1/ OpenAI shelved a model over safety. Mistral called it a cover story. Trump's muni bond portfolio is nearing $1 billion with policy overlap. And a profitable company with strong demand just walked away from its own IPO. Here's your Market Briefing 👇

1/ Oil is pricing in a war that runs past November. Trump rejected Iran's Hormuz offer and Brent jumped to $107. PCE inflation lands Wednesday and the jobs report closes out Friday. And $MU headlines a packed earnings week. Here's your Market Briefing 👇

1/ Oracle just built an escape hatch into its biggest AI data center project. Barry Diller walked away from his MGM Resorts bid and the stock fell 11%. And Iran put a seven-day clock on reopening the Strait of Hormuz. Here's your Market Briefing 👇

1/ October hike odds went from 49% to 75% in a single week. $META unveiled $1,299 VR glasses in its priciest wearable AI bet yet. And the US and China settled for a two-month truce extension, not a new deal. Here's your Market Briefing 👇

1/ Berkshire just bought nearly 10% of a homebuilder down 32% this year. Xi landed in Washington with AI safety on the agenda alongside tariffs. And the Nasdaq hit a fresh record as oil fell for a fifth straight session. Here's your Market Briefing 👇

1/ The Nasdaq hit a record and more stocks hit new lows than new highs. That combination has only happened twice before. Paramount cleared the last hurdle to its $110 billion Warner Bros deal. And OpenAI called for global guardrails on self-improving AI. Here's your Market Briefing 👇

1/ Oil fell 3%, yields slipped and Dow futures popped 450 points. Trump signaled he'd likely meet Iran's president at the UN this week. And Costco and Darden give a real consumer gut check Thursday. Here's your Market Briefing 👇

1/ Buffett is stepping down as Berkshire chairman with $365 billion in cash still sitting there. Jensen Huang called the world's most valuable company a value stock. And the SEC quietly cleared a path for stocks that live on a blockchain. Here's your Market Briefing 👇

1/ Trump picked Warsh to cut rates. Warsh hiked instead — and brought all 12 votes with him. The EU floated Canada as its first associate member and Trump called it laughable. And Exxon is heading back into Venezuela. Here's your Market Briefing 👇

1/ Chipmakers fall. Cybersecurity soars. The 10-year Treasury yield hit highest level since 2007. And the Senate holds its first crypto market-structure vote today. Here's your Market Briefing 👇

1/ OpenAI's IPO is off and Anthropic's CEO is asking the industry to slow down. The Fed decides on rates Wednesday with hike odds at 86%. And oil above $100 is still weighing on stocks. Here's your Market Briefing 👇

1/ Core CPI ran hot and rate-hike odds jumped from 71% to 90% in a single print. Oracle's cloud revenue surged 62% and shares rose 4%. And stocks are set to snap a four-day losing streak as oil finally eases. Here's your Market Briefing 👇

1/ TSMC's chip capacity is fully booked and August revenue jumped 53%. Google committed $15.1 billion to Finland in its largest-ever European bet. And Coinbase's CEO called a bitcoin bottom on a day bitcoin kept falling. Here's your Market Briefing 👇

1/ A price hike sent $INTC up 9%. The US-Iran conflict just spread to a third country. And Trump moved to lock Canadian goods out of $50 billion in federal contracts. Here's your Market Briefing 👇

1/ Three drug failures in a week just put a $12 billion acquisition in doubt. Canada's retaliatory tariffs on $27.6 billion of US goods are now live. And Brent crude passed $99 after strikes on Saudi energy facilities. Here's your Market Briefing 👇

1/ Broadcom beat everything except the one number that mattered. Uber cut 3,300 jobs while revenue keeps growing. And the Dutch central bank quietly moved a quarter of its US and Canadian gold reserves to London. Here's your Market Briefing 👇

1/ Chevron is puts $7 billion behind Venezuela's oil comeback. Dell triples its own AI forecast and jumps 9%. And chip tariffs go from rumor to confirmed policy. Here's your Market Briefing 👇

1/ Direct fire. Oil above $90. The Iran conflict just got real again. Friday's jobs report follows July's surprise contraction. And Broadcom tests whether Nvidia's AI optimism holds. Here's your Market Briefing 👇

1/ Four straight post-earnings drops. Then Nvidia broke the streak and bought Hugging Face the same day. Meta settled its child-safety case for up to $18 billion. And AI demand just showed up in software earnings for the first time. Here's your Market Briefing 👇

1/ Seven losing days. One earnings report. Tonight Nvidia answers. Canada matched Trump's tariffs dollar for dollar as trade talks collapsed. And core PCE held the line even as headline inflation ran hot. Here's your Market Briefing 👇