> SK HYNIX FILES FOR A NASDAQ IPO TARGETING UP TO $29.6B
THE COMPANY PLANS TO USE THE PROCEEDS TO EXPAND CHIP PRODUCTION IN SOUTH KOREA AND BUY EUV LITHOGRAPHY EQUIPMENT FOR ADVANCED SEMICONDUCTOR MANUFACTURING.
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THE COMPANY PLANS TO USE THE PROCEEDS TO EXPAND CHIP PRODUCTION IN SOUTH KOREA AND BUY EUV LITHOGRAPHY EQUIPMENT FOR ADVANCED SEMICONDUCTOR MANUFACTURING.
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> GOLD SET FOR WORST QUARTER SINCE 2013
GOLD IS ON TRACK FOR A 13% QUARTERLY LOSS, ITS BIGGEST DECLINE IN 13 YEARS.
THE SELLOFF IS DRIVEN BY EXPECTATIONS OF HIGHER U.S. INTEREST RATES, WITH MARKETS PRICING IN MULTIPLE FEDERAL RESERVE RATE HIKES THIS YEAR.
ANALYSTS SAY A STRONGER DOLLAR, EASING ENERGY PRICES AND HIGHER-FOR-LONGER RATES ARE LIKELY TO KEEP PRESSURE ON GOLD.
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GOLD IS ON TRACK FOR A 13% QUARTERLY LOSS, ITS BIGGEST DECLINE IN 13 YEARS.
THE SELLOFF IS DRIVEN BY EXPECTATIONS OF HIGHER U.S. INTEREST RATES, WITH MARKETS PRICING IN MULTIPLE FEDERAL RESERVE RATE HIKES THIS YEAR.
ANALYSTS SAY A STRONGER DOLLAR, EASING ENERGY PRICES AND HIGHER-FOR-LONGER RATES ARE LIKELY TO KEEP PRESSURE ON GOLD.
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> - IRAN'S BAGHAEI SAYS DIALOGUE WITH MEDIATOR QATAR ON IMPLEMENTATION OF INTERIM DEAL WITH U.S., INCLUDING RELEASE OF FROZEN ASSETS, LIKELY TO BE ON WEDNESDAY IN DOHA
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> IRAN'S BAGHAEI TO IAEA'S GROSSI: STOP ISSUING POLITICAL STATEMENTS AND FOCUS ON FULFILLING YOUR PROFESSIONAL DUTIES AS HEAD OF UN NUCLEAR WATCHDOG
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> $AMZN - AMAZON INVESTS IN ONE OF THE WORLD’S LARGEST CARBON REMOVAL PROJECTS, CREATING 11,000 JOBS AND RESTORING NATURE
AMAZON: TO BUY 1.95 MLN TONNES OF HIGH-QUALITY NATURE-BASED CARBON REMOVAL CREDITS GENERATED BY PROJECT
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AMAZON: TO BUY 1.95 MLN TONNES OF HIGH-QUALITY NATURE-BASED CARBON REMOVAL CREDITS GENERATED BY PROJECT
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> GERMAN JUNE PRELIMINARY CPI +2.3% Y/Y (VS F'CAST OF +2.60% Y/Y)- STATISTICS OFFICE
GERMAN JUNE PRELIMINARY CPI -0.3% M/M (VS F'CAST OF 0.00% M/M)- STATISTICS OFFICE
GERMAN JUNE PRELIMINARY HICP +2.4% Y/Y (VS F'CAST OF +2.50% Y/Y)- STATISTICS OFFICE
GERMAN JUNE PRELIMINARY HICP -0.2% M/M (VS F'CAST OF 0.00% M/M)- STATISTICS OFFICE
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GERMAN JUNE PRELIMINARY CPI -0.3% M/M (VS F'CAST OF 0.00% M/M)- STATISTICS OFFICE
GERMAN JUNE PRELIMINARY HICP +2.4% Y/Y (VS F'CAST OF +2.50% Y/Y)- STATISTICS OFFICE
GERMAN JUNE PRELIMINARY HICP -0.2% M/M (VS F'CAST OF 0.00% M/M)- STATISTICS OFFICE
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> IRAN'S BAGHAEI SAYS INTERIM DEAL CLAUSES NEED TO BE IMPLEMENTED BEFORE TALKS WITH U.S. TO REACH FINAL DEAL CAN START
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> CHIP STOCKS HIT RECORD SHARE OF S&P 500
SEMICONDUCTOR STOCKS NOW MAKE UP A RECORD 19.7% OF THE S&P 500, NEARLY FOUR TIMES THEIR 2020 WEIGHTING, DRIVEN BY THE AI BOOM.
