> AI CHIP GIANT POISED TO RALLY, SAYS GOLDMAN
GOLDMAN SACHS SAYS TAIWAN SEMICONDUCTOR ( $TSMC) STOCK COULD RISE AS INVESTORS UNDERESTIMATE ITS IMPROVING FUNDAMENTALS. AFTER MEETING 35+ INVESTORS, THE FIRM FOUND STRONG AI DEMAND, WITH CUSTOM AI CHIPS REMAINING THE TOP THEME. GOLDMAN EXPECTS TSMC’S PRICING POWER, PRODUCTIVITY GAINS, AND AI-DRIVEN GROWTH TO BOOST PROFITABILITY, MAKING THE STOCK LIKELY TO CATCH UP AHEAD OF ITS NEXT EARNINGS REPORT.
<@TerminalFeed>
GOLDMAN SACHS SAYS TAIWAN SEMICONDUCTOR ( $TSMC) STOCK COULD RISE AS INVESTORS UNDERESTIMATE ITS IMPROVING FUNDAMENTALS. AFTER MEETING 35+ INVESTORS, THE FIRM FOUND STRONG AI DEMAND, WITH CUSTOM AI CHIPS REMAINING THE TOP THEME. GOLDMAN EXPECTS TSMC’S PRICING POWER, PRODUCTIVITY GAINS, AND AI-DRIVEN GROWTH TO BOOST PROFITABILITY, MAKING THE STOCK LIKELY TO CATCH UP AHEAD OF ITS NEXT EARNINGS REPORT.
<@TerminalFeed>
> $HOOD - ROBINHOOD SHARES UP 1.3% PREMARKET AFTER CO TO CUT 10% OF ITS FULL-TIME WORKFORCE
<@TerminalFeed>
<@TerminalFeed>
> $SPCX - SPACEX INVESTORS BET ON LONG-TERM GROWTH
SPACEX INVESTORS APPEAR FOCUSED ON LONG-TERM GAINS RATHER THAN QUICK PROFITS, ACCORDING TO INTERACTIVE INVESTOR’S RICHARD HUNTER. STRONG RETAIL DEMAND AFTER THE IPO SUGGESTS THE STOCK IS BECOMING A GROWTH PORTFOLIO HOLDING. SHARES CLIMBED NEARLY 10% PREMARKET TO $211.64, TRADING 56% ABOVE THE $135 IPO PRICE AFTER A STRONG POST-LISTING RALLY.
<@TerminalFeed>
SPACEX INVESTORS APPEAR FOCUSED ON LONG-TERM GAINS RATHER THAN QUICK PROFITS, ACCORDING TO INTERACTIVE INVESTOR’S RICHARD HUNTER. STRONG RETAIL DEMAND AFTER THE IPO SUGGESTS THE STOCK IS BECOMING A GROWTH PORTFOLIO HOLDING. SHARES CLIMBED NEARLY 10% PREMARKET TO $211.64, TRADING 56% ABOVE THE $135 IPO PRICE AFTER A STRONG POST-LISTING RALLY.
<@TerminalFeed>
> $SPCX - SPACE EXPLORATION TECHNOLOGIES - TO BUY ANYSPHERE VIA MERGER - SEC FILING
SPACE EXPLORATION TECHNOLOGIES - DEAL VALUES ANYSPHERE AT $60 BLN EQUITY VALUE - SEC FILING
<@TerminalFeed>
SPACE EXPLORATION TECHNOLOGIES - DEAL VALUES ANYSPHERE AT $60 BLN EQUITY VALUE - SEC FILING
<@TerminalFeed>
> INVESTORS SEE GLOBAL ECONOMY AVOIDING RECESSION
A BANK OF AMERICA SURVEY SHOWS 47% OF GLOBAL FUND MANAGERS EXPECT A “SOFT LANDING” — SLOWING INFLATION WITHOUT MAJOR ECONOMIC DAMAGE. ONLY 5% FORESEE A HARD LANDING, WHILE 40% PREDICT NO LANDING. RATE-CUT EXPECTATIONS DROPPED SHARPLY, WITH 40% NOW EXPECTING A FED HIKE IN THE NEXT YEAR, VERSUS 28% EXPECTING CUTS.
<@TerminalFeed>
A BANK OF AMERICA SURVEY SHOWS 47% OF GLOBAL FUND MANAGERS EXPECT A “SOFT LANDING” — SLOWING INFLATION WITHOUT MAJOR ECONOMIC DAMAGE. ONLY 5% FORESEE A HARD LANDING, WHILE 40% PREDICT NO LANDING. RATE-CUT EXPECTATIONS DROPPED SHARPLY, WITH 40% NOW EXPECTING A FED HIKE IN THE NEXT YEAR, VERSUS 28% EXPECTING CUTS.
