Finance TL;DR Daily

Epizódy

• Oil Spikes as Iran Conflict Hits Kuwait; SpaceX Sinks Below IPO Price 17.07.2026 5min

  Brent crude jumps toward $85 after Iranian drone strikes hit a Kuwaiti power and desalination plant and Strait of Hormuz traffic collapses; SpaceX shares slide further below their $135 IPO price after an aborted Starship test flight; and Dallas Fed President Lorie Logan breaks ranks to push for a rate hike despite cooling inflation. In this episode: • Oil prices surge on Middle East escalation as Kuwait energy infrastructure hit in expanding U.S.-Iran conflict — https://www.cnbc.com/2026/07/17/oil-price-today-brent-wti.html • SpaceX slides further below June IPO price following aborted Starship test flight — https://www.cnbc.com/2026/07/17/spacex-stock-starship-test-flight-aborted.html • Federal Reserve officials continue pushing for rate hikes despite cooling summer inflation — https://www.cnbc.com/2026/07/16/dallas-fed-president-logan-calls-for-modestly-higher-interest-rates.html
• Uber's $14.8B Delivery Hero Deal Shakes Up Global Food Delivery 16.07.2026 6min

  Uber agrees to buy Delivery Hero for $14.8 billion to build the world's largest non-Chinese delivery platform, the U.S. slaps 25% tariffs on Brazil, UnitedHealth posts a blowout quarter and raises guidance, and Eli Lilly bets up to $3.8 billion on psychedelic depression treatments. In this episode: • Uber to acquire Delivery Hero for $14.8 billion in massive global delivery expansion — https://finance.yahoo.com/news/technology/uber-stock-delivery-hero-deal • U.S. imposes 25% tariffs on Brazilian imports over unfair trade practices — https://www.cnbc.com/2026/07/16/us-tariffs-brazil-unfair-trade-practices-section-301-.html • UnitedHealth Group posts blowout Q2 earnings and hikes full-year guidance — https://www.cnbc.com/2026/07/16/unitedhealth-group-unh-earnings-q2-2026.html • Eli Lilly acquires psychedelic drugmaker AtaiBeckley in deal valued up to $3.8 billion — https://www.cnbc.com/2026/07/16/eli-lilly-to-buy-psychedelics-maker-ataibeckley-2point8-billion.html
• Wholesale Prices Unexpectedly Fall as Fed Chair Warsh Testifies 15.07.2026 5min

  U.S. wholesale prices unexpectedly declined in June, easing rate-hike fears just as Fed Chair Kevin Warsh delivered his debut Senate testimony on inflation. Plus, ASML raises guidance on AI demand, and the Bank of Canada holds rates steady. In this episode: • U.S. wholesale prices unexpectedly fall 0.3% in June, easing rate-hike fears — https://www.cnbc.com/2026/07/15/wholesale-inflation-june-2026-.html • Federal Reserve Chair Kevin Warsh pledges to curb inflation in Senate testimony — https://www.cnbc.com/2026/07/15/watch-fed-chairman-kevin-warsh-testify-live-before-senate-banking-committee.html • ASML beats Q2 expectations and raises full-year sales guidance on AI demand — https://www.cnbc.com/2026/07/15/asml-2q-earnings-ai-chips-orders.html • Bank of Canada holds benchmark interest rate steady at 2.25% — https://news.google.com/rss/articles/CBMiiAFBVV95cUxOX2FmTTh2Z210UTl4UlI5MmhTNF9NX2trWjZXRkxOTzZqVjdDeVd4dWg2WXlsNWlLMUwzdk42cVpyNXhucUlwQlFqUXR5cXVYajJ3RU54dnBBV21itemgVUR3SXYyTW5hQ1pLUzVtNFdDVHhB?oc=5
• Oil Surges on Gulf Clashes, Meta's $50B Expansion, TSMC's Record Sales 13.07.2026 5min

  Military clashes in the Persian Gulf have ignited oil prices and dragged down tech shares, while Meta supercharges its AI infrastructure spending in Louisiana and TSMC posts record-breaking quarterly revenue. In this episode: • U.S.-Iran airstrikes reignite Gulf conflict, sending crude oil surging and tech stocks skidding — https://www.cnbc.com/2026/07/12/oil-price-strait-hormuz-iran-trump-tanker.html • Meta ramps up Louisiana data center investment to $50 billion in massive AI push — https://www.cnbc.com/2026/07/13/meta-louisiana-data-center-investment-reaches-50-billion-amid-ai-push.html • TSMC posts record monthly sales ahead of high-stakes Q2 earnings report — https://www.marketwatch.com/story/tsmc-just-reported-a-record-month-for-revenue-ahead-of-critical-earnings-report-on-thursday-508195fd?mod=mw_rss_topstories • Paramount and WBD face looming antitrust lawsuits from states seeking to block $110 billion merger — https://www.cnbc.com/2026/07/13/paramount-wbd-merger-lawsuit.html
• SK Hynix's $26.5B Nasdaq Debut Shakes Up the AI Chip Race 10.07.2026 6min

  SK Hynix pulls off the largest U.S. debut ever by a foreign company, the Fed taps Marc Andreessen and Doug McMillon for reform task forces, Circle wins final approval for a national trust bank, and Delta posts a fuel-cost-defying earnings beat. In this episode: • SK Hynix makes historic $26.5 billion Nasdaq debut to fund AI chip expansion — https://www.cnbc.com/2026/07/10/sk-hynix-skhy-stock-nasdaq.html • Federal Reserve Chair Kevin Warsh enlists Marc Andreessen and Doug McMillon to lead reform task forces — https://www.cnbc.com/2026/07/09/kevin-warsh-names-members-of-his-federal-reserve-task-forces-including-marc-andreessen-doug-mcmillon.html • Circle gains final OCC approval for national banking charter, sending stock higher — https://www.cnbc.com/2026/07/10/circle-gets-an-occ-bank-charter-as-stablecoin-competition-heats-up-shares-surge-14percent.html • Delta beats earnings targets and raises dividend despite absorbing historic fuel costs — https://www.marketwatch.com/story/delta-reports-record-revenue-and-a-profit-beat-even-as-fuel-costs-surge-b1e33336?mod=mw_rss_topstories
• Fed Minutes Reveal Rate-Hike Split as Warsh Skips His First Dot Plot 09.07.2026 6min

