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Trump markets
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Trump announces critical mineral reserve backed by Exim financing and private capital

  • Near-term, the story is a sentiment tailwind for US/ally critical-minerals names and project developers; medium-term, it raises the bar on “bankable” supply, especially processing capacity, while adding a policy-driven floor under strategic inventories.
Eamonn Sheridan
02/02/2026 | 21:33 GMT
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Eamonn Sheridan
02/02/2026 | 21:33 GMT
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News
Trump von der Leyen VDL
News

EU closes in on Ukraine recovery deal, boosts Arctic security focus: EU Pres von der Leyen

  • The remarks from von der Leyen reinforce Europe’s commitment to long-term Ukraine support and increased defence investment, underpinning defence-sector demand while keeping trade risks and geopolitical tensions firmly in focus.
Eamonn Sheridan
22/01/2026 | 23:57 GMT
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Eamonn Sheridan
22/01/2026 | 23:57 GMT
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News
Trump
News

Here we go again ... WSJ: US seeks Cuba regime change after Venezuela precedent

  • Heightened geopolitical risk around Cuba and Venezuela adds uncertainty to regional energy flows, sanctions policy and Latin American risk sentiment.
Eamonn Sheridan
22/01/2026 | 02:19 GMT
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Eamonn Sheridan
22/01/2026 | 02:19 GMT
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News
Boeing
News

Retired jet engines spark debate over power source for AI data centres

  • US bureaucracy float the idea. The concept underscores the growing urgency around reliable power supply for data centres, reinforcing long-term demand tailwinds for gas, grid infrastructure and purpose-built generation assets.
Eamonn Sheridan
21/01/2026 | 23:57 GMT
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Eamonn Sheridan
21/01/2026 | 23:57 GMT
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News
Trump mad king
News

Air Force 1 has had to return to the US soon after leaving due to a fault

  • White House said "minor electrical issue". Will this be Trump's only u-turn of the trip?
Eamonn Sheridan
21/01/2026 | 04:03 GMT
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Eamonn Sheridan
21/01/2026 | 04:03 GMT
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News
S&P 500 chart update 21 January 2026
News

US to cut NATO command roles as alliance tensions intensify

  • The cuts may deepen geopolitical risk premia in Europe, reinforcing uncertainty around defence policy, trade relations and alliance cohesion.
Eamonn Sheridan
20/01/2026 | 22:08 GMT
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Eamonn Sheridan
20/01/2026 | 22:08 GMT
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News
spain train crash 18 January 2026 image
News

Spain - At least 10 people died in high speed train crash

  • Terrible news out of Spain on Sunday
Eamonn Sheridan
18/01/2026 | 22:17 GMT
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Eamonn Sheridan
18/01/2026 | 22:17 GMT
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Stocks
Trump tariff
Stocks

Trump imposes 25% tariff on select advanced AI chips, signals broader semiconductor levies

  • Near-term: headline-driven volatility for chip and AI-supply-chain exposures; medium-term: higher risk premium on cross-border semiconductor trade as the administration keeps a wider tariff option on the table.
Eamonn Sheridan
14/01/2026 | 22:00 GMT
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Eamonn Sheridan
14/01/2026 | 22:00 GMT
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Commodities
rare earths china mine
Commodities

Trump invokes national security powers to cut U.S. reliance on imported critical minerals

  • Rare earths. The move reinforces structural support for non-Chinese critical-mineral producers and raises longer-term trade-friction risks, particularly for countries dominant in processing capacity.
Eamonn Sheridan
14/01/2026 | 21:30 GMT
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Eamonn Sheridan
14/01/2026 | 21:30 GMT
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Forex
ASX 200
Forex

Early market response cite Bondi terrorist attack as AUD weight

  • A terrible killing spree at Bondi Beach over the weekend
Eamonn Sheridan
14/12/2025 | 22:48 GMT
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Eamonn Sheridan
14/12/2025 | 22:48 GMT
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News
Elon Musk
News

Musk says small nuclear reactors 'super dumb'

  • Musk coming out in favour or solar energy
Eamonn Sheridan
14/12/2025 | 22:37 GMT
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Eamonn Sheridan
14/12/2025 | 22:37 GMT
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Stock market update
stocks
Stock market update

SGX rejects report of talks to buy Cboe Australia after AFR acquisition claim

  • The denial tempers speculation about consolidation among Asia-Pacific exchanges. Still, the AFR report may prompt investors to reassess competitive positioning in Australia’s equity-trading market, where any shift in ownership could affect liquidity and pricing dynamics.
Eamonn Sheridan
04/12/2025 | 01:45 GMT
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Eamonn Sheridan
04/12/2025 | 01:45 GMT
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News
Trump pharma
News

Trump: Will permanently pause migration from all third world countries

  • Adds that Federal benefits and subsidies for noncitizens will be stopped
Eamonn Sheridan
28/11/2025 | 04:30 GMT
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Eamonn Sheridan
28/11/2025 | 04:30 GMT
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News
USA
News

US news: One of the two National Guard members shot in Washington on Wednesday has died

  • One remains in critical condition
Eamonn Sheridan
27/11/2025 | 23:37 GMT
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Eamonn Sheridan
27/11/2025 | 23:37 GMT
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News
Trump nvidia China chip
News

U.S. charges four in Nvidia chip-smuggling case, revives calls for chip tracking

  • Four people have been charged with smuggling Nvidia AI chips to China using fake documents and third-country shipping. The case has triggered new calls for a U.S. chip-tracking law as authorities struggle to enforce export controls targeting China’s tech and military sectors.
Eamonn Sheridan
21/11/2025 | 03:37 GMT
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Eamonn Sheridan
21/11/2025 | 03:37 GMT
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ADP jobs miss sparks sell-off: COHR down 8%, APH down 10.4%. Analysts eye valuation.

StockStory
1m ago

HOOD drops 8.4% on AI fears; 30.3% YTD, 47.3% off highs. Volatile stock, watch for opportunities.

StockStory
3m ago

FTAI Aviation dips 7.3% after 187% rally; new power venture eyes $1B EBITDA boost. Volatile stock trades below 52-wk high.

StockStory
5m ago

AVGO dips 4% on China AI chip export uncertainty; 25% below 52-wk high, but 5-yr return is 6.5x.

StockStory
8m ago

Weak ADP jobs report sends PL (-9.4%), GSAT (-4.9%), WBTN (-6.2%), VSAT (-9.6%) tumbling. Traders eye opportunities.

StockStory
10m ago

Anthropic's AI tool triggers software stock sell-off; hedge funds bet $24B on shorts, eyeing existential threat.

CNN
12m ago

Axie Infinity launches bAXS token, rewarding stakers amid volatile AXS price swings. Utility drives demand.

decrypt
15m ago
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