Davide Marcotti @Dafne17: "🔔🔔🔔 Market Bell, see you..."

United Arab Emirates

🔔🔔🔔 Market Bell, see you tomorrow! 🔔🔔🔔 The Market Bell complements the morning market movers and focus specifically on our portfolio. Big green day across risk assets. 𝗪𝗵𝗮𝘁 𝗺𝗼𝘃𝗲𝗱 𝘁𝗼𝗱𝗮𝘆: 🟢 $SPX500 +0.38% Softer than expected producer price inflation joined yesterday's benign CPI, trimming any remaining Fed rate hike risk into the July meeting. Equities took the easing off the table as permission to push higher. 🟢 $NSDQ100 +0.62% Tech led again, with mega cap names back in charge. Amazon, Microsoft, and Alphabet climbed around 3%, while Apple surged 4%. The rotation out of semis and into the big five continued. 🟢 $DJ30 +0.29% Industrials and diversified blue chips nudged higher, keeping pace with the broader rally and notching another solid close. 🟢 $OIL +1.26% WTI rose after the US launched further strikes against Iranian military capabilities targeting commercial shipping in the Strait of Hormuz. Geopolitical premium back in play. 🟢 $PYPL (PayPal Holdings) +17.20% Stripe and private equity firm Advent International made a joint offer to acquire PayPal for over $53 billion at $60.50 per share, a 28% premium over the previous close. One of the biggest single day moves on record. 🟢 META +3.07% Our biggest position had a strong day. Investor confidence is building around AI driven recommendation engines that are boosting engagement, particularly in short form video segments. This is the long term trajectory we're positioning for. 🟢 GOOG +3.60% Warren Buffett confirmed he personally drove Berkshire's decision to build a position in Alphabet, while admitting he should have made the move years earlier. That kind of validation doesn't hurt. The company's $84.75 billion AI infrastructure equity raise was upsized due to strong demand. 🟢 AMZN +3.02% Amazon pushed higher alongside the mega cap rotation, benefiting from the same cooling inflation data and continued enthusiasm around AI spend and cloud dominance. 🟢 AAPL +4.01% Apple hit a record high after a report that it gained approval to launch its generative AI features in China. That's meaningful for the long term growth story. 🔴 AMD -3.46% AMD fell around 6% as a broad semiconductor sector selloff weighed on the stock, though multiple Wall Street firms raised price targets and reaffirmed bullish long term views. KeyBanc raised its price target to $725, Bank of America to $620, and BNP Paribas to $600, all citing AI accelerator demand, with focus now on AMD's Advancing AI 2026 conference July 22-23. Sector rotation, not a fundamental break. 📌 𝗪𝗵𝗮𝘁 𝗶𝘁 𝗺𝗲𝗮𝗻𝘀 𝗳𝗼𝗿 𝗼𝘂𝗿 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 🟢 HYPE +2.01% The crypto environment stayed constructive, with Hyperliquid continuing its solid run. A small allocation but nice positive contribution as decentralized infrastructure keeps building momentum. 🟢 BABA +4.79% Alibaba rose 5% in premarket after news that its Qwen AI model will be integrated into Apple Intelligence in China. That's a real validation of the AI work happening outside the US hyperscalers. A tiny position but the % move was sharp. 🟢 CSIQ +4.28% Canadian Solar had a strong day, riding the broader green energy momentum and sector rotation back into hard asset plays. Small allocation but good to see it moving. One day doesn't make the decade. We stay focused. "Risk comes from not knowing what you're doing." - Warren Buffett

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