Latest: The Iran Deal
The contributors to the increase in real GDP in the second quarter were increases in consumer spending, investment, and exports that were partly offset by a decrease in government spending.
"Hormuz shipping bottleneck endures..."
While it is not yet clear who is responsible for the attacks, Iranian-linked hackers have, for years, targeted U.S. water systems to varying levels of success...
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Shares reversed kneejerk gains as investors continue showing caution related to deals in the AI/hyperscaler space...
So, the 'low hire, no fire' economy leaves Americans still spending but higher prices are forcing savings to be drawn down to maintain quality of life.
...Fed's favorite inflation gauge also slowed...
At least three IRGC troops confirmed killed, and a family in Qeshm Island...
Talking the AI bubble to gold, silver and the future of the dollar...
“We’ve seen the hyperscalers that have been wanting to spend more, without backing up with profits, getting penalized. But then you have Microsoft, which isn’t spending any more than it forecast and is growing its cloud business. That’ll remain key."
"When you nudge households into the market, and then they take losses of this size in 48 hours, the political pressure to do something becomes intense."
"We're going to beat the fuc*ing sh*t out of them," Trump told Fox.
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The company has been hit by collapsing sales in China, U.S. tariffs and costly investments in electric vehicles that have yet to produce the expected returns...
"2Q good but not good enough" ...
NS
Hundreds of millions poured into anti-racism ideology while victims of knife crime are left to die under two-tier justice...
...here's where buying a home is relatively attainable... and where it remains far out of reach...
“The proposals are aimed at tackling speculative projects from securing scarce network capacity without any firm intention to connect, ensuring the queue enables investment ready, viable projects...”
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The market is finally questioning the cost of AI. But while credit investors are growing increasingly concerned about hyperscaler balance sheets, semiconductor positioning has already undergone a brutal reset, raising the question of whether the pendulum has begun to swing too far.
After weeks of relentless selling, the first green shoots are beginning to emerge. Semiconductors, Korean equities and memory stocks are attempting to stabilise at deeply oversold levels, while positioning and dealer flows suggest any upside surprise could be amplified.
South Korea didn't just participate in the AI boom—it led it. Now the KOSPI, SK Hynix and Samsung are all breaking key technical levels, raising the question of whether Korea is becoming the canary in the coal mine for the global AI trade.
The KOSPI was one of the biggest winners of the AI boom, but those tailwinds are beginning to reverse. Deteriorating technicals, elevated leverage and persistent retail buying are creating uncomfortable echoes of China's 2015–16 market.
The recent sell-off has left investors increasingly defensive. But oversold technicals, washed-out positioning, elevated downside hedging and supportive seasonality suggest the Nasdaq may be setting up for a meaningful short-term squeeze.
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