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Episodes
AMD AI Day: Market Impacts and Trading Angles
13 Nov 2025
Contributed by Lukas
AMD AI analyst day: podcast episode breakdown and trading anglesToday’s episode is all about $AMD after CEO Lisa Su told Wall Street that AI demand ...
Parker Hannifin Acquires Filtration Group: Market Impacts
12 Nov 2025
Contributed by Lukas
Parker Hannifin to acquire Filtration Group for $9.25B; builds one of the largest industrial filtration platforms and leans hard into high-margin afte...
CoreWeave Outlook Cut and AI Infrastructure Repricing
12 Nov 2025
Contributed by Lukas
CoreWeave cuts 2025 outlook on third-party data-center delay; AI infrastructure trade repricesCoreWeave ($CRWV) beat Q3 with $1.36B revenue but trimme...
Tesla's China Sales Slump and EV Market Impact
12 Nov 2025
Contributed by Lukas
Tesla’s China sales sink to a 3-year low. What it means for EV stocks and suppliers.Quick briefTesla’s October retail sales in China dropped to 26...
Visa-Mastercard Swipe Fee Settlement Impacts
11 Nov 2025
Contributed by Lukas
Visa and Mastercard revise “swipe fee” settlement with U.S. merchants A long-running court fight over credit-card interchange fees took a major st...
Blackwell Ban Market Impact: Winners and Losers
11 Nov 2025
Contributed by Lukas
NVIDIA blocks Blackwell chips for China: what it means for marketsNVIDIA CEO Jensen Huang said there are no active plans or discussions to ship next-g...
Pfizer Acquires Metsera: Obesity Drug Market Consolidation
11 Nov 2025
Contributed by Lukas
Pfizer Ups Bid for Metsera in Obesity-Drug Showdown with NovoWhat happenedPfizer ($PFE) won a roughly $10B bidding war to acquire obesity drug develop...
GoDaddy Patent Infringement Verdict and Market Impact
08 Nov 2025
Contributed by Lukas
GoDaddy hit with $170 million patent verdict over website builder techWhat happened A Delaware federal jury found that GoDaddy’s website design tool...
Tariffs Impact: Winners and Losers in Trade
08 Nov 2025
Contributed by Lukas
Tariffs Are Biting Small Businesses - Here’s How That Flows Into Trades Quick takeCNBC highlights how broad 2025 tariffs are squeezing smaller firms...
AI Bubble Jitters: Market Winners and Losers
07 Nov 2025
Contributed by Lukas
SoftBank-led selloff hits AI names; valuation jitters ripple from Asia to U.S. peers. Asian tech and chip stocks slid sharply after SoftBank’s drop,...
Tesla's European Slump: Winners and Losers Analysis
07 Nov 2025
Contributed by Lukas
Tesla’s Germany Sales Slump: Who Benefits, Who Hurts (Oct data shows a 53.5% YoY drop in Germany as broader EU EV sales rose; similar weakness acros...
Tesla Autonomy Pay Plan: Market Impacts
07 Nov 2025
Contributed by Lukas
Tesla shareholders approved a new (record-breaking) pay plan for Elon Musk tied to huge performance targets in autonomy, robots, and AI removing leade...
Snap Q3 Earnings Impact Analysis
06 Nov 2025
Contributed by Lukas
Snap Q3 2025 - Revenue +10% to $1.507B, DAUs 477M, and a $400M Perplexity AI deal; shares jumped after-hours on stronger direct-response ads and impro...
DoorDash Q3 Analysis: Winners and Losers
06 Nov 2025
Contributed by Lukas
DoorDash Q3: Revenue Up, Profit Miss, Big 2026 Spend Shakes The StreetWhat happenedDoorDash ($DASH) beat on revenue, orders and GOV in Q3 but missed E...
HubSpot Slowdown Triggers SaaS Rotation
06 Nov 2025
Contributed by Lukas
HubSpot drops despite beat; outlook slows and board adds Meta AI execQ3 revenue rose 21% YoY to $810M and EPS beat, but shares fell on decelerating gr...
AMD Q3 2025: AI and PC Market Impact
05 Nov 2025
Contributed by Lukas
AMD Q3 2025: AI and PC strength drive a beat-and-raise; data center +22% YoY, client and gaming surge, embedded weak; Q4 guide above Street. (AMD repo...
