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This week's earnings season begins against a far more challenging backdrop than investors expected just days ago. While SK Hynix's record US debut highlights the market's relentless appetite for AI, the sharp swings in memory chip stocks are a reminder that semiconductor cycles have not disappeared. Attention now turns to major US banks, ASML and TSMC, where strong earnings are widely expected—but will they be enough to satisfy investors?
At the same time, renewed Middle East tensions are driving oil prices and bond yields higher, raising fresh inflation concerns just as markets await the latest US CPI figures and Federal...

Oil prices surrendered this week's geopolitical gains as easing supply concerns and renewed US-Iran talks helped calm the energy markets despite continued disruptions around the Strait of Hormuz. Falling oil prices pushed global bond yields lower and lifted investor sentiment, setting the stage for a record US debut by SK Hynix.
Meanwhile, Chinese technology stocks continue to attract investors thanks to compelling valuations, growing AI ambitions and expectations of stronger government support.
Looking ahead, attention shifts to the start of the US earnings season, where headline earnings growth is expected to be driven overwhelmingly by the energy and technology sectors....

The US resumed strikes on Iran, sanctions tightened again, Tehran threatened retaliation, and crude prices jumped back toward key technical levels. The rebound is reviving inflation fears, pushing bond yields higher and challenging the recent rotation away from energy.
Energy is benefiting from geopolitical tensions and renewed supply uncertainty, while Chinese technology stocks are attracting attention thanks to massive government support for AI infrastructure and valuations that remain a fraction of those seen in the US.

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

Is this a sign of hope for the crypto markets?

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Technology stocks remain under pressure despite Samsung's blockbuster earnings, with the semiconductor selloff dragging the Nasdaq 100 below its 50-day moving average for the first time since April. Meanwhile, SpaceX's first day in the Nasdaq 100 was marked by a sharp decline, even as Wall Street unveiled remarkably bullish price targets ranging from $200 to $300 per share—and one bank's valuation range stretching from $75 to $600.
At the same time, renewed tensions in the Middle East are pushing oil prices and bond yields higher, threatening to reverse the recent easing in inflation expectations. Could geopolitics derail the rotation out...

Samsung's blockbuster earnings should have reassured investors. Instead, they triggered a 9% selloff that dragged the Kospi sharply lower and reignited concerns that expectations across the AI semiconductor space have become impossible to satisfy. A 19-fold jump in quarterly profit and an earnings beat were simply not enough once the market's whisper numbers had moved even higher.
At the same time, oil markets are facing two opposing forces. Fresh attacks in the Strait of Hormuz are reviving geopolitical risk, while Saudi Arabia's deep price cuts for Asian buyers and abundant crude supply continue to weigh on prices. Which story wins...

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...