> JPMORGAN CEO JAMIE DIMON SAYS "WE'RE IN A BULL MARKET."
"IT'S LIKE A LITTLE TSUNAMI."
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"IT'S LIKE A LITTLE TSUNAMI."
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> IRAN REJECTS TRUMP ADMINISTRATION CLAIMS OF NEW NUCLEAR COMMITMENTS | PER CNN
VANCE CALLED INSPECTOR ACCESS “WHAT WE’RE MOST EXCITED ABOUT AS AMERICANS,” AND BESSENT SAID IRAN COMMITTED TO IT IN WRITING. IRAN’S BAGHAEI SAYS COOPERATION CONTINUES ONLY UNDER EXISTING RULES SET BY ITS PARLIAMENT WITH NO NEW OBLIGATIONS, AND THE NUCLEAR FILE WASN’T DISCUSSED IN THE 18 HOURS OF TALKS.
IRGC-LINKED TASNIM WENT FURTHER, CALLING THE INSPECTION CLAIM “VERY DAMAGING” AND A BREACH OF THE MOU.
THE GAP IS THE STORY: THE US IS SELLING A NUCLEAR WIN AT HOME WHILE IRAN TELLS ITS HARDLINERS NOTHING CHANGED.
DEVELOPING.
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VANCE CALLED INSPECTOR ACCESS “WHAT WE’RE MOST EXCITED ABOUT AS AMERICANS,” AND BESSENT SAID IRAN COMMITTED TO IT IN WRITING. IRAN’S BAGHAEI SAYS COOPERATION CONTINUES ONLY UNDER EXISTING RULES SET BY ITS PARLIAMENT WITH NO NEW OBLIGATIONS, AND THE NUCLEAR FILE WASN’T DISCUSSED IN THE 18 HOURS OF TALKS.
IRGC-LINKED TASNIM WENT FURTHER, CALLING THE INSPECTION CLAIM “VERY DAMAGING” AND A BREACH OF THE MOU.
THE GAP IS THE STORY: THE US IS SELLING A NUCLEAR WIN AT HOME WHILE IRAN TELLS ITS HARDLINERS NOTHING CHANGED.
DEVELOPING.
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> MICRON $MU IS NOW POWERING ANTHROPIC, LOCKING IN A MULTI-YEAR AI MEMORY DEAL AND BUYING INTO THE COMPANY ITSELF
FOUR PARTS:
• A MULTI-YEAR SUPPLY CONTRACT FOR HBM, DRAM AND SSDS
• JOINT CO-DESIGN OF CHIP ARCHITECTURE FOR FRONTIER AI
• A STRATEGIC INVESTMENT IN ANTHROPIC’S SERIES H ROUND
• CLAUDE ROLLED OUT ACROSS MICRON’S OWN ENGINEERING AND MANUFACTURING
THEY’RE OPTIMIZING FOR “TOKEN ECONOMICS” — THE COST PER UNIT OF AI OUTPUT.
STRAIGHT FROM THE NVIDIA $NVDA PLAYBOOK: LOCK IN DEDICATED SUPPLY INSTEAD OF BUYING COMMODITY MEMORY ON THE OPEN MARKET.
MICRON’S STOCK IS UP MORE THAN 10X IN A YEAR ON AI MEMORY DEMAND.
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FOUR PARTS:
• A MULTI-YEAR SUPPLY CONTRACT FOR HBM, DRAM AND SSDS
• JOINT CO-DESIGN OF CHIP ARCHITECTURE FOR FRONTIER AI
• A STRATEGIC INVESTMENT IN ANTHROPIC’S SERIES H ROUND
• CLAUDE ROLLED OUT ACROSS MICRON’S OWN ENGINEERING AND MANUFACTURING
THEY’RE OPTIMIZING FOR “TOKEN ECONOMICS” — THE COST PER UNIT OF AI OUTPUT.
STRAIGHT FROM THE NVIDIA $NVDA PLAYBOOK: LOCK IN DEDICATED SUPPLY INSTEAD OF BUYING COMMODITY MEMORY ON THE OPEN MARKET.
MICRON’S STOCK IS UP MORE THAN 10X IN A YEAR ON AI MEMORY DEMAND.
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> IRAN'S CENTRAL BANK GOVERNOR SAYS TEHRAN NOT OBLIGED TO PURCHASE AGRICULTURAL INPUTS FROM U.S. UNDER EXISTING AGREEMENTS - TASNIM NEWS AGENCY
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> TURBOFLOW, AIMING TO BE THE 'KALSHI OF APAC,' RAISES $6 MILLION SEED LED BY PANTERA CAPITAL — LINK
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> JUST IN: 🇺🇸 US SENATE PASSES BILL TO BAN THE FEDERAL RESERVE FROM CREATING A CENTRAL BANK DIGITAL CURRENCY (CBDC).
