Marco Zarantonello @ZaraBullish: "𝐂𝐨𝐟𝐟𝐞𝐞 & 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 ▪️ 𝗠𝗔𝗥𝗞𝗘𝗧𝗦 Wall Street..."

Italy

𝐂𝐨𝐟𝐟𝐞𝐞 & 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 ▪️ 𝗠𝗔𝗥𝗞𝗘𝗧𝗦 Wall Street rallied strongly after President Trump called off planned military strikes against Iran, easing immediate geopolitical and inflation concerns. The Dow Jones gained 693 points to a record 53,178, the S&P 500 rose 1.5% to 7,600, and the Nasdaq advanced 2.1%. ▪️ 𝗨𝗦–𝗜𝗥𝗔𝗡 Markets welcomed the de-escalation after Trump suspended planned military action against Iran. The decision reduced fears of a broader regional conflict and immediately lowered the geopolitical risk premium in energy markets. ▪️ 𝗢𝗜𝗟 Brent crude fell 5% to around $83.77/barrel as concerns over supply disruptions eased following the pause in military action. ▪️ 𝗡𝗩𝗜𝗗𝗜𝗔 Nvidia gained nearly 3%, pushing its market capitalization above $5 trillion and reclaiming its position as the world’s most valuable publicly traded company. ▪️ 𝗣𝗔𝗟𝗔𝗡𝗧𝗜𝗥 Palantir surged more than 10% in after-hours trading after reporting strong second-quarter results, with commercial revenue more than doubling year over year and continued momentum in AI software demand. ▪️ 𝗔𝗠𝗔𝗭𝗢𝗡 & 𝗠𝗜𝗖𝗥𝗢𝗦𝗢𝗙𝗧 Amazon climbed 4.6%, pushing its market value above $3 trillion for the first time after strong AWS results. Microsoft recorded the largest one-day market-cap increase in history, adding nearly $450 billion following its blockbuster earnings. ▪️ 𝗔𝗦𝗧𝗥𝗔𝗭𝗘𝗡𝗘𝗖𝗔 AstraZeneca fell nearly 7% after reports emerged of preliminary merger discussions with Bristol Myers Squibb, creating uncertainty over the potential transaction. ▪️ 𝗙𝗫 The U.S. Treasury and the Bank of Japan carried out a coordinated intervention to support the yen, marking the first joint currency intervention since 2011. ▪️ 𝗜𝗡𝗙𝗟𝗔𝗧𝗜𝗢𝗡 Core PCE inflation increased just 0.13% month over month, slowing the annual rate to 3.29% as lower energy prices helped ease inflationary pressures. ▪️ 𝗠𝗔𝗥𝗞𝗘𝗧 𝗟𝗘𝗩𝗘𝗟𝗦 * S&P 500: ~7,600 (+1.5%) * Dow Jones: 53,178 (+693 pts) * Bitcoin: ~$61.2K * Gold: Below $4,000/oz * Brent crude: ~$83.77/barrel —————— 𝑴𝒚 𝑺𝒕𝒓𝒂𝒕𝒆𝒈𝒚 • 𝘊𝘶𝘴𝘵𝘰𝘮𝘪𝘻𝘦𝘥 𝘋𝘰𝘶𝘣𝘭𝘦-𝘋𝘰𝘸𝘯 𝘚𝘵𝘳𝘢𝘵𝘦𝘨𝘺: 𝘢𝘪𝘮𝘴 𝘵𝘰 𝘪𝘮𝘱𝘳𝘰𝘷𝘦 𝘺𝘦𝘢𝘳-𝘰𝘷𝘦𝘳-𝘺𝘦𝘢𝘳 𝘳𝘦𝘵𝘶𝘳𝘯𝘴 𝘶𝘴𝘪𝘯𝘨 𝘢 𝘲𝘶𝘢𝘯𝘵𝘪𝘵𝘢𝘵𝘪𝘷𝘦 𝘢𝘱𝘱𝘳𝘰𝘢𝘤𝘩 • 𝘚𝘵𝘰𝘤𝘬-𝘱𝘪𝘤𝘬𝘪𝘯𝘨 𝘢𝘭𝘨𝘰𝘳𝘪𝘵𝘩𝘮 𝘥𝘳𝘪𝘷𝘦𝘯 𝘣𝘺 𝘯𝘢𝘳𝘳𝘢𝘵𝘪𝘷𝘦 𝘢𝘯𝘢𝘭𝘺𝘴𝘪𝘴 𝘢𝘯𝘥 𝘦𝘴𝘵𝘢𝘣𝘭𝘪𝘴𝘩𝘮𝘦𝘯𝘵 𝘪𝘯𝘷𝘦𝘴𝘵𝘪𝘨𝘢𝘵𝘪𝘰𝘯𝘴 𝘊𝘰𝘱𝘺 𝘮𝘺 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘺 𝘵𝘰 𝘵𝘳𝘢𝘥𝘦 𝘸𝘪𝘵𝘩 𝘢 𝘵𝘦𝘴𝘵𝘦𝘥, 𝘴𝘰𝘭𝘪𝘥 𝘴𝘺𝘴𝘵𝘦𝘮, 𝘥𝘦𝘴𝘪𝘨𝘯𝘦𝘥 𝘧𝘰𝘳 𝘨𝘳𝘰𝘸𝘵𝘩, 𝘧𝘭𝘦𝘹𝘪𝘣𝘪𝘭𝘪𝘵𝘺 𝘢𝘯𝘥 𝘤𝘢𝘱𝘪𝘵𝘢𝘭 𝘱𝘳𝘰𝘵𝘦𝘤𝘵𝘪𝘰𝘯 𝘔𝘪𝘯𝘪𝘮𝘶𝘮 𝘤𝘢𝘱𝘪𝘵𝘢𝘭: $200 (𝘧𝘰𝘳 𝘯𝘰𝘸) 𝘋𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳: 𝘛𝘩𝘪𝘴 𝘪𝘴 𝘯𝘰𝘵 𝘢 𝘨𝘶𝘢𝘳𝘢𝘯𝘵𝘦𝘦 𝘰𝘧 𝘳𝘦𝘵𝘶𝘳𝘯𝘴. 𝘔𝘢𝘳𝘬𝘦𝘵𝘴 𝘢𝘳𝘦 𝘶𝘯𝘤𝘦𝘳𝘵𝘢𝘪𝘯, 𝘢𝘯𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘢𝘭𝘸𝘢𝘺𝘴 𝘪𝘯𝘷𝘰𝘭𝘷𝘦𝘴 𝘳𝘪𝘴𝘬. $SPX500 $NSDQ100 $OIL $BTC

Not investment advice. The author may have financial interests in the mentioned instruments.