Global Markets. Unstoppable Insights.
US Bankruptcy Surge in 2025:US corporate bankruptcies are surging in 2025, with 71 large companies filing in July — the highest monthly total since the pandemic year of 2020. Year-to-date filings have reached 446, already surpassing the full-year totals of 2021 and 2022, and marking the fastest pace in 15 years. Industrial and consumer discretionary …
Berkshire Hathaway, the $800 billion conglomerate, is facing a rare 25-point underperformance against the S&P 500 after Warren Buffett announced he would step down as CEO. Since May 2nd, Berkshire’s stock has fallen 14% while the S&P 500 has risen 11%, marking its steepest lag since 2020 and even worse than during the 2008 financial …
Jefferies analyst Brant Thill weighs in on the growing investor fear that AI will “eat” the software business and crush valuations. While infrastructure giants like Nvidia, Oracle, and Microsoft are soaring on AI demand, many application software leaders—including Salesforce, Adobe, Atlassian, and Monday.com—have been hit hard in 2025, with some down over 20% year-to-date. Thill …
Trump Putin Alaska Summit:President Donald Trump is set to meet Vladimir Putin in Alaska in a bid to secure a cease-fire or end to the Russia–Ukraine war. State Department spokeswoman Tammy Bruce highlights Trump’s unique leverage with both Putin and Zelenskyy, his past success in brokering peace deals, and his commitment to halting global conflicts. …
In a sweeping move shaking Washington, FBI Director Kash Patel has ousted top officials linked to politically charged Trump cases, as grand juries launch explosive fraud probes into New York AG Letitia James, Senator Adam Schiff, and former intelligence chiefs—marking what could be the most significant push for political accountability in decades. FBI Shakeup, High-Profile …
Here is What Happened in the USA Over the Weekend:Over the weekend, the U.S. witnessed a wave of historic developments—from President Trump’s sweeping pro-crypto executive orders opening the $12.5 trillion 401(k) market to digital assets, ending “debanking” practices, and the SEC settling its legal battle with Ripple, to Ethereum surpassing $4,300 and Harvard investing $116.7M …
The U.S. Treasury MOVE Index has plunged to 79.20, its lowest level since January 2022, signaling unprecedented calm in the bond market. This drop in volatility reflects investor confidence in Federal Reserve policy stability, easing inflation concerns, and a resilient U.S. economy, but history warns that such tranquility can precede sharp market shifts. U.S. Treasury …
US Corporate Insiders Are Dumping Shares:US corporate insiders are offloading shares at one of the most aggressive paces in recent years, with billions of dollars in stock sold over the past 60 days even as the S&P 500 and Nasdaq hit fresh record highs. This massive wave of selling, far outweighing insider buying, raises serious …
NVIDIA has made history by becoming the largest stock in the S&P 500 with an unprecedented 8% weighting as of August 10, 2025, surpassing Apple’s 2023 record. This milestone marks the highest concentration of any single stock in the index since records began in 1981, driven by NVIDIA’s dominance in AI and semiconductor markets. The …
Trump-Putin-Zelenskyy Meeting:After a high-stakes meeting between Vladimir Putin and Middle East Ambassador Steve Witkoff, U.S. Secretary of State Marco Rubio revealed President Donald Trump may soon meet Putin — possibly alongside Ukrainian President Volodymyr Zelenskyy — to discuss ending the war in Ukraine. Political commentator Hugh Hewitt weighed in on the risks and opportunities of …