Weekly Report! We haven't seen this since 2022 and 2002 and I'm curious!
For next week my focus will be concentrated especially on a few interconnected elements. I want to understand whether the S&P 500 will be able to confirm...

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For next week my focus will be concentrated especially on a few interconnected elements. I want to understand whether the S&P 500 will be able to confirm...

The labor market is slowing, the Fed could be less aggressive, but at the same time Treasuries continue to send a far from calm signal.

U.S. futures this morning are moving without any particularly strong direction, and in my view that's quite normal: today brings the September jobs report and it will likely be the most important macroeconomic release of the day.

Futures on US equity indices rose alongside Asian tech stocks, supported by encouraging outlooks issued by Micron Technology. Contracts on the Nasdaq 100 gained about 1.2%,....

The market is entering the fourth quarter with an unusual combination: equities near highs, Bitcoin still very strong, economic growth seemingly robust, but at the same time Treasuries ...

Markets under pressure with oil above $105, US Treasuries at 5.27% and fears of further Fed hikes. Tech and AI weaken, gold sharply lower and volatility elevated. Bitcoin pulls back from highs above $87,000 but tries to defend the key 82,000–83,000 area.

Markets under pressure as Treasuries above 5%, oil high and US-Iran tensions, while AI and semiconductors remain the main drivers of Wall Street. Bitcoin attempts to recover above $84,000, but with the Bitget hack, ETFs, PCE and payroll the week looks decisive for risk and volatility.

Yields rising, oil above $90, geopolitical tensions, weak breadth and expectations of restrictive monetary policy make a long list of seemingly bearish arguments. Yet Nasdaq and major indices continue to move near record highs.

This is not a list of “coins to buy”. It is a map of where capital is rotating, which catalysts fall in the next 7–10 days and where supply (unlock) or narrative risk is highest. The Altcoin Season Index has climbed toward 48: rotation has begun, full season has not.

Wall Street closes almost flat amid Treasuries at highs since 2007, oil rising and geopolitical tensions. AI remains a protagonist with Meta strong, Oracle under pressure and new mega cloud deals. Bitcoin consolidates, while ETFs and altcoins show constructive signs.

PMIs well above expectations, Treasuries under heavy pressure, probability of a rate hike in October above 70%, AI agents fuel fears of disintermediation and US stock markets all close lower. Bitcoin returns to 84k

Muse ignites the “AI agentic”, financial stocks hit by dimensionality reduction, US-Iran talks put pressure on oil prices.

Wall Street at highs, Bitcoin Soars to $87,000: Oil and Yields Fall, AI Explodes Among Meta, AMD and Nvidia While Altcoins Accelerate

Showdown at the UN General Assembly, China-US talks and AI week are rattling markets! Holidays in Japan and Korea are reducing liquidity: is the “God of AI stocks” coming back into play? Bitcoin above 81k? and the altcoins?

The return of capital to crypto and technology signals a greater risk appetite; on the other hand, high bond yields, strong dollar, geopolitical tensions and restrictive monetary policies continue to represent significant sources of pressure.

Wall Street bounces back after the Fed hike, supported by the drop in Treasuries and oil. Nasdaq and semiconductors lead the recovery, while Bitcoin remains near $76,000. The SEC opens to tokenized equities and privacy coins such as ZEC, NEAR and COTI register strong gains.

The Fed raises rates again and leaves the door open to another increase, pushing the dollar and Treasuries. Wall Street retreats, but semiconductors and AI infrastructure hold up. Bitcoin defends the $75,000 area, while ETFs see outflows, oil weak and privacy coins strongly higher. Focus on BOJ and BoE.

