Nigeria joins the map of global strategic resources: the announced discovery opens a new geopolitical front in the race for critical minerals of the energy transition.
Jun 30, 2026 at 23:30 8 8
Applied Materials has soared with the AI wave. But at a high P/E ratio, the stock incorporates a scenario of sustained demand for semiconductor manufacturing equipment. Is the stock still attractive-or is the cycle already priced in?
Jun 23, 2026 at 04:29 5 4
Fewer jobs than expected, unemployment declining for the wrong reasons: June's NFP report gives markets the dovish reading they were waiting for. July's FOMC meeting becomes the pivotal issue under Warsh.
yesterday 7 9
The U.S. employment report for July 3 presents an end-of-cycle paradox: job creation is slowing, but the unemployment rate is falling—not due to economic strength, but because of a shrinking labor force linked to tighter migration policies. Markets are relieved, but Warsh's Fed doesn't have a free hand.
yesterday 9 13
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
No plasma, no neutrons—just electricity. The distinction is fundamental: Realta Fusion has just crossed the boundary between scientific demonstration and industrial promise.
Jun 30, 2026 at 23:30 10 10
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
For the first time, Nasdaq's proprietary data feeds are circulating natively on public blockchains—a further piece in the infrastructure of a hybrid TradFi/DeFi finance system.
Jun 30, 2026 at 23:26 5 9
As markets digest the worst monthly close for the Mag7 since 2022, U.S. Q2 2026 growth surprises on the upside. A macro paradox that reinforces the "higher for longer" stance and complicates any Fed pivot scenario before the end of the year.
Jun 30, 2026 at 16:49 8 9
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
BlackRock has just integrated USDe, Ethena's synthetic dollar, into its Aladdin platform, which oversees $20 trillion in institutional assets. A world first: a native DeFi asset enters the risk management layer of the world's largest sovereign funds.
Jun 29, 2026 at 20:49 9 9
The Kishida government includes the coded phrase "appropriate monetary policy" in its draft annual economic plan—a clear signal of non-opposition to a BoJ rate hike in July, as USD/JPY trades in the 155-157 range and JPY carry trade tensions rise. [ENCADRE titre="Key Context"] [ENCADRE contenu="This language marks a shift from previous statements, aligning with market expectations of a potential Bank of Japan (BoJ) policy adjustment amid persistent yen weakness and inflationary pressures."]
Jun 29, 2026 at 17:16 9 11
