milestone that markets are still refusing to price in. Here’s what actually matters this week for Aussie investors.