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  • Mega-cap rally, chip jitters - Options Brief - 4 August 2026

    Options

    Mega-cap rally, chip jitters - Options Brief - 4 August 2026

    Koen Hoorelbeke

    Investment and Options Strategist

    Mega-caps carried the S&P 500 to the edge of a record Monday as Iran stood down and oil slid. Option...
  • Palantir beats and entertains. What can SpaceX deliver?

    Podcast

    Palantir beats and entertains. What can SpaceX deliver?

    Saxo Market Call

    Palantir CEO is a one of a kind.
  • Palantir earnings: AI leaves the laboratory and enters the workflow

    Equities

    Palantir earnings: AI leaves the laboratory and enters the workflow

    Ruben Dalfovo

    Investment Strategist

  • The FX Trader: Coordinated JPY intervention changes the playing field.

    Forex

    The FX Trader: Coordinated JPY intervention changes the playing field.

    John J. Hardy

    Global Head of Macro Strategy

    And it won’t just be about USDJPY.
  • Market Quick Take - Wall Street nears a record as Asia's chip jitters linger - 4 August 2026

    Macro

    Market Quick Take - Wall Street nears a record as Asia's chip jitters linger - 4 August 2026

    Saxo Bank

    Saxo Bank

  • Iran stands down, tech splits - Options Brief - 3 August 2026

    Options

    Iran stands down, tech splits - Options Brief - 3 August 2026

    Koen Hoorelbeke

    Investment and Options Strategist

    Amazon and Apple split Friday's earnings tape by more than 20 percentage points as Iran stood down f...
  • Coordinated JPY intervention and a cleaner AI hardware slate.

    Podcast

    Coordinated JPY intervention and a cleaner AI hardware slate.

    Saxo Market Call

    What happens now that leverage is much lower?
  • Palantir, SpaceX and AMD earnings: artificial intelligence gets three different reality checks

    Equities

    Palantir, SpaceX and AMD earnings: artificial intelligence gets three different reality checks

    Ruben Dalfovo

    Investment Strategist

  • Disney: high rank, cheap event

    Options

    Disney: high rank, cheap event

    Koen Hoorelbeke

    Investment and Options Strategist

    Disney’s options screen as expensive, with a volatility rank in the seventies going into the 5 Augus...
  • Selling the expected move: a Novo Nordisk earnings case study

    Options

    Selling the expected move: a Novo Nordisk earnings case study

    Koen Hoorelbeke

    Investment and Options Strategist

    Good news looks priced in, yet Novo’s Q2 has a habit of gapping the stock lower. With the options ma...

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