TNASSIMT

Apple is holding active negotiations to buy memory chips from two leading Chinese semiconductor manufacturers currently on the U.S. Department of Defense (Pentagon) blacklist. This major risk comes at a time when Apple is urgently trying to secure component supply amid a global memory crisis that has already pushed it to implement rare, large-scale price hikes across its product line.

Gold prices during the second quarter of 2026 witnessed one of the most turbulent periods in years, as the precious metal entered a sharp downtrend that reshaped the balance of power within financial markets and prompted investors to reassess gold’s role in their investment portfolios. This decline, the largest since 2013, was not the result of a single factor or a sudden event, but rather the outcome of accumulated economic, monetary, and geopolitical factors interacting together to bring about this abrupt shift in direction. While gold was widely viewed as a safe haven in times of uncertainty, recent developments revealed a fundamental change in the nature of the market: gold’s ability to respond to geopolitical risks has fallen with the same strength that investors had grown accustomed to, in contrast to the rise in the influence of monetary factors, above all the policy of the U.S. Federal Reserve, which has become the most influential player in determining the path of prices.

The obsession with the “like”: when our screens become a courtroom to judge ourselves
In today’s digital age, social media platforms have transformed from mere tools for connecting people into major arenas for self-evaluation. With this shift, new psychological syndromes have emerged that were previously unknown, and perhaps the most prominent and most dangerous is “a phobia of lack of engagement, likes, and following” (which overlaps heavily with what is known as FOMO or fear of missing out, and digital status anxiety).

Performance of US stock indices during Tuesday trading, as the Dow Jones Industrial Average remains under pressure while oil prices continue trading above the $70 per barrel level, amid ongoing uncertainty regarding developments in the Middle East conflict.
Despite this decline, US markets are still on track to finish the first half of the year and the second quarter with strong performance, supported by broad gains achieved over the past months.

While the shares of mega technology companies are being hit by an unprecedented wave of pressure, with growing concerns about massive spending on artificial intelligence and whether it could turn into a drag on profits, investors find themselves facing a difficult dilemma: do the current declines represent a buying opportunity, or the start of a deeper correction that could last a long time?

Rocket Lab stock jumps after announcement of acquisition of Iridium in a $8 billion deal
Rocket Lab’s share rose during Monday trading after the company said it reached an agreement to acquire “Iridium Communications,” a satellite communications services provider, in a deal valued at about $8 billion, as part of a strategy aimed at expanding its business scope and strengthening its presence in the satellite communications sector.

BCA Research indicated in its strategic outlook for the third quarter that the advancing stock market has begun to lose momentum, warning of a possible 30% to 50% decline in stocks when the AI earnings bubble eventually bursts.
MacroQuant’s index for BCA’s stocks fell below baseline-1 on 12/06/2025. This was driven by the company’s decision to reduce its stock rating from Neutral to Less Weight (slight sell and cautious) over a 3-month and 12-month time horizon. MacroQuant is a quantitative model used by the company to assess market conditions through economic and financial indicators.

Lucid’s stock returned to investors’ radar with force after it logged one of its largest daily gains in months, in a sudden move that reignited debate about the future of the electric-vehicle manufacturer—whether its recent restructuring measures and partnerships in the field of autonomous vehicles represent the start of a real shift in the company’s trajectory, or simply a temporary rebound within a long-term downward trend.

South Korea has become the most stretched in the stock market amid the global rally, as signs of excessive speculation rise, making investors more vulnerable to a potential pullback, according to BCA Research.
The KOSPI index has surged sharply since the outbreak of the Iran conflict, posting gains of more than 50.00% over the past three months, while remaining up about 173.00% over the past year and roughly 4.50% over the last month, reflecting the strength of the recent risk-on wave.

Alan Greenspan, the former chairman of the U.S. Federal Reserve, died on Monday, June 22, 2026, at the age of 100, after complications related to Parkinson’s disease. With his passing, a page is turned in the life of one of the most influential figures in the history of modern monetary policy—an individual who shaped market trends for decades, and stood at the heart of the transformations that reshaped the American and global economies.

Shares of China’s internet giants have sharply fallen out of favor this year, as investors’ funds flow toward AI chip makers. However, Citi believes the selloff has gone beyond its logical limits, creating an attractive buying opportunity.
The bank has shortlisted both PDD Holdings Inc DRC (NASDAQ:PDD) and Meituan (HK:3690), as well as Baidu Inc (HK:9888), NetEase Inc (HK:9999), Trip.com Group Ltd (HK:9961), and Full Truck Alliance Co Ltd ADR (NYSE:YMM) among its preferred options, arguing that many of these companies are now trading near the bottom of its valuation range over the past years, despite their continued ability to generate strong cash flows.

Apple is losing one of the key pillars of its ambitions in spatial computing to OpenAI. Indeed, Paul Mide, the Vice President overseeing the Vision Pro headset and the smart glasses coming from Apple, is leaving the tech giant.
Maid will leave Apple by next week to lead the fast-growing Devices division at OpenAI, according to a report by Bloomberg. His mission at OpenAI is to launch a new generation of AI-powered devices. Neither of the two companies has officially commented on this move.