News

Time	Headlines	URL	Source	site	text
08:34 AM	Strategist Sees WTI Falling to $40 a Barrel	https://www.youtube.com/watch?v=fQwM3X8KRtM	Bloomberg Markets and Finance	youtube.com	Rising oil prices are accelerating a supply glut in the Western Hemisphere, Bloomberg Intelligence Senior Commodity Strategist Mike McGlone argues that growing production and improving technology could drive WTI crude down to $40 a barrel. McGlone explains to David Gura and Christina Ruffini on Bloomberg This Weekend that gas prices are likely to be lower by the midterm elections, but warns that such declines have often coincided with weakness in the stock market.
04:18 AM	Ukraine hits two Russian oil refineries overnight	https://www.reuters.com/business/energy/ukraine-hits-two-russian-oil-refineries-overnight-2026-06-28/	Reuters	reuters.com	Ukraine hit two Russian oil refineries in the regions of Krasnodar and Yaroslavl overnight, President Volodymyr Zelenskiy said on ‌Sunday, as Kyiv ramps up pressure on Russia's fuel supply with its drone fleet.
03:26 AM	Markets Got Its Final Warnings	https://seekingalpha.com/article/4918306-markets-got-its-final-warnings	Seeking Alpha	seekingalpha.com	Micron delivered blowout Q3 FY26 results with 346% revenue growth and strong guidance, yet markets reacted surprisingly negatively. Despite Micron's performance, tech and semiconductor ETFs declined last week, reflecting concerns over inflationary supply chain costs impacting the AI economy.
02:53 AM	Markets Starting To Choke On Massive Surge In Debt Issuance	https://seekingalpha.com/article/4918303-markets-starting-to-choke-on-massive-surge-in-debt-issuance	Seeking Alpha	seekingalpha.com	Micron Technology delivered a strong earnings beat and raised guidance, driven by surging DRAM and NAND prices and robust data center demand. Hyperscalers like Alphabet, Microsoft, Oracle, and Meta have shifted to heavy capex models, sharply reducing free cash flow and buybacks.
12:30 AM	A Month For 'The Rest'	https://seekingalpha.com/article/4918207-month-for-rest	Seeking Alpha	seekingalpha.com	We've made numerous mentions of the weakness in mega-cap stocks so far this month, and given their weightings in the S&P 500, the impact on the index is notable. Although the cap-weighted S&P 500 has been weak, performance outside the largest eight stocks has been better, and the average stock has seen modest gains this month.
10:00 PM	Chip Makers Are Profiting Off AI at the Expense of Just About Everyone Else	https://www.wsj.com/tech/ai/chip-makers-are-profiting-off-ai-at-the-expense-of-just-about-everyone-else-fe893bdd	WSJ	wsj.com	We are witnessing an extraordinary transfer of cash from the providers of AI—and, perhaps one day, AI users—to memory-chip makers.
09:00 PM	Here is how Alan Greenspan ran the Fed—and how Kevin Warsh's approach compares	https://www.wsj.com/economy/central-banking/kevin-warsh-fed-chair-alan-greenspan-33659b50	WSJ	wsj.com	The approach of the new Federal Reserve head might not always align with the standard his predecessor set.
12:20 PM	Tanker struck in Strait of Hormuz as U.S.-Iran tensions escalate	https://www.cnbc.com/2026/06/27/tanker-struck-in-strait-of-hormuz-as-us-iran-tensions-escalate.html	CNBC	cnbc.com	A tanker in the Strait ⁠of Hormuz was reported struck by a projectile on Saturday, the latest escalation of tensions between the U.S. and Iran. The U.K. Maritime Trade Operations Centre said a vessel in the strait was hit by an "unidentified projectile," though the crew was reported safe.
