The $4 trillion corporate profit boom
https://finance.yahoo.com/markets/article/corporate-profits-were-already-at-historic-highs-they-shot-even-higher-in-q1-180022338.html

SpaceX Got $90 Billion in Orders for a $25 Billion Bond Sale Less Than 2 Weeks After Its IPO. Is That a Good Sign or a Warning?
https://finance.yahoo.com/markets/stocks/articles/spacex-got-90-billion-orders-205000195.html

📈 A year ago these prices would have sounded absurd.
DBS +52%. SGX +72%. ST Engg +36%. Sheng Siong +69%. AEM +772%.

Singapore stocks just had a year nobody saw coming. The gains followed real profits, not hype.

The catch: these valuations now demand flawless execution.

https://drwealth.com/dbs-at-66-sgx-at-24-five-singapore-stocks-at-prices-youd-have-laughed-at-a-year-ago/

Gold has given up all of its gains in 2026. Why did it soar one year and crash the next? And what's ahead? We explain it here: https://finbiteinsights.substack.com/p/gold-erased-all-gains-in-2026

⛏️ During the 1849 Gold Rush, the real fortunes went to merchants selling picks and shovels, not the miners.

Same story today. While everyone fights to buy Nvidia at record highs, Malaysia is quietly supplying the picks and shovels for the entire AI buildout and Bursa's tech index just had a violent rally because of it.

Fundamentals are real. US$600B+ in AI data centre spend through 2028, much of it through Penang and Kulim.

Read more: https://drwealth.com/5-malaysia-ai-pick-and-shovel-stocks-and-yes-they-actually-rallied/

📊 China's two biggest appliance makers, Haier and Midea, are both yielding 5%+ again. Both grew earnings in 2025. One bets on premium smart homes, the other on industrial tech and AI. Share prices have also pulled back this year, pushing yields up further. Which is the safer income play? [Premium] https://growthdragons.substack.com/p/haier-and-midea-are-yielding-more

You might have thought the AI stocks have ran too much. And then you have Micron reporting record earnings that beat estimates in all measures and by a big margin. Stock rose 16% in a day. On the flip side, Micron's gain is Apple's pain. Memory prices gone up so much that Apple has to raise prices by 25%. Stock fell 6% yesterday. Read more: https://finbiteinsights.substack.com/p/micron-up-16-apple-down-6

The Malaysian ringgit is expected to weaken further against the Singapore dollar in 2026, analysts said.

It was trading at RM3.17 to S$1 on June 26, close to its 6-month low of 3.21 on June 22. https://str.sg/cjs9

🚌 Take note if you’re heading out this weekend. 6 bus services with routes in the city will be diverted on June 27 and July 4 due to road closures for NDP rehearsals. The affected bus stops: https://str.sg/hAYg

OpenAI defers public roll-out of GPT‑5.6 as US seeks early access to frontier AI models
https://www.straitstimes.com/business/openai-defers-public-roll-out-of-gpt-5-6-as-us-seeks-early-access-to-frontier-ai-models

Regional trade bloc CPTPP welcomes reopening of Strait of Hormuz, steps up expansion efforts
https://www.straitstimes.com/business/cptpp-welcomes-reopening-of-strait-of-hormuz-advances-expansion-agenda

In this Weekly Wrap-Up (0:05-0:12), Chief Market Strategist Gareth #Soloway provides a technical analysis of the current market landscape, noting signs of potential exhaustion in the tech sector.

Key Market Insights:
Tech & AI Sector: The semiconductor and AI-related stocks faced a significant downturn (0:34-1:44). Gareth highlights Micron's earnings-driven pullback as a sign of "peak euphoria" and "peak margins" (1:06-1:28), emphasizing that the broader market is anticipating weaker performance in the coming 6-12 months.
Technical Analysis:
S&P 500: Gareth identifies a critical "failed breakout" of a long-term parallel trend line (2:23-5:47). He warns that if the index sustains a lower low next week, it could signal a larger downward trend.
Sector Rotation: While AI stocks lagged, there was a noticeable rotation of capital into previously "hammered" stocks like Microsoft, Amazon, and Meta (2:01-2:13).
Other Asset Classes:
Dollar & Bonds: A strong dollar remains a concern for corporate earnings (8:06-8:29), while the 10-year yield's downward movement suggests potential economic slowdown concerns (8:58-9:30).
Commodities: Gareth notes that while gold and silver have been in a freefall (15:47-16:08), oil is approaching a potential technical support level where a bounce might occur (17:21-18:04). Bitcoin is currently struggling at support, with sentiment leaning toward extreme bearishness (19:18-19:58).

