Weaker payrolls fade Fed hike bets, pressuring the Dollar; diverging ECB path and geopolitical risk premiums complicate the moves. A Dovish Repricing of Fed Expectations Is Undercutting the Dollar The…
Category:
Investing
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The loudest story on Meta ($META) in mid-2026 is that the company is “incinerating capital” — that a $125 billion-to-$145 billion capital-expenditure bill for AI data centres is value destruction…
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The lazy read on Microsoft (MSFT) in mid-2026 is that it has become a broken AI-capex story: the shares closed at $373.02 on June 30, 2026, well off their old…
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BitGo has expanded its institutional custody platform to support YLDS, the SEC-registered yield-bearing digital security issued by Figure Certificate Company, giving institutional investors access to regulated custody for one of…
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Markets await Middle East peace progress, monitor central bank policy shifts, and analyze the yen’s persistent weakness against the dollar. US-Iran Truce and Strait of Hormuz Stability Financial markets are…
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The reflex take on Broadcom (AVGO) is that it is just another way to ride Nvidia’s AI boom. It is closer to the opposite. Broadcom’s growth engine is custom AI…
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The tired framing of Intel is the fallen giant that missed mobile, missed AI, and handed its manufacturing crown to Taiwan. That story is two years out of date. Intel…
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Forget the reflex that says memory chips are dumb commodities doomed to boom and bust. The single most important number in Micron Technology’s (NASDAQ: MU) fiscal third quarter is not…
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Thailand’s Department of Special Investigation has issued an arrest warrant for Chinese businessman Wang Yicheng, alleging he helped run a network that laundered proceeds from scams and online gambling through…
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EURUSD currency pair can be expected to fall to the next support level 1.13500 (target price for the completion of the active intermediate impulse wave (3). EURUSD broke support zone…