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
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
KOSPI -8.3% and circuit breaker: Asian contagion reveals the fragility of the semiconductor rally
On June 26, 2026, South Korea suspends trading on its flagship indices. Apple raises its prices, the Asian supply chain collapses. The tech sell-off is no longer limited to the Nasdaq.
Jun 26, 2026 at 08:37 14 13
Eleanor Whitfield
CoreWeave × Backblaze ($355M): AI Cloud Infrastructure Verticalizes at Full Speed
CoreWeave signs a multi-exaoctet storage contract with Backblaze for $355M. In a market where Argentum AI has just secured $4.1B for 27,000 GB300 GPUs, vertical integration becomes the strategic response to liquidity tensions-and hyperscalers.
Jun 25, 2026 at 03:01 10 10
Arjun Mehta
Backblaze Signs $355M Deal with CoreWeave: AI Cloud Outsources Its Storage
In the AI compute value chain, CoreWeave outsources its storage infrastructure to Backblaze for $355M. A deal that reveals how specialized GPU cloud stacks are built outside hyperscalers.
Jun 24, 2026 at 18:35 8 8
Arjun Mehta
Shortened week, strong signal: June's jobs report validates the Fed pause and reignites global risk-on
147,000 jobs in June, below expectations - but unemployment falls due to contraction in the labor force. Markets have chosen their interpretation: dovish. The question remains whether this will hold until the FOMC on July 29-30.
21 h ago 8 8
Eleanor Whitfield
AI Infrastructure: $638 Billion Order Book, 18-Month Low Prices - The Cycle Discount
The AI paradox: the companies building tomorrow's data centers see their stocks decline while their order books overflow.
Jul 2, 2026 at 16:36 9 9
Arjun Mehta
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
Visa, BlackRock and 138 Others: The Coalition Aiming to Dethrone Circle
A stablecoin network with 140 players has just been launched, Circle collapses on the stock market. The digital dollar infrastructure war has been declared.
Jul 2, 2026 at 10:17 8 9
Elena Fischer
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
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
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