  The Fed's June minutes expose a nine-to-eight split toward rate hikes under new Chair Kevin Warsh, PepsiCo misses on earnings as U.S. shoppers pull back, AstraZeneca loses roughly £19 billion after its Wainua heart drug trial fails, and China's consumer prices cool while factory-gate costs hit a four-year high. In this episode: • Federal Reserve minutes reveal division over rate direction at June meeting — https://www.cnbc.com/2026/07/08/fed-minutes-june-2026-.html • PepsiCo shares fall as earnings miss estimates on tightening U.S. consumer budgets — https://www.cnbc.com/2026/07/09/pepsico-pep-q2-2026-earnings.html • AstraZeneca stock drops 9% after major heart drug trial misses key goals — https://www.cnbc.com/2026/07/09/astrazeneca-stock-trial-heart-drug-pharma.html • China consumer inflation weakens in June while producer costs climb — https://www.cnbc.com/2026/07/09/china-cpi-ppi-june-inflation-iran-war-.html
• Trump Declares Iran Ceasefire 'Over,' Oil Spikes 5% as Fed Fight Looms 08.07.2026 5min

  Oil surges after Trump says the U.S.-Iran ceasefire is finished following a wave of military strikes; Fed minutes reveal a hawkish 'family fight' under new Chair Kevin Warsh; Alibaba jumps 12% as capital rotates out of chips into Chinese tech; and Jeff Bezos opens Blue Origin to outside investors at a $130 billion valuation. In this episode: • Trump declares U.S.-Iran ceasefire is 'over' after exchange of military strikes, triggering 5% spike in oil prices — https://www.investors.com/market-trend/stock-market-today/dow-jones-sp500-nasdaq-trump-us-iran-ceasefire-micron-sandisk/?src=A00220&yptr=yahoo • Fed minutes to detail internal 'family fight' over interest rates under Chair Kevin Warsh — https://www.cnbc.com/2026/07/08/with-minutes-due-feds-family-fight-over-interest-rates-could-drag-on.html • Alibaba surges 12% in Hong Kong as capital rotates heavy chip profits back to cheap Chinese tech — https://www.marketwatch.com/story/alibaba-just-had-its-best-day-in-10-months-is-it-time-for-china-techs-to-catch-up-8ccc3f7c?mod=mw_rss_topstories • Jeff Bezos' Blue Origin seeks outside capital for first time at a $130 billion valuation — https://www.cnbc.com/2026/07/08/blue-origin-bezos-fundraising.html
• OPEC+ Floods the Market, Lockheed Bets Big on Undersea Warfare 06.07.2026 5min

  OPEC+ raises oil output for a fifth straight month and crude slides, Lockheed Martin buys naval defense firm Ultra Maritime for $3.45 billion, Israel's central bank cuts rates to 3.5%, and TeraWulf shares pop 20% on a $19 billion Anthropic data center lease. In this episode: • OPEC+ agrees to raise oil output targets, sending crude prices lower — https://finance.yahoo.com/news/oil-slips-opec-agrees-raise-003607304.html • Lockheed Martin to acquire naval defense firm Ultra Maritime for $3.45 billion — https://www.cnbc.com/2026/07/06/lockheed-martin-leading-race-for-3point5-billion-buy-of-ultra-maritime-.html • Israel's central bank cuts interest rates to 3.5% as inflation cools — https://news.google.com/rss/articles/CBMivAFBVV95cUxQdG5zSVN2dWRudGxLNVZMMXc1UjBVZ2N4czBCbE44WmtvWUhYbkk4b3BBWFZvb09mak5kTVREVThiTHhPQTRnY0ZhZlhjaHNELUZpMVNfVVJJRWhOTXVMQlhKdURFTDJqTXNRLTJjbnhpMWFLYkgzZnFqWUNwYXJsRUF1V1ZzVmlKOU9uZUxKTmZ4Q05hV0pWYy1hRTdGeXQ4TUlIVUdaSWo0ZjZIb1QzbHM0MUxRR2Y2dW85WA?oc=5 • TeraWulf shares jump as Anthropic leases Kentucky data center — https://www.cnbc.com/2026/07/06/anthropic-terawulf-data-center-ai.html
• June Jobs Shocker: Just 57,000 Hires as Rate-Cut Bets Surge 03.07.2026 5min

  A stunningly weak June jobs report (57,000 added vs. ~110,000 expected) reshapes Fed rate-cut expectations, ECB chief Christine Lagarde leaves the door open to an early exit for French politics, and gold snaps a four-week losing streak on the cooling labor data. In this episode: • U.S. hiring cools drastically in June with only 57,000 jobs added, as labor force participation declines — https://www.cnbc.com/2026/07/02/jobs-report-june-2026-.html • ECB President Christine Lagarde refuses to rule out early departure to join French political debate — https://www.cnbc.com/2026/07/03/christine-lagarde-ecb-france-election.html • Gold prices notch first weekly gain in a month as cooling labor market fuels rate-cut bets — https://www.cnbc.com/2026/07/03/gold-silver-price-inflation-fed-rate-hike.html