01-31-2026 | Markets react to Microsoft results, rising United States inflation pressure, a government shutdown, and China’s latest AI chip move.

01-31-2026 | Markets react to Microsoft results, rising United States inflation pressure, a government shutdown, and China’s latest AI chip move.

COMPANIES. MICROSOFT SHARES DROP AFTER RESULTS. Microsoft shares fell after the company reported quarterly results showing slower cloud growth and record spending on artificial intelligence infrastructure. Capital expenditures reached tens of billions of dollars as the company expands data centers. Cloud revenue growth slowed compared with previous quarters, leading investors to reassess short term profitability despite strong long term demand for artificial intelligence services. THE ECONOMY. UNITED STATES PRODUCER PRICES ACCELERATE. Producer prices in the United States increased in the latest monthly reading. The Producer Price Index rose more than expected on higher services and goods costs. This is official data, not a market forecast, and signals renewed inflation pressure at the wholesale level ahead of upcoming consumer inflation and labor market releases. POLITICS. PARTIAL UNITED STATES GOVERNMENT SHUTDOWN BEGINS. A partial government shutdown began after Congress failed to pass a funding bill before the deadline. Dozens of federal agencies lost funding at midnight, while essential services continue operating. Lawmakers signaled a vote could happen within days to restore funding. INNOVATION. CHINA CLEARS NVIDIA CHIP PURCHASES. Chinese authorities conditionally approved purchases of Nvidia H two hundred artificial intelligence chips by domestic companies, allowing access to advanced processors used in large models and potentially reshaping global chip demand.

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Episoder(224)

03-05-2026 | Robotics cuts, resilient services data and rising volatility shape the global outlook.

03-05-2026 | Robotics cuts, resilient services data and rising volatility shape the global outlook.

COMPANIES. Amazon cuts robotics jobs. Amazon eliminated at least ONE HUNDRED corporate roles in its robotics division. The company says the move is part of a review of advanced technology teams. The r...

5 Mar 1min

03-04-2026 | Oil tensions, junk ratings and rising yields reshape the market outlook today

03-04-2026 | Oil tensions, junk ratings and rising yields reshape the market outlook today

COMPANIES. Paramount downgraded to JUNK after studio deal. Fitch cut Paramount Global’s credit rating to JUNK status following its major studio transaction. The agency cited higher leverage and integr...

4 Mar 1min

03-03-2026 | A 3.9 billion dollar deal, rising oil, and a pivotal war powers vote reshape markets.

03-03-2026 | A 3.9 billion dollar deal, rising oil, and a pivotal war powers vote reshape markets.

COMPANIES. Select Medical to go PRIVATE in multi-billion dollar deal. Select Medical Holdings agreed to be acquired by a consortium led by Robert Ortenzio, Martin Jackson and WCAS. The transaction val...

3 Mar 1min

03-02-2026 | Oil surge and military tensions reshape markets as global shipping routes face disruption.

03-02-2026 | Oil surge and military tensions reshape markets as global shipping routes face disruption.

COMPANIES. Shipping giants halt Hormuz transits. Hapag-Lloyd SUSPENDS sailings through the Strait of Hormuz and imposes a WAR RISK surcharge. Maersk and CMA CGM also reroute vessels. Hundreds of tanke...

2 Mar 1min

02-28-2026 | Major deals, rising inflation, federal tech shift and record AI funding reshape markets

02-28-2026 | Major deals, rising inflation, federal tech shift and record AI funding reshape markets

COMPANIES. PARAMOUNT TO BUY WARNER BROS DISCOVERY FOR ONE HUNDRED TEN BILLION DOLLARS. Paramount Skydance agreed to acquire Warner Bros Discovery in a deal valued at ONE HUNDRED TEN BILLION DOLLARS, i...

28 Feb 1min

02-27-2026 | A 6 point 6 billion dollar deal and fresh labor data move global markets.

02-27-2026 | A 6 point 6 billion dollar deal and fresh labor data move global markets.

COMPANIES. Brink’s to acquire NCR Atleos in 6 point 6 billion dollars deal. Brink’s announced it will buy NCR Atleos in a cash and stock transaction valued at 6 point 6 billion dollars. The deal expan...

27 Feb 1min

02-26-2026 | Tech earnings and AI deals lift markets as confidence edges higher in the United States.

02-26-2026 | Tech earnings and AI deals lift markets as confidence edges higher in the United States.

COMPANIES. AXON shares JUMP seventeen percent after earnings BEAT. Axon reported fourth quarter revenue of seven hundred ninety seven million dollars and adjusted earnings of two dollars and fifteen c...

26 Feb 1min

02-25-2026 | AI mega deals, rising confidence, and markets rebound shape today’s economic outlook.

02-25-2026 | AI mega deals, rising confidence, and markets rebound shape today’s economic outlook.

COMPANIES. AMD seals 60 billion dollar AI chip deal with Meta. Advanced Micro Devices agreed to supply up to 60 billion dollars in artificial intelligence chips to Meta Platforms over five years. The ...

25 Feb 1min

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