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“The sharp selloff in Korean equities from the June peak is raising questions with some investors regarding the sustainability of the AI trade more broadly. With Middle East tensions rising again, this too has added to market consternation.”
Zerohedge Debates
ZeroHedge Reads
Alt-Market
AntiWar.com
Bitcoin Magazine

“The next test is no longer whether AI demand exists, but whether pricing, margins and cash flow can justify the capex bill. If…

Death, taxes and pre-market "ceasefire/Hormuz transit deal is imminent" headlines...

"Warsh’s remarks were the clearest signal yet that the Fed sees inflation, not growth, as the bigger risk right now. Markets have…

Oil was choppy and wiped out gains, with a Strait of Hormuz deal in the final stages.

US President Trump said they are moving along very nicely regarding Iran, and we will know in 48 hours about Iran.

Gulf official tells CNN “50:50” chance US and Iran could reach deal by Friday; US reportedly nears a Hormuz deal; Houthis hit…