12:14 PM	Stock Valuations Should Worry Investors: Abby Joseph Cohen	https://www.youtube.com/watch?v=hGazMZmwXyE	Bloomberg Markets and Finance	youtube.com	Abby Joseph Cohen, professor at Columbia Business School, joins Lisa Mateo and Tom Keene on "Bloomberg Money." Lofty stock prices may be hiding risks investors should be paying more attention to, especially in the labor market, according to Abby Joseph Cohen, the former Goldman Sachs partner and now Columbia Business School professor.
11:00 AM	Why investors may want to prioritize bond markets outside the U.S.	https://www.cnbc.com/2026/06/27/inflation-as-major-reason-to-invest-in-global-bond-markets.html	CNBC	cnbc.com	Allspring Global Investments is pushing clients toward countries with central banks that are raising interest rates or have different inflation dynamics.
10:17 AM	The 1-Minute Market Report, June 27, 2026	https://seekingalpha.com/article/4918267-the-1-minute-market-report-june-27-2026	Seeking Alpha	seekingalpha.com	Small and microcaps are outperforming large caps, signaling a durable rotation after years of underperformance. Healthcare and REITs are attracting bargain hunters, while energy and commodities are under significant pressure.
10:00 AM	America's Farmers Need USMCA More Than Ever	https://www.youtube.com/watch?v=boWU8yHmXvM	Bloomberg Markets and Finance	youtube.com	For many American farmers, Canada and Mexico have become indispensable export markets at a time when trade disputes, weak commodity prices, and rising costs are already straining the agricultural economy. Iowa farmer Stu Swanson says many producers are operating on dwindling hope as financial pressures mount.
09:32 AM	How The Mag 7 Became The Drag 7, And Might Drop The S&P 500 By 30% (Technical Analysis)	https://seekingalpha.com/article/4918261-mag-7-became-drag-7-might-drop-sp-500-by-30-percent-technical-analysis	Seeking Alpha	seekingalpha.com	The "Mag 7" commands roughly 34% of SPY and 38% of QQQ, making broad indexes highly vulnerable to their downward movements. Weekly charts show Percentage Price Oscillator (PPO) crossovers to the downside, flashing critical technical warnings for these market giants.
09:00 AM	AI turbocharged the stock market. Now it's firing up the economy.	https://www.marketwatch.com/story/ai-turbocharged-the-stock-market-now-its-firing-up-the-economy-193d2eb1	Market Watch	marketwatch.com	A modern-day gold rush is giving a big boost to U.S. GDP.
08:24 AM	Tech Slump Deepens	https://www.youtube.com/watch?v=YBqDAEwmOco	Bloomberg Markets and Finance	youtube.com	Technology stocks closed out a volatile week sharply lower as investors reassessed the sustainability of the AI trade, with concerns over rising semiconductor costs, memory pricing and capital spending. Bloomberg Intelligence Global Head of Technology Research Mandeep Singh and Bloomberg News Macro Strategist Cameron Crise also explain to hosts of Bloomberg This Weekend David Gura and Christina Ruffini the evolving US restrictions on advanced AI models, the cooling IPO market, and questions over whether AI companies can generate enough revenue to justify soaring valuations amid rising costs.
07:30 AM	Should we fear an AI bubble bust?	https://techxplore.com/news/2026-06-ai.html	TechXplore	techxplore.com	Recent swings in tech stocks are reviving fears of an AI bubble—and some experts warn that if it pops, the fallout could be bigger than anything Wall Street has ever seen.
07:30 AM	It's a tale of two S&P 500s as rotation out of top tech stocks shifts into overdrive	https://www.marketwatch.com/story/its-a-tale-of-two-s-p-500s-as-rotation-out-of-top-tech-stocks-shifts-into-overdrive-5254207f	Market Watch	marketwatch.com	The equal-weighted version of the S&P 500 outperformed its traditional capitalization-weighted sibling this week by the widest margin in six years.