Bitcoin plunges below $75,000 after the halt to the CLARITY Act, while Treasury above 5% and oil above $108 shake Wall Street. Nasdaq, crypto and tech stocks retreat. Now attention is all on the Fed: the decision on rates and Warsh's remarks could trigger new volatility.

the yield on the US 10-year Treasury tops 5%, the narrative of a “brake” on AI hits chips hard, while cybersecurity and software rise, bitcoin static and clarity act

the “slowdown” theory of AI shakes the super week of central banks, US Treasury yields toward 5% and rate-hike probability close to 90%, Bitcoin at 77k and old alts start running again!

Oil above $100, inflation and Treasuries near 5% rekindle rate fears, weighing on stocks, AI and crypto. Bitcoin heads back toward $76K while altcoins struggle. Apple and Oracle surprise to the upside, while chips and growth remain under pressure ahead of the US CPI.

Wall Street closes down again as Brent tops $100 and the 10-year Treasury rises to 4.85%. Bitcoin holds around $78,000, while AI, memory chips and networking show strength. Attention now turns to PPI, CPI and the ECB.

oil near 100 dollars, the bond market awaits Bessent’s “move”, the narrative around computing power for AI returns to the forefront, while Apple’s foldable faces a crucial test. Bitcoin awaits CPI feedback

Oil at highs, US-Iran tensions and expectations of further FED hikes push Bitcoin below $80,000. Meanwhile hype grows for Hunter Biden’s LAPTOP, while Solana, Base and Injective attract new liquidity. Eyes on upcoming US CPI and PPI data.

US payrolls above expectations rekindle the risk of rate hikes, while oil and tensions with Iran fuel inflation. Bitcoin reacts to the shock, recovers $80K thanks to ETF inflows and leverage reduction, while activity in altcoins and Meme increases.

Waller cools rate-hike expectations and reignites risk-on: Wall Street rises, Treasury yields retreat and Bitcoin returns above $80,000. Meanwhile gold and AI accelerate, while oil and Middle East tensions remain the main risks for markets.

Wall Street bounces as US employment slows and geopolitical tensions ease, while oil and yields remain elevated. Bitcoin defends the 77.000$ area, but the outlook remains fragile: the upcoming labor data and the Fed’s behavior will be decisive.

stocks and bonds crash on the first day of September, the 30-year Treasury yield returns to the pre-intervention highs and long-duration AI assets are being repriced.

Bitcoin holds above $78,000, but oil and US yields complicate the breakout to $80,000. Meanwhile Robinhood Chain posts record volumes, ARB jumps over 40% and the global race between AI, blockchain and tokenized assets heats up.

The Fed turns more hawkish and reopens the risk of a rate hike in September. Bitcoin defends the 76-77K area while Wall Street watches Non-Farm Payrolls, AI earnings and US-Iran tensions. Also focus on ETFs, oil, semiconductors and altcoins.

Wall Street speeds up thanks to the AI rally and Nvidia’s results, while Bitcoin rises back above $81,000 and altcoins gain ground. Treasuries, oil, the Fed and Jackson Hole remain under watch, with potential new bursts of volatility across markets.

Wall Street: Nvidia rekindles confidence in AI, inflation again dampens hopes for rate cuts and the risk of a global food crisis rises

Oil and long-term yields slow; Bitcoin pulls back after testing $80,000

Bitcoin consolidates near $80,000, supported by strong inflows into ETFs, while altcoins show signs of recovery. Wall Street remains cautious amid US debt, tensions with Iran and AI-related selling. Gold strong and all eyes on PCE, Nvidia, Jackson Hole and the Fed.

Bitcoin holds around $77,000 after weekend volatility, supported by strong inflows into ETFs. US yields, oil, tensions with Iran and the main macroeconomic events of the week remain in focus.

the “market rescue” by Bessent lasts only one day, Walmart drags the market down while AI storage and optical communications buck the trend, crypto explodes!

