The Finimize Daily Brief

US Treasuries ranked first in the world’s major government bond markets, while British smartphone maker Nothing raised $200 million – cash it’ll use to take on tech’s biggest titans. Today’s stories: And The Winner Is… US Government Bonds, With Returns Of Nearly 6% Nothing Just Raised $200 Million, Valuing The Smartphone Maker At $1.3 Billion Try Finimize Pro   Sponsored by Tradu.

China’s economy set the pace earlier this year – but now, it’s struggling to stick to it – while one of Nvidia’s most promising challengers is planning a major fundraiser… and a public listing could soon follow. Today’s stories: After A Strong First Half Of The Year, China’s Economy Is Looking More Woeful FuriosaAI Is Preparing To Raise More Funds – And Step Into The Limelight Try Finimize Pro   S...

Companies are tapping the convertible bond market like it’s 2020 again, while British households gave their highest inflation predictions in two years. Today’s stories: The Convertible Bond Market’s Cruising Toward Its Busiest Year Since 2020 Inflation Expectations In UK Households Hit Their Highest Level In Two Years Try Finimize Pro   Sponsored by Tradu.

There’s a new, billion-dollar crypto deal cooking, and fresh inflation data backed up expectations that the Fed will cut interest rates next week. Today’s stories: Two Firms Are Raising A Billion Dollars To Buy Avalanche’s Crypto Tokens All (Star) Signs Are Pointing To The Federal Reserve Cutting Rates Next Week Try Finimize Pro   Sponsored by Tradu.

TSMC proved that it has both AI brains and iPhone beauty, while US producer prices came in lower than expected, making an interest rate cut look like a sure thing. Today’s stories: Success Is Just Second Nature To TSMC: The Chipmaker Outdid Itself Again A Rate Cut Is Looking More And More Likely, With US Producer Prices Slipping Try Finimize Pro

Nebius bagged a nearly $20 billion deal with Microsoft, proving that it’s not just investors who are obsessed with AI infrastructure, while American small business owners are the most optimistic that they’ve been all year. Try Finimize Pro  

OPEC+ agreed to pump up oil production again – a seemingly modest decision that could spark an industry-shaping chain reaction – while European defense startups raised a record amount of cash, after venture capitalists realized that they had a thing for drones. Today’s stories: OPEC+ Is Turning Up Oil Production Again – And That Decision Has Consequences Europe’s Defense Startups Are Pulling Off R...

The US had one of its weakest hiring months in years, cementing traders’ predictions of a looming interest rate cut, while gold broke its $3,500 record – and Goldman Sachs thinks the $4,000 (or maybe even $5,000) marker will be smashed through, too. Today’s stories: US Jobs Numbers Were A Letdown, Putting Pressure On The Federal Reserve With Things Looking A Little Shaky, Investors Have Been Divin...

Chinese stocks hit their highest point in a decade… and regulators want to make sure the rally sticks this time, while Europe nabbed a couple of seats at tech’s billion-dollar top table. Today’s stories: China’s Stock Market Looks To Be In A Bit Of A Hare-y Situation Investors Are Giving European Startups Some Serious, Eye-Grabbing Attention Try Finimize Pro  

Investors rewarded Alphabet and Apple’s shares, after a court sided with Google’s parent, while Kraft Heinz became the latest casualty of the consumer staples sector’s tough year. Today’s stories: A Court Ruled In Alphabet’s Favor – And That’s Good News For Apple, Too Consumer Staples Stocks Will Have To Play Ketchup After Trailing The S&P 500 Try Finimize Pro

China’s leading the robot rollout, using digital workers to keep factories churning and prices low, while British borrowing costs hit their highest level in nearly three decades. Today’s stories: China’s Rolling Out The Robots, And It Could Be Just What The Economy Needs The British Pound Plummeted As The UK’s Borrowing Costs Soared Try Finimize Pro

Yale’s namesake investing strategy lost some prestige points, after private equity assets stopped beating the stock market, while gold and silver both climbed up toward precious record highs. Today’s stories: Yale’s Alternative Investment Strategy Has Started To Flunk Tests Gold And Silver Have Both Been Heading Up Toward New Heights Try Finimize Pro

The US canceled duty-free imports for everyone, so even your smallest overseas purchases could now cost a lot more, while the UK may lay claim to banking profits – and the potential “dibs” dented some big British bank stocks. Today’s stories: The US Closed A Tax Loophole, Making All International Purchases Subject To Duty The UK Government Might Soon Help Itself To British Banks’ Cash Try Finimize...