06:42 AM	The Tech Rally Meets Economic Fundamentals	https://seekingalpha.com/article/4918240-the-tech-rally-meets-economic-fundamentals	Seeking Alpha	seekingalpha.com	Tech sector valuations remain elevated, and macroeconomic headwinds, including slowing global GDP growth and rising debt, challenge the sustainability of these multiples. Current innovation cycles, including AI and green energy, are not delivering the broad economic stimulus seen in past industrial revolutions, raising doubts about future consumption growth.
06:41 AM	What Moved Markets This Week	https://seekingalpha.com/article/4918253-what-moved-markets-this-week	Seeking Alpha	seekingalpha.com	Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m.
06:28 AM	Best Dividend Aristocrats: June 2026	https://seekingalpha.com/article/4918237-best-dividend-aristocrats-june-2026	Seeking Alpha	seekingalpha.com	Dividend Aristocrats rebounded in June and are now outperforming SPY YTD with a 9.61% return versus SPY's 6.91%. CAT leads 2026 performance at +76.98%, with 46 Aristocrats now ahead of SPY and 39 posting double-digit total returns. Recent dividend increases averaged 4.09%, slightly below the 2025 average, with 2026's average dividend growth rate at 3.97%.
06:20 AM	Trump threatens 100% tariff on European countries that impose digital tax	https://www.theguardian.com/us-news/2026/jun/27/trump-threatens-tariff-eu-countries-impose-digital-tax	The Guardian	theguardian.com	US president says levy would be imposed immediately and supersede pre-existing trade deals with the country
06:00 AM	Fed expert says she doesn't expect a rate hike in 2026	https://www.youtube.com/watch?v=HxEDvEov0k4	Fox Business	youtube.com	Former Fed board nominee Judy Shelton interprets U.S. economic growth and inflation on ‘Maria Bartiromo's Wall Street.' #fox #foxbusiness #media #breakingnews #us #usa #new #news #breaking #mariabartiromoswallstreet #judyshelton #shelton #federalreserve #inflation #economicgrowth #economy #finance #markets #interestrates #monetarypolicy #investing #wallstreet
05:30 AM	Why One of Tech's Biggest Gamblers Is Betting Against Elon Musk's AI Vision	https://www.wsj.com/tech/why-one-of-techs-biggest-gamblers-is-betting-against-elon-musks-ai-vision-7529f5c2	WSJ	wsj.com	SoftBank's Masayoshi Son thinks the math doesn't support space-based data centers.
04:30 AM	Weekly Commentary: The Treasury Secretary And The Maestro	https://seekingalpha.com/article/4918231-weekly-commentary-the-treasury-secretary-and-the-maestro	Seeking Alpha	seekingalpha.com	South Korea's KOSPI equities index sank 10.0% Tuesday, rallied 3.3% Wednesday and an additional 5.4% Thursday, before sinking 5.8% in wild Friday trading. The Dollar Index traded this week to a one-year high.
04:30 AM	The Strait Is Open. What's Next For Markets?	https://seekingalpha.com/article/4918232-strait-is-open-what-is-next-for-markets	Seeking Alpha	seekingalpha.com	Improving macro conditions helps reduce inflation risks. Equity leadership broadens beyond technology.
12:30 AM	U.S. IPO Weekly Recap: Memory Chip Giant SK Hynix Joins The U.S. IPO Pipeline	https://seekingalpha.com/article/4918198-memory-chip-giant-sk-hynix-joins-us-ipo-pipeline	Seeking Alpha	seekingalpha.com	Three IPOs priced this past week, joined by four SPACs. Five IPOs are currently scheduled to list in the week ahead, including four set to raise more than $100 million. Street research is expected for five companies in the week ahead.
11:35 PM	This Week's Market Wrap: AI Memory Shock, Crude Cracks, And Data Boxes In The Fed	https://seekingalpha.com/article/4918199-this-week-market-wrap-ai-memory-shock-crude-cracks-data-boxes-in-fed	Seeking Alpha	seekingalpha.com	Micron delivered a blowout quarter and reinforced the strength of AI-driven memory demand, but the same surge in memory prices pressured Apple, Microsoft, Amazon, and other mega-cap technology names. Progress around U.S.-Iran negotiations and improving traffic through the Strait of Hormuz helped push crude oil lower, supporting airlines, homebuilders, industrials, and other rate- and energy-sensitive areas of the market.
