The Weekly Beacon Flagship
The five themes that moved markets this week across stocks, resources and tech, plus the calendar and watchlist for the week ahead.
Sunday, 18:00 CET / 12:00 ETShort, sourced briefings on stocks, mining and minerals, and technology for people who make their own investment decisions. Pick the ones you want.
Nvidia is now run by its CFO on an interim basis. The bigger question is the web of financing Nvidia has built around its own customers.
Each one is written to be read in a few minutes and arrives on a fixed schedule.
The five themes that moved markets this week across stocks, resources and tech, plus the calendar and watchlist for the week ahead.
Sunday, 18:00 CET / 12:00 ETWall Street, Toronto and Frankfurt before the US open: futures, earnings, guidance changes and the five moves that matter today.
Weekdays, 08:00 ETCommodity prices, drill results, resource updates and critical minerals policy across copper, gold, uranium, lithium and antimony.
Tuesday and FridayListed technology through an investor's lens: AI infrastructure spending, semiconductors, software earnings and the IPO pipeline.
WednesdayNvidia is now run by its CFO on an interim basis. The bigger question is the web of financing Nvidia has built around its own customers.
Volumes rose 68% but the average price fell by a third. The company has swapped dollar guidance for pounds, and that tells you something.
Advisers who help companies win federal funding say the money is already allocated. Expect more questions about who gets it, not less of it.
October prices rose faster than expected, the TSX fell nearly 1%, and one Fed governor is now talking about a half-point move.
Germany's largest defence company has record orders and slower deliveries. Investors punished the gap.
Ki-Un Park of Straits Invest is sitting mostly in cash and waiting. His reasoning on gold, critical minerals and mining stocks is worth hearing, even if you disagree.
Exchange filings, company announcements and official data, read at source before anything is written.
Every item says what happened, why it matters and what to watch next. Nothing else.
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