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> US SENATE PASSES BILL BANNING THE FEDERAL RESERVE FROM CREATING A CENTRAL BANK DIGITAL CURRENCY (CBDC)
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> TRUMP SIGNS EXECUTIVE ORDERS SETTING 2031 DEADLINE FOR POST-QUANTUM MIGRATION — LINK
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> JUST IN: BITCOIN FALLS UNDER $63,000
OVER $150,000,000 LONGS LIQUIDATED FROM THE CRYPTO MARKET IN THE PAST 15 MINUTES.
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OVER $150,000,000 LONGS LIQUIDATED FROM THE CRYPTO MARKET IN THE PAST 15 MINUTES.
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> ELON MUSK HAS LOST $350B IN DAYS AS SPACEX $SPCX DROPS 31%. MONDAY'S DROP ALONE WIPED OUT $152B, THE EQUIVALENT OF ERASING ALL OF $UBER
HE LOST MORE IN A SINGLE DAY THAN WARREN BUFFETT'S ENTIRE $145B FORTUNE. SPCX HAS NOW FALLEN BELOW ITS DEBUT CLOSE, ERASING ALL ITS POST‑IPO GAINS. CATHIE WOOD'S ARK IS BUYING THE DIP.
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HE LOST MORE IN A SINGLE DAY THAN WARREN BUFFETT'S ENTIRE $145B FORTUNE. SPCX HAS NOW FALLEN BELOW ITS DEBUT CLOSE, ERASING ALL ITS POST‑IPO GAINS. CATHIE WOOD'S ARK IS BUYING THE DIP.
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> TRUMP SIGNS EXECUTIVE ORDERS TO ACCELERATE US QUANTUM COMPUTING.
THE ORDERS TARGET A RESEARCH‑READY QUANTUM COMPUTER BY 2028, PREPARE THE US FOR QUANTUM THREATS TO ENCRYPTION, AND DIRECT BILLIONS IN FEDERAL SUPPORT TOWARD THE SECTOR.
A MONTH AGO THE WHITE HOUSE INVESTED IN 6 QUANTUM STOCKS:
1. IBM ($IBM)
RECEIVED $1B IN FUNDING.
ONE OF THE WORLD'S LEADING QUANTUM COMPUTING COMPANIES, OPERATING A LARGE FLEET OF QUANTUM SYSTEMS THROUGH IBM QUANTUM.
2. INFLEQTION
RECEIVED $100M IN FUNDING.
FOCUSED ON NEUTRAL‑ATOM QUANTUM COMPUTING, QUANTUM SENSORS, ATOMIC CLOCKS AND QUANTUM SOFTWARE.
3. RIGETTI ($RGTI)
RECEIVED $100M IN FUNDING.
DEVELOPS AND OPERATES SUPERCONDUCTING QUANTUM PROCESSORS.
4. D‑WAVE ($QBTS)
RECEIVED $100M IN FUNDING.
A PIONEER IN QUANTUM COMPUTING SYSTEMS FOCUSED ON SOLVING COMPLEX OPTIMIZATION PROBLEMS.
5. GLOBALFOUNDRIES ($GFS)
RECEIVED $100M IN FUNDING.
MAJOR SEMICONDUCTOR FOUNDRY THAT RECENTLY LAUNCHED A DEDICATED QUANTUM TECHNOLOGY BUSINESS.
6. HONEYWELL ($HON)
RECEIVED $100M IN FUNDING.
ITS QUANTUM EFFORTS ARE PRIMARILY THROUGH QUANTINUUM, ONE OF THE LEADING QUANTUM COMPUTING COMPANIES.
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THE ORDERS TARGET A RESEARCH‑READY QUANTUM COMPUTER BY 2028, PREPARE THE US FOR QUANTUM THREATS TO ENCRYPTION, AND DIRECT BILLIONS IN FEDERAL SUPPORT TOWARD THE SECTOR.
A MONTH AGO THE WHITE HOUSE INVESTED IN 6 QUANTUM STOCKS:
1. IBM ($IBM)
RECEIVED $1B IN FUNDING.
ONE OF THE WORLD'S LEADING QUANTUM COMPUTING COMPANIES, OPERATING A LARGE FLEET OF QUANTUM SYSTEMS THROUGH IBM QUANTUM.
2. INFLEQTION
RECEIVED $100M IN FUNDING.
FOCUSED ON NEUTRAL‑ATOM QUANTUM COMPUTING, QUANTUM SENSORS, ATOMIC CLOCKS AND QUANTUM SOFTWARE.
3. RIGETTI ($RGTI)
RECEIVED $100M IN FUNDING.
DEVELOPS AND OPERATES SUPERCONDUCTING QUANTUM PROCESSORS.
4. D‑WAVE ($QBTS)
RECEIVED $100M IN FUNDING.
A PIONEER IN QUANTUM COMPUTING SYSTEMS FOCUSED ON SOLVING COMPLEX OPTIMIZATION PROBLEMS.