10:45 PM	Chipmakers are thriving because they're 'paid UPFRONT': DA Davidson's Gil Luria	https://www.youtube.com/watch?v=SiP1yYt2ECY	Fox Business	youtube.com	D.A. Davidson technology research head Gil Luria explains why Micron's booming semiconductor business reflects a short-term, zero-sum A.I. trade for megacap tech on ‘Making Money.
07:55 PM	Review & Preview: Magnificent Worries	https://www.barrons.com/articles/stocks-today-magnificent-seven-worrries-cc1e4b80	Barrons	barrons.com	Tech stocks had another subpar day, as worries about AI spending—and its inflationary impact on consumers—mount.
07:41 PM	Trump Threatens 100% Tariffs if European Countries Tax US Tech Firms	https://www.pymnts.com/business/2026/trump-threatens-100-tariffs-if-european-countries-tax-us-tech-firms/	PYMNTS	pymnts.com	President Donald Trump said Friday (June 26) that he will impose a 100% tariff on goods from any country that imposes a digital services tax on American companies. Several European countries have been considering implementing such a tax, and some are close to doing so, Trump said in a Friday post on Truth Social.
07:08 PM	Outlook For AI Chip Sector: The Party Goes On, Bigger Than Ever	https://seekingalpha.com/article/4918179-outlook-for-ai-chip-sector-the-party-goes-on-bigger-than-ever	Seeking Alpha	seekingalpha.com	Nvidia remains central to the AI revolution, with Vera Rubin in full production and demand for AI compute accelerating. Recent volatility in semiconductor stocks reflects skepticism, but fundamentals and valuations across leaders like Nvidia, Micron, Broadcom, and AMD remain robust.
06:42 PM	Bears abound on Wall Street and Main Street as markets digest Fed's hawkish bias with June payrolls on deck	https://www.kitco.com/news/article/2026-06-26/bears-abound-wall-street-and-main-street-markets-digest-feds-hawkish-bias	Kitco	kitco.com	The latest Kitco News Weekly Gold Survey showed bears still the preponderant force on both Wall Street and Main Street, with a dwindling minority of both camps expecting gains next week.
06:41 PM	The Capex Boom Broadens Beyond AI. That's Good News for Stocks.	https://www.barrons.com/articles/ai-capex-stock-market-92fdc015	Barrons	barrons.com	Metals and machinery orders are rising, suggesting manufacturing growth, this economist says. Plus, investment newsletter commentary on earnings growth, real estate bargains, and Fed task forces.
06:10 PM	The WSJ Dollar Index Rises 0.56% This Week to 97.60 — Data Talk	https://www.wsj.com/articles/asian-currencies-consolidate-may-be-supported-by-diminished-fed-rate-hike-prospects-d4d0cf3b	WSJ	wsj.com	The WSJ Dollar Index edged lower, declining for a second-straight trading day.
05:52 PM	U.S. Strikes Iran After Its Attack on Ship in Strait of Hormuz	https://www.wsj.com/arts-culture/books/u-s-strikes-iran-after-its-attack-on-ship-in-strait-of-hormuz-6e798f7b	WSJ	wsj.com	Plus, OpenAI limits access to its new model, and JD Vance says he feels like Nixon 2.0.
05:39 PM	Saks Global Emerges From Bankruptcy as Exemplar Luxury Group	https://www.wsj.com/business/retail/saks-global-emerges-from-bankruptcy-as-exemplar-luxury-group-57181773	WSJ	wsj.com	The company said it is coming out of the process with a 75% debt reduction and sufficient liquidity.
05:32 PM	Stock Rally Collides With a New Slate of Worries	https://www.wsj.com/finance/stocks/stock-rally-collides-with-a-new-slate-of-worries-5843a9e0	WSJ	wsj.com	The S&P 500 and Nasdaq composite fell in every session this week.
