Market Spy

Stephen Miran Steps Down From White House Economic Role After Fed Tenure Ends

Contributor:

Leah Rosenfeld

Corporate & Industry Trends

Apple Faces Chip Bottleneck as iPhone Demand Soars and Memory Costs Climb

Economy

U.S. Shutdown Risk Intensifies as Senate Standoff Over DHS Funding Deepens After Minnesota Shooting

Trade & Tariffs

Trump Unveils Greenland Deal Framework With NATO Centered on Minerals and Defense Cooperation

Personal Finance

Intel Pledges to Match Federal $1,000 ‘Trump Accounts’ Deposits for Employees’ Children

Chipmaker deepens partnership with U.S. government as it mirrors new child investment benefit and expands wealth-building access for families

Contributor:

Rachel Steinberg

Employer Matches Are Turbocharging Trump Accounts for Kids

Major firms are stepping in with dollar-for-dollar contributions, with some families unlocking up to $2,000 or more in their child’s first year alone.

Contributor:

Junia Wells

Trump Proposes Direct Health Care Payments to Households

Experts warn the plan could weaken insurance coverage and raise costs if it replaces existing subsidies

Contributor:

Junia Wells

Economy

Stephen Miran Steps Down From White House Economic Role After Fed Tenure Ends

Rate-cut advocate exits Council of Economic Advisers as his Federal Reserve term expires, opening the door for a new Board appointment

Contributor:

Leah Rosenfeld

Senate Banking Showdown Puts Fed Nominee Kevin Warsh on Ice

Democrats and at least one Republican push to pause confirmation until Justice Department probes into Jerome Powell and Lisa Cook are resolved

Contributor:

Rachel Steinberg

China’s Quirky Consumer Trends Reflect Deeper Economic Unease

Frowning “crying horse” toys fly off shelves while the viral “Are You Dead?” app faces government crackdown

Contributor:

Leah Rosenfeld

Investing

Gold and Silver Stage Sharp Comeback After Record Selloff Shakes Precious Metals Markets

Bullion prices rebound as analysts say long-term fundamentals remain strong despite extreme volatility and speculative unwinding

Contributor:

Junia Wells

Precious Metals Plunge Deepens as Gold Slides 6% and Silver Tumbles Another 12%

Stronger dollar, profit-taking, and shifting Fed expectations extend historic sell-off after last week’s brutal reversal

Contributor:

Leah Rosenfeld

Singapore Emerges as Asia’s Capital Haven as Global Investors Seek Stability and Growth

Strong institutions, deep private markets, and access to Southeast Asia are transforming the city-state from a safe harbor into a strategic investment hub.

Contributor:

Rachel Steinberg

Lastest articles

Broadcom and Nvidia Gain as Google Signals Record AI Spending

Massive capital expenditures by Alphabet boost chip makers tied to AI infrastructure

Contributor:

Rachel Steinberg

E.l.f. Beauty Surpasses Expectations and Lifts Full-Year Forecast on Rhode Acquisition Boost

Third-quarter results fueled by global growth and the integration of Hailey Bieber’s skin-care brand

Contributor:

Leah Rosenfeld

Alphabet Sets a New Benchmark for AI Infrastructure Investment With Massive 2026 Spending Plan

Google’s parent forecasts up to $185 billion in capital expenditures as it races to expand compute power, data centers, and cloud capacity

Contributor:

Leah Rosenfeld

Arm Stock Slides After Licensing Revenue Miss as Qualcomm Warning Deepens Tech Selloff

AI-driven sales hit a quarterly record, but softer guidance and smartphone supply risks spark an after-hours drop

Contributor:

David Goldfarb

Xi Draws Firm Taiwan Line as Trump Presses Trade in High-Stakes Call

U.S. and China balance geopolitics and commerce ahead of Trump’s April Beijing visit, with arms sales, soybeans, Boeing jets, and Iran dominating the agenda

Contributor:

Calder Monroe

Sony Delivers Strong Profit Beat in December Quarter and Raises Full-Year Forecast

Operating income jumps 22% as currency tailwinds and growth in music and imaging offset weaker PlayStation hardware sales and rising memory chip costs

Contributor:

Rachel Steinberg

Paul Weiss Leadership Shake-Up as Chairman Brad Karp Steps Down Following Epstein Email Fallout

Veteran dealmaker exits top role after DOJ document release; corporate chief Scott Barshay takes over as firm seeks stability amid reputational scrutiny

Contributor:

Rachel Steinberg

Hong Kong Tech Shares Slide Into Bear Market as Tax Concerns and AI Turmoil Shake Investors

Hang Seng Tech Index drops over 20% from October highs, ending last year’s rally as VAT fears and global tech volatility hit Chinese internet giants

Contributor:

Leah Rosenfeld

Silver Extends Sharp Selloff as Prices Sink Over 13% After Brief Recovery

Speculative trading, rising margin requirements, and options-driven flows fuel extreme volatility following silver’s historic rally

Contributor:

Junia Wells

U.S. Moves to Build Global Critical Minerals Alliance to Challenge China’s Dominance

Washington rolls out price floors, tariffs, and new partnerships with dozens of countries to secure supplies of rare earths, lithium, and copper for technology and defense

Contributor:

David Goldfarb

China’s EV Momentum Stalls as BYD Records Its Weakest Monthly Sales in Nearly Two Years

January delivery dip raises fresh concerns over domestic demand, subsidy rollbacks, and intensifying competition in the world’s largest electric vehicle market

Contributor:

