Moore Threads takes aim at Nvidia’s H200
Friday’s tech rally brought some much-needed relief to markets, thanks to one major news: Oracle will host TikTok’s US user data – meaning that they …
December 22, 2025
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An Imperfect Report
At first glance, the latest US CPI report looked like an early Christmas gift. Headline inflation fell sharply, core inflation cooled faster than expected, and …
December 19, 2025
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Bubble Trouble
AI stocks are wobbling. Amazon’s $10bn OpenAI deal has tongues wagging, Oracle’s mystery Michigan backer keeps everyone guessing, and credit fears are spiking. Oracle’s down …
December 18, 2025
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BoE's got the greenlight
Markets usually cheer bad data — but this time, they hesitated. US jobs figures were weak, yet not weak enough to force a rethink on …
December 17, 2025
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The Season Final
Markets started the week on a cautious footing. European and UK equities benefited from rotation flows, while US tech continued to struggle, with the Nasdaq …
December 16, 2025
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Tech Disappetite
Global markets are developing a clear case of tech disappetite, as investors quietly push AI darlings aside and rediscover value elsewhere. The Dow Jones printed …
December 15, 2025
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