Market Signals

ISRAEL INTENSIFIES ATTACKS ON GAZA , KILLING SEVERAL IN LATEST CEASEFIRE VIOLATION

PENGUIN SOLUTIONS ( PENG ) BECOMES NVIDIA AI FACTORY SPECIALIZED PARTNER

WHAT LIFE IS LIKE IN DAHIYA AMID A HEZBOLLAH-ISRAEL TRUCE IN LEBANON - NYT

THE ZEN OF JENSEN : NVIDIA CEO SAYS I LET THE WORLD COME TO ME THE ZEN OF JENSEN : NVIDIA CEO SAYS I LET

VALVE AND NVIDIA PARTNER TO BRING STEAMOS TO DESKTOP PCS

MICRON JUST DETHRONED NVIDIA IN ONE KEY WAY

U.S. STRIKES IRAN AFTER TRUMP SAYS TEHRAN COMMITTED "FOOLISH VIOLATION" OF CEASEFIRE — via CBS

DONALD TRUMP THREATENS 100 % TARIFF OVER EUROPEAN DIGITAL SERVICES TAX

📊 O/N Reverse Repo Facility: 5.718 billions $ ($+1.2B)

📊 Michigan Consumer Sentiment: 49.8 index (-4.60% YoY)

FUTURES DROP , CHIPS RESUME SLIDE AS OPENAI IPO DELAY DENTS SENTIMENT

SOFTBANK PLUNGES 13 % AS OPENAI IPO DELAY CONCERNS SHAKE INVESTORS

UKRAINE UNLEASHES ONE OF ITS BIGGEST DRONE ATTACKS ON RUSSIA

ITALY TELLS IRAN IT DIDNT SUPPORT US WAR , REJECTING CLAIMS FROM NATO CHIEF

NEWSPAPERS SUE OPENAI , MICROSOFT FOR MASS COPYRIGHT INFRINGEMENT

AN IRAN PEACE DEAL DOESN'T MEAN CHEAPER FARES. THAT'S GREAT NEWS FOR AIRLINE STOCKS. — via BUSINSIDER

RUBIO SEEKS TO ALLAY GULF STATE FEARS , BUT ALLIES HAVE REASON TO WORRY ABOUT PEACE DEAL

📊 Sahm Rule Recession Indicator: 0.1 pp (-0.17pp)

OPENAI , ANTHROPIC , MICROSOFT , AND AMAZON ARE BEHIND A NEW ORGANIZATION THAT AIMS TO HELP PREPARE WORKERS FOR AI

PCE INFLATION MEASURE TOPS 4.0 % IN MAY ; CONSUMER SPENDING STRONG

STOIC WARRIOR OIL TANKER NAVIGATES THE STRAIT OF HORMUZ DESPITE IRAN THREATS

U.S . PCE INFLATION MEASURE TOPS 4 % IN MAY ; CONSUMER SPENDING STRONG

📊 O/N Reverse Repo Facility: 4.534 billions $ ($-2.0B)

SHIITE MUSLIMS MARK HOLY DAY OF ASHOURA AFTER MONTHS OF WAR IN IRAN AND LEBANON

US SECRETARY OF STATE TRIES TO REASSURE GULF ALLIES ON US - IRAN DEAL DETAILS

OPENAI PARTNERS WITH BROADCOM TO LAUNCH JALAPEÑO INTELLIGENCE CHIP

AUSTRALIA UNEMPLOYMENT RATE DROPS TO 4.4 PER CENT

UNEMPLOYMENT RATE FALLS TO 4.4 PER CENT IN MAY

BROADCOM GETS MAJOR OPENAI BOOST IN AI CHIP RACE

QUALCOMM DEBUTS LINE OF AI DATA CENTER CHIPS AND SYSTEMS , INCREASING COMPETITION WITH NVIDIA

PREDICTION : THIS WILL BE NVIDIA STOCK PRICE BY THE END OF 2027 ( HINT : BIG GAINS AHEAD !)

AI CHIP STOCKS STAGE REBOUND : NVIDIA , AMD LEAD RECOVERY AHEAD OF MICRON EARNINGS SHOCK

JOBS DATA NEXT TEST TO WORK OUT INTEREST RATE OUTLOOK

CURSOR TRAINS FIRST FRONTIER MODEL FROM SCRATCH ON COLOSSUS : 1.5 TRILLION PARAMETERS

UN NUCLEAR AGENCY BOSS SIGNALS THAT INSPECTORS WILL VISIT IRAN NUCLEAR SITES

HOUSE APPROVES MAJOR HOUSING AFFORDABILITY BILL, SENDING MEASURE TO TRUMP — via CBS

📊 PPI (Producer Price Index): 292.504 index (+13.08% YoY)

📊 Employment Cost Index: 177.498 index (+3.32% YoY)

QUALCOMM REPORTEDLY EYEING $4 BILLION ACQUISITION OF AI CHIP STARTUP MODULAR

MICRON ( MU ) Q2 EARNINGS : WHAT TO EXPECT

QUALCOMM NEARS $4 BILLION ACQUISITION OF AI CHIP STARTUP MODULAR

AI DATA CENTER MARKET PROJECTED TO REACH USD 810.6 BILLION BY 2033 AS ENTERPRISES ACCELERATE INVESTMENTS IN AI INFRASTRUCTURE

EXPLAINER : WHAT TO KNOW ABOUT THE FIRST SESSION OF IRAN - U.S . TALKS IN SWITZERLAND

📊 O/N Reverse Repo Facility: 0.251 billions $ ($-6.6B)

US , IRAN AGREE ON ROADMAP TOWARDS FINAL DEAL IN SWITZERLAND TALKS | NEWS

U.S ., IRAN BEGIN TALKS IN SWITZERLAND

NVIDIA ( NVDA ) STOCK WEIGHS AI MOMENTUM AGAINST MIXED VALUATION SIGNALS AFTER 46 % ONE - YEAR GAIN

FIGHTING PERSISTS IN LEBANON DESPITE A CEASEFIRE : NPR

ISRAEL AND HEZBOLLAH AGREE TO HALT FIGHTING AS TALKS BETWEEN THE U.S . AND IRAN HANG IN THE BALANCE

IRAN SUPREME LEADER ENDORSES DIRECT TALKS AS US LIFTS BLOCKADE | ISLE OF WIGHT COUNTY PRESS