AMD Q3 2025: AI and PC Market Impact
05 Nov 2025
Contributed by Lukas
AMD Q3 2025: AI and PC strength drive a beat-and-raise; data center +22% YoY, client and gaming surge, embedded weak; Q4 guide above Street. (AMD repo...
Spotify Q3 Earnings: Market Winners and Losers
05 Nov 2025
Contributed by Lukas
Spotify Q3 Beat, Mixed Outlook - What It Means For Markets SummarySpotify ($SPOT) topped Q3 expectations: revenue about €4.27–€4.30B (+7% report...
Uber Earnings Impact and Sector Read-Through
05 Nov 2025
Contributed by Lukas
Uber beats on growth but stock drops on profit hit and cautious toneSummary:Uber reported strong Q3 growth (revenue up 20% YoY; gross bookings $49.7B)...
Palantir Q3 2025: AI Demand and Market Impact
04 Nov 2025
Contributed by Lukas
Palantir Q3 2025: record growth, stronger guidance, AI demand acceleratesEpisode summary:Palantir ($PLTR) delivered a blockbuster Q3: revenue $1.181B ...
Starbucks China: Asset-Light Expansion and Boyu Joint Venture
04 Nov 2025
Contributed by Lukas
Starbucks cedes control of China retail to Boyu Capital in $4B JV; keeps brand and IP, targets faster store growth and royalty streamWhy this matters ...
Nintendo Switch 2 Demand: Market Winners and Losers
04 Nov 2025
Contributed by Lukas
Switch 2 demand pops - Nintendo hikes target to 19M. Why this matters A higher console unit forecast means a bigger installed base, more game and acce...
OPEC+ Output Decision: Market Impact and Trades
03 Nov 2025
Contributed by Lukas
OPEC+ approves a small December output hike and signals a Q1 pause Quick takeOPEC+ is threading the needle: a modest December increase to regain marke...
Netflix Stock Split: Market Effects and Peer Impacts
31 Oct 2025
Contributed by Lukas
Netflix’s 10-for-1 Stock Split: What It Means And Who Moves NextWhat happened Netflix ($NFLX) approved a 10-for-1 forward split. Shareholders of rec...
Apple Q4 2025 Earnings Analysis: Winners and Losers
31 Oct 2025
Contributed by Lukas
Apple Q4 2025: Beat on revenue and EPS, record Services, iPhone slightly below, guides 10%-12% holiday growth; China softer but CEO signals strongest ...
Alphabet Q3 2025: AI Winners and Losers
30 Oct 2025
Contributed by Lukas
Alphabet (Google) Q3 2025: record $102.3B revenue, double-digit growth in Ads and Cloud, and capex hiked to $91-93B for AI/data centers. Shares jumped...
Microsoft Q1: Azure AI Growth and Capex Consequences
30 Oct 2025
Contributed by Lukas
Microsoft Q1 FY26: Cloud & AI drive a beat - Azure +40%; shares wobble on record AI capexWhat happenedRevenue: $77.7B (+18% y/y), EPS ~$3.72; Micr...
Meta Earnings: AI Costs and Market Impact
30 Oct 2025
Contributed by Lukas
Meta’s revenue jumps, but AI costs (and a $15.93B tax hit) spook investorsSummaryMeta ($META) posted record Q3 2025 revenue (up 26% Y/Y) but flagged...
NVIDIA's $5T AI Infrastructure Winners and Losers
29 Oct 2025
Contributed by Lukas
NVIDIA on track for a historic $5T valuation What happened NVIDIA rallied toward a record $5 trillion market cap after revealing visibility into rough...
Amazon's AI Shift: Winners and Losers
28 Oct 2025
Contributed by Lukas
Amazon cuts about 14,000 corporate jobs to accelerate its AI push and streamline layers, following earlier reports that as many as 30,000 corporate ro...
Grokipedia's Market Impact on Tech Stocks
28 Oct 2025
Contributed by Lukas
Elon Musk’s xAI has launched “Grokipedia,” an AI-built encyclopedia meant to rival Wikipedia. The site went live on 27 Oct 2025, briefly crashed...
Cathie Wood on Humanoid Robots and AI Investment
28 Oct 2025
Contributed by Lukas
Cathie Wood: Humanoid robots are the biggest AI opportunity yet - what that could mean for stocksWhat happenedArk Invest’s Cathie Wood told CNBC tha...
Platinum and Palladium Forecasts: Market Impact and Stock Winners
27 Oct 2025
Contributed by Lukas
Platinum and palladium price forecasts raised for 2026 after a big 2025 rallyWhat happenedAnalysts lifted 2026 average price forecasts to roughly $1,5...
