Category: Newsletter

AstraZeneca’s $400B merger talks with Bristol Myers Squibb highlight a transatlantic capital shift. GM and Ford’s profit surge contrasts with European struggles.

Evening Analysis • Sunday, August 02, 2026: CXMT’s Shanghai IPO hits $487B amidst US chip embargo, ASML stock drops 13% as China advances DUV production,…

Mexico briefly overtakes Taiwan as the top US server supplier in 2026; Apple limits AI bug reports. Trump pauses Iran strikes for a deal.

NASA blocks $152bn tungsten extraction in Nevada to protect satellite data sites. US intervenes in yen market; soldier faces charges over Polymarket bets.

India’s largest consumer companies plan more price hikes due to Middle East conflict. US Treasury yields rise amid inflation fears. Italy suspends Schengen…

Evening Analysis • July 31, 2026: New York sues Kalshi for alleged illegal gambling; Universal Music shares drop amid streaming saturation; ICE buys MarketAxess for $6B.

AI breaches highlight cybersecurity risks, US lenders drop carbon premium, and Bank of Japan maintains rates. Plus, Asian tech margin debt unwinds.

Microsoft’s Q4 intelligent cloud revenue surges 32% to $39.3B amid AI market shifts. Citadel acquires $16B from Situational Awareness post-sell-off. Japan’s…

Morning Intelligence • July 30, 2026: Samsung posts a record $61.7 billion profit amid AI demand, despite smartphone division losses. US Federal Reserve…

Saudi-US jets strike Iran-aligned targets in Iraq, sparking Iranian retaliation. GE HealthCare posts strong Q2 revenue; NASA finds unique Mars formations.