Bessent presses the “stop the bleeding” button on long-dated Treasuries, gold and Bitcoin soar; Moderna sparks the pharmaceutical sector rally, while AI momentum stocks are liquidated.

fears over AI‑related debt and the storm on the global bond market hit markets; US stocks fall for the third straight day, while memory, optical communications and cloud services sectors collapse.

the three major indexes fell for a second consecutive session; memory and optical communications rose countertrend; SanDisk gained nearly 50% in six consecutive sessions, while AXTI jumped 17%.

earnings growth for the S&P 500 hits highest in 30 years, Nvidia becomes the sixth-largest shareholder of SpaceX

CPI and PPI slow, the S&P 500 marks a new high; SanDisk and Workday drive storage and software, while optical communications face profit-taking.

CPI moderate, strong intraday reversal of US stocks; cloud AI, storage and optical communications soar

the three major indices continue to fall, market cautious awaiting the CPI; AI computing power and optical communications buoyed by strong results from CoreWeave and Lumentum

the Philadelphia Semiconductor index loses nearly 3%, suspicions about NVIDIA's "circular financing" trigger a retreat in technology stocks, chip and optical communications stocks plunge.

nonfarm payrolls below expectations ignite bets on rate cuts; optical interconnects begin to steal the spotlight from the storage sector and "short storage, long optics" becomes the new battleground.

DOMINANT HAWKISH TONE ON THE EVE OF NONFARM PAYROLLS; STORAGE AND AI SOFTWARE SHARES UNDER PRESSURE; COPPER PRICES AT HISTORIC HIGHS

The Dow Jones at record highs, while technology stocks pull back; SanDisk and Western Digital disappoint. Gold soars 4% lifting mining companies higher; Google's AI leadership reshuffle weighs on the stock. Bitcoin recovers.

S&P 500 and Dow Jones at record highs, Philadelphia semiconductor index and chip stocks up for the fourth consecutive day; SanDisk and Intel soar more than 10%, while Micron returns above $100 billion in market capitalization.

Artificial Intelligence and Cloud Computing return to dominate the market, Amazon knocks on the door of $3,000 billion

V-shaped rebound at month-end, but the Nasdaq posts its worst July in 12 years, while capital increasingly concentrates on the cloud giants. Bitcoin and Coldcard fiasco

Microsoft eases fears about the “cash burn” linked to AI, tech stocks rebound strongly: the DRAM memory ETF and the Philadelphia Semiconductor index rise by 17% and 8% respectively.

The Fed leaves rates unchanged, the Nasdaq falls for the sixth consecutive session, memory stocks retreat for the fourth day and the Philadelphia semiconductor index has lost almost 30% from its highs.

Apple regains market capitalization primacy from Nvidia, capital shifts from AI hardware to software and rumors about ChangXin and Chinese lithography sink US memory and semiconductor stocks.

Signs of de-escalation between the United States and Iran have slowed oil and gas, while markets remain cautious. The week will be dominated by the Fed, BoE, BoJ and Big Tech earnings. Bitcoin recovers the 65,000 dollar level, but weak volumes and geopolitical risks keep global volatility high.

Tariffs and oil above $100 revive the “reflation trade”; the crash of the seven giants drags the Nasdaq down 2%, while doubts about investments in AI increase.

Wall Street under pressure amid geopolitical tensions, oil rally and concerns over artificial intelligence spending

Strong rebound in memory chips: the DRAM ETF, SanDisk, Micron and other stocks gain more than 10%, while SpaceX breaks a seven-session losing streak. Bitcoin recovering.

Euphoria for AI cloud, rebound in storage and optical communications, Google and Intel rise ahead of earnings, Bitcoin breaks 65k

Markets under pressure between semiconductors, geopolitical tensions and energy inflation. Sector rotation, and cryptocurrencies in defensive mode.

