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.
market-moves
Three macro stories collided this week: a Beijing summit that delivered theatre over substance, a new Fed Chair who might not be Trump's rubber stamp, and a US energy shift reshaping global oil. Here's what it means for your Aussie portfolio.
market-moves
The US–China trade war has had more twists than a Netflix thriller. With Trump landing in Beijing on 14–15 May, here's where things actually stand — and what it means for your portfolio.
market-moves
The S&P 500 barely budged (+0.29%) but the Nasdaq told a different story, climbing 0.89% to close at 25,114. Tech held the line while defensives struggled. Here’s what drove the week and what Aussie investors need to watch next.