Markets traded mixed as Treasury yields and the dollar rose on U.S. labor data while the S&P 500 and Dow eked out gains and the Nasdaq lagged. Defense and energy led sector rallies after policy shocks; volatility ticked up as investors digested geopolitical risk, tariff rulings and fresh AI‑chip supply news.
Washington moves to control Venezuela’s oil flows after recent operations; seizures of tankers and policy steps aim to route crude sales through U.S. channels and reshape Caracas’ energy industry.
$7.1bn – General Motors’ expected Q4 charges tied to its EV pullback.
The Senate moved to rein in the White House’s military impulses on Venezuela, advancing measures that would restrict further strikes without congressional approval.
Foreign-policy flashpoints: the White House is withdrawing from multiple international bodies while renewing aggressive interest in Greenland, deepening strains with allies and trade partners.
Alphabet overtakes Apple – climbs to No.2 by market cap
Alphabet surpassed Apple to become the world’s second-largest company, reflecting strong ad and AI momentum that bolsters investor confidence.
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Trump’s defense agenda is shaking markets and contractors: a sweeping budget push and threats to block payouts are forcing investors to reassess the sector’s winners and losers.
An ICE officer’s fatal shooting in Minneapolis has sparked nationwide protests and an investigative scramble, pitting federal and local authorities against each other.
Saks Global struggles to line up financing – Bankruptcy risk rises
Saks Global is scrambling to secure up to $1bn in financing ahead of a potential Chapter 11, raising the prospect of asset sales and creditor losses.
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Congress faces pressure on health policy as House votes to extend ACA subsidies while other chambers negotiate parallel fixes—lawmakers scramble to avoid a coverage cliff.
GM’s retreat from ambitious EV plans is translating into massive write-downs, roiling investors and forcing a strategic reset across the U.S. auto sector.
Administration withdraws U.S. from dozens of international bodies, moves to centralize control over Venezuelan oil sales, and signals tighter oversight on defense payouts and corporate buybacks; Congress races to extend ACA subsidies amid the turmoil.
Renewed talks between mining giants could reshape the sector’s landscape and deepen concentration in copper and other critical minerals as demand soars.
Big pharma consolidation buzz: Merck is in discussions to buy Revolution Medicines, targeting promising oncology assets that could alter pancreatic-cancer treatment the.
“I don’t need international law”
— President Donald Trump
Nvidia’s AI chip sales to China are creeping back but under new commercial terms—buyers may have to pay upfront, reshaping the region’s data‑center investments.
Data management deals accelerate as AI demand intensifies; Snowflake’s planned purchase of Observe represents consolidation in observability for large-scale AI deployments.
Payments incumbents rework partnerships: JPMorgan becomes the new issuer of the Apple Card, signaling a shift in tech-bank relationships and card economics.
Markets reacted to economic data and Fed signals: yields and the dollar climbed, pressuring risk assets even as pockets of strength persisted in cyclical sectors.
OpenAI pushes into health with HIPAA-compliant products and integrated medical-record features, aiming to commercialize AI tools for clinicians while raising privacy questions.
Crypto and regulation collide as lawmakers and Wall Street weigh new rules; exchanges and incumbent banks jockey for position as mainstream finance engages with digital assets.
A Supreme Court ruling on Trump-era tariffs could reshape trade, prompt complex refund claims and force companies to reassess global sourcing and pricing strategies.
Meta’s $2bn acquisition of Manus is under Chinese review, part of a broader tech‑trade tension as Beijing scrutinizes AI deals with global players.
Memory suppliers are enjoying an AI-driven pricing cycle; bullish analyst calls and surging demand point to a multi-year upcycle for DRAM and HBM markets.