# Global Markets Review

Markets, stocks and earnings analysis for investors in the US, UK and Europe

Canonical site: https://globalmarketsreview.org

## Sections
- Markets: https://globalmarketsreview.org/markets
- Stocks: https://globalmarketsreview.org/stocks
- News: https://globalmarketsreview.org/news
- Earnings: https://globalmarketsreview.org/earnings
- Analyst Ratings: https://globalmarketsreview.org/analyst-ratings
- Commodities: https://globalmarketsreview.org/commodities
- IPOs: https://globalmarketsreview.org/ipos
- Economy: https://globalmarketsreview.org/economy

## Recent articles
- Nvidia’s 70% Growth Forecast Reopens the AI Trade — but the Bottleneck Has Moved to Memory: https://globalmarketsreview.org/stocks/nvidia-forecast-ai-chip-rally-august-2026
- Six Months of Hormuz Disruption Have Changed the Oil Market More Than the Headline Price Suggests: https://globalmarketsreview.org/commodities/hormuz-oil-market-six-months-iran-war-2026
- Nvidia's $96.2bn Quarter Shows the AI Spending Cycle Is Still Accelerating: https://globalmarketsreview.org/earnings/nvidia-q2-fy2027-revenue-ai-data-center
- Qatar's LNG Collapse Is Rewriting the Global Gas Trade: https://globalmarketsreview.org/commodities/qatar-lng-exports-iran-war-2026-us-gas
- Shein's $1.8bn Hong Kong IPO Puts a 70% Valuation Reset in Public View: https://globalmarketsreview.org/ipos/shein-hong-kong-ipo-2026-valuation
- The Treasury Steps In: Inside Washington's Bet to Tame 19-Year-High Bond Yields: https://globalmarketsreview.org/markets/treasury-doubles-bond-buybacks-yield-highs
- Moderna Doubles in a Day: How One Trial Result Reset a $25 Billion Stock: https://globalmarketsreview.org/stocks/moderna-merck-melanoma-vaccine-stock-surge
- Software's Buyout Season Is Back: Inside the Silver Lake-Workday Talks: https://globalmarketsreview.org/stocks/workday-silver-lake-buyout-talks
- Bitcoin Finds Its Catalyst: Inside Washington's Renewed Push on Crypto Legislation: https://globalmarketsreview.org/commodities/bitcoin-clarity-act-white-house-crypto
- Palantir's 93% Growth Is Real. So Is the Concentration Risk: https://globalmarketsreview.org/stocks/palantir-q2-2026-growth-us-revenue-valuation
- The GLP-1 Gap Is Widening: What Q2 Says About Lilly and Novo: https://globalmarketsreview.org/earnings/eli-lilly-novo-nordisk-q2-2026-glp1
- Apple's Services Machine Has a New Risk: Regulators Are Rewriting the Toll Booth: https://globalmarketsreview.org/stocks/apple-services-app-store-eu-regulation-2026
- Fed Holds at 3.50–3.75%: Inside Chair Warsh's Divided Committee and the Road to September: https://globalmarketsreview.org/economy/fed-holds-rates-warsh-divided-committee-september-2026
- The Memory Chip Squeeze: Why AI Demand Is Rewriting the Semiconductor Cycle: https://globalmarketsreview.org/news/memory-chip-shortage-ai-demand-semiconductor-cycle-2026
- Tariffs Are Back: What the New US Levies on 60 Trading Partners Mean for Global Investors: https://globalmarketsreview.org/economy/us-tariffs-2026-trade-partners-global-markets-impact
- Bitcoin's Quiet Summer: What Falling Spot Volume and Leverage Signal for Crypto Markets: https://globalmarketsreview.org/commodities/bitcoin-spot-volume-leverage-2026
- Jackson Hole 2026 Preview: Why This Year's Symposium May Be the Quietest in Years: https://globalmarketsreview.org/economy/jackson-hole-2026-preview-fed-symposium
- Wall Street Enters Record-High Territory as Traders Brace for a Pivotal Fed Week: https://globalmarketsreview.org/markets/sp500-record-high-fed-jackson-hole-week
- Walmart, Target and Home Depot Earnings This Week Will Test How Resilient the US Consumer Really Is: https://globalmarketsreview.org/earnings/walmart-target-home-depot-retail-earnings-week
- Nvidia Earnings Preview: What to Watch When the AI Bellwether Reports on August 26: https://globalmarketsreview.org/stocks/nvidia-earnings-preview-august-26-2026