China's Industrial Profits and US Stock Impact
27 Oct 2025
Contributed by Lukas
China’s industrial profits surged 21.6% year over year in September, the biggest jump since November 2023. Beijing’s campaign to curb “price war...
Blackstone's India Banking Investment and US Market Effects
24 Oct 2025
Contributed by Lukas
Blackstone will invest about $705M for a 9.9% stake in India’s Federal Bank and get a board seat, highlighting accelerating deal activity in Indian ...
IBM and AMD Advance Hybrid Quantum Computing
24 Oct 2025
Contributed by Lukas
IBM says a key quantum error-correction algorithm now runs in real time on standard AMD FPGA chips - reportedly 10x faster than required - pulling hyb...
Intel's Earnings: Tech Winners and Losers
24 Oct 2025
Contributed by Lukas
Intel’s Q3 beat sparks a tech-wide rethinkQuick takeIntel ($INTC) jumped after a clear profit beat and improving margins, with management crediting ...
Geopolitical Sanctions and Energy Market Repercussions
23 Oct 2025
Contributed by Lukas
The U.S. Treasury sanctioned Russia’s top oil producers Rosneft and Lukoil, with added bite via potential secondary sanctions on foreign financial i...
Automaker Margins, Tariffs, and the EV Incentive Cliff
23 Oct 2025
Contributed by Lukas
Tesla posted record Q3 revenue but a sharp profit drop as U.S. buyers rushed to lock in the $7,500 EV tax credit before it expired on 30 Sept. Higher ...
Netflix AI Strategy: Market Winners and Losers
22 Oct 2025
Contributed by Lukas
Netflix says it’s “all in” on AI for streaming - what that means for markets right nowWhat happened Netflix said it’s “all in” on leveragi...
Barclays Q3 Signals for U.S. Finance Tickers
22 Oct 2025
Contributed by Lukas
Barclays Q3: Buyback Surprise, Private Credit Bruise, and What It Signals for U.S. TickersQuick takeBarclays posted Q3 pre tax profit down 7% but stil...
Warner Bros. Discovery Buyout: Winners and Losers
22 Oct 2025
Contributed by Lukas
Warner Bros. Discovery ($WBD) says it has received unsolicited buyout interest and is reviewing “strategic alternatives,” including a possible ful...
iPhone 17 Launch Market Impact and Vendor Analysis
21 Oct 2025
Contributed by Lukas
iPhone 17 launch outpaces iPhone 16 by ~14% in first 10 days across the U.S. and China; $AAPL hits record highs and nears $4T valuationContext :Multip...
Beyond Meat's Debt Sparks Short Squeeze Dynamics
21 Oct 2025
Contributed by Lukas
Beyond Meat’s debt swap sparks a short squeeze What happened : Beyond Meat ($BYND) ripped triple-digits after its convertible debt exchange settled,...
Trump Expands Auto Credits and Slaps Truck Tariffs
18 Oct 2025
Contributed by Lukas
Trump expands credits for U.S. auto & engine production; slaps 25% tariff on imported medium/heavy trucks (plus 10% on buses) starting Nov 1What h...
Tesla Pay Plan Rejection and Market Impact
18 Oct 2025
Contributed by Lukas
Tesla pay plan shock: ISS urges investors to reject Elon Musk’s proposed $1T package ahead of Nov 6 voteWhat happenedInstitutional Shareholder Servi...
Banking Turmoil: Credit Contagion and Market Reactions
18 Oct 2025
Contributed by Lukas
US credit worries rattle global markets; bank shares wobble, volatility risesA run of bad-loan disclosures and alleged fraud tied to select U.S. bank ...
PYUSD Error Shifts Stablecoin Flows and Equities
17 Oct 2025
Contributed by Lukas
PayPal’s crypto partner accidentally mints $300 trillion of PYUSD -burned within minutes; no breach reported (Paxos says internal technical error). ...
DOE Grant Cancellation: Lithium Supply and EV Stock Impact
17 Oct 2025
Contributed by Lukas
DOE ends grant for American Battery’s lithium hydroxide project - what it means for lithium supply, EV costs, and related stocksWhat happened The U....
Salesforce AI Growth Strategy and Market Impact
16 Oct 2025
Contributed by Lukas
Salesforce projects revenue above $60B by 2030, powered by AI (Agentforce, Data Cloud) and excluding any impact from the pending Informatica deal. Sha...