Markets down after US macro data that strengthen the hypothesis of higher rates for longer. Semiconductors lead the selloff, while tensions in the Middle East increase risk aversion. Bitcoin consolidates below $65,000 after the recent rally

Inflation continues to slow, storage stocks plunge, Apple leads the rally, PayPal soars SpaceX falls. Bitcoin and ETH recovering. Robinhood chain meme and RWA

US inflation slows and rekindles the market rally: Bitcoin tops $65,000, Ethereum accelerates and stablecoins receive support from the US and the United Kingdom. Meanwhile institutional adoption, DeFi developments and geopolitical tensions are on the rise

Markets under pressure from US-Iran tensions and a more hawkish Fed, while Bitcoin consolidates awaiting the CPI. Also in focus the CLARITY Act, developments in the crypto sector and the growth of Robinhood Chain, the new hotspot for meme coin trading

Wall Street prepares for a high-tension week: war in the Middle East, oil sharply higher, Bitcoin under pressure, US inflation, the Fed and Big Tech earnings could change the fate of markets.

The storage sector accelerates ahead of SK Hynix's ADR listing, demand for the US Treasury auction exceeds expectations and the market deems the risk from the conflict between the United States and Iran manageable.

The geopolitical situation in the Middle East has deteriorated rapidly again after President Trump announced the end of the memorandum of understanding between the United States and Iran. For the second night consecutive

The Wall Street session ended with widespread declines, marking a return of risk aversion. The Dow Jones fell 0.25%, the S&P 500 0.45% and the Nasdaq 1.16%.

Asian markets ended a winning streak, posting their first negative session after three days of gains, while a fresh wave of selling in tech stocks fed fears that the rally

Asian markets slow as investors take profits on artificial intelligence stocks. Semiconductors under pressure, dollar higher and oil lower. Attention turns to earnings to test the resilience of the tech rally.

The session on July 3 was marked by a sharply divided market. On one hand, the slowdown in the US labor market strengthened expectations of a future interest rate cut, pushing the Dow Jones to hit a new all-time high.

The sale of AI compute capacity by Meta has triggered a rotation from semiconductors to software, while the Fed and macro data increase uncertainty.

US stock markets close a second record quarter thanks to the resilience of the economy and the boom in semiconductors. Doubts remain on the sustainability of the rally, while investors await upcoming macro data and the Fed’s decisions.

The Big Techs lead Wall Street's bounce after five difficult sessions, but the market remains cautious. Artificial intelligence

Markets recover as tensions between the United States and Iran ease, while Bitcoin remains under pressure around $60,000 amid ETF outflows, institutional selling and macro fears.

Markets under pressure amid Apple collapse, selling on Asian exchanges and Bitcoin back below $60,000. The chip price boom rewards memory manufacturers but penalizes consumer electronics, while high inflation and outflows from crypto ETFs feed volatility.

Micron's record results boost the AI sector and support markets, while Bitcoin falls back below 60,000 dollars amid concerns over Strategy. Investors now look to the PCE inflation reading, decisive for rate outlooks and the trajectory of global markets.

Markets try to stabilize after the collapse of tech and semiconductor stocks triggered by South Korea. Attention now focuses on Micron’s results and US PCE data, while Bitcoin falls below $63,000 and uncertainty about the AI cycle grows.

Artificial intelligence is not just about NVIDIA and large models. From HBM memory to optical interconnects, through Japanese components and power semiconductors, here are the 10 stocks that could benefit most from the second phase of the AI supercycle.

Sales on AI and tech stocks shake global markets, dragging Bitcoin toward $63,000. SpaceX collapses after the IPO and issues $20 billion of bonds, while Micron, Anthropic, Coinbase and the big crypto firms accelerate investments and strategic partnerships.

SpaceX falls more than 10% and records the third consecutive decline after the record IPO. Weighing on the stock are the debut in the bond market with an issuance of at least $20 billion and fears about the increase

From DeFi to decentralized AI, the crypto market remains rich with catalysts. Hyperliquid hits 10 billion of open interest, TNSR accelerates thanks to the revival of NFTs on Solana, VVV benefits from the AI narrative, while AERO leads growth on Base.

