Market news
Crypto, stocks, forex and macro, aggregated for traders.
White House Accuses Chinese AI Startup Moonshot of Using Banned Nvidia Chips
The Biden administration claims Beijing-based Moonshot AI violated export controls by accessing restricted Nvidia Blackwell chips through Thailand to develop its Kimi K3 model.
Trump Admin Mulls Military Options in Mali to Counter Al-Qaeda and Russian Influence
The Trump administration is reportedly weighing expanded military operations in Mali against the al-Qaeda affiliate JNIM, while also addressing growing Russian influence in the Sahel region.
US Tells Israel of Plan to Use Heavy Bombers Against Iran
The US has informed Israel of plans to escalate attacks on Iran using heavy bombers for the first time in the current escalation, as part of Operation Lion's Roar, with strategic bombers taking off from Britain targeting Mount Machush.
Zelenskyy Holds Talks with Trump Envoys on Peace Efforts
Ukrainian President Zelenskyy said he held a productive conversation with Trump envoys Witkoff and Kushner, focusing on reviving diplomacy and achieving a dignified peace. He expressed gratitude for U.S. support.
Tokenized Equity Holders Up 449% YTD, Solana Dominates
The number of onchain tokenized equity holders surged 449% year-to-date and 73% month-over-month, reaching over 670,000. Solana accounts for 85% of volume, and Jupiter's routed volume jumped 300% YTD as 68% of recent trades occurred during weekends and off-hours.
CENTCOM Enforces Naval Blockade Against Iran, Redirects 9 Commercial Vessels
US Central Command reports that American forces are enforcing a naval blockade against Iran in the Arabian Sea, redirecting 9 commercial vessels and disabling 1 as of July 22.
Iran Threatens to Target Energy Sites if US Bombs Iranian Power Plants
Iran has warned it will strike energy infrastructure if the US follows through on President Trump's threat to bomb Iranian power plants. The escalation follows Trump's statement that each Iranian attack in the Strait of Hormuz would be met with strikes on power plants and bridges.
US 30-Year Yield Above 5% for Longest Stretch Since 2007
The US 30-year Treasury note yield has traded above 5.00% for 27 days this year, the longest such stretch since 2007, marking a sharp reversal from earlier rate-cut expectations.
ING: US Aluminium Tariff Tweaks Are Long-Term Policy, Limited Near-Term Impact
ING analysts discuss changes to US Section 232 aluminium tariffs, noting that qualifying projects can import at 25% instead of 50%. The firm emphasizes this is a long-term industrial policy with limited near-term effects.
Iran Threatens Retaliation Against US-Linked Infrastructure If US Strikes Iranian Sites
A military source cited by Iran's Tasnim news agency warns that Tehran will target US-linked infrastructure in the region, including bridges and energy sites, if Washington strikes Iranian bridges or power plants.
Dow Jones Turns Positive Despite Trump Threat to Strike Iran
The Dow Jones Industrial Average recovered from earlier losses to trade in positive territory on the day, even as President Trump threatened to bomb Iranian infrastructure.
US Stocks Open Lower: Dow Drops 0.13%, S&P 500 Falls 0.30%, Nasdaq Declines 0.58%
US equities opened in the red on the trading day, with the Dow Jones down 67.24 points, the S&P 500 losing 22.37 points, and the Nasdaq falling 150.23 points.
US data center developers seek to sell majority stakes worth tens of billions – WSJ
Major U.S. data center developers are working with investment banks to sell controlling equity stakes this summer, aiming to raise tens of billions of dollars to fund AI infrastructure expansion.
US Senate Panel to Vote on Bill Tightening Chinese Automaker Restrictions
The Senate committee is set to consider bipartisan legislation to tighten restrictions on Chinese automakers and connected vehicles over national security concerns.
Trump Threatens to Bomb Iranian Infrastructure Over Strait of Hormuz Incidents
President Trump announced that the US will bomb and destroy one bridge or power plant for every Iranian attack on ships in the Strait of Hormuz going forward, including targets near Tehran.
WTI Oil Rises Above $86 as Middle East Tensions Disrupt Supply
WTI crude oil extended its rebound on Wednesday, reaching an intraday high of $87.83, its highest since June, as rising Middle East tensions disrupt flows through the Strait of Hormuz and the Red Sea.
Trump Threatens to Bomb Iranian Bridges, Power Plants Over Strait of Hormuz Attacks
Former President Donald Trump warned that any Iranian attack on ships in the Strait of Hormuz would be met with US strikes on Iran's infrastructure, including bridges and power plants.
AMD and Anthropic Sign Tens of Billions AI Server Deal
AMD and Anthropic have signed a deal worth tens of billions of dollars for AI servers, including purchases of AMD's Instinct MI450 chips starting in 2027, and AMD's investment of up to $5 billion in Anthropic.
European Commission Expects Generic Medicines Exempt from Latest U.S. Tariffs
The European Commission says it expects European generic medicines to be exempt from President Trump's latest tariffs, citing a commitment to zero tariffs under last year's transatlantic trade deal.
Iran Says Strategic Missile Production Never Halted During War
An Iranian armed forces spokesperson stated that the country's strategic missile production never stopped during the 40-day war or after the other side violated the memorandum of understanding.
Tech and Semiconductors Account for 65% of S&P 500 Q1 EPS Growth
Amazon, Google, Meta, and Microsoft contributed 34% of the S&P 500's year-over-year EPS growth in Q1 2026, while semiconductors added another 31%. The combined 65% share is up from 52% a year ago, with semiconductors expected to take the lead in Q2.
Commercial Shipping Continues Through Middle East Chokepoints Amid Rising Caution
Marine traffic data shows vessels still transiting the Strait of Hormuz and Bab el Mandeb, but patterns indicate growing operational caution and shifting routing decisions due to security threats.
Silver price edges higher as geopolitical tensions offset inflation concerns
Silver (XAG/USD) trades around $59.35 on Wednesday, up 0.94% on the day, as safe-haven demand from geopolitical tensions outweighs the negative impact of rising inflation expectations.
GE Vernova Q2 EPS Beats, Revenue Tops Estimates; Raises FY Adj FCF Guidance
GE Vernova reported Q2 2026 EPS of $2.47 (vs $1.86 a year ago) on revenue of $11.10B, above the $10.73B estimate. Adjusted EBITDA came in at $1.25B (est. $1.29B). The company raised its full-year adjusted free cash flow outlook to $11.5B–$12.5B from $6.5B–$7.5B.