The FOMC meeting conclusion and renewed US-China tech tensions.
The Federal Reserve’s two-day meeting concludes today with a statement and updated projections at 2 PM ET (8 PM CET), followed by Chair Kevin Warsh’s press conference at 2:30 PM ET — his first since succeeding Jerome Powell in May. Markets... عرض المزيد ترجم
TECH RALLIES AS AI SPENDING FLOODS THE MARKET
The $NSDQ100 just posted its best session in weeks, up 3.07% — powered by one name. $MU (Micron Technology, Inc.) surged +10.84% in a single session, pushing AI infrastructure stocks broadly higher. .$NVDA gained 3.54%, $ASML (ASML Holding NV) added 1.56%,... عرض المزيد ترجم
THE BIG STORY : « I DON’T EVER GIVE UP ! »
SpaceX became the most valuable company in history today, surpassing trillion after a 20% single-day gain and 40% since IPO. Simultaneously, the US-Iran ceasefire has reopened the Hormuz Strait, pushing oil lower and the Dow to record highs. Markets are pricing... عرض المزيد ترجم
THE RISK-ON RESET/BOLD
The ceasefire rewrite I woke up to this morning just became concrete. Iran and the US signed an agreement to reopen the Strait of Hormuz — the world's most critical oil chokepoint — and extend the naval blockade pause. Global stocks surged to record highs on the news.
A year... عرض المزيد ترجم
TWO SHOCKS, ONE MARKET
Markets are dancing on two moons: a US-Iran peace deal and the largest IPO in history.
Leaders are expected to sign a ceasefire Friday, reopening the Strait of Hormuz — the world's most critical oil chokepoint. Crude initially fell. But analysts warn the Hormuz logjam won't... عرض المزيد ترجم
Yesterday was a reminder: not every red day is a reason to panic. 📉
The Nasdaq dropped nearly 2%, the VIX spiked to its highest level in weeks and yet, portfolios built on fundamentals and diversification don't just survive these days, they hold their ground.
My risk score is 4 (conservative),... عرض المزيد ترجم
I'm down -30% on CEG. Here's why I'm not selling. 🧵
The thesis: AI data centers will consume more electricity by 2030 than entire countries do today.
Solar and wind can't deliver the 24/7 baseload power these facilities need.
Nuclear can.
My nuclear exposure:
→ $CEG (Constellation... عرض المزيد ترجم
𝙚𝙏𝙤𝙧𝙤 𝙋𝙤𝙨𝙩 📰
𝙄𝙣𝙫𝙚𝙨𝙩𝙤𝙧𝙨
Today is a mixed market tape. Big winners in chips and AI infrastructure after fresh earnings and model news, while geopolitics and energy fears keep overall risk elevated. Big moves: TSMC hits a record after easing of Taiwan single-stock caps and +58% Q1 profit,... عرض المزيد ترجم
𝘿𝙖𝙞𝙡𝙮 𝙚𝙏𝙤𝙧𝙤 𝙋𝙤𝙨𝙩 📰
𝙄𝙣𝙫𝙚𝙨𝙩𝙤𝙧𝙨,
Geopolitical shocks are driving markets today. Iran-related news and a reported closure of the Strait of Hormuz pushed oil and gold higher, hammered Asian equities (South Korea Kospi worst day in 19 months) and sent defense names sharply up (Hanwha... عرض المزيد ترجم
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Sat Jul 11 2026 09:36:22 GMT+0000 (Coordinated Universal Time)