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Canal • 2 programas

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Noticias

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Noticias

Noticias

Cada día

30 jul

Jul 31 — US-Iran strikes, Fed split, and AI earnings surge

• The US struck dozens of Iranian targets after Tehran fired ballistic missiles at a US base in Jordan — a direct exchange of fire between the two countries that raises the risk of a wider Middle East conflict and a spike in oil… • The Fed held rates at 3.5–3.75% but drew three dissents in favor of a hike, while Q2 GDP printed at just 1.5% with inflation still elevated — a stagflationary bind that pushes rate cuts further out and leaves policymakers with… • Microsoft's Azure crossed $100B in annualized revenue for the first time and Samsung's chip operating profit ran more than 250 times higher year-on-year — both driven by AI demand, reinforcing the theme as durable rather than…
16 jul

Jul 16 — Banks surge, Iran conflict widens, crypto gets clarity

• The US expanded strikes into northern Iran and blocked a tanker in the Persian Gulf as India pulled seafarers from Hormuz routes — a strait disruption would spike oil prices and shipping insurance costs globally. • JPMorgan profit rose 41% to $21B+, BlackRock hit a record $15.3T in AUM, Goldman set an equities trading record for the third straight quarter, and TSMC posted a 77% profit jump — together signaling broad strength in finance and… • White House crypto talks were called "hugely positive" for the Clarity Act, the DTCC began live tokenized-stock production, but DeFi protocol Ostium lost $18M to an oracle exploit and a dormant 2017-era Bitcoin wallet moved…
23 jul

Jul 24 — Markets fall, Iran risk climbs, megacap earnings…

• Alphabet swung to negative free cash flow after ten positive billion the prior quarter, even as it committed up to $205B in capex — the reversal dragged the stock and pulled the Nasdaq down over 2%. • Trump threatened to hold Iran accountable for further Houthi attacks as Brent crude crossed $100 a barrel, while US officials confirmed Iran-linked hackers hit American water and energy infrastructure — raising the odds of… • The Senate released a 600-page Clarity Act draft covering digital asset rules, crypto ETFs drew $750M in net inflows over five days, and AFX Trade lost roughly $24M to a bridge exploit on Arbitrum — a mixed week that shows…
hace 4 días

Aug 4 — Yen intervention, Treasury supply, and Amazon's milestone

• The US and Japan jointly deployed ~$34B to defend the yen in their first coordinated currency intervention in ~15 years — a move that could unwind carry trades and reshape rate expectations across Asia. • Treasury raised its Q3 borrowing estimate to $739B, well above prior forecasts — the added supply could lift long-end yields and tighten financial conditions at a moment when the Fed's rate-hold vote was already split. • A seed-generation flaw in Coldcard hardware wallets has drained over 1,000 bitcoin from thousands of wallets, with losses near $114M — the breach puts cold-storage security under fresh scrutiny across the crypto industry.
26 jul

Jul 27 — Oil falls, Fed hawks, and Nvidia's AI spending spree

• Iran signaled a pause in strikes matching the US bombing halt, pulling oil nearly 5% lower to ~$85 — a de-escalation that had analysts warning of Ukraine-invasion-level price spikes. • Dallas Fed's Lorie Logan backed raising rates ahead of Wednesday's decision — a hawkish tilt that could move bonds, currencies, and equities if the committee signals tighter policy than priced in. • Nvidia committed $1B to South Korea's Naver for an AI data center, part of a ~$189B stake in US AI deals this year — corporate investors now represent nearly 90% of all US AI venture deal value, a record raising concentration…
28 jul

Jul 29 — AI buildout strains, market rotation, crypto ETF debut

• Nvidia and OpenAI are in talks to co-fund a ~$500B, 10-gigawatt Ohio data center — which would be the largest ever built, as Nvidia's total AI infrastructure commitments near $750B and debt concerns mount. • The US grid operator covering the largest share of American electricity demand is considering temporary power cuts to data centers to prevent blackouts — a hard physical limit on the growth assumptions driving AI investment. • Morgan Stanley launched spot Ethereum and Solana ETFs with a 0.14% sponsor fee and staking rewards — the lowest-cost institutional crypto entry yet, arriving as first-half hack losses across crypto projects hit a record $1B+.
9 jul

Jul 10 — US-Iran strikes, Swift blockchain, OpenAI super app

• The US hit roughly 90 Iranian targets and Iran struck three Gulf Arab nations in response — the direct exchange puts oil supply routes, Gulf shipping lanes, and ceasefire prospects under immediate strain. • Swift launched a blockchain shared ledger with 17 major banks piloting tokenized-deposit cross-border payments — mainstream banking is now in direct competition with stablecoin settlement networks. • OpenAI released GPT-5.6 and a super app while its number-two executive Fidji Simo announced her departure — the moves come as the company faces intensifying rivalry with Anthropic and prepares for an IPO.
14 jul

Jul 14 — US-Iran strikes, deflation, and a record trade surplus

• The US launched military strikes on Iran and Tehran struck back across the Middle East — the direct exchange raises the prospect of regional war and sent Brent crude above $86 a barrel, up roughly 3%. • US consumer prices fell outright in June for the first time since 2020 — the deflation reading reshapes the Fed rate outlook ahead of Chair Warsh's congressional testimony. • China's exports surged 27% in June, pushing the monthly trade surplus to a record $125B — the figure is likely to accelerate tariff pressure from both Washington and Brussels.
29 jul

Jul 30 — Fed split, AI spending doubts, and a broad market drop

• The Fed held rates but three members dissented for a hike — a divided committee that rules out near-term cuts and rattled equities across the board • SK Hynix fell 19% after earnings and announced $31B in capex, dragging Micron, SanDisk, and Western Digital down more than 7% each on fears the AI hardware cycle is peaking • Trump and Netanyahu discussed a potential military strike on Iran, raising Middle East war risk with direct consequences for oil prices and Red Sea shipping lanes
21 jul

Jul 22 — US-Canada tariffs, China miss, crypto legislation

• The White House imposed 50% tariffs on Canadian goods over disputes involving autos, alcohol, and cheese — threatening USMCA, cross-border supply chains, and a fresh round of inflation. • China's economy grew 4.3% last quarter, short of Beijing's 4.5–5% target — raising the odds of PBOC stimulus and weighing on global commodity demand. • The White House agreed to add ethics language to the Clarity Act, clearing a major obstacle to US crypto market-structure law — seen as a meaningful opening for institutional participation.

QuantAlpha AI publishes short daily briefings for people who need to start the day informed. The QuantAlpha Briefing covers markets, technology, and the newsletters that matter. The Digital Asset Update does the same for crypto — prices, protocols, flows, and what actually moved. Both publish every weekday morning, with a week-in-review edition on Saturdays. Most episodes run three to five minutes. Written and voiced by AI. Not investment advice.

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Jul 31 — US-Iran strikes, Fed split, and AI earnings surge

Jul 16 — Banks surge, Iran conflict widens, crypto gets clarity

Jul 24 — Markets fall, Iran risk climbs, megacap earnings…

Aug 4 — Yen intervention, Treasury supply, and Amazon's milestone

Jul 27 — Oil falls, Fed hawks, and Nvidia's AI spending spree

Jul 29 — AI buildout strains, market rotation, crypto ETF debut

Jul 10 — US-Iran strikes, Swift blockchain, OpenAI super app

Jul 14 — US-Iran strikes, deflation, and a record trade surplus

Jul 30 — Fed split, AI spending doubts, and a broad market drop

Jul 22 — US-Canada tariffs, China miss, crypto legislation

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