Stock Market & Financial News
Forget Nvidia: Philippe Laffont reveals his preferred way to gain AI exposure
The likes of Nvidia (NVDA) and Micron (MU) remain the front and center of all AI-related debates in 2026, but billionaire investor Philippe Laffont is approaching the boom from a different angle. Speaking recently with CNBC, the founder of Coatue Management revealed his $90 billion hedge fund prefers a classic “picks-and-shovels” strategy rather than wagering on individual chipmakers like NVDA.
NVDA Kospi Index forms bearish divergence ahead of Micron earnings
The Kospi Index retreated sharply this week, reaching its lowest level since June 12, as technology stocks plunged. It retreated by 10% on Tuesday, and continued the trend today, June 24.
EWY B2Gold: Sit Tight, Wait For Production To Jump
B2Gold presents a compelling value opportunity as operational lulls and Mali risk are priced in, with production ramping up late 2026. BTG's 2026 high AISC ($2,400–$2,580) is temporary, driven by deferred stripping at Fekola and Goose Mine capex, with costs expected to drop sharply in 2027. Strong financial health: $385M cash, $750M credit facility, and recent $325M asset sale provide ample liquidity for growth and capital returns.
BTG SoftBank's Son Sets Bold Net Asset Value Target on Promise of ‘Super AI'
Masayoshi Son wants to bring SoftBank's net asset value to $6.189 trillion in the next decade.
SOBKY 
$4,050: Gold dives to fresh two-week low as Fed rate hike bets boost US Dollar
$4,050: Gold dives to fresh two-week low as Fed rate hike bets boost US Dollar
MISL: Broad Aerospace And Defense Exposure With Multiple Growth Catalysts
The First Trust Indxx Aerospace & Defense ETF is rated Buy, offering diversified exposure to aerospace, defense, and space technology growth catalysts. MISL benefits from expanding US defense budgets, increased aircraft production, and robust demand for MRO and space infrastructure services. Key holdings stand to gain from rising munitions production, operationalizing the Golden Dome program, and supply chain expansion.
MISL 
Gold and Silver Price Forecast: Dollar Rally Puts Key Support at Risk
Gold and silver remain under pressure as the dollar rallies, rising Treasury yields, and Fed rate hike expectations put key support levels at risk.
Wall Street Opens Door to Zcash Mining Exposure as Fortitude Moves Toward Nasdaq Debut
Institutional exposure to Zcash mining will formally arrive on Wall Street following the business combination agreement announced between Fortitude Mining Holdings and Heartsciences.
CZ called Hyperliquid's no KYC model “awesome” – Then mentioned lawyers
CZ praised the product, but his Galaxy remarks put the access model at the center of the next regulatory fight.
Bitcoin Mining No Longer Competes on Hashrate: It Competes on Energy
The Bitcoin mining industry faces a business model transformation that data quantifies with precision. The electrical cost of production sits around $48,694 per BTC, while the realized price remains near $54,000. The gap represents a gross margin of 9.9%, insufficient to absorb operating costs, capital expenditure, and maintenance expenses in low-efficiency fleets.
Ethereum Leads Weekly Bridge Inflows as Arbitrum Posts $105 Million Outflow
Ethereum (ETH) led weekly net bridge inflows among major blockchains, posting a $64.73 million net gain, even as Arbitrum recorded the largest net outflow at $105.48 million—signaling a fresh rotation of cross-chain liquidity rather than a one-way risk-on move. According to data published by crypto analytics platform Artemis on June 24 UTC, bridge flows over the past week showed heavy two-way movement across several ecosystems.
USD/CAD Continues to Climb as Bulls Eye More Gains
Looking at the 4-hour chart, the pair settled well above 1.4050, the 100 simple moving average (red, 4-hour), and the 200 simple moving average (green, 4-hour). The bulls even pushed the pair toward 1.4200.
KB Home (KBH) Q2 2026 Earnings Call Transcript
KB Home (KBH) Q2 2026 Earnings Call Transcript
KBH 
Ethereum Staking Tax Debate Erupts Over Validator Redirected Revenue Proposal
A new Ethereum Research proposal has put staking economics back in the spotlight after outlining a mechanism that could let validators redirect part of the
Analyzing Dogecoin's drop below $0.08: What happens next?
Dogecoin [DOGE] dropped 5%, breached $0.08 support, and dropped to a three-week low of $0.079.