<@TerminalFeed>
> 📊MARKETS BET FED WILL HIKE AGAIN
INVESTOR EXPECTATIONS FOR A FED RATE HIKE ARE RISING. BANK OF AMERICA’S JUNE FUND MANAGER SURVEY SHOWS 40% EXPECT AT LEAST ONE HIKE IN THE NEXT 12 MONTHS, UP FROM 16% IN MAY. RATE-CUT HOPES FELL SHARPLY, WITH ONLY 28% EXPECTING CUTS VERSUS 50% LAST MONTH. PREDICTION MARKETS ALSO SHOW GROWING ODDS OF A FED HIKE BEFORE 2027.
<@TerminalFeed>
INVESTOR EXPECTATIONS FOR A FED RATE HIKE ARE RISING. BANK OF AMERICA’S JUNE FUND MANAGER SURVEY SHOWS 40% EXPECT AT LEAST ONE HIKE IN THE NEXT 12 MONTHS, UP FROM 16% IN MAY. RATE-CUT HOPES FELL SHARPLY, WITH ONLY 28% EXPECTING CUTS VERSUS 50% LAST MONTH. PREDICTION MARKETS ALSO SHOW GROWING ODDS OF A FED HIKE BEFORE 2027.
<@TerminalFeed>
> $TSLA - TESLA DELIVERIES SET TO BEAT EXPECTATIONS
GOLDMAN SACHS RAISED ITS TESLA Q2 DELIVERY FORECAST TO 420,000 VEHICLES, ABOVE THE 400,000 CONSENSUS, CITING STRONGER-THAN-EXPECTED SALES DATA. EUROPE LED GROWTH WITH A MAJOR REBOUND, WHILE CHINA AND OTHER ASIAN MARKETS ALSO SHOWED GAINS. THE U.S. REMAINED THE WEAK SPOT, WITH DELIVERIES DOWN YEAR-OVER-YEAR. GOLDMAN SAYS TESLA’S QUARTERLY RESULTS ARE LIKELY TO OUTPERFORM FORECASTS.
<@TerminalFeed>
GOLDMAN SACHS RAISED ITS TESLA Q2 DELIVERY FORECAST TO 420,000 VEHICLES, ABOVE THE 400,000 CONSENSUS, CITING STRONGER-THAN-EXPECTED SALES DATA. EUROPE LED GROWTH WITH A MAJOR REBOUND, WHILE CHINA AND OTHER ASIAN MARKETS ALSO SHOWED GAINS. THE U.S. REMAINED THE WEAK SPOT, WITH DELIVERIES DOWN YEAR-OVER-YEAR. GOLDMAN SAYS TESLA’S QUARTERLY RESULTS ARE LIKELY TO OUTPERFORM FORECASTS.
<@TerminalFeed>
> INVESTORS TURN LESS BEARISH ON DOLLAR
INVESTORS RAISED DOLLAR ALLOCATIONS IN JUNE, BETTING ON POTENTIAL FED RATE HIKES, BOFA SURVEY SHOWS. NET DOLLAR POSITIONING IS NOW 3% UNDERWEIGHT, THE LEAST SINCE MARCH 2025. ONLY 34% SEE THE DOLLAR AS OVERVALUED, DOWN FROM 50% IN MAY. SURVEY CONDUCTED JUNE 5–11.
<@TerminalFeed>
INVESTORS RAISED DOLLAR ALLOCATIONS IN JUNE, BETTING ON POTENTIAL FED RATE HIKES, BOFA SURVEY SHOWS. NET DOLLAR POSITIONING IS NOW 3% UNDERWEIGHT, THE LEAST SINCE MARCH 2025. ONLY 34% SEE THE DOLLAR AS OVERVALUED, DOWN FROM 50% IN MAY. SURVEY CONDUCTED JUNE 5–11.
<@TerminalFeed>
> FED EXPECTED TO HOLD RATES, BIAS TOWARD HAWKISH SIGNALS
MOST INVESTORS EXPECT THE FED TO KEEP RATES UNCHANGED AT THE UPCOMING MEETING, BOFA SURVEY SHOWS. 55% FORESEE A “HAWKISH HOLD,” WITH CHAIR KEVIN WARSH SIGNALLING HIGHER-FOR-LONGER POLICY. ANOTHER 33% EXPECT A “DOVISH HOLD,” LEAVING ROOM FOR FUTURE CUTS. SURVEY CONDUCTED JUNE 5–11.
<@TerminalFeed>
MOST INVESTORS EXPECT THE FED TO KEEP RATES UNCHANGED AT THE UPCOMING MEETING, BOFA SURVEY SHOWS. 55% FORESEE A “HAWKISH HOLD,” WITH CHAIR KEVIN WARSH SIGNALLING HIGHER-FOR-LONGER POLICY. ANOTHER 33% EXPECT A “DOVISH HOLD,” LEAVING ROOM FOR FUTURE CUTS. SURVEY CONDUCTED JUNE 5–11.