Australia Jobs Miss Triggers Market Repricing and AUD Volatility
16 Oct 2025
Contributed by Lukas
Australia’s unemployment jumps to 4.5% in September 2025; RBA rate-cut bets surge, AUD softens. Quick takeJobs data: Jobless rate rose to 4.5% (high...
TSMC Profits Drive AI Supply Chain Winners and Losers
16 Oct 2025
Contributed by Lukas
TSMC’s record Q3 profit underscores the AI build-out: big tailwind for U.S. AI chip designers, tools, and server plumbing. Reuters reports Q3 net pr...
Nestlé Restructuring: Stock Impacts and Market Shifts
16 Oct 2025
Contributed by Lukas
Nestlé’s 16,000 job cuts and Q3 update: what it could mean for US listed stocksWhat happened Nestlé will eliminate 16,000 roles (about 6% of its w...
Bank of America Q3 2025 Performance and Market Impact
15 Oct 2025
Contributed by Lukas
Bank of America Q3 2025: Profit jumps on dealmaking surge; investment-banking fees +43% and NII +9% as management guides Q4 NII higherWhat changed BAC...
LVMH China Rebound and US Stock Implications
15 Oct 2025
Contributed by Lukas
LVMH Q3 sales back to growth on improving China demand (Q3 sales +1% to €18.28B; CFO says mainland China turned positive; fashion & leather -2% ...
Papa John's Buyout: Market Impact and Stock Moves
15 Oct 2025
Contributed by Lukas
Papa John’s buyout buzz: Apollo Global returns with a fresh $64/share offer to take $PZZA private, per Reuters. Shares spiked on renewed M&A cha...
OpenAI Erotica Policy and Market Impacts
15 Oct 2025
Contributed by Lukas
OpenAI to allow erotica in ChatGPT for verified adults by December 2025; Altman says safeguards now in place. This could shift engagement, ad policies...
Bloom Energy Powers AI Data Centers: Brookfield Deal Analysis
14 Oct 2025
Contributed by Lukas
Bloom Energy’s $5B Brookfield deal turbocharges AI-power buildoutSummary: Bloom Energy will be the preferred onsite power supplier for Brookfield’...
JPMorgan's Quantum Tech Push and Market Impacts
14 Oct 2025
Contributed by Lukas
JPMorgan’s $10B push into “strategic tech” sends quantum names jumping and reshuffles who wins funding next.Quick takeJPMorgan ($JPM) launched a...
India US Trade Talks: Winners and Losers
13 Oct 2025
Contributed by Lukas
India - US trade talks in WashingtonSummary:India and the US return to the table in Washington this week after months of tariff tension, with talk of ...
Gold Records: Market Winners and Losers
13 Oct 2025
Contributed by Lukas
Gold at Record Highs Squeeze Luxury MarginsWhat happened Gold ripped to fresh records (spot above $4,000/oz) as safe-haven demand and rate-cut bets in...
Aviation Supply Chain Crisis: Winners and Losers
13 Oct 2025
Contributed by Lukas
Airlines face $11B supply-chain hit in 2025 (IATA)IATA says airlines will absorb over $11B of extra costs in 2025 from lingering supply-chain snags: m...
EV Safety Scrutiny and Market Volatility
13 Oct 2025
Contributed by Lukas
Xiaomi EV crash triggers door safety scrutiny and sector-wide volatilityWhat happened: Xiaomi’s shares fell sharply after reports that a fatal crash...
AI Copyright Litigation: Market Impact and Trading Angles
11 Oct 2025
Contributed by Lukas
Apple sued over training data for “Apple Intelligence” - authors allege use of pirated books. The case adds to a wave of copyright actions already...
US-China Shipping Fee Escalation and Market Impact
11 Oct 2025
Contributed by Lukas
China hits back on US port fees: new charges on American ships start Oct 14Why this matters (quick brief)China will levy about $56 per net ton on US-o...
Applied Digital Catalyst: AI Data Center Ecosystem Winners
11 Oct 2025
Contributed by Lukas
Applied Digital pops on AI data center surge - what it means for related stocksQuick take :Applied Digital ($APLD) jumped after reporting an 84% YoY r...
China Rare Earth Curbs and US Tariff Market Impact
11 Oct 2025
Contributed by Lukas
China tightens rare-earth exports; Trump threatens 100% tariffs on all Chinese goodsWhat happened:China expanded export controls on rare-earth metals ...
