The AI Supply Chain Swept the S&P 500 Leaderboard in H1 2026 The $S&P 500(.SPX)$   navigated a largely bifurcated environment in the first half of 2026. The first quarter was primarily characterized by a distinct sector rotation. Mega-cap technology lagged—with the Magnificent Seven declining over 10%—while capital rotated into defensive and cyclical sectors, notably energy, which surged amid Middle Eastern geopolitical tensions. This dynamic shifted notably in Q2. As $Microsoft(MSFT)$  , $Alphabet(GOOG)$   , 

Intel Attracts Biggest Short Volume as Bears Clash With Bulls $Intel(INTC)$   attracted the biggest short volume, highlighting bears' persistent skepticism over the ability of the legacy chipmaker to catch up to its biggest peers in the race to meet demand for advanced AI chips.  Trading in borrowed Intel shares that were sold short jumped 27% to 24.1 million shares Thursday, the biggest among stocks with a market capital of more than $5 billion tracked. Short sellers raised their stakes in Intel even as the stock jumped more than 9% that day.  Bears piled in, signaling doubts over the positive arguments cited by bulls. Yesterday, Bank of America Vivek Argya double-upgraded the stock to a buy from

The World Cup Kicks Off Soon! A Quick Look at 7 Major Investment Themes The summer of 2026 is destined to belong to football. As the countdown to the US-Canada-Mexico World Cup hits zero, the globe will enter a 39-day "football time." This is not only the largest World Cup in history (104 matches, 48 teams) but also an unprecedented commercial feast. Deutsche Bank notes that because the event is held in the North American time zone with a significantly extended schedule, commercial exposure for related companies will be markedly higher than in previous editions. From pre-match fan betting and sports equipment production, to in-match media broadcasting rights and concentrated brand ad placements; from offline viewing parties and beverage consumption to fans' cross-border travel and accommod

I bet for Spain to lift the trophy! I wont set alarm unless is my favourite or exciting match.Football no doubt is onr of the sport that generate a lot money [Miser] [Miser] [Miser]

I still believe in gold's safe heaven role as it had the value. I wont wait got gold to reclaim the 4500 level if I want to do for long term investment, but I dont want ti catch the falling knife now also. Better keep an eye and wait for the right timing.

I will buy:  Spain 🇪🇸 bullish reason: It is one of the top team in europe and they have a lot of young talent and great potential to get champion this year!

Before SpaceX Rings the Bell: Bull and Bear ETFs Are Lining Up SpaceX prices on June 11 and debuts June 12 on Nasdaq under SPCX $Space Exploration Technologies Corp(SPCX)$   — targeting $135 per share (subject to pricing on June 11), with a ~$75B raise and ~$1.75T valuation that would mark the largest IPO on record. Behind the stock, a quieter ETF arms race has formed: a wave of 2x daily single-stock ETFs is queued up to amplify SPCX's debut — most on the bull side, fewer on the bear side, with additional filings still working through SEC review. Bulls lead. Bears in the wings. All of the ETFs covered here are 2x daily products — they aim to deliver twice SPCX's daily move, in either direction. Anticipated on June 15 (Monday): Multiple i

Oracle Beat Expectations. So Why Did the Stock Fall? $Oracle(ORCL)$   delivered a strong Q4, but the market reaction showed that the bar has changed. Investors are no longer questioning whether Oracle has AI demand. They are questioning how expensive it will be to capture that demand. Q4 revenue rose 21% year over year to $19.2 billion. Cloud revenue grew 47% to $9.9 billion, while OCI revenue surged 93% to $5.8 billion. Non-GAAP EPS rose 24% to $2.11. On the surface, this was a strong print. The problem is that Oracle is now being judged like a hyperscaler, not just an enterprise software company. RPO proves demand is real The best number in the report was RPO. Oracle's remaining performance obligations reached

For me the power bank and the toiletry bag is the most practical merch to use!

Did The AI Chip Crash Break The Rally? Friday was brutal for chip stocks. The $Philadelphia Semiconductor Index(SOX)$   dropped 10.3%, its worst one-day decline since March 2020. U.S.-traded chip stocks lost more than $1 trillion in market value. But the crash came after a huge rally. AI chips had become one of the most crowded trades in the market. When a trade rises too far, too fast, it becomes vulnerable to any negative catalyst. Why did chips crash? – The first reason was positioning. Investors had crowded into GPUs, memory, ASICs, networking, optical names and semiconductor equipment. Once selling started, momentum strategies and leveraged ETFs likely made the move faster. – The second reason was expec

Solidion Technology Jumps 58% After Unveiling Extreme-Climate Battery Tech $Solidion Technology Inc.(STI)$   shares extended gains Friday after the company announced a patented extreme-climate battery platform designed for space operations, artificial intelligence data centers in low Earth orbit, and lunar infrastructure. The power storage system based on graphene actively manages cell temperatures, allowing the hardware to operate between -80 and 80 degrees Celsius, the company said Thursday, when its shares closed up 357% in regular trading. The company is also developing solid-state lithium-ion and lithium-sulfur batteries with non-flammable materials to provide higher energy-to-weight ratios for crewed spaceflights. The battery hardwa

Broadcom Sees Biggest Short Volume Amid $300 Billion Market Cap Wipeout $Broadcom(AVGO)$   shares slumped more than 7% Friday after attracting this year’s heaviest trading in borrowed shares that were sold short as bears took advantage of the chip giant’s disappointing AI sales outlook. The three-day stock selloff is on pace to wipe out more than $300 billion from the company’s market capital, shaving some of its 54% record-breaking rally over the past year that turned Broadcom into a $2.28 trillion company. If losses hold through the end of the trading day, the market could drop to $1.89 trillion. Short sellers piled onto the stock just as market makers are selling into weakness to manage their risk in the

