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European stocks are trading near fresh record highs, oil prices remain under pressure and AI enthusiasm continues to overshadow almost everything else. Yet beneath the surface, cracks are beginning to appear. Memory chip prices are squeezing hardware makers, Foxconn's blockbuster sales failed to excite investors, and SpaceX is about to join the Nasdaq 100 despite a valuation and governance structure that continue to divide Wall Street.
At the same time, the Federal Reserve remains hawkish, the US dollar is strengthening, and Japan's bond yields are quietly climbing to levels that were once considered capable of triggering a reverse carry trade....

Artificial intelligence has become the biggest engine of the market rally—but are the first cracks finally starting to appear: Meta's decision to commercialise its AI infrastructure and Oracle's warning that some customers may struggle to pay for the enormous computing capacity they have ordered have raised uncomfortable questions about whether the AI spending boom has gone too far. Chipmakers led a sharp selloff as investors began to wonder whether Big Tech could eventually slow its spending. Meanwhile, softer euro area inflation, lower oil prices and fresh comments from central bankers in Sintra provided a more reassuring macro backdrop. All eyes...

Artificial intelligence has become the biggest engine of the market rally—but are the first cracks finally starting to appear: Meta's decision to commercialise its AI infrastructure and Oracle's warning that some customers may struggle to pay for the enormous computing capacity they have ordered have raised uncomfortable questions about whether the AI spending boom has gone too far. Chipmakers led a sharp selloff as investors began to wonder whether Big Tech could eventually slow its spending. Meanwhile, softer euro area inflation, lower oil prices and fresh comments from central bankers in Sintra provided a more reassuring macro backdrop. All eyes...

Global markets have entered the second half of the year with remarkable momentum despite months of geopolitical tensions, an energy shock and rising bond yields. AI remains the dominant investment theme, with semiconductor stocks continuing to lead the rally while Big Tech faces growing scrutiny over the returns on massive AI spending.
Falling oil prices are helping ease inflation fears just as Fed Chair Kevin Warsh reinforces the Federal Reserve's renewed focus on price stability. Higher yields could challenge equity valuations, but strong earnings expectations and abundant liquidity continue to support risk appetite.
Meanwhile, the US dollar is regaining strength...

BTC can barely hold 60k USD, is 50k next?

00:00 Intro
00:27 Disclaimer
00:31 Preview
00:47 Bitcoin
03:27 Ethereum
05:48 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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Global stock markets have just wrapped up their strongest quarter in six years, but is the AI rally beginning to lose its foundations? While Nvidia, Micron and other chipmakers continue to surge, the companies funding the AI revolution are coming under growing pressure. Microsoft, Google, Meta and Amazon are all facing investor scrutiny over massive AI spending, rising borrowing costs and uncertain returns. If hyperscalers eventually slow their investment, can semiconductor stocks continue climbing on their own?

Listen to find out more!

Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque...

Markets are starting the week on a surprisingly calm footing despite another round of US-Iran attacks over the weekend. Oil prices remain remarkably contained, with strategic reserve releases and continued flows through the Strait of Hormuz helping contain fears of a major supply disruption. But while geopolitics has temporarily taken a back seat, investors are increasingly focusing on a different source of risk: the ongoing rotation out of technology stocks.
This week's key catalysts will be the US jobs report and Kevin Warsh's speech in Sintra, which could reinforce the Federal Reserve's hawkish stance and provide fresh support to the...

Technology stocks are under renewed pressure despite another blockbuster earnings report from Micron. While strong AI demand continues to lift memory chip makers, soaring chip prices are now creating problems for the companies that buy them. Apple warned that higher memory costs are forcing significant price increases, raising fears that consumer demand could weaken and profit margins could come under pressure. The selloff spread across Asia, dragging down Samsung, SoftBank, the Kospi and the Nikkei, while Chinese technology stocks remained under pressure as investors questioned their ability to convert AI investment into sustainable profits. Meanwhile, easing bond yields and falling...

Micron has given technology stocks exactly what they needed: a powerful earnings beat, strong guidance and renewed confidence that AI-driven demand for memory chips and data centres remains robust. The results triggered a rally across semiconductor stocks and lifted broader market sentiment after days of heavy selling.
But the real test is still ahead. Investors now turn their attention to the latest US GDP and PCE inflation data—the Federal Reserve's preferred inflation gauge. Will easing energy prices help cool inflation, or will another hot reading reinforce higher-for-longer interest rates and put fresh pressure on richly valued technology stocks?

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Technology stocks are under pressure as rising bond yields, elevated valuations and growing concerns over AI-related spending challenge one of the strongest market rallies in recent history.
The latest selloff has been particularly painful for memory-chip stocks, with Micron, Samsung and SK Hynix at the centre of the storm. After a spectacular AI-driven rally fuelled by booming demand for high-bandwidth memory (HBM) chips and data-centre investment, investors are beginning to ask whether expectations have become too optimistic.
Today, all eyes turn to Micron's earnings. Strong results are expected, but are they already fully priced in? More importantly, how will the...