Market Outlook:
Gareth reminds investors that cyclical corrections are natural and that extreme optimism in specific sectors is often a contrarian sell signal (13:32-14:18). Looking ahead, he anticipates a potentially slower week leading into the July 4th holiday (5:50-6:22) and continues to provide daily updates to help investors navigate market volatility.

https://www.youtube.com/live/WEdMlWG7PTU?is=r1nvoj6yJxJfVxuI

#YahooFinance
What is happening to Apple and its supply chain of companies?

https://youtu.be/_KBZBxe7fmo?is=l0xLaoPWkYAscmR8

China industrial profits stay resilient as economy leans on factories, exports
https://www.businesstimes.com.sg/international/china-industrial-profits-stay-resilient-economy-leans-factories-exports

Apple seeks approval to buy chips from blacklisted Chinese company: FT
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/apple-seeks-approval-buy-chips-blacklisted-chinese-company-ft

Gold climbs above US$4,000 as inflation print curbs rate-hike bets
https://www.businesstimes.com.sg/companies-markets/energy-commodities/gold-climbs-above-us4000-inflation-print-curbs-rate-hike-bets

#JayMartin

In 2025, the world's central banks quietly began holding more gold than U.S. Treasuries for the first time in a generation, and Jay argues this is not really a story about gold, it's the clearest signal yet that the dollar's reign has no heir. In this episode, Jay runs the numbers on every supposed successor to the dollar, China, the euro, the yen and pound, a BRICS currency, even stablecoins, and shows why each one fails the test, leaving the throne empty for the first time in 600 years. This is a look at what happens when an empire's currency begins to fade but no rival is ready to take the crown, and why central banks are quietly piling into the one money no government can print or freeze.

00:00​ - Gold Quietly Tops U.S. Treasuries
00:35​ - The Crown That Always Had an Heir
01:20​ - Here's What No Investor Is Pricing In
02:40​ - Every Currency Is Just a Story
03:40​ - China: The Reflex Answer
04:30​ - The Locked Bank: Capital Controls
05:30​ - The Banker Who Said No (2009)
06:20​ - You Can't Be the Banker Pulling Money In
07:10​ - China Grows Old Before It Grows Rich
08:00​ - The Euro: A Currency Without a Country
09:00​ - The Yen & Pound: Warnings, Not Heirs
10:00​ - BRICS: A Networking Event, Not a Marriage
11:00​ - Stablecoins: A Faster Dollar, Still a Dollar
12:10​ - Maybe We Asked the Wrong Question
13:00​ - Gold Isn't the Answer Either
14:00​ - The Day Russia's Reserves Were Frozen
15:00​ - Even Washington Is Saying It Out Loud
15:50​ - The Arithmetic: Why the Price Must Rise
16:50​ - Gold Is the Intermission
18:00​ - The Thermometer: Trust Leaking Out
19:10​ - The Empty Throne

Copyright 2026 Cambridge House International Inc. All rights reserved.

https://youtu.be/jGG-hgqOV0U?is=u-rJnNG7TQC63nYs

#Soloway
No B.S. Just Charts.

Everyone is bearish on Bitcoin right now, and that alone is the alarm bell. In this video I walk through why the near-term setup on Bitcoin and crypto is flashing bullish, even while the mid-term picture stays lower. Sentiment is too lopsided, the negativity around Michael Saylor is at an extreme, and the charts are showing positive RSI divergences across multiple timeframes.

Take Control of Your Money Easily with Rumble Wallet. Download now at http://wallet.rumble.c....

I show you exactly what a positive divergence is, prove it on a past chart where it played out, and then apply it live to Bitcoin, Ethereum, XRP, Cardano, and Chainlink. I also overlay the semiconductors against Bitcoin to show you the crocodile jaws setup and why money flow may be rotating back into crypto.

This is not a no-brainer and it is not a green light to go long and walk away. I give you the level that confirms the move and the level that kills it. Risk three percent to make fifteen. That is the kind of setup I look for.

Watch the levels. Price is truth.

Join Gareth's Top Squad:
https://youtu.be/rfZdAb0OHDg?is=TLpRh2sdlKclgEqH