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
Together AI Raises $800M at $8.3B Valuation: The Race for GPU Neoclouds Enters a New Phase
When compute is scarce, whoever controls it sets the rules. Together AI has just proven this with an $800 million funding round.
Jul 1, 2026 at 22:49 8 8
Arjun Mehta
UOB explores quantum computing to enhance derivatives: finance enters the post-classical era
Singaporean bank UOB tests quantum algorithms to accelerate the valuation of complex derivatives. A weak signal today, a structural transformation tomorrow.
Jul 1, 2026 at 09:39 11 9
Aisha Bello
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
Eleanor Whitfield
S&P 500: Air Escapes AI Stocks - Deep Rotation Confirmed at Quarter-End
As this quarter draws to a close, the S&P 500 declines under the weight of "overinflated" AI mega-caps—while Palantir, a symbol of defense AI, faces a severe valuation test. The value-growth rotation that began on June 23 is now confirmed.
Jun 29, 2026 at 17:16 6 8
Eleanor Whitfield
The June 2026 tech sell-off explained: the two mechanisms behind the correction
The pullback in technology markets since mid-June 2026 is no accident: it is the result of two structural forces that reinforce each other and are reshaping the sectoral geography of portfolios.
Jun 26, 2026 at 15:55 14 11
Eleanor Whitfield
Airwallex Raises $320M at $11B Valuation: AI Agents Enter Corporate Finance
The Australian-Hong Kong fintech becomes the first cross-border payments platform to bet on autonomous AI agents for managing corporate treasury. With an $11 billion valuation, it joins the big leagues.
Jun 26, 2026 at 08:37 11 11
Aisha Bello
SpaceX Loses $900B Since Its ATH: Lockup Expiry, Opaque Governance, and Ignored Risk Premium
Since its peak on June 16, SpaceX has erased approximately $900 billion in market capitalization. The expiration of the insiders' lockup period brings back into focus the structural fragilities of a private company valued through secondary markets without financial transparency.
Jun 25, 2026 at 03:01 9 7
Daniel Schmidt
Goldman validates Warsh's thesis: the Fed will remain hawkish longer than the consensus anticipates
Goldman Sachs revises upward its Fed Funds forecast for 2026, confirming that Kevin Warsh is steering U.S. monetary policy with a structurally more restrictive philosophy than Powell. The implications for long-term rates, the dollar, and equity valuations are profound.
Jun 24, 2026 at 18:35 12 11
Heinrich Vogel
Tech sell-off: Nasdaq tests critical support levels, value rotation deepens
The Nasdaq-100 lost over 3% in a single session, dragged down by Nvidia, AMD, and Micron. The global tech correction is taking hold: repricing mechanisms, rotation toward value, and positioning for what's next.
Jun 24, 2026 at 18:35 9 8