🚨 BOMBA: China acaba de romper el monopolio de ASML. Y la bolsa se ha enterado esta madrugada.
🇰🇷 Corea se hunde un 10,7%. Han tenido que SUSPENDER la bolsa.
📉 Samsung -12%. SK Hynix -12%. Kioxia -18%.
💸 SK Hynix ha borrado 570.000 M$ desde junio. Cinco veces el Ibex entero.
🏭 ¿El motivo? Una empresa de Shanghái con dinero del Estado ya fabrica las máquinas que se suponía que China NO podía fabricar. Litografía por inmersión. El corazón del chip.
🚫 Occidente se las prohibió para frenarla. Se las ha construido ella sola.
Han fabricado a su propio competidor.
🔁 Y la segunda parte, la incómoda: Nvidia cierra acuerdos por 750.000 M. Avala a OpenAI con 250.000 M. Y le financia otros 350.000 M$… para que le compre chips a Nvidia.
⚠️ Le pone el dinero al cliente para que el cliente le compre. Eso se apunta como venta. Esa venta sostiene la valoración. Esa valoración sostiene tu plan de pensiones.
📊 Ayer el coste de asegurar la deuda de Nvidia contra impago tuvo su MAYOR SUBIDA REGISTRADA. Cuando el que presta compra paraguas, algo huele.
Ya no importan los beneficios. Son récord y la bolsa cae igual.
Cuando bates previsiones y aun así te hundes, no tienes un problema de resultados. Tienes un problema de precio.
BREAKING: Ondo Finance has added 10 more tokenized stocks to its 24/7 trading lineup, including AMD, TSMC, Broadcom, SpaceX and Arm.
A total of 16 assets can now trade around the clock.
We're excited to announce a partnership with SBI Group, one of Japan's leading financial institutions.
The collaboration covers tokenizing Japanese assets with distribution across the SBI ecosystem, and settlement using the JPYSC stablecoin.
Ondo CEO Ian De Bode on the partnership:
“Japan is one of the most sophisticated capital markets in the world, and SBI sits at the center of it. This collaboration creates a path to bring Japanese assets onchain.”
Yoshitaka Kitao, Representative Director, Chairman, President & CEO, SBI Holdings:
“Ondo Finance has established itself as a global leader in the tokenization of real-world assets and is at the forefront of the tokenized equities market. We believe Ondo will be a key strategic partner as SBI Group forms a global corridor for digital assets.”
Japan's capital markets, now connected to global onchain finance, powered by Ondo.
Ondo Finance Just Connected Japan to Global Onchain Finance
@OndoFinance enters a strategic partnership with SBI Group to tokenize Japanese real-world assets for distribution across the bank's massive retail and institutional ecosystem.
The collaboration utilizes the $JPYSC stablecoin as the primary settlement layer, integrating Ondo’s institutional-grade tokenization engine directly into Japan's domestic financial infrastructure.
This move establishes a "global corridor" for digital assets, enabling Japanese equities and debt instruments to be moved on-chain at scale for the first time.
JUST IN: 🇯🇵 Japan’s $250B SBI Group partners with Ondo Finance to tokenize Japanese stocks.
The partnership aims to bring Japanese stocks onchain and offer Ondo’s tokenized assets through SBI’s network.
SBI’s yen stablecoin, JPYSC, will be used for payments and collateral.
BREAKING: June CPI inflation falls to 3.5%, below expectations of 3.8%
Core CPI inflation falls to 2.6%, below expectations of 2.8%.
Month-over-month CPI inflation fell -0.4%, the biggest monthly drop since May 2020.
US stock market futures are surging on the news.
🚨#ÚLTIMAHORA: Según CNBC, Irán afirmó que considerará como objetivos militares a todas las empresas de Elon Musk que operen en Oriente Medio, incluido el servicio de internet satelital Starlink de SpaceX.
CENTCOM: U.S. FORCES LAUNCHED ADDITIONAL STRIKES AGAINST IRAN AT 5PM ET TO CONTINUE DEGRADING TEHRAN'S ABILITY TO ATTACK CIVILIAN MARINERS AND COMMERCIAL VESSELS IN STRAIT OF HORMUZ; COMMANDER IN CHIEF DIRECTED STRIKES TO HOLD IRANIAN FORCES ACCOUNTABLE
🚨#ÚLTIMAHORA: Se han encontrado bacterias mortales en el sistema de agua de una importante ciudad estadounidense, cuyo origen se remonta al centro de datos de Mark Zuckerberg, META, valorado en 800 millones de dólares, según TechRadar.