- Gold Grinds Toward Record Highs While Bitcoin Struggles to Reclaim $70K — Two Very Different Safe-Haven Trades: https://globalmarketsreview.org/commodities/gold-record-high-bitcoin-price-divergence
- European Stocks Are at Record Highs — and It's Not the Names You'd Expect: https://globalmarketsreview.org/markets/european-stocks-record-high-2026
- The IPO Market Is Roaring Back in 2026 — and the Biggest Deals May Still Be Ahead: https://globalmarketsreview.org/ipos/ipo-market-rebound-2026-medline-spacex-databricks
- Morgan Stanley Names Nvidia, Broadcom and Astera Labs as Its Top Chip Stocks for 2026: https://globalmarketsreview.org/analyst-ratings/morgan-stanley-top-chip-stocks-2026
- Oil Climbs as Israel-Lebanon Ceasefire Lapses and Iran Sanctions Loom: https://globalmarketsreview.org/commodities/oil-price-israel-lebanon-iran-sanctions
- Gold Holds Its Gains as Oil Slips: The Commodities Read-Through: https://globalmarketsreview.org/news/gold-oil-commodities-market-wrap
- The S&P 500 Is at a Record. Ten Stocks Are Doing Most of the Work.: https://globalmarketsreview.org/markets/sp-500-nasdaq-record-highs-ai-concentration
- The Q3 Earnings Calendar That Actually Matters: https://globalmarketsreview.org/earnings/q3-2026-earnings-calendar-what-to-watch
- Semiconductor Price Targets Keep Rising. Ratings Mostly Don't.: https://globalmarketsreview.org/analyst-ratings/semiconductor-price-target-upgrades-august-2026
- The Fed Has Stopped Being the Main Story. That Is the Risk.: https://globalmarketsreview.org/economy/federal-reserve-rate-path-equity-valuations
- The FTSE 100 Is Cheap for a Reason — and It Still Might Be Too Cheap: https://globalmarketsreview.org/markets/ftse-100-dax-european-stocks-outlook
- The IPO Window Is Open Again, but Only for a Certain Kind of Company: https://globalmarketsreview.org/news/ipo-market-reopens-listings-pipeline
- The Oil Market Has Flipped From Surplus to a 1.5m Barrel-a-Day Deficit: https://globalmarketsreview.org/commodities/oil-market-deficit-2026-iran-hormuz
- China's $8.6bn CXMT IPO Is a Test of the Semiconductor Trade: https://globalmarketsreview.org/ipos/cxmt-ipo-china-semiconductor-stocks-2026
- Alphabet and Intel Earnings Put the AI Rally on Trial: https://globalmarketsreview.org/earnings/alphabet-intel-ai-stocks-earnings-week-july-17-2026
- TSMC’s Record Profit Shows the AI Chip Cycle Is Still a Capacity Story: https://globalmarketsreview.org/stocks/tsmc-record-profit-ai-demand-july-2026
- JPMorgan’s Record $21.2bn Quarter Says the Deal Cycle Is Back Before Rates Come Down: https://globalmarketsreview.org/earnings/jpmorgan-record-profit-dealmaking-july-2026
- Stocks Near Records Face CPI, Bank Earnings and Iran Risk: https://globalmarketsreview.org/markets/stocks-cpi-bank-earnings-iran-week-ahead-july-10-2026
- Tesla Delivers a Record 480,126 Vehicles but the Stock Still Falls: https://globalmarketsreview.org/stocks/tesla-q2-2026-deliveries-record-europe-sales
- US Manufacturing Slows but Stays in Expansion for a Sixth Month: https://globalmarketsreview.org/economy/us-manufacturing-ism-june-2026-prices
- Wall Street’s Best Quarter Since 2020 Leaves the Second Half Dependent on AI Earnings and the Fed: https://globalmarketsreview.org/markets/us-stocks-second-half-ai-fed-june-2026
- Nike's China Slump Shows Why Its Turnaround Is Taking Longer Than Investors Hoped: https://globalmarketsreview.org/earnings/nike-q4-2026-china-sales-turnaround
- Micron's $41.5bn Quarter Shows Memory Has Become an AI Bottleneck: https://globalmarketsreview.org/earnings/micron-q3-2026-ai-memory-demand-hbm
- Nasdaq Sinks 4.2% as Jobs Shock Revives Fed Hike Fears: https://globalmarketsreview.org/markets/nasdaq-selloff-jobs-report-fed-rate-hike-june-5-2026

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