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[Stake @hellostake]

@ommot_adl Nailed it

[Stake @hellostake]

Name the stock: This SaaS giant rose to prominence after its ‘No Software’ campaign that mimicked a ’No Smoking’ sign. The idea was to champion software that ran on a web browser, hosted on external servers, which became the default industry standard. In Q1, the company reported US$11.13B in revenue, but its share price is down 30% YTD.

[Stake @hellostake]

Big Tech has a new margin king: $MU

[Stake @hellostake]

The big stories impacting your portfolio this week:

1. Middle East conflict: U.S. stock futures edged up on Sunday despite renewed attacks in the Middle East. Crude oil futures (WTI) rose 1.1% to US$70.

2. U.S. jobs report: This headline report on 2 July is critical ahead of the July Fed meeting. Economist expect payrolls will have increased by 135,000, down from 172,000 in May.

3. Wall St earnings: Nike's ($NKE) Q4 earnings drop after market close on 30 June. Analysts expect US$10.8B in revenue. The report will reflect unanticipated gains from tariff refunds.

4. RBA meeting minutes: The RBA releases the minutes of its Monetary Policy Board meetings at 11:30am AEST on 30 June. It will reflect the Board's thinking after its decision to hold rates at 4.35%.

5. U.S. market closed 3 July: Investors brace for a shortened trading week as the U.S. markets will be closed on 3 July in observance of Independence Day.

[Stake @hellostake]

Trade teaser: The world’s largest home improvement retail company was created for revenge. After the founders were suddenly fired from Handy Dan in the 70’s, they built their own and eventually put their former employer out of business. The company reported US$41.77B in Q1 2026 revenue. Name that stock.

[Stake @hellostake]

More wildcard bets here: https://t.co/B0TEfWSfXH

[Stake @hellostake]

Micron ($MU) just reported US$41.46B in Q3 revenue. The report came days after it signed a multi-year supply agreement and disclosed a strategic investment in Anthropic.

[Stake @hellostake]

In 2022, $MU had lost 47% of its value after pandemic-era PC and smartphone demand collapsed. Buried in its Q4 2022 earnings release was a footnote that Micron had ‘updated’ its strategy to focus on the data centre market. A bet that paid off as memory became a critical bottleneck for AI infrastructure players.

[Stake @hellostake]

What's happening this week in markets? 👀

1. Oil back up: U.S. stock futures fell as oil prices rose on Sunday. Ongoing talks for a U.S.-Iran peace deal were overshadowed by Tehran announcing it had closed the Strait of Hormuz again.

2. Aussie macro: Aussie investors await May inflation data (Wed) and unemployment numbers (Thurs), which could influence expectations around the RBA's next policy decision.

3. Wall St earnings: Micron's ($MU) Q3 earnings drop after market close on 24 June. Analysts expect US$35B in revenue (+250% YoY). FedEx ($FDX) also reports Q2 earnings this week.

4. Metcash FY profit: Metcash ($MET) reported a 1.5% drop in FY26 net profit to A$279.1M. The company cited softer conditions in its hardware and liquor divisions.

5. SGH's A$500M buyback: Seven Group Holdings ($SGH) approved an on-market share buyback of up to A$500M to be executed over the next 12 months.

[Stake @hellostake]

What's happening this week in markets? 👀

1. Oil back up: U.S. stock futures fell as oil prices rose on Sunday. Ongoing talks for a U.S.-Iran peace deal were overshadowed by Tehran announcing it had closed the Strait of Hormuz again.

2. Aussie macro: Aussie investors await May inflation data (Wed) and unemployment numbers (Thurs), which could influence expectations around the RBA's next policy decision.

3. Wall St earnings: Micron's ($MU) Q3 earnings drop after market close on 24 June. Analysts expect US$35B in revenue (+250% YoY). FedEx ($FDX) also reports Q2 earnings this week.

4. Metcash FY profit: Metcash ($MET) reported a 1.5% drop in FY26 net profit to A$279.1M. The company cited softer conditions in its hardware and liquor divisions.