Ripple Completes Re-Audit of XRP Lending Protocol Ahead of Potential Launch
The security analysis was executed by the firm Halborn between mid-December 2025 and January 2026. The technical audit concluded with zero vulnerabilities classified in the critical or high severity ranges. Ripple's technical team resolved all five specific findings detailed in the technical report.
Bitcoin Loses $63,500 Support As Heatmaps Show Liquidity Building Above Price
Bitcoin has lost a support level that traders had been watching closely, with The Martini Guy warning that buyers failed to defend the $63,500 area while l
Nvidia Is Officially the Largest Stock in the World. Is the Artificial Intelligence (AI) Giant Still Cheap?
Nvidia expects huge growth again from the AI hyperscalers in 2027. Nvidia barely trades for a premium to the broader market.
NVDA 
ETH Options Open Interest Near $5.7 Billion as $2,500 Call Leads Activity
Ethereum (ETH) options open interest held near $5.7 billion on Tuesday, with the $2,500 call emerging as the most actively traded contract—an indication that traders are continuing to position for upside while simultaneously using puts to manage near-term volatility. Data compiled by CoinGlass as of 9:00 a.m.
US Chip Stocks Plunge as AI Selloff Ripples Across From Asia
A global selloff in the shares of chipmakers dragged US indexes sharply lower amid doubts about the sustainability of the AI-fueled tech rally. Katherine Kostereva, CEO, Creatio joined Bloomberg Businessweek Daily to discuss.
PSI 
Gold Price Rebound? Futures Positioning Signals Support Above 4,000
Gold prices are on track for a fourth consecutive monthly decline, yet several indicators suggest bearish momentum may be fading. Extreme seasonality readings, improving futures positioning and resilient options market sentiment all point to the potential for another rebound while support above 4,000 remains intact.
Onto Innovation: At Lifetime Highs, But Still Worth Getting Behind
Onto Innovation which has surged by over 260% and has outperformed the Russell 1000 by 10x over the past year, is still deemed worthy of a buy rating. ONTO is positioned across front-end and back-end semiconductor manufacturing, with over 60% of revenue now AI compute-related, with >$1B worth of opportunities ahead. Operating margins which are at 26.7% are poised to expand to 30% by the end of the year, as advanced node opportunities pick up.
ONTO 
EURUSD Falls to One-Year Low
The Euro extends steep fall into fifth consecutive day and falls to the lowest in one year on Tuesday, following break of former 2026 low (1.1410).
AUDUSD Wave Analysis – 23 June 2026
AUDUSD currency pair recently broke the support zone between the round support level 0.7000 (which stopped the previous impulse wave A at the start of June, as can be seen below) and the 61.8% Fibonacci correction of the upward impulse from March.
NZDUSD Wave Analysis – 23 June 2026
NZDUSD currency pair recently broke the key support level 0.5685 (which stopped the previous impulse wave С at the start of April, as can be seen below).
FedEx Beats Global Trade Headwinds as Package Volumes Surge
FedEx saw its package volume increase during the quarter ended May 31, in both its U.S. domestic business and its international export business, as it helped customers navigate a dynamic macro environment.
FDX 
Hercules Capital: This 12% Yield Is My Top Pick For The Back Half
Hercules Capital stands out among BDCs for its resilient, venture-focused portfolio and minimal AI disruption risk. HTGC maintains strong credit quality, with only 0.1% of its portfolio on non-accrual and a 12% yield, supporting a Strong Buy rating. Portfolio composition is 44% healthcare/life sciences and 35% application software, with high barriers to entry and AI beneficiaries.
HTGC 
Strategy Should Halt Bitcoin Purchases to Restore Liquidity, Says CryptoQuant
Reserve loss: The cash reserves of the company Strategy have recorded a 38% decline since the start of 2026. Financial obligations: The firm's annualized dividend commitments increased from $300 million to about $1.2 billion in less than six months.
Samsung Electronics plans 90 trln won share buyback, Yonhap reports
Samsung Electronics plans a share buyback programme worth 90 trillion won ($58.61 billion) after agreeing to give a bonus in stock to employees following recent wage talks, the Yonhap News Agency reported on Wednesday.
SSNLF 
Abbisko Therapeutics enters potential $1.9 billion R&D deal with Eli Lilly
Abbisko Cayman said on Wednesday that its Shanghai-based unit Abbisko Therapeutics has entered into a strategic research collaboration and license agreement with Eli Lilly.
LLY 
