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AI Carries the Market, Korea Goes Big on Chips, and Oil Gives Central Banks a Break |
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Markets are heading into the second half with AI still doing most of the heavy lifting. South Korea is rolling out major chip and data-center plans, China is locking down domestic supply chains, and oil’s pullback is giving central banks a little more breathing room. |
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Futures at a Glance📈 |
Futures are inching higher after the Dow closed at a fresh record and tech found some footing. Traders are taking comfort from the U.S.-Iran stand-down, with oil easing as the Strait of Hormuz stays open. JOLTS, Chicago PMI, and consumer confidence are next up for the market’s read on the economy. |
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What to Watch |
Earnings (Aftermarket):
• Nike, Inc. [NKE]
• Constellation Brands Inc [STZ]
• Progress Software Corporation [PRGS] |
Earnings (Time Not Supplied):
• Coca-Cola Europacific Partners plc [CCEP]
• China Yuchai International Limited [CYD]
• SEALSQ Corp [LAES]
• Currenc Group Inc. [CURR]
• CN Healthy Food Tech Group Corp. [UCFI]
• Anavex Life Sciences Corp. [AVXL]
• ALPS Group Inc [ALPS] |
Economic Reports:
• S&P Cotality Case-Shiller Home Px Index (Apr.): 9:00 am
• Chicago Business Barometer / ISM-Chicago Business Survey / Chicago PMI (Jun.): 9:45 am
• Conference Bd - Consumer Confidence (Jun.): 10:00 am
• Job Openings & Labor Turnover Survey (May): 10:00 am |
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Elite Trade Club Insider |
A $160 Million Holder Sale And A $25 Million Insider Buy Just Hit Two Hot Healthcare Stocks |
You’re watching two healthcare charts that already look expensive from the outside. One just hit a fresh high with analysts raising targets, while the other is sitting near its 52-week high after a huge biotech run. But Elite Trade Club Insider readers are seeing the part most investors miss: one major holder is cashing out hard, while one director is buying nearly $25 million near the highs. |
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Every day, insiders and institutions move millions before the market catches on. We surface the data behind those moves before the rest of the market sees it. |
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A subscription gets you: |
The insider buys, options bets, and dark pool moves the free edition can't show you. Unlocked every weekday. A Sunday Deep Dive that tells you where to look before Monday's bell rings. The Friday Smart Money Brief: who bought, who sold, where the big options bets landed, and where institutions are hiding volume. Three data layers. One email. A Monthly Insider Scorecard so you always know whether smart money is buying or selling the market. Every past Insider edition, unlocked, on elitetrade.club. Go back and see what you missed.
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Market Pulse |
Stocks Enter the Second Half With AI Momentum Still in Charge
Global stocks are closing out their strongest second quarter since 2020, with AI enthusiasm, easing Middle East tension, and shifting rate expectations driving the move. The key market read: investors are still rewarding growth, but the stronger dollar, weaker yen, and rising rate expectations keep this from being a clean “risk-on everywhere” setup. |
World Shares Rise as the Yen Slides Again
World shares followed Wall Street higher, while the Japanese yen fell to its weakest level in nearly four decades against the dollar. That matters because currency stress can quietly tighten financial conditions, especially if Japan starts leaning harder toward intervention. |
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AI & Semiconductors |
South Korea Goes Bigger on Chips and AI
South Korea laid out three massive chip and AI initiatives, with Samsung planning major semiconductor fab investments and SK Group outlining long-term semiconductor and AI data center projects. The headline is simple: governments are now treating AI infrastructure like national security infrastructure, not just another tech cycle. |
BIS Warns the AI Buildout Could Get Too Hot
The Bank for International Settlements is warning that the AI spending boom could create overinvestment risks if companies lock themselves into massive power, memory, and infrastructure commitments before returns are proven. That does not kill the AI bull case, but it does raise the bar for chip stocks that have already priced in years of flawless demand. |
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China Tech & Supply Chain |
Baidu’s AI Chip Unit Eyes a Huge Hong Kong Listing