5. SGH's A$500M buyback: Seven Group Holdings ($SGH) approved an on-market share buyback of up to A$500M to be executed over the next 12 months.

[Stake @hellostake]

@lachyschembri Nailed it!

[Stake @hellostake]

Trade teaser:
A two-drink limit at the FIFA World Cup? Not a big-deal for this 40-year sponsor that improved its gross margins to 56.6% with US$15.27B of revenue in Q1 2026.

Name that stock.

[Stake @hellostake]

Heads up: We'll be making some updates to Stake Wall St tonight from around 7pm AEST. You may notice some temporary disruptions to holdings and orders.

[Stake @hellostake]

The RBA has held the official cash rate steady at 4.35%.

The board chose to leave rates on hold during its June meeting, providing borrowers with a temporary pause following three rate hikes in 2026.

The RBA plans to assess how prior tightening is impacting the slowing economy and rising unemployment, balancing these factors against higher-than-expected inflation

The RBA board will hold its next interest rate announcement on 11 August.

[Stake @hellostake]

Monday market update - the big events impacting your portfolio this week📈📈

1. SpaceX ($SPCX) had a successful market debut on Friday. Shares finished 19% higher to reach a market capitalisation of US$2.1T, making it the sixth biggest firm on Wall St.

2. RBA rate call: On Tuesday, the Reserve Bank of Australia (RBA) will meet to decide whether to change the cash rate. So far this year, the central bank has raised rates three times.

3. Fed rate call: On Wednesday (ET), the Federal Reserve will have its first interest rate meeting under new Chair Kevin Warsh. It follows stronger than expected jobs data for May.

4. Wall St earnings: Mutiple Wall St companies are reporting earnings this week, including: Accenture ($ACN), Jabil ($JBL), Kroger ($KR) and La-Z-Boy ($LZB).

5. ASX firms going ex-dividend: Select Harvests ($SHV), WAM Active ($WAA), AFT Pharmaceuticals ($AFP) and Fisher & Paykel Healthcare ($FPH).

[Stake @hellostake]

SpaceX ($SPCX) has officially landed on Wall St in a record breaking debut.

First session closed at US$160.95, up 19% from its US$135 offer price, for a market value of around US$2.1T.

That makes SpaceX the sixth biggest company on Wall St and minted CEO Elon Musk as the world’s first trillionaire, before the rest of us had breakfast.

We put it under the spotlight: https://t.co/baRB9CNkj9

[Stake @hellostake]

@jitekajal Hi @jitekajal , thanks for reaching out. Three weeks is a long time to wait and we want to get this sorted for you.

Could you please DM us or reply below with your 6-digit ticket reference number? We'll pick it up from there!

[Stake @hellostake]

Weekly update -- what's happening this week? 👀

1. SpaceX IPO. It's a big deal.

2. Wall St earnings. Oracle ($ORCL) reports Wednesday and Adobe ($ADBE) Thursday, giving investors fresh reads on AI cloud demand, software growth and whether AI is translating into revenue.

3. OpenAI files. @OpenAI said it has confidentially filed with the U.S. Securities and Exchange Commission to pursue an IPO. It follows Anthropic’s filing last week.

4. WWDC 2026. Apple's ($AAPL) Worldwide Developers Conference (WWDC) kicked off on Monday, and the firm announced new features and upgrades, including a long-awaited update to Siri AI.

5. Inflation read. China's May CPI figure is out Wednesday, testing demand signals for commodities and miners. U.S. CPI also lands overnight Wednesday, giving a read on the Fed's next cash rate decision.

6. Big deals. SpaceX signed a cloud deal with Alphabet ($GOOGL), Nvidia ($NVDA) and SK Hynix penned a multi-year agreement and Intel ($INTC) is reportedly in talks with Nvidia and Alphabet.

7. Not invited. Semiconductor firm Marvell ($MRVL) is set to join the S&P 500 on 22 June. S&P Global also said SpaceX ($SPCX) will not be fast-tracked into the index after its planned IPO this Friday.

[Stake @hellostake]

Platform update: Pattern Day Trading rules are now retired. This means the minimum equity requirement and day trade limits no longer apply when trading on Stake.