THE SURGE HAS FUELED CONCERNS OVER MARKET CONCENTRATION AND STRETCHED VALUATIONS, THOUGH STRONG ETF INFLOWS CONTINUE TO SUPPORT THE SECTOR.
INVESTORS ARE WATCHING WHETHER AI SPENDING CAN JUSTIFY CURRENT CHIP STOCK PRICES.
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SEMICONDUCTOR STOCKS NOW MAKE UP A RECORD 19.7% OF THE S&P 500, NEARLY FOUR TIMES THEIR 2020 WEIGHTING, DRIVEN BY THE AI BOOM.
THE SURGE HAS FUELED CONCERNS OVER MARKET CONCENTRATION AND STRETCHED VALUATIONS, THOUGH STRONG ETF INFLOWS CONTINUE TO SUPPORT THE SECTOR.
INVESTORS ARE WATCHING WHETHER AI SPENDING CAN JUSTIFY CURRENT CHIP STOCK PRICES.
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> *BESSENT: WOULDN'T BE SURPRISED IF JUNE JOBS ARE 'VERY STRONG'
*BESSENT: HAVEN'T SEEN THE JUNE JOBS FIGURES
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*BESSENT: HAVEN'T SEEN THE JUNE JOBS FIGURES
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> BITCOIN BEARS EYE $45K
BITCOIN REMAINS UNDER PRESSURE AS HIGHER U.S. RATE EXPECTATIONS WEIGH ON RISK ASSETS AND THE DOLLAR STRENGTHENS. MARKETS ARE ALSO DIGESTING STRATEGY'S POTENTIAL $1.25 BILLION BITCOIN SALE AND THE EU'S MICA LICENSING DEADLINE.
MEANWHILE, KALSHI TRADERS NOW FORECAST BITCOIN COULD FALL TO $45,000 THIS YEAR, HIGHLIGHTING GROWING CAUTION AS THE CRYPTOCURRENCY TRADES NEAR ITS RECENT LOWS.
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BITCOIN REMAINS UNDER PRESSURE AS HIGHER U.S. RATE EXPECTATIONS WEIGH ON RISK ASSETS AND THE DOLLAR STRENGTHENS. MARKETS ARE ALSO DIGESTING STRATEGY'S POTENTIAL $1.25 BILLION BITCOIN SALE AND THE EU'S MICA LICENSING DEADLINE.
MEANWHILE, KALSHI TRADERS NOW FORECAST BITCOIN COULD FALL TO $45,000 THIS YEAR, HIGHLIGHTING GROWING CAUTION AS THE CRYPTOCURRENCY TRADES NEAR ITS RECENT LOWS.
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> IMF FLAGS AI DEBT AS BIGGER RISK THAN VALUATIONS
THE IMF SAYS AI-RELATED BORROWING POSES A BIGGER FINANCIAL STABILITY RISK THAN HIGH TECH STOCK VALUATIONS.
IMF OFFICIAL TOBIAS ADRIAN WARNED THAT MAJOR TECH FIRMS ARE TAKING ON MORE DEBT TO FUND AI INVESTMENTS, CREATING POTENTIAL RISKS IF PROFITABILITY WEAKENS.
HE ADDED THAT RECENT EARNINGS STRENGTH SUGGESTS CURRENT AI VALUATIONS ARE NOT YET SHOWING CLASSIC BUBBLE CHARACTERISTICS.
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THE IMF SAYS AI-RELATED BORROWING POSES A BIGGER FINANCIAL STABILITY RISK THAN HIGH TECH STOCK VALUATIONS.