Progress in talks between United States and Iran helped push oil lower and supported Asian markets, but investors remain cautious. Meanwhile Bitcoin continues to consolidate under pressure amid outflows from ETFs, macro uncertainties and growing doubts

Equity markets remain constructive after the Fed, with the S&P 500 and Nasdaq near record highs thanks to semiconductor leadership. Breadth is improving, but to sustain new records contributions will be needed from financials, software and Big Tech.

STRC, Strategy’s preferred share, plunged to as low as $85, putting pressure on Michael Saylor’s model based on issuing high-yield stock to buy Bitcoin. The drop in BTC,

McDonald’s plunges toward annual lows as Wall Street races to new records. Amid high rates, margins under pressure and a rotation into tech stocks, the fast food giant loses appeal in the short term. Opportunity or warning sign for investors?

Tesla edges back toward $400 thanks to the tech rally and higher delivery estimates. But the federal probe into Full Self-Driving, competition in robotaxis and the rise of SpaceX keep uncertainty high for the stock's future.

Markets slow as investors await developments on the US-Iran deal. Semiconductors lead the rally thanks to AI, Intel soars on strategic rumors with Apple, while Bitcoin remains under pressure from an aggressive Fed and outflows from ETFs.

The Federal Reserve kept rates steady, with the dot plot showing half of officials expecting rate increases this year.

According to MTC, the artificial intelligence sector is entering a new phase. After years in which companies invested without limits in advanced language models, the focus is shifting

SpaceX is not only building rockets: it is creating the infrastructure for a multiplanetary civilization, between Starship, Starlink, AI, Optimus robots, lunar cities, Mars and solar‑powered orbital data centers.

The Fed surprised markets with a much more aggressive tone than expected: the new dot plot signals possible rate hikes and Warsh abandoned forward guidance, triggering a sell-off on Wall Street. S&P 500, N

SpaceX has been listed on the NASDAQ under the ticker SPCX since June 12, 2026, at an IPO price of $135 per share for a record valuation of $1.75 trillion. On the first day of trading the stock touched $161.11 (+19.3%), pushing the market capitalization above $2 trillion.

Gold is holding around $4,335 after a rebound of about 6% from the June lows, but the recovery has already shown signs of slowing. Despite geopolitical tensions

Wall Street remains on hold for the Fed: the Dow Jones hits new all-time highs while the Nasdaq and technology pull back. Bitcoin and Ethereum consolidate at key levels, with the market looking to Kevin Warsh's comments to gauge the direction for the coming months.

Trump announces the US-Iran deal and Wall Street explodes: Nasdaq +3%, chips at record highs, oil collapsing and Bitcoin back on the run toward $100,000. But with the Fed and BOJ looming, the real test for the rally has yet to come.

The agreement between the USA and Iran to reopen the Strait of Hormuz triggers a global rally: stocks and Bitcoin accelerate, oil collapses and investors bet on lower inflation and a less aggressive Fed in the coming months.

Wall Street rebounds strongly despite the highest PPI since 2022: the Dow recovers 930 points thanks to hopes of a deal with Iran and the collapse of oil. Gold and Bitcoin remain under pressure amid inflation, an aggressive Fed and continued outflows from crypto ETFs.

Wall Street crashes amid 4.2% inflation and US-Iran tensions. The Dow loses nearly 1,000 points, AI stocks sink on rising costs and Bitcoin remains near levels typical of bear-market lows. The Fed is set to keep rates unchanged.

On Tuesday US markets experienced an extremely volatile day. The morning had started with a positive tone, with the Nasdaq Composite up nearly 0.7% and the semiconductor sector busy continuing the recovery started the previous day

Markets bounce thanks to AI, Bitcoin defends $60,000 while Hyperliquid dominates crypto buybacks with nearly 50% of the market. Now everyone awaits US inflation and the Fed: the next move could decide the fate of stocks and cryptocurrencies.

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