Market Brief - After Hours

On today's episode of Market Brief – After Hours, CoreWeave jumps nearly 25% after beating revenue expectations and lifting its outlook. The Nasdaq rebounds as chip and storage shares rally, and Anthropic’s planned IPO could value the company at up to $1.4 trillion. Meanwhile, hot US inflation pushes traders towards pricing in a December Fed hike, and the 30-year mortgage rate jumps to 7.3%. W...

On today's episode of Market Brief – After Hours, hotter-than-expected US inflation interrupts Wall Street’s recovery as Nvidia falls more than 5%. The Nasdaq leads the major indices lower, the 10-year Treasury yield briefly crosses 5%, and Christopher Waller leaves open the possibility of a half-point December rate increase. CoreWeave offers some encouragement after the close with stronger re...

On today's episode of Market Brief – After Hours, the S&P 500 delivers its strongest session since April 8, but Nvidia moves against the rally as an independent board investigation into Jensen Huang draws scrutiny. AMD jumps 13%, Broadcom gains nearly 9%, and the Dow climbs 1,104 points. Falling oil offers relief, while rising Treasury yields and approaching inflation figures keep the reco...

On today's episode of Market Brief – After Hours, stronger US hiring meets an uneven stock-market recovery. Employers added 165,000 jobs and unemployment fell to 4.1%, while the Nasdaq bounced and the Dow slipped. Micron and Nvidia attracted buyers, but uncertainty over AI data centre construction and Microsoft’s reported plans for fewer neocloud partners kept the recovery under scrutiny. Plus...

On today's episode of Market Brief – After Hours, Wall Street’s election rally unravels as the VIX surges nearly 70% and the Nasdaq plunges 5.52%. Fears over tighter oversight of AI infrastructure spread beyond technology, leaving every S&P 500 sector lower. We examine the pressure on Nvidia, Broadcom and data centre operators, alongside a Treasury rally ahead of the US jobs report. Oil re...

On today's episode of Market Brief – After Hours, Wall Street celebrates the US election result, but some AI shares miss the rally. The Dow surges more than 1,500 points while Nvidia, CoreWeave and SpaceX decline as a proposed Texas data centre moratorium and the prospect of closer congressional scrutiny complicate the technology outlook. Oil plunges and Treasury yields fall as investors reass...

On today's episode of Market Brief – After Hours, Apple drags the Dow lower as disappointing margin guidance overshadows rising revenue and profits. AMD delivers a different story after the closing bell, with shares jumping 7% following stronger-than-expected earnings. Nvidia and Broadcom join a semiconductor rebound, but rising Treasury yields leave a question hanging over the recovery: can s...

On today's episode of Market Brief – After Hours, the Nasdaq gives up a 1.4% gain as cheaper oil fails to restore confidence in technology shares. Oracle drops 8% after unveiling $20 billion in stock and bond financing for its AI expansion, while Marvell and Lumentum tumble following a $115 billion acquisition announcement. Brent and WTI fall more than 7% on hopes of renewed US-Iran peace talk...

On today's episode of Market Brief – After Hours, technology shares take another heavy hit as investors question how the AI buildout gets financed, with Amazon and Intel in focus. Crypto faces a separate shock as Binance suspends withdrawals, while oil climbs on supply fears around the Strait of Hormuz and gold fails to offer shelter. We also cover Europe's uneven growth picture, the moves...

On today's episode of Market Brief – After Hours, stronger US growth fails to rescue Wall Street from a wave of earnings disappointments. Intel tanks about 19% on a weak outlook, Caterpillar suffers its worst session since March 2020, and Alphabet plunges 12%. With GDP growth beating forecasts at 3.4%, we examine why economic resilience and falling Treasury yields offered little protection for...

On today's episode of Market Brief – After Hours, the Federal Reserve holds interest rates, but rising Treasury yields show why a pause offers limited relief for borrowers. Meanwhile, Britain’s Budget sets out a £2.6 billion household support package alongside accelerated defence commitments. We examine the measures, the inflation pressures and what could test the Fed’s next move. Plus: Oracle...

On today's episode of Market Brief – After Hours, Meta’s plans to raise up to $95 billion in equity put the scale of AI financing back in focus. A separate $63 billion financing announcement for purchases of Broadcom technology for Anthropic helps lift chipmakers, with AMD and Micron also advancing. But can that renewed enthusiasm spread beyond technology as the Federal Reserve begins its poli...