Stellantis Shipment Surge: Industry Winners and Losers
10 Oct 2025
Contributed by Lukas
Stellantis Q3 shipments jump 13% to 1.3M; North America +35% on Ram 1500 launchWhy it mattersMore trucks and SUVs moving in North America typically ri...
Tariff Impacts on Retail: Winners and Losers
10 Oct 2025
Contributed by Lukas
Levi Strauss warns tariffs will hit Q4 margins; shares slide premarketLevi Strauss ($LEVI) said shifting U.S. tariff policies will shave about 130 bps...
China Property Slump: Winners and Losers
10 Oct 2025
Contributed by Lukas
China’s property slump looks worse than expected this year, per S&P - extending the multi-year downturn and weighing on metals demand, land sale...
TSMC Earnings: AI Supply Chain Winners and Losers
09 Oct 2025
Contributed by Lukas
TSMC Q3 revenue jumps to $32.47B, beating forecasts on surging AI demand. Customers like $NVDA and $AAPL helped drive the beat; full Q3 earnings arriv...
China's Rare Earth Controls and US Market Impact
09 Oct 2025
Contributed by Lukas
China tightens rare earth export controls — what it means for US markets (Oct 9, 2025). Reuters reports Beijing will further restrict rare earth pro...
HSBC's Hang Seng Acquisition and Market Impact
09 Oct 2025
Contributed by Lukas
HSBC moves to take Hang Seng Bank private in a HK$290B (≈$37B) deal at HK$155/share; buybacks paused as CET1 dips ~125 bpsWhy it matters: HSBC alrea...
Mars Kellanova Deal: Market Impacts and Stock Winners
08 Oct 2025
Contributed by Lukas
Mars set to win EU approval for $36B Kellanova deal — what it means for U.S. stocksSource: Reuters reports the EU is poised to give unconditional ap...
Boeing-Spirit Merger: EU Approval and Market Impacts
08 Oct 2025
Contributed by Lukas
EU set to approve Boeing’s $4.7B Spirit deal with conditions — what it means for US stocks. The EU is expected to give conditional antitrust appro...
Tesla Reveal Speculation and Market Impact
07 Oct 2025
Contributed by Lukas
Tesla teaser video sparks speculation of Roadster or mass-market model; Oct 7 reveal teased on X. Reuters and others say focus is likely on a lower-co...
OpenAI-AMD Deal Impact on AI Infrastructure and Stocks
07 Oct 2025
Contributed by Lukas
OpenAI–AMD multi-year chip deal: OpenAI will deploy up to 6 GW of AMD Instinct GPUs (starting with 1 GW of MI450 in 2H 2026) and received a warrant ...
Japan Election Impacts US Stocks and Yen
06 Oct 2025
Contributed by Lukas
Japan’s LDP picks Sanae Takaichi — Nikkei hits record, yen slides. What it means for U.S.-listed names.What happened (quick take)Japan’s ruling ...
Taylor Swift Event Cinema Economic Impact Analysis
06 Oct 2025
Contributed by Lukas
Taylor Swift’s “The Official Release Party of a Showgirl” tops the U.S. box office at $33M (≈$46M global) after a one-weekend theatrical run t...
Aston Martin Profit Warning: US Tariffs Impact Global Autos
06 Oct 2025
Contributed by Lukas
Aston Martin issues fresh profit warning as U.S. auto tariffs and quota rules bite; volumes cut, losses above £110m now expected. Q3 deliveries misse...
AbbVie IPR&D Charge and Pharmaceutical Sector Implications
04 Oct 2025
Contributed by Lukas
AbbVie’s $2.7B IPR&D charge hits Q3 and full-year EPS guidance; Street recalibrates expectations. Reuters reports ABBV now sees FY25 adjusted EP...
Spirit Airlines Restructuring: Market Winners and Losers
04 Oct 2025
Contributed by Lukas
Spirit Airlines to cut nearly 100 planes during Chapter 11 restructuring, exit 10+ airports, slash routes. What happened (quick brief)Spirit Airlines ...
Quantum Stock Rally: Winners and Losers
04 Oct 2025
Contributed by Lukas
Quantum stocks leap: Rigetti and D-Wave ignite a sector-wide rallyWhat happenedA broad move in quantum names hit the tape after fresh media coverage a...
