Public Markets 8-Hour Briefing
×AI & Technology Sector
Deere and Mc Donald's have become investor favorites as markets bet on "HALO" companies with AI immunity. Consultancies are poised for their fastest growth in years amid the AI boom. In China, AI stocks are rallying as investors shrug off global disruption fears.
Trade Policy Shifts
President Trump has imposed 15% tariffs on foreign imports, prompting Australia to threaten countermeasures. India has postponed a U.S. trip to finalize trade pact following the tariff ruling. Japan's ruling party official slammed the U.S. tariffs as "messy," while Xi Jinping gains leverage ahead of the Trump summit after tariff reversals.
Market Movements
Nvidia is expected to outperform in the second half of 2026 according to analysts. Essilor Luxottica is seeing declining stock prices. Meanwhile, gold prices could reach