2026-05-22：NVDA's $80B Buyback Signals Peak Hardware Growth, While SpaceX's Fast-Track IPO Threatens to Drain $80B in Passive Liquidity

2026-06-15：The $2.1 Trillion "SpaceAI" Liquidity Vacuum Meets the Strait of Hormuz Peace Dividend

Oil just lost its grip on the market, and that single move may have cracked open the whole playbook. In this episode, we unpack why a peace deal in the Strait of Hormuz is suddenly pulling U.S. equities into a risk-on lane, why SPY is acting like a quiet beneficiary, and why SpaceX’s $2.1 trillion debut could be the biggest liquidity event of the year. But there’s a twist: the same move that boosts giants like NVDA may be starving smaller space names, while Roku’s Fox deal redraws the streaming map in real time. Is this the start of a cleaner rally, or just a very expensive narrative shift? Full report: https://deepmarket.report/en/report/us_stocks/2026-06-15

2026-06-12：The $1.77 Trillion Vacuum: SpaceX's Mega-IPO Masks a Core Goods Inflation Trap That Kills 2026 Rate Cuts

A record-breaking IPO lands like a black hole in the middle of the market: SpaceX, valued at 1.77 trillion dollars, is pulling in 75 billion dollars of capital while passive funds prepare for forced buying. But the bigger twist may be hiding in inflation, where a six-and-a-half percent PPI print and stubborn core goods pressure challenge the market’s dream of 2026 rate cuts. Intel suddenly gets a rare Wall Street double-upgrade, Oracle’s AI backlog turns into a cash-flow problem, and Meta faces the uncomfortable question every AI giant wants to avoid: who pays for the infrastructure before the profits arrive? This episode follows the money, the rotation, and the risk no one wants to misprice. https://deepmarket.report/en/report/us_stocks/2026-06-12

2026-06-11：The AI Bill Has Arrived: SMCI's 28% Collapse and Oracle's $40B Warning Prove the Infrastructure Trade is Devouring Shareholder Equity

📊 Full report with data & charts: https://deepmarket.report/en/report/us_stocks/2026-06-11 🎯 Key highlights: Bearish SMCI: SMCI’s 28% collapse after a highly dilutive $7 billion financing package still signals AI server working-capital stress, but TA frames it as an oversold downtrend with RSI 17 and a lower Bollinger breach, not clean downside continuation. Bearish ORCL: Oracle’s cloud growth is pressured by negative free cash flow and a signaled $40 billion capital raise, though RSI 35 near the lower band creates medium-confidence long risk/reward that softens the bearish read. Bullish INTC: Intel is… ⚠️ Risk factors discussed in full report 🔔 Subscribe for real-time access: https://deepmarket.report/en/subscribe-choice 🎙️ DeepMarket — AI-powered market research ⚠️ For informational purposes only. Not personalized investment advice.

2026-06-09：The Commoditization of Intelligence: Apple's Gemini Surrender and OpenAI's Rushed S-1 Expose the Vulnerability of AI Software Monopolies

Apple unveiled a smarter Siri, but the real reveal may be more uncomfortable: the world’s most polished ecosystem is now leaning on Google’s Gemini to power its intelligence. Meanwhile, OpenAI’s confidential filing, Anthropic’s race to market, and SpaceX’s massive valuation target could force investors to ask a sharper question: who gets sold so the new AI giants can be bought? In this episode, we unpack why Apple’s selloff may be stretched but strategically meaningful, why Google’s distribution win still comes with a weak chart, and why SanDisk, Micron, and Marvell are drawing attention as the AI trade shifts from software dreams to physical infrastructure. The twist is not whether AI matters. It is who actually gets paid. Full report: https://deepmarket.report/en/report/us_stocks/2026-06-09

2026-06-08：The GenAI Trade Faces a Liquidity Stress Test: Surging Yields, KOSPI Contagion, and the Looming SpaceX IPO Vacuum

A blowout jobs number was supposed to prove the economy is strong, but instead it sent yields surging and forced Wall Street to rethink the entire GenAI trade. In this episode, we unpack why a 4.58% Treasury yield changes the rules, why Nvidia’s bounce may be more trap than turn, and why Apple suddenly looks like the calmest name in big tech. Then comes the twist: SpaceX’s planned 75 billion dollar IPO could pull liquidity from the very stocks that led the market higher. Add an 8% KOSPI plunge, oil near 98 dollars, and institutional hedging beneath the surface, and the market’s next move gets unusually revealing. Full report: https://deepmarket.report/en/report/us_stocks/2026-06-08