Lockheed Martin $LMT just got its first Death Cross ☠� since Jan 2025 🚨 Last time that happened, shares dropped 13% in the following month 📉📉
Wage gains from the past year, when adjusted for inflation, disappeared in only four months. Workers are barely better off than when Trump took office again, says Axios 📉😬
Major alert 🚨
$165 billion in stock selling hits global markets next week.
Pension funds & sovereign wealth are rebalancing. It’s mechanical—happens every June 30.
Stocks surged. Bonds lagged. Now they’re forced to sell stocks and buy bonds. Big time.
JPMorgan fl
🚨 BIG NEWS:
The dude who raked in over $1 billion in 30 days just spilled his latest AI picks.
Leopold Aschenbrenner is going all in on:
Bloom Energy ($BE)
Nebius ($NBIS)
IREN ($IREN)
He was super early on semiconductors.
Now he's banking on the next big bottle
May US retail sales just came in hot 🔥
+0.9% month-over-month (expected +0.6%)
+6.9% year-over-year (expected +4%)
The American consumer just won't quit 💪
XAUUSD Gold Market Update 📊
Gold has already fallen approximately $85 from today's high 📉
Although some rebound momentum appeared during the afternoon session, it is still too early to conclude that the broader downside trend has ended.
From a fundamental perspective, overall market sentiment remains risk-off ⚠️
U.S. equities are also under significant pressure:
• $SPY (S&P 500 ETF) 📉
• $SPX (S&P 500 Index) 📉
• $QQQ (Nasdaq-100 ETF) 📉
All continue to face selling pressure.
Technology stocks, in particular, are seeing aggressive profit-taking, leading investors to become increasingly cautious.
When major equity indices decline simultaneously, volatility often spreads across multiple asset classes, including Gold.
From a technical perspective, the 4375 area remains a critical battleground between buyers and sellers 📊
Whether price can hold above this level may determine the next major move.
For now, patience is key. Watch how the U.S. market reacts before making aggressive trading decisions 👀
More detailed analysis and trading plans will be shared in our evening update 📩
So SpaceX and Google are doing this deal, and it’s way bigger than another AI headline. 🚀
Google is paying SpaceX $920M per month for AI compute until 2029.
That includes about 110,000 NVIDIA GPUs in SpaceX data centers.
This really shows me one thing:
Even Google doesn’t have enough compute.
The real fight in AI isn’t just chatbots or models anymore.
It’s about who controls:
GPUs
Data centers
Cloud capacity
Power
Infrastructure
SpaceX was always rockets and satellites, but now they’re turning AI compute into a cash machine.
After the Anthropic deal, SpaceX’s AI compute contracts could make around $26B a year.
That’s wild.
Stocks I’m keeping an eye on:
$GOOG
$NVDA
$AMD
$AVGO
$MSFT
$AMZN
$ORCL
$TSLA
$TSLA isn’t direct SpaceX, but the whole Elon AI infrastructure story will still matter.
My take is simple:
AI isn’t just software anymore.
It’s an infrastructure arms race.
Don’t chase hype.
Follow the compute.