The $1 Trillion Burn
More than $1 trillion of technology value burned off in a single session. Three of four AI giants now burn cash, Intel...
Category
Category: Briefings After Hours
Weekly Market Recap (October 5–9, 2026): Wall Street Broadened Its Rally. AI Stocks Faced a Reality Check.
Wall Street's rally broadened during October 5-9, 2026, while AI stocks faced renewed scrutiny, Ieva Bružaitė, Founder of Orion Capital, examines market...
Weekly Market Recap (September 28 – October 2, 2026): A 24-Year High in Yields, Undone by 29,000 Jobs
A volatile week ended with a sharp shift in market expectations as September payrolls rose by just 29,000. Ieva Bružaitė of Orion...
Weekly Market Recap (August 24-28, 2026): Nvidia Delivered the Verdict – the Market Gave a Complicated Answer
Weekly Market Recap for August 24-28, 2026: Nvidia's Q2 FY2027 results, Marvell earnings, Jackson Hole policy signals and the key shaping AI...
Weekly Market Recap (August 10–14, 2026): Record Highs, Cooling Inflation – and Bad News for the Consumer
Weekly Market Recap August 10-14, 2026: U.S. stocks reached record highs as inflation cooled, while weakening retail and consumer sentiment raised new...
Briefing After Hours | Weekly Market Recap August 3-7, 2026: Palantir, AMD and the Market’s New AI Test
By Ieva Bružaitė | Founder, Orion Capital | August 2026 Executive Summary Weekly Market Recap August 3-7, 2026 delivered one of the...
Briefing After Hours | Weekly Market Recap (July 27–31, 2026): The Fed, Big Tech Earnings and the Semiconductor Reset
By Ieva Bružaitė | Founder, Orion Capital | August 2026 Executive Summary Some weeks test portfolios. This one tested convictions. In five...
AI Stocks, Fed and PCE: Market Briefing (May 4-8, 2026)
Fed, PCE and Big Tech: Market Briefing (May 4–8, 2026) Introduction The first full week of May delivered a highly emotional environment...
Fed, PCE and Big Tech: Market Briefing (April 27–30, 2026)
Introduction The final days of April delivered one of the most important macro-financial sequences of the quarter. Between April 27 and April...
After Hours Briefing – Week Review ( April 20-24, 2026)
The fourth week of April evolved into a decisive breakout phase, driven by a powerful surge in semiconductor equities and reinforced conviction...