IMF OFFICIAL TOBIAS ADRIAN WARNED THAT MAJOR TECH FIRMS ARE TAKING ON MORE DEBT TO FUND AI INVESTMENTS, CREATING POTENTIAL RISKS IF PROFITABILITY WEAKENS.
HE ADDED THAT RECENT EARNINGS STRENGTH SUGGESTS CURRENT AI VALUATIONS ARE NOT YET SHOWING CLASSIC BUBBLE CHARACTERISTICS.
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> EUROPEAN WEALTH RISES, BUT U.S. STAYS FAR AHEAD
EUROPEANS GREW WEALTHIER IN 2025, WITH AVERAGE WEALTH PER ADULT RISING 17%, HELPED BY A STRONGER EURO.
STILL, AVERAGE WEALTH IN EUROPE ($337,083) REMAINS LESS THAN HALF THAT OF THE U.S. ($696,277), ACCORDING TO UBS.
THE U.S. ALSO REMAINS HOME TO MORE THAN 40% OF THE WORLD'S MILLIONAIRES.
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EUROPEANS GREW WEALTHIER IN 2025, WITH AVERAGE WEALTH PER ADULT RISING 17%, HELPED BY A STRONGER EURO.
STILL, AVERAGE WEALTH IN EUROPE ($337,083) REMAINS LESS THAN HALF THAT OF THE U.S. ($696,277), ACCORDING TO UBS.
THE U.S. ALSO REMAINS HOME TO MORE THAN 40% OF THE WORLD'S MILLIONAIRES.
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> AI MEMORY BOOM ADDS TO U.S. INFLATION
WOLFE RESEARCH SAYS SOARING MEMORY CHIP PRICES, DRIVEN BY AI DEMAND, HAVE ADDED ABOUT 0.3 PERCENTAGE POINTS TO U.S. CORE INFLATION.
RISING DRAM AND NAND COSTS ARE PUSHING UP COMPUTER AND SMARTPHONE PRICES, WITH APPLE EXPECTED TO RAISE PRICES ON SEVERAL PRODUCTS.
WOLFE WARNS AI IS BECOMING AN INFLATION DRIVER RATHER THAN A DISINFLATIONARY FORCE.
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WOLFE RESEARCH SAYS SOARING MEMORY CHIP PRICES, DRIVEN BY AI DEMAND, HAVE ADDED ABOUT 0.3 PERCENTAGE POINTS TO U.S. CORE INFLATION.
RISING DRAM AND NAND COSTS ARE PUSHING UP COMPUTER AND SMARTPHONE PRICES, WITH APPLE EXPECTED TO RAISE PRICES ON SEVERAL PRODUCTS.
WOLFE WARNS AI IS BECOMING AN INFLATION DRIVER RATHER THAN A DISINFLATIONARY FORCE.
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> BESSENT SAYS CHINA REMAINS IRAN'S ONLY OIL BUYER
U.S. TREASURY SECRETARY SCOTT BESSENT SAID CHINA REMAINS THE ONLY MAJOR BUYER OF IRANIAN OIL, WHILE OTHER COUNTRIES ARE AVOIDING PURCHASES OVER FEARS U.S. SANCTIONS COULD RETURN.
HE SAID THIS GIVES TEHRAN AN INCENTIVE TO NEGOTIATE WITH WASHINGTON, WITH THE NEXT ROUND OF U.S.-IRAN TALKS EXPECTED TO TAKE PLACE IN DOHA.
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U.S. TREASURY SECRETARY SCOTT BESSENT SAID CHINA REMAINS THE ONLY MAJOR BUYER OF IRANIAN OIL, WHILE OTHER COUNTRIES ARE AVOIDING PURCHASES OVER FEARS U.S. SANCTIONS COULD RETURN.
HE SAID THIS GIVES TEHRAN AN INCENTIVE TO NEGOTIATE WITH WASHINGTON, WITH THE NEXT ROUND OF U.S.-IRAN TALKS EXPECTED TO TAKE PLACE IN DOHA.
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