Baidu’s AI chip unit Kunlunxin is reportedly targeting a $50 billion Hong Kong IPO, with investors asked to pair share subscriptions with chip purchase commitments. That makes this more than a listing story; it shows how China is trying to turn domestic AI-chip demand into funding power for its own semiconductor champions. |
Tencent Locks In Chinese Memory Supply
Chinese memory chipmaker CXMT reportedly secured a roughly $3 billion long-term DRAM supply deal with Tencent, covering server chips used in cloud, database, and AI workloads. The deal is a clear sign that China’s largest tech firms are trying to reduce reliance on foreign memory suppliers while global DRAM prices remain tight. |
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Quiet Signals (Sponsored) |
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Energy & Geopolitics |
Russia’s Fuel Shortages Spread After Ukrainian Strikes
Fuel shortages are spreading across Russia after Ukrainian attacks on energy infrastructure, with restrictions reported from occupied Crimea and southern Russia to parts of Moscow. For markets, this keeps the war tied directly to refined-product supply, inflation risk, and the broader energy-security trade. |
Oil’s Fast Retreat Takes Pressure Off Central Banks
Oil’s recent pullback has reduced pressure on the European Central Bank to move quickly with another rate hike. That is important for equities because the market can handle geopolitical risk better when crude is not forcing central banks into a more aggressive inflation response. |
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Healthcare & Biotech |
Zymeworks Buys Theravance in a $929 Million Deal
Zymeworks agreed to buy Theravance Biopharma for $929 million, giving it access to Yupelri, an FDA-approved COPD treatment with growing U.S. sales. The market reaction was mixed, but the strategic read is clear: biotech companies are still using M&A to buy revenue, diversify pipelines, and reduce dependence on single clinical programs. |
Sandoz Takes Aim at the GLP-1 Market
The FDA agreed to review Sandoz’s applications for two generic tirzepatide GLP-1 drugs that could eventually compete with Eli Lilly’s Mounjaro and Zepbound. The patent wall still matters, but the story shows how aggressively generics makers are preparing for the next phase of the obesity-drug market. |
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Trivia: Lehman Brothers was the fourth-largest U.S. investment bank when it collapsed in 2008. How much in assets did it hold when it filed for bankruptcy? |
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Movers and Shakers |
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Digital Realty Trust [DLR]: Premarket Move: −7% |
Digital Realty fell after the company moved to buy Blackstone’s stake in a major Northern Virginia data-center venture, adding more exposure to one of the most important AI infrastructure markets in the U.S. The deal strengthens its long-term data-center footprint, but investors are focused on the near-term cost, financing mix, and balance-sheet pressure. |
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Vishay Intertechnology [VSH]: Premarket Move: −9% |
Vishay dropped after the chip-components maker launched a $750 million common stock offering, with underwriters also receiving an option to buy additional shares. The company can use the proceeds for growth initiatives and debt reduction, but traders are treating the offering as a dilution event this morning. |
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Global Focus (Sponsored) |
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When DeepSeek hit the headlines, Nvidia dropped nearly $600 billion in a single session.
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Everything Else |
📊 Market leadership is starting to rotate, as investors look beyond the Mag 7 for the next group of stocks built to lead the next cycle. 💉 Medicare is set to cover obesity drugs starting July 1, giving the GLP-1 market another major coverage boost. 💻 Indonesia jailed its former education minister for 10 years in a Google Chromebook graft case, putting fresh scrutiny on public tech contracts. 🧾 Warren Buffett is delaying a Gates Foundation donation while the organization reviews Epstein-related concerns, adding an unusual wrinkle to his giving plans. 📱 The UK regulator is proposing looser Apple and Google app store payment rules, turning up pressure on platform fees. 🛡️ The U.S. House passed youth online safety legislation, giving child-protection rules new momentum in the tech policy fight.
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That’s all for today. Thank you for reading. If you have any feedback, please reply to this email. |
Best Regards, |
— Adam Garcia
Elite Trade Club |
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