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US stocks

US Markets Overnight: Payroll Panic Crashes Nasdaq 4%, Prepare for Rate Hike

US Markets Overnight saw the semiconductor reckoning we knew might come Friday's session on 5 June was, to put it gently, a bloodbath for anyone long technology. The semiconductor selloff that began with Broadcom's guidance disappointment earlier this week escalated into a full-blown rout, erasing more than a trillion dollars in market value from chip…

ByMarc KennisJune 6, 2026

US Markets Overnight: Broadcom breaks the party, but the Dow doesn’t care

US Markets Overnight: What a weird session Thursday's session in the US on 4 June was one of those magnificent split-screen days where the top half of the market threw a tantrum and the bottom half threw a block party. Broadcom cratered nearly 13% after its AI chip guidance failed to impress the crowd, dragging…

ByMarc KennisJune 5, 2026

US Markets Overnight: Tehran’s missiles, Meta’s mojo and a market that ran out of excuses

US Markets Overnight were dominated by the drums of war once again The punters who went to bed on Tuesday night US time thinking record highs meant smooth sailing woke to a rude Wednesday morning. The US session on 3 June was dominated by a toxic cocktail of Iranian missile strikes, a resurgent greenback and…

ByMarc KennisJune 4, 2026

US Markets Overnight: Marvell jumps 33% while the SOX index goes ballistic

US Markets Overnight were all about the AI data centre trade Tuesday’s session on June 2 US time was one of those days where the index closes looked serene and the stock-level action looked like someone had shaken a snow globe full of semiconductors. The Dow hit a fresh record, the S&P 500 quietly crept…

ByMarc KennisJune 3, 2026

US Markets Overnight: Dell yeah: AI servers steal the show as the Dow cracks 51K

US Markets Overnight saw old school Dell steal the show! The Friday session on May 29 US time delivered one of those days where a single earnings report rewired the entire market's mood. Dell Technologies posted a quarter so absurdly strong, up 33% in a single session, that it turned what could have been a…

ByMarc KennisMay 30, 2026

US Markets Overnight: Snowflake breaks the SaaSpocalypse

The vibe check: The Middle East truce is extended! In US markets overnight there was a moment on Thursday, May 28 US time, when it felt like the whole narrative around software stocks quietly exhaled. Snowflake, the cloud data platform that has spent the better part of 2026 being used as a punching bag in…

ByMarc KennisMay 29, 2026

US Markets Overnight: Hormuz hopes, chip hiccups and a Dow that just won’t quit

US Markets Overnight floated on oil hope. Wednesday's US session was less a single story than three competing ones, each shouting over the next. Oil punters were partying like the Iran war was already over. Chip traders were locking in profits after Tuesday's memory-fuelled rampage. And the Dow Jones, blissfully unbothered by either drama, ground its…

ByMarc KennisMay 28, 2026

US Markets Overnight: Snooze Fest

US Markets Overnight brought little excitement The session of Thursday, 21 May 2026 was the morning after the night before, and the hangover was real. Wednesday's relief rally, the one that snapped a three-day losing streak on the back of Nvidia's blockbuster result, ran straight into a wall of rising bond yields and a whipsawing…

ByMarc KennisMay 22, 2026

US Markets Overnight: Jensen delivers the goods, and the market shrugs anyway

US Markets Overnight provide some relief for the high Beta crowd Here is the thing about being the most important company on the planet: you can post numbers that would make any other CEO weep with joy and still get nothing but a red tick in afterhours for your trouble. That was Nvidia's lot on…

ByMarc KennisMay 21, 2026

US Markets Overnight: Cisco walks into the AI bar like it owns the place

US Markets Overnight reminded us of the dot com party in 1999 If you'd told the average punter back in January that the stock to lead an AI-driven, record-breaking session on the S&P 500 and Nasdaq would be the one Aussie investors mostly remember from the dot com era, you'd have copped a polite chuckle…

ByMarc KennisMay 15, 2026