Europe was kind to most carmakers last month… but not Tesla, while Apple announced a partnership with TuneIn – the streaming sector’s equivalent of buying an industry-grade loudspeaker. Today’s stories: Carmakers Were Living The Good Life In Europe, With Sales Revving Up Last Month Apple Struck A Deal With TuneIn To Push Its Radio Stations Into The Spotlight Try Finimize Pro  

Nvidia did what analysts expected… but investors still wanted more, while shares in UnitedHealth – one of Buffett’s biggest healthcare holdings – fell even further, after investors caught wind of escalating investigations. Today’s stories: Nvidia Announced Strong Results, But Investors Barely Managed A Shrug With Regulators Paying Closer Attention, UnitedHealth’s Stock Caught A Cold Try Finimize P...

The US president moved to fire a Fed governor – and the market made moves of its own – while Europe’s racing to mint a digital euro, after America gave dollar tokens a head start. Today’s stories: The US President Attempted To Fire A Governor Of The Federal Reserve European Officials Think It's Mint Conditions For Their Digital Euro Plans Try Finimize Pro

DeepSeek said that its new AI model is tuned to run on Chinese chips rather than American ones, while fresh data showed that Germany’s economy shrank 0.3% last quarter – triple the earlier estimate. Today’s stories: DeepSeek Is Giving China’s Chip Firms A Home Field Advantage Germany’s Economy Took A Tumble Last Quarter, Shrinking More Than Expected Try Finimize Pro  

Meta put a pin in its AI hiring efforts, having recruited some of its rivals’ top talent (for top dollar, while BlackRock told big investors to put more money into hedge fund hands, with markets looking a lot less certain. Today’s stories: After Hiring Some Of The Best Minds In AI, Meta’s Implementing A Brain Freeze BlackRock Thinks That Hedge Funds Might Be What The Pros Need Right Now Try Finimi...

Americans hunted for bargains and DIY fixes last quarter – but left luxury items on the shelves – while British inflation surprised everybody by growing more than expected last month. Today’s stories: Americans Are Still Shopping For Now, But The Economy Could Easily Switch Up UK Inflation Unexpectedly Picked Up, Forcing Brits To Pay Even More For Essentials Try Finimize Pro

SoftBank showed interest in Intel – and investors felt the flutters, too – while European defense stocks fell, but JPMorgan and HSBC have a bigger-picture take. Today’s stories: Investors Put Their Coins Into Intel After SoftBank Said It’d Buy A Stake A Basket Of European Defense Shares Fell, But Big Banks Aren’t Worried Try Finimize Pro

China’s stock market has been making a comeback – even notching its highest level in a decade – while retail investors have been lured into “pump and dump” stocks… and as the name suggests, getting left in the gutter. Today’s stories: China’s Stock Market Is Rising From The Dead, With The Comeback Of A Decade Investors Split With Billions Of Dollars Last Month After Falling For Online Scams Try Fi...

Warren Buffett gave Berkshire Hathaway’s portfolio a checkup – and decided on an infusion of UnitedHealth’s stock – while China’s economy dragged in July, with US tariffs biting, the property market idling, and policymakers mostly sitting on their hands. Today’s stories: Buffett Tweaked Berkshire Hathaway’s Portfolio – And Caught A New Stake China’s Economy Hit A Wall, Making The Country’s Growth...

Apple’s plotting its AI comeback, with an ambitious new lineup of in-home smart tech, while Bullish’s stock more than doubled on its IPO day… but the clue was in its name the whole time. Today’s stories: Apple Wants To Win You Over With Its New Line Of AI-Powered Home Gadgets This Newly Public Crypto Exchange Seems Bullish By Nature As Well As Name Try Finimize Pro  

AI startup Perplexity made a $34.5 billion swing for Chrome, registering its interest in the browser just as Alphabet may be forced to sell – while the IEA predicted that oil supply will greatly outstrip demand next year, and the price of Brent crude slipped even lower. Today’s stories: Perplexity Wants To Get Its Hands On Chrome, And The Startup Is Willing To Pay Drumroll, Please: Oil Supply Coul...

Fund managers are moving toward emerging market stocks, with a record share of them calling US ones prohibitively pricey, while the US and China extended their time-out by another 90 days, but the resulting lower levies will still cost American firms. Today’s stories: Fund Managers Are Holding More Emerging Market Stocks Than Usual The US And China Extended Their Truce ​​For Another 90 Days (Of Qu...