The Meta Crack
July 1, 2026
Meta faces a major crack in its hyperscaling story as it begins selling access to expensive AI infrastructure.
US real estate led a mixed June market as commodities and Bitcoin faced sharp declines.
Global gold reserves have surpassed U.S. Treasury holdings for the first time since 1996.
WTI crude plummeted 30% as Middle East tensions eased, but El Niño-driven food costs and tariff deadlines signal new risks.
S&P 500 earnings are projected to surge 23.7% in Q2, led by massive growth in Energy and Tech.
With OECD reserves at 20-year lows, logistical delays in reopening shipping lanes could trigger a violent structural price squeeze.
July 1, 2026
Meta faces a major crack in its hyperscaling story as it begins selling access to expensive AI infrastructure.
July 1, 2026
The Dow Jones hit record highs above 52,500, fueled by its new weighting toward Alphabet and technical flows.
July 1, 2026
Former Bank of England Governor Mervyn King advocates for a 'pawnbroker for all seasons' approach to eliminate bank runs through pre-positioned collateral.
July 1, 2026
Andersons Incorporated is a diversified agribusiness operating primarily across North America.
July 1, 2026
Parker-Hannifin is targeting the $1,086–$1,170 range as its bullish Elliott Wave cycle continues.
July 1, 2026
Jesse Livermore’s rules prioritize buying breakouts and avoiding the trap of averaging down.
July 1, 2026
The US dollar and 10Y Treasury Notes hit key inflection points ahead of tomorrow’s NFP report.
July 1, 2026
Although the benchmark indices opened higher, they traded positive throughout the session and ultimately closed green.
July 1, 2026
UPM-Kymmene projects a 9.7% return through 2026, driven by a robust 6.7% dividend yield and historical price gains.