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⚽️ TODAY’S WORLD CUP GAMES


🇵🇹 Portugal vs Spain 🇪🇸

🕒 15:00 — Dallas time (UTC−5)
📍 Dallas, USA

🇺🇸 USA vs Belgium 🇧🇪

🕗 20:00 — Seattle time (UTC−7)
📍 Seattle, USA

@PoliticFinance ⚽️

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The AI investment narrative keeps getting stronger

According to Nomura, global capital expenditures on memory for AI data centers could reach $1.4 trillion by 2030.

That's one reason why speculative capital has been flowing into AI instead of crypto. The sector isn't just fueled by hype—it also has enormous infrastructure spending backing its long-term growth story.

It's getting harder and harder not to be bullish on AI.


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⚠️⚠️⚠️⚠️

🇺🇸 President Trump says the stock market is "gonna go through the roof."


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Microsoft announces 4,800 job cuts as it revamps Xbox


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🇷🇺 The Moscow Stock Exchange index has fallen below 2200 points.

Sell-offs continue as investors reduce their investments in the Russian stock market.


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🇨🇺 Cuba's national electrical grid has collapsed.


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🇺🇸 77% chance the Federal Reserve does not cut interest rates this year.


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Jim Cramer says "buy" Nvidia $NVDA stock.


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ANTHROPIC DISCOVERS CLAUDE HAS HIDDEN THOUGHTS IT NEVER WRITES DOWN

Anthropic researchers found a silent workspace inside Claude, called J-space, where the model thinks privately without writing anything down.


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Big Tech Closes In on Historic $1.1T AI Allocation, Shifting Global Economic Priorities

The scale of the artificial intelligence arms race is reshaping macroeconomic metrics.

Analysts predict that five prominent technology leaders will pour over $800 billion into AI systems in 2026, with that figure surging to a record-breaking $1.1 trillion the following year, illustrating an unprecedented concentration of corporate wealth.


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Japan's 10-Year Yield hits highest level in 30 years.


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NVIDIA $NVDA is projected to generate $365 billion in profit by 2027.


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US officials say Iran has attacked two commercial vessels in the Strait of Hormuz.


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Toyota to invest $3.6 billion in Texas, move production from Mexico


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Two explosions reported near Syria's Tourism Ministry in Damascus.


@PoliticFinance 🥻

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The forward PEG ratio for U.S. stocks has fallen to 0.80, a level that typically suggests the market may be undervalued relative to expected earnings growth

There are two possible scenarios:

Bull case: AI-driven earnings forecasts prove accurate, making today's valuations an attractive entry point before another leg higher in the S&P 500.

Bear case: Expectations are too optimistic, similar to the dot-com era, and weaker growth forces earnings estimates lower.

For now, corporate revenues continue to grow, and the U.S. economy has yet to show signs of a major slowdown. If equities continue higher, it could also become a positive catalyst for crypto.

Crypto doesn't always need stocks to fall—but historically, it has had a much easier time rallying when the stock market is strong. Until then, patience remains key.


💪 @FinancialWorldUpdates

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Cuba slowly gets power back after third nationwide blackout in six months.


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TODAY’S WORLD CUP GAMES

The Round of 16 continues today with two more knockout battles on the FIFA calendar.

🇦🇷 Argentina x Egypt 🇪🇬

🕛 12:00 — Atlanta time (UTC−4)
📍 Atlanta, USA

🇨🇭 Switzerland x Colombia 🇨🇴

🕐 13:00 — Vancouver time (UTC−7)
📍 Vancouver, Canada

@PoliticFinance ⚽️

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Trump arrives in Ankara for the NATO Summit.


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Marine Le Pen is approved to participate in the 2027 French presidential election.


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