Market news, minus the noise.
Weekly recaps, market analysis, broker comparisons and education, from the Bullwaves desk.
More from the desk.
MicroStrategy Shares Drop as Company Considers Possible Bitcoin Sale
MicroStrategy shares moved lower after comments from Michael Saylor suggested the company could consider selling part of its Bitcoin holdings to support dividend payments.
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Meta Secures $13B Financing with Morgan Stanley and JPMorgan for Texas AI Data Center
Meta is securing a massive financing deal with top banks to accelerate its AI data center expansion in Texas. The move highlights Big Tech’s growing reliance on debt to compete in the AI race.
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U.S. Private Financial Assets Hit Record 6.7 Times GDP as Wealth Gap Widens
Private financial assets in the United States have reached a record level compared with GDP, highlighting the growing gap between asset owners and wage earners. Wealthy investors are also increasing their exposure to equities as confidence in financial markets remains strong.
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Republicans Push Back Against Trump’s $1.5 Trillion Defense Plan
Republicans are showing rare resistance to Trump’s massive defense budget proposal, raising concerns over spending clarity and political timing ahead of midterm elections.
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Fund Finance Market Surpasses $1 Trillion as Private Credit Expansion Accelerates
The fund finance market has surpassed $1 trillion, fueled by the rapid expansion of private credit. However, rising risks linked to AI disruption and loan structures are drawing attention.
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Powell’s Final FOMC Meeting: Wins, Mistakes, and the Legacy Left to Kevin Warsh
Jerome Powell prepares for his final FOMC press conference, ending an era marked by crises, inflation battles, and market volatility. Kevin Warsh is set to inherit a challenging Federal Reserve landscape.
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Intel stock soars on Q1 earnings beat, strong outlook
Intel shares jumped after stronger-than-expected Q1 results and optimistic Q2 guidance, driven by data center demand and AI-related growth.
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Musk says Optimus could become the biggest product ever
Tesla moved higher after reporting stronger-than-expected earnings, while Elon Musk pushed a bold vision for Optimus as a major future growth engine. The update comes as earnings season begins in a market still facing macro uncertainty.
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US Stock Futures Rise as Trump Extends US-Iran Ceasefire Indefinitely
US futures moved higher after the indefinite extension of the US-Iran ceasefire. Investors reacted positively, while markets continue watching oil prices and major earnings reports.
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Apple Names John Ternus as Next CEO as Tim Cook Steps Down
Apple has announced a major leadership transition, with Tim Cook stepping down as CEO later this year. John Ternus, a longtime Apple executive, will take over the role.
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Precious Metals Fall as US-Iran Tensions Rise Ahead of Ceasefire Deadline
Precious metals moved lower as rising tensions between the United States and Iran increased uncertainty across global markets. Investors are now focused on the upcoming ceasefire deadline and possible new negotiations.
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Ethereum Nears $2,400 as Smart Money and Whales Clash
Ethereum is at a key technical level around $2,400, where bullish smart money signals clash with bearish whale and derivatives positioning.
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Trump Signals Iran War Near End, Markets Rally
Trump signals a possible end to the Iran war, boosting global markets while uncertainty remains around negotiations and energy stability.
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Wall Street launches new CDS index tied to private credit
Wall Street is introducing a new way for investors to hedge or bet against risks in private credit. The product reflects growing concern around pressure in the sector after months of instability.
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Possible leadership change at Leonardo raises market concerns
The Italian government is reportedly considering replacing Leonardo’s CEO, a move that could reshape leadership at one of Europe’s key defense groups.
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Oil Surges Above $97 as Markets Question US-Iran Ceasefire Stability
Oil prices rebound as investors grow skeptical about the US-Iran ceasefire, while global markets show mixed reactions amid geopolitical uncertainty.
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Bitcoin at a Crossroads: Key Buy Zones Before the Next Major Rally
Bitcoin is hovering near major support zones that some analysts consider key long-term accumulation areas. On-chain data suggests the market may be approaching levels that previously came before strong bullish moves.
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Dimon Warns Iran War Could Push Inflation and Interest Rates Higher
JPMorgan CEO Jamie Dimon warns that the Iran conflict could trigger inflation and delay rate cuts, while criticizing banking regulations.
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SpaceX Eyes a Trillion-Dollar Future as IPO Plans Build Momentum
SpaceX could be heading toward one of the biggest public listings ever. The potential IPO is drawing major attention as investors focus on valuation, Musk’s ambitions, and possible political concerns.
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Oil Jumps as Trump Revives Iran Threat
Rising geopolitical tensions push oil prices higher while global markets decline due to uncertainty over future developments.
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