Global TradFi & Macroeconomics

According to Morgan Stanley on June 15, the investment bank's strategy team expects U.S. equities to gain additional momentum from sector rotation into cyclical, economically-sensitive stocks that underperformed during tensions in the region. The team, led by Michael Wilson, cited increased Hormuz S

According to ECB Governing Council member Pereira, second-round effects have not yet materialized as of now.

Wedbush analyst Dan Ives stated during a Monday CNBC interview that he would be 'shocked' if Space Exploration Technologies Corp. and Tesla Inc. do not merge over the next year. Ives cited synergies between the two companies, cross-pollination opportunities, and the strategic advantage of

Bernstein analysts stated Robinhood could see strong tailwinds as prediction markets posted record trading activity during the early stages of the FIFA World Cup, with daily volumes rising from $2.2 billion on June 11 to $4.8 billion on June 12, when the U.S. played Paraguay. The surge was driven

According to Bernstein analysts, prediction market volumes reached $4.8 billion on June 12 during the FIFA World Cup, when the U.S. played Paraguay, up sharply from $2.2 billion on June 11 and exceeding the $1.4 billion traded during last season's Super Bowl. Bernstein projects Robinhood's predictio

According to Wedbush's Global Head of Tech Research Dan Ives, on Monday, SpaceX and Tesla would likely merge within the next year. During a CNBC interview, Ives highlighted synergies between the two companies following SpaceX's IPO last week, citing the potential to consolidate AI technology under o

OSTTRA reported cross-currency compression activity on its triReduce platform increased 52% by the end of May 2026 compared with the same period last year as financial institutions sought ways to reduce capital consumption and balance sheet usage. The growth occurred during a period where

According to BlockBeats, the LNG carrier Disha transited the Strait of Hormuz and entered the Gulf of Oman on June 15, according to ship tracking data from maritime information platform MarineTraffic. This marks the first major energy transport vessel to pass through the strategic chokepoint since t

According to Finbold, Wolfe Research analyst Chris Caso raised his 12-month price target for Micron Technology (MU-US) from $550 to $1,250, a 127% increase, maintaining a buy rating. The upgrade reflects Caso's revised forecast for memory chip price gains in the second half of 2026 and

According to BlockBeats, Bitcoin rebounded to $65,568 on June 15, returning above the $65,000 level as market risk appetite strengthened ahead of this week's Federal Reserve policy meeting. Market participants widely expect the Fed to hold rates unchanged, but investors are closely watching how

According to Jin10 data on June 15, MLCC (multilayer ceramic capacitor) shortages have expanded beyond AI-specific chips to affect mainstream specifications across multiple product categories. Passive component manufacturer Walsin Technology noted that the most severely constrained specifications in

According to Nasdaq Global Indexes on June 11, Rocket Lab (RKLB-US), Astera Labs (ALAB-US), CoreWeave (CRWV-US), Nebius (NBIS-US), and Teradyne (TER-US) will be added to the Nasdaq 100 Index on June 22. The adjustment removes Charter Communications (CHTR-US), Cognizant Technology Solutions (CTSH-US)

Elon Musk said SpaceX could generate $1 trillion in annual revenue by 2030, shortly after the company's public market debut valued it at more than $2 trillion. The projection would place SpaceX among the largest revenue-generating businesses in history and far exceeds current Wall Street

According to Bloomberg, Chinese lifestyle platform Xiaohongshu is preparing to submit a confidential Hong Kong IPO application this month, with an estimated valuation exceeding $31 billion. The company, which has evolved from a shopping guide into a community content and e-commerce platform since it

According to Elon Musk, SpaceX could generate $1 trillion in annual revenue by 2030, a target that would place the company among the largest revenue-generating businesses in history. The projection came shortly after SpaceX's public market debut, which valued the rocket, satellite and space

Comtech Telecom reported Q3 net sales of $106 million, down 16% year-over-year. Adjusted earnings per share came to a loss of $0.22, compared to a loss of $0.18 in the prior-year quarter, indicating a widening loss on an adjusted basis. The stock rose more than 6% in premarket trading following the

According to Jin10 Futures, on June 15, Shanghai gold futures rose 4.22% to 938.94 yuan per gram, while Shanghai silver futures surged 7.70% to 16,876 yuan per kilogram. The rally was driven by weekend geopolitical de-escalation, which triggered a sharp decline in energy prices, easing inflation

UK investment platform Investa announced a new share option rewards programme, granting up to £1,000 in company options per person to over 3,000 active early users at its current £10 million valuation. The initiative aims to shift from short-term referral bonuses toward long-term ownership

According to BlockBeats, IQE surged 16.5% on June 15 after signing a multi-year phosphine indium (InP) wafer supply agreement with Tower Semiconductor for AI data center optical connectivity solutions. The stock has climbed from around 12.2 pence in February to approximately 52.8 pence, marking a ye