North Shore Notes · by Kaiyu
中

Daily Brief

2026

114 public briefs, grouped by month.

Time Index

Choose a Month

Each month is a compact market log, sorted newest first.

Month October 2026 October 1, 2026 - October 29, 2026 Latest Alphabet falls over 12%; Fed holds rates with two votes for a hike 18 briefs Open month Month September 2026 September 1, 2026 - September 30, 2026 Latest Softer-than-expected inflation lifts tech as power stocks fall 20 briefs Open month Month August 2026 August 3, 2026 - August 31, 2026 Latest Hormuz tightens again while markets price only a limited shock 22 briefs Open month Month July 2026 July 1, 2026 - July 31, 2026 Latest Long-End Yields Rise Again as AI Rewards Delivery 23 briefs Open month Month June 2026 June 1, 2026 - June 30, 2026 Latest USD/JPY Breaks 162 = the Last Straw of a 40-Year Extreme Is Being Weighed — While Oil Analysts Capitulate for the First Time 21 briefs Open month Month May 2026 May 18, 2026 - May 29, 2026 Latest Trump Enters Situation Room as MoU Countdown Meets DELL +28% AI Breakout 10 briefs Open month

Latest Briefs

Alphabet falls over 12%; Fed holds rates with two votes for a hike

Technology shares weigh on US stocks as Alphabet slumps while Meta and Vertiv rise. The Fed holds rates with two hawkish dissents, US jobless claims fall, and Canadian payroll employment declines.

Alphabet (GOOG): -12.13%US federal funds target range: 3.75% to 4.00%US initial jobless claims: 194,000Canadian payroll employment: -49,600

Vertiv jumps over 13%, oil rebounds and Canada raises rates

U.S. equities edge higher intraday as Vertiv and selected chipmakers lead, while platforms and power producers diverge. WTI climbs above $103 and the Bank of Canada raises rates by 25 basis points amid inflation and growth pressures.

Vertiv: +13.23%Canada overnight rate target: 2.50%WTI continuous futures: US$103.27/barrelWeekly U.S. commercial crude inventory change: -1.9 million barrels

AMD details Meta deployments as Dell leads gains and oil stocks retreat

Chips and data-center equipment lead intraday gains. AMD says Meta has tested Helios systems and plans to invest in its equity offering, while Meta and oil stocks fall as the Fed's two-day meeting begins.

Semiconductor ETF SMH: +2.9%AMD's planned investment in Meta's equity offering: $1 billionDell: +8.44%WTI continuous futures: $99.97/barrel