Global Markets

SpaceX shares unlocked on August 6, with early employees planning to cash out. Some engineers who joined in 2009 could see massive windfalls worth tens of millions of dollars.

UK budget carrier EasyJet has agreed to be acquired by US private equity giant Apollo Global Management for £5.7 billion, marking a major consolidation in European aviation.

According to CoinDesk, wallets linked to Trump Media and Technology Group now hold bitcoin equal to the amount previously disclosed as note collateral, raising speculation that all holdings may be pledged for loans.

The United States and Japan announced a rare joint intervention in foreign exchange markets to support the weakening yen. Both countries pledged they will not hesitate to conduct further joint interventions if necessary.

Apple’s market capitalization surpasses $5 trillion, making it the second company ever to reach this milestone. Meanwhile, investors are pulling back from overvalued AI stocks and rotating into more stable tech blue chips.

Global chip stocks faced significant selling pressure on Monday as investors adopted a more cautious stance amid the AI investment boom. Market focus is shifting from AI hype to actual profitability and valuation rationality. According to CNBC, semiconductor stocks declined broadly as investors reassess the true value of AI-related investments. After months of substantial gains driven by AI enthusiasm, the market is now scrutinizing actual earnings performance and valuation levels. ...

[Brief] Goldman Sachs: Hedge Funds Net Sellers of Global Stocks Goldman Sachs’ prime brokerage data shows that last week, hedge funds became net sellers of global stocks for the first time in five weeks, with the largest selling in North American and European markets. The short-selling to long-buying ratio stood at 1.3 to 1, with net selling across all major regions except developed Asia. The shift may reflect institutional caution regarding current valuations and geopolitical risks. ...

Core Summary The United States and Iran have formally confirmed the final terms of their peace agreement on June 15, 2026, which includes a ceasefire extension and the reopening of the Strait of Hormuz. Global markets reacted dramatically: major stock indices surged, crude oil prices plunged, and Bitcoin climbed to a two-week high above $65,500. Pakistan’s Prime Minister Shehbaz Sharif brokered the historic breakthrough. Event Details Multiple outlets including Al Jazeera, BBC, and Axios have confirmed that both sides agreed on all terms. President Trump stated that the Strait of Hormuz would reopen under the agreement framework. The waterway carries approximately one-fifth of global oil shipments and has been blockaded since the conflict erupted in February. ...

Summary President Trump displayed an unusual attitude toward rising inflation data in his latest public statement, declaring “I love the inflation.” Meanwhile, the latest US Consumer Price Index (CPI) data shows prices rising at their fastest pace in three years, drawing widespread attention and concern from economists and markets. Analysis Inflation has become a core issue in current US political economy. The latest CPI data shows US prices rising at their fastest pace since 2023, directly pressuring household purchasing power and living costs. ...

Core Summary US stock futures fell sharply after Iran launched missiles at Israel, signaling a major escalation in Middle East tensions. South Korea’s Kospi index plunged 8%, while oil prices surged on concerns over potential supply disruptions in the Strait of Hormuz. US Stock Futures Fall as Iran Attacks Israel; South Korea’s Kospi Plunges 8% US stock futures fell sharply after Iran launched missiles at Israel, signaling a major escalation in Middle East tensions that threatens to disrupt global energy supplies and economic stability. According to CNBC, South Korea’s Kospi index plunged 8% in early trading, while oil prices surged on concerns over potential supply disruptions in the strategically vital Strait of Hormuz. ...