AI Stocks Are Crashing, but Smart Money Is Buying Nvidia and TSM U.S. technology stocks came under heavy pressure on Friday as stronger-than-expected nonfarm payrolls data forced investors to reassess the Federal Reserve's policy outlook. Expectations for higher-for-longer interest rates intensified, sending growth stocks sharply lower. The $NASDAQ(.IXIC)$   fell over 4% intraday, while the $Philadelphia Semiconductor Index(SOX)$   plunged over 10%, making AI infrastructure names among the hardest-hit stocks in the market. As of publication, $NVIDIA(NVDA)$ 

Micron Hit an All-Time High, Then Fell. What Does Its Chart Say? $Micron Technology(MU)$   fell some 6% Thursday morning after rising nearly 1,000% over 12 months, taking the stock to an all-time intraday high earlier this week. Let's check out what its chart and fundamentals say could happen next. Micron's Fundamental Analysis MU fell Thursday is sympathy with a decline for $Broadcom(AVGO)$   on poorly received earnings. But prior to that, the stock rose almost 20% just on May 26 after UBS analyst Timothy Arcuri boosted his MU price target all the way up to $1,625 from a previous $535 (while reiterating the stock's "Buy" rati

Marvell Short Sellers Pile in as Stock's 250% Rally Tests Resistance $Marvell Technology(MRVL)$   short sellers piled onto the best performing semiconductor stock over the past five days as shares tested historical resistance levels after the company saw its market capital soar by $85 billion in the first three days of this week.  Trading in borrowed Marvell shares that were sold short rose to 10.6 million shares Wednesday, from 9.49 million a day earlier. The latest short volume represented 9.1% of the shares that changed hands that day when the stock sealed its five-day 52% run. That surge came after $NVIDIA (NVDA.US)$ CEO Jensen Huang predicted Monday that Marvell could be the next trillion-dollar b

Broadcom Plunges 12%, but Smart Money Is Buying the Dip The AI infrastructure sector experienced a roller-coaster session on Thursday. After $Broadcom(AVGO)$   plunged more than 12% following its earnings report, semiconductor and AI hardware stocks came under heavy pressure in early trading, raising concerns that weakness in one of the industry's key AI infrastructure leaders could signal a broader cooling of the AI trade. However, sentiment improved rapidly as the session progressed. Several AI infrastructure names recovered their early losses, with $Marvell Technology(MRVL)$   and 

Broadcom's AI Guide Missed. Google And Nvidia Fears Made It Worse $Broadcom(AVGO)$   reported another powerful AI quarter, but the stock still plunged 13% in after-hours trading. Let us take a closer look. FY26Q2 Core Financial Indicators – Revenue: $22.19 billion, up 48% YoY and 15% QoQ, slightly beating the market consensus estimate of $22.12 billion and exceeding prior guidance of $22.0 billion. – Non-GAAP Gross Margin: 77.1%, down 2.3 percentage points YoY but up 0.1 percentage points QoQ. Non-GAAP Operating Margin: 67.3%, up 2 percentage points YoY and 0.9 percentage points QoQ, marking the fourth consecutive quarter of QoQ improvement. – Non-GAAP Net Income: $12.07 billion, up 55% YoY and 19% QoQ, bea

SpaceX IPO Valuation Split: Oppenheimer Sees the TAM, Morningstar Sees Only $780B Fair Value $Space Exploration Technologies Corp(SPCX)$   is heading toward one of the largest IPOs ever, with a planned US$135 per share price, a roughly US$75 billion capital raise and an implied valuation of about US$1.75 trillion. The cleanest institutional split is between Oppenheimer and Morningstar. Oppenheimer focuses on the addressable market expansion. Morningstar focuses on the path from ambition to cash flow. Goldman Sachs, Morgan Stanley, BofA, JPMorgan, and Citi act as underwriters, not research coverage. They will likely not publish reports unless a specific public note is available. Oppenheimer: SpaceX as a Space-Age Communications Platform O

Earnings Preview: Can Lululemon's Q1 Report Turn the Tide? $Lululemon Athletica(LULU)$   is set to release its Q1 fiscal 2026 results after the closing bell today, June 4, against a backdrop of lowered market expectations. The stock is currently trading near $126, down more than 52% from its 52-week high and hovering just above its 52-week low of $116.62. With analysts forecasting a roughly 35% decline in earnings and the options market pricing in a 10% expected move, the focus for investors has shifted. The post-earnings market response will likely hinge on forward-looking guidance and whether management can provide visibility into the recovery path, rather than simply beating reduced first-quarter targets

Tesla Is Down 15%+ Since December. What Its Chart Says Here Tesla has fallen more than 15% since hitting an all-time high in December even as the electric-vehicle and energy-storage giant beat analysts' revenue and earnings estimates for its latest quarter. What does TSLA's fundamental and technical analysis say? Tesla's Fundamental Analysis $Tesla Motors(TSLA)$   released fiscal Q1 results back on April 22, reporting $0.41 in adjusted earnings per share on $22.4 billion of revenue. The firm's top and bottom lines both beat analyst estimates, with revenues up 15.8% year over year and adjusted EPS growing 51.9% from Q1 2025. Gross profit likewise rose 50% y/y to $4.72 billion, while gross margin grew 478 bas