5. GLOBALFOUNDRIES ($GFS)
RECEIVED $100M IN FUNDING.
MAJOR SEMICONDUCTOR FOUNDRY THAT RECENTLY LAUNCHED A DEDICATED QUANTUM TECHNOLOGY BUSINESS.
6. HONEYWELL ($HON)
RECEIVED $100M IN FUNDING.
ITS QUANTUM EFFORTS ARE PRIMARILY THROUGH QUANTINUUM, ONE OF THE LEADING QUANTUM COMPUTING COMPANIES.
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> DOLLAR SURGES TO ONE-YEAR HIGH ON RATE BETS
THE U.S. DOLLAR HIT A ONE-YEAR HIGH TUESDAY AS SAFE-HAVEN DEMAND GREW AMID UNCERTAINTY OVER U.S.-IRAN TALKS AND RISING EXPECTATIONS OF FEDERAL RESERVE RATE HIKES. THE DXY INDEX REACHED 101.186, WHILE THE EURO FELL TO A 10-MONTH LOW. STRONG U.S. GROWTH SIGNALS AND HIGHER BOND YIELDS ARE SUPPORTING THE DOLLAR, THOUGH ANALYSTS WARN FURTHER GAINS MAY SLOW AS SOME POSITIVE FACTORS FADE.
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THE U.S. DOLLAR HIT A ONE-YEAR HIGH TUESDAY AS SAFE-HAVEN DEMAND GREW AMID UNCERTAINTY OVER U.S.-IRAN TALKS AND RISING EXPECTATIONS OF FEDERAL RESERVE RATE HIKES. THE DXY INDEX REACHED 101.186, WHILE THE EURO FELL TO A 10-MONTH LOW. STRONG U.S. GROWTH SIGNALS AND HIGHER BOND YIELDS ARE SUPPORTING THE DOLLAR, THOUGH ANALYSTS WARN FURTHER GAINS MAY SLOW AS SOME POSITIVE FACTORS FADE.
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> BITCOIN SLIDES AS TECH SELLOFF HITS RISK ASSETS
BITCOIN DROPPED TO A TWO-WEEK LOW OF $61,877 AS A TECHNOLOGY STOCK SELLOFF FUELED A BROADER RISK-OFF MOOD.
OTHER MAJOR CRYPTOCURRENCIES ALSO DECLINED, WITH ETHER, SOLANA, AND XRP POSTING LOSSES.
THE DECLINE FOLLOWED RENEWED CONCERNS OVER HEAVY AI SPENDING AND WEAKER TECH SENTIMENT. BITCOIN ETFS HAVE SEEN $2.4 BILLION IN JUNE OUTFLOWS, ADDING PRESSURE ON THE MARKET.
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BITCOIN DROPPED TO A TWO-WEEK LOW OF $61,877 AS A TECHNOLOGY STOCK SELLOFF FUELED A BROADER RISK-OFF MOOD.
OTHER MAJOR CRYPTOCURRENCIES ALSO DECLINED, WITH ETHER, SOLANA, AND XRP POSTING LOSSES.
THE DECLINE FOLLOWED RENEWED CONCERNS OVER HEAVY AI SPENDING AND WEAKER TECH SENTIMENT. BITCOIN ETFS HAVE SEEN $2.4 BILLION IN JUNE OUTFLOWS, ADDING PRESSURE ON THE MARKET.
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> TECH SELLOFF DRAGS US STOCK FUTURES LOWER
US EQUITY FUTURES FELL SHARPLY TUESDAY AS INVESTORS QUESTIONED THE OUTLOOK FOR AI SPENDING AND RETURNS.
NASDAQ 100 FUTURES DROPPED 2.5%, S&P 500 FUTURES FELL 1.3%, AND DOW FUTURES SLIPPED 0.6%.
AI GIANTS, CHIPMAKERS, AND SPACEX FACED HEAVY SELLING AS CONCERNS GREW OVER EXCESSIVE INFRASTRUCTURE SPENDING.
HIGHER TREASURY YIELDS AND PRESSURE ON FINANCIAL FIRMS ADDED TO THE MARKET’S CAUTIOUS MOOD.
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US EQUITY FUTURES FELL SHARPLY TUESDAY AS INVESTORS QUESTIONED THE OUTLOOK FOR AI SPENDING AND RETURNS.
NASDAQ 100 FUTURES DROPPED 2.5%, S&P 500 FUTURES FELL 1.3%, AND DOW FUTURES SLIPPED 0.6%.
AI GIANTS, CHIPMAKERS, AND SPACEX FACED HEAVY SELLING AS CONCERNS GREW OVER EXCESSIVE INFRASTRUCTURE SPENDING.
HIGHER TREASURY YIELDS AND PRESSURE ON FINANCIAL FIRMS ADDED TO THE MARKET’S CAUTIOUS MOOD.
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