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Tag: Geopolitical

Nvidia Guidance Eases Concerns: 8 Key Items Shaping the Stock Market Thursday

Avatar photo Chris Versace on August 27, 2026

Qatar’s diplomatic efforts, Warsh on deck and other headlines moving the market this morning.

China and Iran Push Back on Bessent: 8 Key Items Shaping the Stock Market Tuesday

Avatar photo Chris Versace on August 25, 2026

Boeing’s big win, IPO activity ahead, single-stock ETFs and other headlines moving the market this morning.

Oil Back on the Rise, Along With Treasury Yields: 8 Key Items Shaping the Stock Market Tuesday

Avatar photo Chris Versace on August 18, 2026

Nvidia backs OpenAI in Ohio, Costco pilots Medicare plans and other headlines moving the market this morning.

Anthropic Targets $200 Billion: 8 Key Items Shaping the Stock Market Monday

Avatar photo Chris Versace on August 17, 2026

The Anthropic logo

What’s next for the U.S. and Iran, S&P 500 targets, retail earnings and other headlines moving the market this morning.

OpenAI’s $40 Billion Revenue Run Rate: 8 Key Items Shaping the Stock Market Friday

Avatar photo Chris Versace on August 14, 2026

OpenAI logo, ChatGPT

Trump ups Iran economic measures, Applied Materials slips and other headlines moving the stock market this morning.

Anthropic Targets $2 Trillion Record IPO: 8 Key Items Shaping the Stock Market Thursday

Avatar photo Chris Versace on August 13, 2026

Cisco and Cerebras shares fall, Lenovo’s server demand soars and other headlines moving the market today.

A Trifecta of Rising AI Demand: 8 Key Items Shaping the Stock Market Wednesday

Avatar photo Chris Versace on August 12, 2026

Plus, we’re looking through the July CPI report and other headlines moving stocks this morning.

TSM Revenue Surges Higher: 8 Key Items Shaping the Stock Market Monday

Avatar photo Chris Versace on August 10, 2026

TSMC chip

Trump “low-keying” it with Iran, Meta’s new AI model and other headlines moving stocks this morning.

Renewed U.S.-Iran Questions Weigh on Our New Homebuilding Position

Avatar photo Chris Versace on August 6, 2026

Reports indicate the U.S. rejected limiting terms from Iran, lifting oil prices and Treasury yields.

U.S. and Iran, Deal or No Deal? 8 Key Items Shaping the Stock Market Wednesday

Avatar photo Chris Versace on August 5, 2026

President Trump

ISM’s Inflation data, SpaceX spending and Foxconn’s July revenue among the headlines shaping the market today/

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