<@TerminalFeed>
> WALL STREET CUTS OIL PRICE FORECASTS ON IRAN DEAL HOPES
MAJOR BANKS ARE LOWERING OIL-PRICE FORECASTS AS OPTIMISM GROWS OVER A US-IRAN DEAL. GOLDMAN SACHS CUT ITS BRENT OUTLOOK TO $80 FOR Q4 AND $75 FOR 2027, CITING FASTER GULF EXPORT NORMALIZATION. MORGAN STANLEY EXPECTS GRADUAL RECOVERY OF LOST OUTPUT THROUGH EARLY NEXT YEAR, WITH BRENT AVERAGING $90 IN Q3 BEFORE EASING TO $80 INTO 2026, AS SUPPLY CHAINS GRADUALLY REOPEN.
<@TerminalFeed>
MAJOR BANKS ARE LOWERING OIL-PRICE FORECASTS AS OPTIMISM GROWS OVER A US-IRAN DEAL. GOLDMAN SACHS CUT ITS BRENT OUTLOOK TO $80 FOR Q4 AND $75 FOR 2027, CITING FASTER GULF EXPORT NORMALIZATION. MORGAN STANLEY EXPECTS GRADUAL RECOVERY OF LOST OUTPUT THROUGH EARLY NEXT YEAR, WITH BRENT AVERAGING $90 IN Q3 BEFORE EASING TO $80 INTO 2026, AS SUPPLY CHAINS GRADUALLY REOPEN.
<@TerminalFeed>
> BLACKROCK LAUNCHES NEW BITCOIN ETF THAT GENERATES INCOME USING A COVERED CALL STRATEGY — LINK
<@TerminalFeed>
<@TerminalFeed>
> G7 SUMMIT – EVIAN (JUNE 16, 2026) — ALL TIMES LOCAL (CEST)
🔸 06:15 POOL CALL TIME
🔸 08:00 EXECUTIVE TIME (CLOSED PRESS)
🔸 09:00 WORKING SESSION: G7 LEADERS + UKRAINE (RESTRICTED POOL)
🔸 10:30 BILATERAL MEETING WITH EMIR OF QATAR (OUT-OF-TOWN POOL)
🔸 11:15 BILATERAL MEETING WITH PRESIDENT OF UAE (OUT-OF-TOWN POOL)
🔸 12:00 WORKING LUNCH: G7 + MIDDLE EAST LEADERS (OUT-OF-TOWN POOL)
🔸 15:00 WORKING SESSION: G7 + DEVELOPMENT COUNTRIES (RESTRICTED POOL)
🔸 19:15 CULTURAL PERFORMANCE & CONCERT (CLOSED PRESS)
🔸 20:15 G7 LEADERS’ SOCIAL DINNER (CLOSED PRESS)
<@TerminalFeed>
🔸 06:15 POOL CALL TIME
🔸 08:00 EXECUTIVE TIME (CLOSED PRESS)
🔸 09:00 WORKING SESSION: G7 LEADERS + UKRAINE (RESTRICTED POOL)
🔸 10:30 BILATERAL MEETING WITH EMIR OF QATAR (OUT-OF-TOWN POOL)
🔸 11:15 BILATERAL MEETING WITH PRESIDENT OF UAE (OUT-OF-TOWN POOL)
🔸 12:00 WORKING LUNCH: G7 + MIDDLE EAST LEADERS (OUT-OF-TOWN POOL)
🔸 15:00 WORKING SESSION: G7 + DEVELOPMENT COUNTRIES (RESTRICTED POOL)
🔸 19:15 CULTURAL PERFORMANCE & CONCERT (CLOSED PRESS)
🔸 20:15 G7 LEADERS’ SOCIAL DINNER (CLOSED PRESS)
<@TerminalFeed>
> NO “BIG TOP” YET IN RISK ASSETS, BOFA SAYS
INVESTOR SENTIMENT IS NEAR PEAK LEVELS BUT NOT YET AT A MAJOR MARKET TOP, BOFA’S SURVEY SHOWS. ITS BULL & BEAR INDICATOR HIT 8.9, A TECHNICAL SELL SIGNAL, THOUGH CASH ROSE SLIGHTLY TO 4.1%. FUND MANAGERS TRIMMED EQUITY AND TECH EXPOSURE, STAYED CAUTIOUS ON EUROPE, AND ADDED JAPAN AND BANKS. INFLATION AND AI BUBBLE RISKS DOMINATE CONCERNS, WHILE BONDS, EUROPE AND CONSUMER STOCKS ARE SEEN AS CONTRARIAN OPPORTUNITIES.
<@TerminalFeed>
INVESTOR SENTIMENT IS NEAR PEAK LEVELS BUT NOT YET AT A MAJOR MARKET TOP, BOFA’S SURVEY SHOWS. ITS BULL & BEAR INDICATOR HIT 8.9, A TECHNICAL SELL SIGNAL, THOUGH CASH ROSE SLIGHTLY TO 4.1%. FUND MANAGERS TRIMMED EQUITY AND TECH EXPOSURE, STAYED CAUTIOUS ON EUROPE, AND ADDED JAPAN AND BANKS. INFLATION AND AI BUBBLE RISKS DOMINATE CONCERNS, WHILE BONDS, EUROPE AND CONSUMER STOCKS ARE SEEN AS CONTRARIAN OPPORTUNITIES.
<@TerminalFeed>