CoreWeave: When AI Growth Hits the Liquidity Wall
The GPU-cloud platform favored by large language models is experiencing a "liquidity shock," revealing a structural tension in AI infrastructure: scale ≠ solvency.
Jun 23, 2026 at 02:45 6 5
Trump renews offensive against the Fed: governors in the crosshairs
After installing Kevin Warsh as Fed chair, Trump's allies cross a new threshold: reshaping the entire Board of Governors. An institutional escalation with potentially systemic consequences for U.S. monetary credibility.
yesterday 8 11
Heinrich Vogel
The average investor is turning away from the Magnificent 7: flows confirm the rotation
2.3 trillion wiped out in June, net outflows in tech ETFs: the Mag7 is no longer the safe haven investors thought.
Jul 2, 2026 at 16:36 7 9
Eleanor Whitfield
Merz unveils €10 billion in tax relief: Germany's budgetary awakening changes the ECB equation
Germany's budgetary golden rule gives way. 10 billion euros in tax relief, a decision that reshuffles the cards between Berlin, Frankfurt, and the European bond markets.
Jul 2, 2026 at 16:36 9 11
Heinrich Vogel
Planet Labs +8%, Rocket Lab +5%, SpaceX +4%: the space rally self-amplifies
Space is no longer a speculative thesis—it's an outperforming asset class. Rocket Lab's acquisition of Iridium propels the entire sector.
Jul 2, 2026 at 10:17 9 9
Daniel Schmidt
Q3 2026, Day 1: Laggards Take the Lead, Sector Rotation Settles In
The Nasdaq had posted a +21% gain in Q2. On July 1st, its victims are bouncing back. The early-quarter rotation raises the real question: is this tactical or structural?
Jul 1, 2026 at 22:47 8 8
Eleanor Whitfield
Yen at 40-Year Low: BoJ's Countdown Begins
USD/JPY breaks through the 158-160 range - the historic tolerance level of the Ministry of Finance. The Bank of Japan has fewer and fewer reasons not to act in July.
Jul 1, 2026 at 09:38 9 9
Heinrich Vogel
Securitize crosses the stock market threshold: tokenization of alternative assets enters the era of public transparency
Securitize shareholders have approved the merger that will make the tokenization platform publicly listed—a world first for this sector.
Jul 1, 2026 at 09:38 8 11
Elena Fischer
Nasdaq +21% in Q2 2026: The Anatomy of a Paradoxical Rally and Signals for Q3
The Nasdaq posted its best quarter since 2023—while wiping out $2.3 trillion from the Mag7 in June. How to reconcile these two facts, and what do they suggest for what's next?
Jul 1, 2026 at 09:37 8 10
Eleanor Whitfield
Securitize crosses the stock market threshold: asset tokenization enters the era of public transparency
The shareholder vote that changes the equation: Securitize will be the first tokenization platform listed on the stock market – and the sector will now have to justify its promises to the markets.
Jun 30, 2026 at 23:30 11 12
Elena Fischer
Magnificent Seven: $2.3 Trillion Wiped Out in June 2026 – The Price of the Great Rebalancing
The worst monthly close for tech mega-caps since 2022: in thirty days of June, the seven Nasdaq giants collectively lost $2.3 trillion. A major market signal at the opening of H2 2026.
Jun 30, 2026 at 16:47 8 9
Eleanor Whitfield
Microsoft and the AI sell-off: opportunity or value trap at the start of H2?
The market is penalizing Microsoft's AI capex spending before monetization is proven—a structural warning for all of Big Tech at the start of H2 2026.
Jun 30, 2026 at 10:08 10 11