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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...

Europe is catching a bid. Falling oil prices, easing inflation pressures and softer ECB expectations are improving the outlook for European equities just as cracks begin to appear in the technology trade. Concerns about excessive AI spending, rising debt issuance and stretched valuations are resurfacing, prompting investors to reassess whether the world's largest technology companies can generate returns that justify the enormous capital being deployed.
But can UK markets benefit from that rotation? Ten years after the Brexit referendum, the UK's economic challenges remain in focus as gilt investors assess the country's fiscal outlook amid the 7th leadership change in...

Markets are starting the week with an odd sense of optimism despite another roller-coaster weekend for Middle East diplomacy. One moment the Strait of Hormuz is open, the next it's closed, then open again, as US-Iran negotiations begin while geopolitical tensions remain elevated. Yet investors continue to focus on the possibility of a breakthrough.
Oil briefly rose above $78 per barrel before retreating, while Asian equities pushed higher on strong technology appetite, a weaker yen, and renewed enthusiasm around AI and robotics.
Micron reports earnings this week. With expectations running sky-high, investors will be looking for confirmation that the memory-chip...

BTC is fighting the bears, but it seems hopeless - or is it?

00:00 Intro
00:29 Disclaimer
00:33 Preview
00:51 Bitcoin
03:09 Anthropic
03:57 Bittensor
05:40 Near & FET
05:59 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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Oil prices are falling as the interim US-Iran agreement raises hopes that the worst of the Middle East disruption may be behind us. But the stronger dollar – on hawkish Fed policy - is offsetting part of the benefit from lower oil prices. Because commodities are priced in dollars, a stronger greenback makes energy and raw material imports more expensive for the rest of the world. As a result, markets are caught between relief from cheaper oil and concerns about tighter US monetary policy.

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Ipek Ozkardeskaya has begun her financial career in 2010 in the...

🦄 The biggest tech winners now stay private for more than a decade. That's where most of the value gets created, and until recently it was off-limits to anyone who wasn't already a billionaire.

🎙️ In this episode of UNLOCKED, Andreas Bezner explains how he went from professional graffiti artist to building one of Switzerland's leading pre-IPO fintechs, why "the next NVIDIA" mistake is usually a prediction problem rather than a stock-picking one, and how Stableton opens access to the 20 most valuable private companies, names like OpenAI, Anthropic, Canva and Epic Games, before they ever go public.
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Kevin Warsh's first Fed meeting as Chair delivered a surprise—and not the dovish one markets were hoping for.
While the Fed left rates unchanged, the message was unmistakably hawkish. More importantly, Warsh appears determined to reshape the Federal Reserve itself. From questioning forward guidance and refusing to place a dot on the dot plot, to reviewing the Fed's communication strategy, balance sheet and reliance on traditional economic data, the new Chair is signalling that the Warsh era could look very different from the past two decades!

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Ipek Ozkardeskaya has begun her financial career in 2010...

SpaceX has surged to a valuation above $2.6 trillion, making it one of the most valuable companies in the world despite reporting losses and offering no clear profit outlook for this year. The rally is reigniting the bubble debate and raising questions about how far investors are willing to stretch valuations in the search for the next big thing.
At the same time, new Fed Chair Kevin Warsh faces his first major policy test. Inflation remains above 4%, the labour market remains relatively resilient, and markets have gone from pricing multiple rate cuts this year to considering the possibility of...