OpenAI Valuation's Impact on the AI Ecosystem
03 Oct 2025
Contributed by Lukas
OpenAI hits $500B valuation after $6.6B employee share sale to a SoftBank-led investor group; H1 2025 revenue was reported around $4.3B. This re-rates...
Airline Fee Disclosure: Market Impacts and Winners
03 Oct 2025
Contributed by Lukas
US appeals court will rehear (en banc) whether the U.S. Department of Transportation can require airlines and ticket agents to show baggage and other ...
FICO Direct Scoring Disrupts Mortgage Bureau Economics
03 Oct 2025
Contributed by Lukas
FICO shakes up mortgage credit scoring: lenders can buy FICO scores directly (bypassing bureaus). Prices drop, transparency rises; bureau stocks slump...
Gold Rally and Rate Cut Winners and Losers
02 Oct 2025
Contributed by Lukas
Gold hits a record as shutdown risk and rate cut bets rise (spot peak $3,895/oz; dollar weaker; ADP shows private payrolls fell; markets price a near-...
Aerospace Market Dynamics: Firefly, Draganfly, and Sector Rotation
02 Oct 2025
Contributed by Lukas
Firefly rocket explodes; Draganfly lands U.S. Army FPV dealWhat happenedFirefly Aerospace’s Alpha Flight 7 first-stage booster was destroyed during ...
Bitcoin Market Effects of "Uptober" and Dollar Weakness
02 Oct 2025
Contributed by Lukas
Bitcoin tops $118,000 as “Uptober” kicks off on a weaker dollarWhat happened (quick context)Bitcoin pushed through $118,000 to start October, with...
Government Shutdown Market Impact Analysis
01 Oct 2025
Contributed by Lukas
US Government Shutdown Begins - What It Means For TradersQuick take: Funding lapsed at 12:01 a.m. ET, triggering a federal shutdown. Expect aviation s...
Nike Q1 FY2026 Earnings: Market Implications
01 Oct 2025
Contributed by Lukas
Nike ($NKE) Q1 FY2026: revenue beat, EPS beat, wholesale up, direct down, margins hit by discounts and tariffs. Revenues $11.7B (+1%), EPS $0.49, whol...
Pfizer's Drug Pricing Deal and Market Impact
01 Oct 2025
Contributed by Lukas
Pfizer agrees to Most-Favored-Nation pricing with the White House; Medicaid drug prices to be cut and “TrumpRx” discount site announced (price cut...
Verizon-EchoStar Spectrum Deal and Market Impact
30 Sep 2025
Contributed by Lukas
Verizon in talks to buy EchoStar spectrum - what it means for tradesSummary: Bloomberg and Reuters report that $VZ is negotiating to buy wireless spec...
Trump Tariffs: Wood Product Winners and Losers
30 Sep 2025
Contributed by Lukas
Trump sets 10% tariff on lumber imports and 25% on wooden products (effective Oct 14; higher rates possible from Jan 1, 2026). These duties target imp...
Trump Coal Revival Initiative's Market Impact
30 Sep 2025
Contributed by Lukas
Trump administration to spend $625m and open 13.1m acres to revive coalSummaryThe White House plans to allocate $625m to extend the life of coal plant...
Trump's CBD Endorsement: Cannabis Stock Surge and Market Impact
29 Sep 2025
Contributed by Lukas
Cannabis stocks jump after Trump endorses CBD for seniorsWhy it matters: A new Truth Social video and statements from President Trump praising cannabi...
JLR Cyberattack Recovery and Automotive Supply Chain Impact
29 Sep 2025
Contributed by Lukas
UK backs Jaguar Land Rover with $2B loan guarantee after month-long cyberattack shutdownWhy it matters: The UK government’s guarantee (via UK Export...
Oil Supply Upsets Market Balance
29 Sep 2025
Contributed by Lukas
Oil slips as Kurdistan exports restart; OPEC+ eyes fresh output hike - trading takeaways (29 Sep 2025)Why it mattersBrent fell to $69.79 and WTI to $6...
EA Privatization and Gaming Industry Impact
29 Sep 2025
Contributed by Lukas
EA in advanced talks to go private at roughly $50B, backed by Silver Lake, PIF and Affinity Partners; could be the largest LBO in history. Shares jump...
Trump Furniture Tariffs: Market Impact and Stock Winners/Losers
27 Sep 2025
Contributed by Lukas
Trump’s new furniture tariffs: who wins and who loses (trading angles)What happenedThe White House announced a 50% tariff on imported kitchen cabine...