$CEVA
Looking like it's about to turn green 📈
Headed toward that UBS $48 target soon — plenty will sleep on this dip 🤷♂️
Next two years will see crazy earnings growth as companies like $MRVL $QCOM $ARM license CEVA tech. Those all had massive runs and broke out. $CEV
$HOOD just hit a record in prediction market volume for May — 3.9 billion contracts traded.
With the World Cup coming up, June and July numbers are gonna be massive 🔥
This is actually crazy.
Cloudflare just shared new Radar data — bots and AI traffic now make up 57.5% of all HTML page requests on their network. Humans? Down to 42.5%.
They handle about 20% of the whole internet, so this isn't a tiny sample.
Their CEO says the agentic
Bank of America is warning that a bunch of events in June might push bond yields past 6% in the UK, 5% in the US, and 4% in Japan—bad news for risk assets like stocks.
$SPY $QQQ $VIX $TLT
Chinese investors are pulling cash out of Hong Kong stocks faster than ever:
Last week, China-listed Hong Kong equity ETFs saw a record $3.7 billion flow out — the biggest weekly loss ever.
That's 5 weeks straight of outflows, and 10 out of the last 12 weeks.
For conte
Palantir $PLTR just inked a big multi-level deal with Google Cloud $GOOGL. They're teaming up to work together across Google Cloud platforms, and Palantir will also be listed on the Google Cloud Marketplace for easy access. 🔗