big-tech

Morning Market Brief – 2026-08-02

Impressionist art depicting global oil tankers, hawkish central bankers, and glowing AI tech networks.

Good morning. Sunday morning is a time when stock markets rest, giving us a perfect opportunity to summarize the extremely turbulent events from the turn of July and August. The past week brought a long-awaited de-escalation in the Middle East,…

Morning Market Brief – 2026-07-26

Expressive oil painting collage of microchips, central banks, cargo ships, and oil rigs under market charts.

Ahead of us is a week that analysts unanimously refer to as a "super-week." After turbulent days in which the market brutally reassessed the costs of the artificial intelligence (AI) revolution, investors are bracing for an accumulation of key macroeconomic…

Morning Market Brief – 2026-07-23

Oil surges over $100 amidst Red Sea tensions, driving up bond yields while tech stocks face AI spending pressure.

This morning brings a massive dose of volatility to the markets, abruptly shattering the waiting game we wrote about in previous days. Taking center stage is a drastic surge in crude oil prices, which broke through the $100 per barrel…