Marco Zarantonello @ZaraBullish: "𝐂𝐨𝐟𝐟𝐞𝐞 & 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 ▪️ 𝗠𝗔𝗥𝗞𝗘𝗧𝗦 The Dow..."

Italy

𝐂𝐨𝐟𝐟𝐞𝐞 & 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 ▪️ 𝗠𝗔𝗥𝗞𝗘𝗧𝗦 The Dow Jones reached a new record high of 54,349, while the S&P 500 slipped 0.17% and the Nasdaq weakened as investors rotated out of several large-cap technology names. ▪️ 𝗡𝗩𝗜𝗗𝗜𝗔 & 𝗦𝗣𝗔𝗖𝗘𝗫 Nvidia gained 3.4% after Elon Musk confirmed SpaceX will exclusively deploy Nvidia chips across its AI infrastructure, reinforcing Nvidia’s leadership in the AI hardware market. ▪️ 𝗦𝗣𝗔𝗖𝗘𝗫 SpaceX fell 13.6% after reporting that Q2 capital expenditures surged sixfold to $18.4 billion, highlighting the enormous investment required to expand its AI and space infrastructure. ▪️ 𝗔𝗟𝗣𝗛𝗔𝗕𝗘𝗧 Alphabet declined 4% following a major reorganization of its AI divisions and the departure of longtime Chief Scientist Jeff Dean, raising questions about the company’s AI leadership transition. ▪️ 𝗔𝗠𝗗 Advanced Micro Devices (AMD) dropped 7% after second-quarter adjusted earnings only narrowly exceeded Wall Street expectations, disappointing investors following the stock’s strong run. ▪️ 𝗘𝗔𝗥𝗡𝗜𝗡𝗚𝗦 S&P 500 second-quarter earnings are now tracking approximately 31.1% year-over-year growth, with the technology sector leading the way at roughly 72% profit growth. ▪️ 𝗕𝗢𝗡𝗗𝗦 & 𝗢𝗜𝗟 The 10-year U.S. Treasury yield eased to 4.61%, while Brent crude traded near $79.20/barrel as diplomatic discussions over the Strait of Hormuz helped keep energy prices contained. ▪️ 𝗜𝗡𝗗𝗜𝗔 The Reserve Bank of India left its benchmark interest rate unchanged at 5.25% for a fourth consecutive meeting and raised its GDP growth forecast to 6.7%, reflecting continued confidence in the domestic economy. ▪️ 𝗖𝗥𝗬𝗣𝗧𝗢 Bitcoin remained stable around $64K, as steady institutional inflows continued to offset the headwind from elevated global interest rate expectations. ▪️ 𝗠𝗔𝗥𝗞𝗘𝗧 𝗟𝗘𝗩𝗘𝗟𝗦 * Dow Jones: +0.49% (54,349 record high) * S&P 500: -0.17% * Bitcoin: ~$64K * Brent crude: ~$79.20/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.