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Alpha isn't just the first letter of the Greek alphabet. It's a mindset. It's seeing opportunity where others see chaos.
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๐Ÿšจ Gazprom has announced that dividends for 2025 will not be paid. The decision was made during a meeting held on June 26. For further details, visit Gazprom's official website.
โš ๏ธ The FOMC's minutes from the last meeting reveal crucial insights.

- Lowering rates could be justified if disinflationary trends remain stable.

- Persistent high inflation and uncertainty in the Middle East may necessitate maintaining current policies longer than anticipated.

- Should inflation sustainably exceed 2%, a tightening of monetary policy might be required.
๐Ÿ’Ž Global excess diamond stocks are estimated at around 10-15 million carats. This year, a market turnaround is anticipated, according to ALROSA - RBC.
๐Ÿš€ Google has announced a new investment of $15 billion for the development of artificial intelligence and data center infrastructure in Missouri.
๐Ÿ”ฅ๐Ÿ‡ฎ๐Ÿ‡ท Trump informed Netanyahu that intermediaries are working on a "letter of intent" to be signed by the US and Iran, officially ending the war and initiating a 30-day negotiation period. Topics on the agenda include Iran's nuclear program and the opening of the Strait of Hormuz, according to an American source cited by AXIOS.

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๐Ÿš€ NVIDIA reported first-quarter revenue of $81.62 billion, surpassing estimates of $79.19 billion, with an adjusted EPS of $1.87. For the second quarter, the company forecasts revenue between $89.18 billion and $92.82 billion, exceeding the estimate of $87.36 billion. Data center revenue also exceeded expectations at $75.2 billion. Additionally, NVIDIA approved a new $80 billion buyback and announced an increase in quarterly dividends.
๐Ÿš€ Anthropic's revenue is expected to more than double in the second quarter, reaching $10.9 billion, marking an explosive growth rate and potentially leading the company to its first operating profit. In the first quarter, Anthropic reported revenue of $4.8 billion, according to the WSJ.
๐Ÿš€ SpaceX has filed for an IPO on NASDAQ under the ticker SPCX. In the first quarter of 2026, the company's revenue reached $4.69 billion, while it reported a net loss of $4.28 billion.
๐Ÿš€ A new cycle on Bitcoin has been launched:

The first part explores what is really happening in the market, focusing on trading expectations rather than the coin itself.

The second part delves into what underlies Bitcoin as a phenomenon, extending beyond its use as a tool.

The third part provides a technical analysis of the current situation.

The fourth part attempts to assess potential value through real figures.

Finally, the fifth part discusses how these insights can be practically implemented.
๐Ÿ‡ท๐Ÿ‡บ Approximately 15-20 companies are preparing for an IPO in 2026, according to Viktor Zhidkov, head of the Moscow Exchange. In an interview with RBC, he shared insights on the upcoming market developments.
๐Ÿšจ Nvidia has significantly ceded its AI chip market share in China to Huawei, according to CEO Jensen Huang. The company faces increasing competition as Huawei strengthens its position in the rapidly evolving sector. For more details, visit the full report here.
๐Ÿ›ข๐Ÿ‡ฏ๐Ÿ‡ต๐Ÿ‡ท๐Ÿ‡บ Japan increased its imports of LNG from Russia by 29.5% year-on-year in April, according to data from the Japanese Ministry of Finance, reported TASS.
๐Ÿ’ฅ๐Ÿ›ข๐Ÿ‡จ๐Ÿ‡ณ๐Ÿ‡ท๐Ÿ‡บChina has resumed fuel imports from "Yamal LNG" during Putin's visit to Beijing. In April, Russia became the second largest supplier of LNG to China, increasing exports by 43% year-on-year, according to BBG.
โš ๏ธ๐Ÿ‡บ๐Ÿ‡ธ The cost of hedging against a decline in U.S. stocks has fallen to a 20-year low. Currently, there is little concern in the market regarding a correction or downturn, according to Goldman Sachs.
๐Ÿ’ฅ Traders remain skeptical about the current rally of the HYPE token, actively shorting it. Short volumes are reaching record highs, according to Santiment. Despite this, the token has surged by another 16% today.
๐Ÿš€ The Federal Reserve has proposed a concept for "Skinny Master Accounts," which would enable crypto and fintech companies to access its payment system for clearing and settlement in crypto.
๐Ÿšจ The Russian Ministry of Defense has delivered nuclear munitions to Belarus for military exercises, according to a statement from the Russian Ministry of Defense.
๐Ÿ‡จ๐Ÿ‡ณ๐Ÿ‡ฐ๐Ÿ‡ต Xi Jinping may visit North Korea next week, according to Yonhap.
โš ๏ธ๐Ÿ‡ฎ๐Ÿ‡ท During their recent conversation, Trump and Netanyahu expressed differing views on the next steps regarding Iran. Trump advocates for peaceful negotiations, while Netanyahu supports military action, according to Axios.

MT in MAX
๐Ÿ‡จ๐Ÿ‡ณ๐Ÿ‡ท๐Ÿ‡บ The cost of transporting coal from the Far East has approached peak levels by mid-May, with rates for routes to China reaching $13-14 per ton. This new wave of freight price increases is driven by a surge in purchases in China โ€” ะช.
๐Ÿšจ๐Ÿ‡ท๐Ÿ‡บ Apartment prices in new buildings are declining in both old and new Moscow, according to Vedomosti. Sales of new buildings in Moscow dropped by 37% year-on-year over the past four months, as reported by Rosreestr. In April, sales of new buildings in major Russian cities fell by 21-27% year-on-year, according to Kommersant.

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