Deutsche Bank: "Memory is a broken market even if it has come off its highs... expect all your consumer electronic prices to soar"
Source: zerohedge
BREAKING: Korea Exchange briefly halted program selling as KOSPI crashed -5.7%.
Samsung and SK Hynix, which together make up 50% of the index, fell -6% and -4.5%. Source: Bull Theory
The Dow crossed above 53,000 yesterday for the first time, its 5th 1,000-point milestone of the year.
Source: Charlie Bilello
Cracks are widening in the $2 trillion private credit market.
Blue Owl Capital has fallen 56% over the past year, significantly underperforming major private credit peers. The decline reflects rising investor concerns, as redemption requests at its two largest private credit funds reached $4.7 billion in Q2, exceeding quarterly withdrawal limits. Its technology-focused fund faced particularly heavy pressure, with 38% of investors seeking to exit. The trend extends across the private credit industry, where record redemption requests totaled $15.6 billion in Q2, but only 38% were met, leaving $9.7 billion outstanding. These developments highlight growing liquidity risks, suggesting private credit may be entering its most challenging stress test yet. Source: Global Markets Investor
Here are the top 10 most valuable European private tech firms, that are yet to be acquired or go public
Data as of 29 June 2026 Source: Sebastiaan Vaessen, X Multiples
Cboe $CBOE just relaunched binary options on the S&P 500
The product is simple: you choose yes or no on whether the S&P 500 will hit a certain level in the near term. The contracts are listed on the Mini SPX index. Cboe first launched binary options on the S&P 500 and VIX back in 2008 but pulled them after failing to attract investor interest - SeekingAlpha Source. Evan
Wall Street closes. Tokenized markets don't.
The era of 24/7 equity trading is no longer a vision—it's happening. The numbers are staggering: 📈 Monthly tokenized stock trading volume reached a record $5.3 billion last month, up 44% month-over-month. ⚡ On Solana, cumulative tokenized stock transfers have officially surpassed $10 billion for the first time. 🚀 In just one month, tokenized equity trading on Solana surged 180%, fueled by growing demand for tokenized real-world assets (RWAs). Even more telling: One-third of traders are now active over the weekend. Think about that. For over a century, stock markets have operated on bankers' hours. Tokenization is rewriting the rulebook. Markets are becoming: • Global • Instant • Borderless • And increasingly... always on. The biggest innovation isn't simply putting stocks on the blockchain. It's removing the concept of market hours altogether. The future of capital markets may not be defined by what gets tokenized... but by the fact that markets never sleep.
In case you missed it... Alphabet lost 5% yesterday —not because of earnings, but because talent walked out the door.
John Jumper, Nobel Prize winner and co-creator of AlphaFold, is leaving DeepMind for Anthropic. Days earlier, the co-lead of Gemini joined OpenAI. The market erased tens of billions in Alphabet's value. That says everything about AI's true competitive advantage. Chips, GPUs, and data centers can be bought. Exceptional AI researchers cannot. The AI race isn't just an infrastructure race—it's a talent war. In the world's most transformative technology, the scarcest asset isn't silicon. It's the people who know how to turn it into breakthroughs. Source: Thierry from arvy 🇨🇭
