Reuters Morning Bid

Anthropic’s new plug‑ins sent software stocks rallying - just weeks after the same AI fears wiped billions off the sector. Nvidia reports earnings today and a 5% swing could mean $230 billion in market value. Plus, U.S. President Donald Trump used the State of the Union to call out Big Tech’s power use, hinting that hyperscalers may have to build their own energy supply.

Today’s recommended read: Maybe the global economy isn't all about AI, Mike Dolan

Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest

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Trump’s uneven tariff guidance provides little clarity before his State of the Union speech, and a sharp tech-led decline hits Wall Street as investors digest a viral worst‑case AI report. Meanwhile, Novo Nordisk drops 16% after its latest obesity drug disappoints in trials.

Today’s recommended read: **Next Fed move a hike? Bostic's parting shot raises alarm, Mike Dolan**

Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest

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A dramatic weekend of tariff reversals leaves markets searching for direction, with questions mounting over U.S. fiscal planning. Meanwhile, oil prices retreat before the next round of U.S.-Iran discussions.

Today’s recommended read: **US LNG export surge and soft China demand meet record European imports, Clyde Russell**

Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest

Produced by Eliza Davis Beard, Ethan Plotkin and Abisoye Adelusi

Sound engineering and music by Sebastian and Josh Sommer

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The world’s most valuable company reports earnings this week, and investors are nervous. With AI spending ballooning and just four customers driving most of Nvidia’s revenue, the market wants answers.

Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest

Produced by Eliza Davis Beard, Ethan Plotkin, and Abisoye Adelusi

Sound engineering and music by Sebastian and Josh Sommer

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A Supreme Court ruling overturns some of Trump's sweeping U.S. tariffs, prompting potential importer refunds. Plus, U.S. inflation remains stubborn and fourth‑quarter GDP lands sharply below expectations, reflecting slowing economic momentum at the end of 2025. 

Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest

Produced by Eliza Davis Beard, Ethan Plotkin, and Abisoye Adelusi

Sound engineering and music by Sebastian and Josh Sommer

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