Reuters Morning Bid

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Week Ahead: Shockwaves from Iran Mar 01, 2026

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Global oil and gas supplies are at risk from a widening conflict after Iran vows to avenge the killing of their supreme leader in U.S. and Israeli airstrikes. Energy prices are expected to jump when markets re-open and a prolonged crisis could send shockwaves through the global economy. Subscribe to Mike Dolan's Morning Bid ⁠newsletter,⁠ and check out his columns on ⁠Reuters Open Interest⁠

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Sound engineering and music by Sebastian and Josh Sommer

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Week In Review: AI angst Feb 28, 2026

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An imagined dystopia of mass unemployment fuelled by artificial intelligence unnerves investors. Nvidia’s record‑breaking numbers fails to lift the mood. Plus, how global chip demand is reshaping markets from Seoul to Silicon Valley.

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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Paramount’s Hollywood ending Feb 27, 2026

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Paramount‑Skydance secures Warner Bros. as Netflix bows out. Plus, Jack Dorsey's Block cuts nearly half its staff, calling it an AI reset. And, Anthropic won’t drop its AI safeguards, putting a $200M Pentagon deal on the line.

Today’s recommended read: Europe policymakers set for make or break decisions on industrial heat, Gavin Maguire

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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Nvidia's 'meh' moment Feb 26, 2026

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Nvidia crushes expectations again but investors want more. Concerns about the AI economy overheating and Nvidia’s reliance on a small number of customers overhang the chipmaker. Plus, Iran talks in Geneva and Japanese politics and the yen.

Today’s recommended read: To win Europe's embrace, China needs to uncap the yuan, Mike Dolan

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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AI relief rally Feb 25, 2026

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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

Produced by Eliza Davis Beard, Ethan Plotkin and Abisoye Adelusi

Sound engineering and music by Sebastian and Josh Sommer

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Fate of the union Feb 24, 2026

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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

Produced by Eliza Davis Beard, Ethan Plotkin and Abisoye Adelusi

Sound engineering and music by Sebastian and Josh Sommer

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Our Standards: **The Thomson Reuters Trust Principles.**

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Levy let die Feb 23, 2026

Show notes

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

Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices.

You may also visit megaphone.fm/adchoices to opt out of targeted advertising.

Our Standards: **The Thomson Reuters Trust Principles.**

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Week Ahead: Chip check Feb 22, 2026

Show notes

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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Week in Review: Tariff takedown Feb 21, 2026

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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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Shutdown shadow Feb 20, 2026

Show notes

A 43‑day shutdown delayed U.S. GDP numbers, but the economy is still expected to be growing briskly. We look at why higher‑income Americans may finally be pulling back on spending, what the Fed will be watching in today’s PCE data. Plus how fresh strains in private credit and rising debt worries are adding a new layer of uncertainty.

Today’s recommended read: Morning Bid: Oil spoils tech tonic, Mike Dolan

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

Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices.

You may also visit megaphone.fm/adchoices to opt out of targeted advertising.

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