Tinsel Talks Finance

Tinsel Talks Finance - June 24, 2026

7 min · 24 jun 2026
aflevering Tinsel Talks Finance - June 24, 2026 artwork

Beschrijving

Global markets digest a semiconductor-led tech selloff, the Fed holds rates but signals possible hikes ahead, SoftBank pursues a major energy acquisition for its AI ambitions, SpaceX stabilizes after a volatile public debut, China's refiners cut output to a nine-year low amid supply disruption, and the US opens a trade probe into German drug pricing.

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Alle afleveringen

44 afleveringen

aflevering Tinsel Talks Finance - July 10, 2026 artwork

Tinsel Talks Finance - July 10, 2026

U.S.-Iran diplomatic progress sparks a broad market rally, with the Nasdaq gaining 1.3 percent, the S&P 500 rising 0.8 percent, and the Dow advancing 0.3 percent. Semiconductor stocks surge as Micron Technology leads a sector-wide rebound that reverses earlier losses triggered by Samsung's earnings miss. Oil prices retreat from multi-day highs as geopolitical tensions ease; Brent crude falls toward $76 per barrel while WTI drops below $73. The 10-year Treasury yield breaks a seven-day streak of increases, while the Federal Reserve minutes reveal a committee divided over the future path of interest rates. Bitcoin holds steady around $62,400 to $63,000; Rivian faces continued share price pressure following its $1.5 billion public offering to fund its R2 EV launch.

10 jul 20265 min
aflevering Tinsel Talks Finance - July 9, 2026 artwork

Tinsel Talks Finance - July 9, 2026

U.S.-Iran military tensions escalate as President Trump declares the ceasefire "over" and launches strikes on 80–90 Iranian targets following attacks on ships in the Strait of Hormuz; Iran retaliates by striking Gulf states. Oil prices surge more than 6 percent over two sessions, with WTI climbing toward $76 and Brent nearing $80, reversing the prior month's decline and reigniting global supply chain concerns. U.S. equity markets close mixed: the Dow drops roughly 576 points on Wednesday amid the geopolitical shock before partially recovering on Thursday, while the Nasdaq holds its ground as AI stocks resist the broader sell-off. Federal Reserve minutes reveal a split among policymakers on future rate moves, weighing potential hikes driven by tariff and war-related inflation against a weakening labor market where June payrolls missed expectations at just 57,000. In corporate news, Rivian slides 9 percent on a $1.5 billion share offering for its R2 EV launch; Samsung's record profit fails to halt a global semiconductor rout; and Strategy sells $216 million in Bitcoin.

9 jul 20269 min
aflevering Tinsel Talks Finance, July 8, 2026 artwork

Tinsel Talks Finance, July 8, 2026

The Dow hits a record high above 53,000 on Monday, but major indexes reverse course Tuesday as a deepening semiconductor rout—sparked by Samsung's earnings miss despite record profits—drags tech stocks lower. SpaceX officially joins the Nasdaq-100 on a fast-track basis, triggering roughly $4.3 billion in forced ETF buying, though shares fall ~5% from their debut price following a "buy the rumour, sell the news" pattern. Oil prices surge over 5% after the U.S. revokes Iran's license to sell crude oil, pushing WTI near $74 per barrel and Brent toward $77, reversing much of the prior month's decline. Gold trades in the $4,160–$4,180 per ounce range, supported by the weak June jobs report (57K vs. 115K expected) and markets pricing in reduced odds of further Fed rate hikes. Binance suspends most EU services effective July 1 after failing to secure a MiCA license, while Bitcoin stabilizes around $62,000–$63,000 following its 20 percent June decline.

8 jul 20267 min
aflevering Tinsel Talks Finance - July 7, 2026 artwork

Tinsel Talks Finance - July 7, 2026

The Dow climbed past 53,000 to a fresh record on Monday, with the S&P 500 and Nasdaq also posting gains, though futures point to a cautious open for Tuesday. Semiconductor stocks led the rally on Friday, but some analysts warn chip stocks may be approaching a top after their rapid run-up. SpaceX is set to join the Nasdaq-100 index, while Synopsys is cutting its chip fab software business to pivot toward AI-driven design tools. In commodities, gold trades near $4,140 per ounce and oil sits around $69, while BP sells its Canadian Bay du Nord stake to Equinor and BHP gets approval for a $15 billion copper expansion in Chile. Bitcoin holds above $63,000, Goldman Sachs forecasts U.S. stocks to rise 6% in 2026, and concerns grow over hidden risks from Buy Now Pay Later and private credit expansion.

7 jul 20265 min