Calder Monroe

Calm — The Startup Making Mental Wellness Mainstream

How two entrepreneurs built a meditation app valued at over $2 billion

Contributor:

Junia Wells

Apple Integrates AI Agents from OpenAI and Anthropic into Xcode to Accelerate Coding

Developer platform gains support for agentic coding, allowing AI to independently build, test, and troubleshoot iPhone apps

Contributor:

David Goldfarb

Chipotle Shares Slide as Customer Visits Drop Again and 2026 Outlook Disappoints

Burrito chain beats earnings estimates but warns of flat same-store sales next year as traffic declines for a fourth straight quarter

Contributor:

Rachel Steinberg

Stephen Miran Steps Down From White House Economic Role After Fed Tenure Ends

Rate-cut advocate exits Council of Economic Advisers as his Federal Reserve term expires, opening the door for a new Board appointment

Contributor:

Leah Rosenfeld

UBS Surprises Markets With Strong $1.2 Billion Q4 Profit and Unveils $3 Billion Share Buyback

Swiss banking giant tops earnings forecasts as integration of Credit Suisse advances and capital levels remain resilient

Contributor:

David Goldfarb

Microsoft Elevates Top Sales Executives as It Doubles Down on AI-Led Growth

Four senior commercial leaders are promoted to executive vice president as the tech giant reshapes its sales organization to accelerate cloud and generative AI adoption

Contributor:

Calder Monroe

Big Oil Faces Earnings Crunch as Lower Crude Prices Threaten Buybacks

Shell, BP, TotalEnergies and Equinor prepare to report weak fourth-quarter results, putting shareholder payouts under renewed pressure

Contributor:

Rachel Steinberg

Senate Banking Showdown Puts Fed Nominee Kevin Warsh on Ice

Democrats and at least one Republican push to pause confirmation until Justice Department probes into Jerome Powell and Lisa Cook are resolved

Contributor:

Rachel Steinberg

KKR and Singtel Seal $5.1 Billion Buyout to Take Full Control of STT GDC

Deal values the global data center operator at S$13.8 billion as AI-driven infrastructure demand fuels record investment across the sector

Contributor:

Leah Rosenfeld

Pinterest CEO Draws Hard Line as Engineers Are Fired Over Layoff-Tracking Tool

Bill Ready says internal scripts crossed company policy, as Pinterest cuts up to 15% of staff and pivots resources toward artificial intelligence

Contributor:

Junia Wells

SpaceX Surges Toward Tesla in Value as Musk Reshapes His Empire With xAI Deal

After absorbing xAI, SpaceX’s valuation jumps to $1.25 trillion, overtaking Tesla as Elon Musk’s largest source of wealth on paper

Contributor:

David Goldfarb

Nintendo Stock Slides on Revenue Miss and Memory Chip Shockwaves

Gaming giant beats profit expectations, but soaring DRAM costs and Switch 2 momentum worries rattle investors

Contributor:

Calder Monroe

Bumble — The Startup Putting Women in Control of Online Dating

How Whitney Wolfe Herd built a women-first dating app and became the youngest self-made female billionaire

Contributor:

Calder Monroe

Chinese Crypto Crime Networks Laundered $16 Billion in 2025

Telegram-based hubs and Southeast Asia serve as key channels for sophisticated digital money laundering operations

Contributor:

Leah Rosenfeld

China’s Quirky Consumer Trends Reflect Deeper Economic Unease

Frowning “crying horse” toys fly off shelves while the viral “Are You Dead?” app faces government crackdown

Contributor:

Leah Rosenfeld

Palantir CEO Says ICE Critics Should Back His Technology, Arguing It Protects Civil Liberties

Alex Karp claims Palantir’s platforms enforce constitutional safeguards while powering federal agencies with AI-driven intelligence

Contributor:

Junia Wells

Oracle’s Credit Risk Slides Sharply After $50 Billion Funding Plan Reassures Markets

Debt insurance costs hit multi-month lows as investors grow more confident in Oracle’s ability to finance its AI data center expansion

Contributor:

David Goldfarb

Waymo Secures $16 Billion Mega Funding Round to Accelerate Global Robotaxi Expansion

Alphabet’s autonomous driving unit doubles its valuation to $126 billion as it gears up for rapid U.S. and international growth

Contributor:

Calder Monroe

Asian Stocks Rally on Global Trade Breakthroughs and Policy Shifts

Japan’s benchmark leaps past key thresholds as India–U.S. tariff deal and positive global cues lift regional markets

Contributor:

Rachel Steinberg

Musk Ties xAI to SpaceX in High-Stakes Bet to Fund AI Ambitions as Orbital Data Centers Remain Distant

Space venture’s potential $1.5 trillion IPO emerges as xAI’s financial lifeline, while space-based computing stays years away

Contributor:

Leah Rosenfeld

Gold and Silver Stage Sharp Comeback After Record Selloff Shakes Precious Metals Markets

Bullion prices rebound as analysts say long-term fundamentals remain strong despite extreme volatility and speculative unwinding

Contributor:

Junia Wells

SoftBank’s Saimemory Joins Forces With Intel to Build Next-Generation AI Memory

New Z-Angle Memory initiative targets faster, greener DRAM as AI demand accelerates, with prototypes due in 2028 and commercialization planned for 2029

Contributor:

David Goldfarb

Reserve Bank of Australia Hikes Interest Rates as Inflation Reaches 18-Month High

First rate increase since 2023 lifts benchmark to 3.85% as policymakers respond to accelerating prices, tight labor markets, and stronger economic growth