fdx

After a three-day market break, this week could be the heaviest of Q2.

MRVL is stepping into the S&P 500 today, but passive funds have been building their positions since the announcement on June 5th, so don’t expect any big surprises on the effective date.

The real heavy hitters are coming up: Tuesday FDX → a thermometer for the real economy Wednesday MU → the most honest midterm exam for the AI bull market Friday Core PCE → the Fed's next move up their sleeve.

I'm most anxious about MU; if HBM shows any weakness, the entire valuation logic of the AI sector will need a serious rethink.

#SP500 #MU #FDX

Nvidia drops new PC chips, teaming up with TSMC to bring AI into the fab.
Coreweave nails the first validations on Nvidia's Vera Rubin NVL72 platform.
FedEx splits its freight business, handing shares to shareholders.
Honeywell announces a spin-off of its aerospace business by 2026.
Wise Group under investigation for money laundering in Belgium, crashing 17% pre-market.
Software firm Hyland teams up with Microsoft to boost agency-style enterprises.
AMC theaters hit a record high in ticket sales for May since 2019.
Strategy reveals for the first time it's shorting Bitcoin, cashing out $2.5 million.

#NVDA #FDX #BTC

SpaceX is sitting on $100.8 billion in cash, yet they're looking to issue bonds to raise more funds. This move is just like a whale holding onto a ton of USDT and then leveraging it for mining—why not grab cheap money when it’s available?
On the macro front, big players are still ramping up their leverage; the liquidity inflection point hasn't hit yet, so don’t rush to write off risk assets. #FDX $BTC

⚠️🇺🇸#пошлины #сша #UPS #FDX

UPS and Fedex have started applying for refunds on duties - CNBC

Trump has made it clear that he will punish such companies...

$AIXBT $XRP $ETH