On today's episode of Market Brief – After Hours, Anthropic’s public IPO filing puts AI growth back in the spotlight, lifting Nvidia, AMD, Broadcom and Micron as US stocks rebound after two consecutive weekly losses. The prospectus reveals a sharp revenue surge, while Meta’s planned $95 billion infrastructure raise and SpaceX’s $40 billion AI chip debt deal add fresh momentum ahead of major te...

On today's episode of Market Brief – After Hours, American Express falls after announcing AI-related job cuts, adding to a Dow decline of more than 650 points. Consumer staples, utilities and healthcare offer little protection, even as Micron and AMD recover. Oil surges on renewed Middle East supply concerns, while rising Treasury yields keep borrowing costs firmly in focus ahead of the Federa...

On today's episode of Market Brief – After Hours, Meta beats revenue expectations but falls about 7% as investors question the funding demands behind the AI boom. CoreWeave drops 10%, the Nasdaq suffers its worst session since June, and gold slides 2.77%. Investors find shelter in US government bonds instead, sending the 10-year Treasury yield below 5% as oil surges on reports of potential str...

On today's episode of Market Brief – After Hours, UK inflation climbs to a one-year high and French bond yields cross a line not seen since 2002, even as equities in the US, Europe and Asia rebound. We look at what drove the tech rally on Wall Street, the strain showing in oil shipping costs and the housing market, and why South Korea led Asia higher. Then we walk through the technical levels...

On today's episode of Market Brief – After Hours, SpaceX reports a 161% surge in third-quarter revenue, driven by Starlink and its AI business, while Korean AI company Elice plunges 32% on its market debut. The contrasting developments sharpen the debate over AI spending as strong industrial earnings lift the Dow by more than 500 points and the Nasdaq finishes slightly lower. We cover falling...

On today's episode of Market Brief – After Hours, French unrest adds to Europe’s market pressures as the country’s 10-year bond yield jumps 14 basis points to 4.93%. Across the globe, China’s third-quarter GDP growth beats forecasts at 4.5%, offering a brighter economic signal. US tech stages a recovery after last week’s heavy losses, but CoreWeave slips despite an upgrade as investors questio...

On today's episode of Market Brief – After Hours, mounting concerns over AI borrowing collide with an oil surge as investors retreat from technology stocks. CoreWeave slides nearly 12% with total debt above $51 billion, semiconductor shares suffer their worst week since April 2025, and Brent briefly touches $110 a barrel. Hot US inflation adds to the pressure, even as traders increasingly expe...

On today's episode of Market Brief – After Hours, US wholesale inflation surges, yet Treasury yields fall as investors seek shelter from turmoil in technology stocks. We unpack why concerns over AI valuations outweighed inflation fears in the bond market, while a rotation into traditional sectors helped the Dow rally even as the Nasdaq struggled. We also cover Asia’s sharp semiconductor sell-o...

On today's episode of Market Brief – After Hours, a hotter-than-expected inflation report rattles Wall Street, pushes rate hike expectations higher and hits tech and precious metals hard. We break down how the S&P 500, Nasdaq and Dow finished, why AI-linked stocks came under pressure, and what energy prices mean for the Fed. We also cover Europe and Asia, plus the day's FX action in EU...

On today's episode of Market Brief – After Hours, big bank earnings kick off the season but Wall Street refuses to cheer, with the Dow handing back an early surge. We look at why a Chinese memory chip claim rattled Asia and spilled into Micron, how oil balanced Russian supply against fresh Middle East risk, and why gold and silver remain under pressure. We also cover the FX majors, including E...

On today's episode of Market Brief – After Hours, Chinese memory chipmaker CXMT’s technical progress rattles semiconductor stocks, sending Micron down 3.9% and Samsung Electronics down 4.4%. The Nasdaq slips as investors reassess competitive threats across the chip sector, while rising oil prices add pressure ahead of a busy week of bank earnings and inflation data. We cover Europe’s advance,...

On today's episode of Market Brief – After Hours, a surprise SpaceX deal sends shockwaves through the telecom sector, with T-Mobile, AT&T and Verizon all under heavy pressure. We also unpack the OpenAI revenue shock that rattled AI stocks, the geopolitical headlines behind Friday's late rally, and why consumer sentiment and Treasury yields tell a more cautious story. Plus a full look a...

On today's episode of Market Brief – After Hours, we break down a risk-off session where new questions about OpenAI's revenue knocked the AI trade and sent the Nasdaq lower, while oil jumped on fresh Iran headlines and a Gulf storm threat. We look at where Treasury yields and the Fed stand, how Europe and Asia handled the selloff, and what the charts say for EUR/USD, GBP/USD, USD/JPY and U...