05:31 PM	U.S. Strikes Iran. How Oil and Stocks Are Reacting.	https://www.barrons.com/articles/us-strikes-iran-oil-stocks-hormuz-d28a813a	Barrons	barrons.com	U.S. forces struck Iranian military targets on Friday after what Washington described as an Iranian drone attack on a commercial ship near the Strait of Hormuz, raising new questions about the durability of a ceasefire in one of the world's most important shipping corridors.
05:25 PM	Saks Global emerges from bankruptcy under new corporate name, lower debt	https://www.reuters.com/legal/litigation/saks-global-emerges-bankruptcy-under-new-corporate-name-lower-debt-2026-06-26/	Reuters	reuters.com	Luxury retailer Saks Global ‌on Friday emerged from Chapter 11 bankruptcy ⁠after nearly five months under a new ownership structure and corporate ‌name ⁠with a smaller store footprint and lower ⁠debt.
05:16 PM	Tech stocks just had one of their worst weeks in a year. Here's how AI momentum went off the rails.	https://www.marketwatch.com/story/tech-stocks-just-had-one-of-their-worst-weeks-in-a-year-heres-how-ai-momentum-went-off-the-rails-d4596bae	Market Watch	marketwatch.com	It one of the worst weeks for tech stocks of the year, and Wall Street spent much of it confronting a question it had been too euphoric to ask: what exactly are we getting for all this AI spending?
05:14 PM	Credo: The AI Memory Supercycle Needs More Bandwidth	https://seekingalpha.com/article/4918166-credo-the-ai-memory-supercycle-needs-more-bandwidth	Seeking Alpha	seekingalpha.com	Micron's latest earnings commentary reinforces the AI memory supercycle, supported by ongoing constraints in bandwidth, capacity, latency and power efficiency. These intensifying bottlenecks effectively translate into a game-changing opportunity for Credo Technology Group Holding Ltd, as hyperscalers prioritize faster, lower-power and more reliable AI networking fabrics. CRDO's vertically integrated copper and optical portfolio is well-positioned to support next-generation scale-up and scale-out architectures.
05:04 PM	U.S. Stocks Down as AI Fears Offset Fuel-Price Relief	https://www.wsj.com/finance/stocks/u-s-stocks-down-as-ai-fears-offset-fuel-price-relief-61c76586	WSJ	wsj.com	The Dow Jones Industrial Average and the S&P 500 both declined 0.1%, while the tech-heavy Nasdaq Composite slipped 0.2%.
04:54 PM	Retailers Rush In Holiday Imports Early to Avoid Looming Costs	https://www.wsj.com/logistics-report/retailers-rush-in-holiday-imports-early-to-avoid-looming-costs-f318f61d	WSJ	wsj.com	New tariffs and fuel surcharges are sparking competition for space on containerships.
04:45 PM	U.S. strikes Iran after Trump accuses Tehran of ceasefire violation in Strait of Hormuz	https://www.cnbc.com/2026/06/26/us-strikes-iran-strait-of-hormuz-ceasefire.html	CNBC	cnbc.com	The U.S. military conducted strikes against Iran in response to what President Donald Trump said was Tehran's violation of a ceasefire by launching drone attacks aimed at ships in the Strait of Hormuz. U.S. Central Command said its aircraft "struck Iranian missile and drone storage locations and coastal radar sites.
04:45 PM	'FOOLISH VIOLATION': Trump SLAMS Iran after cargo ship drone strike	https://www.youtube.com/watch?v=vJ7xfTsLZt8	Fox Business	youtube.com	'The Big Money Show' panelists discuss the Iranian drone strike on a cargo ship transiting the Strait of Hormuz, President Donald Trump's response and the impact on shipping and oil. 00:00 Trump reacts to Iran's "foolish violation" 00:43 Intercepted audio: IRGC threats in the Strait 02:22 U.S. posture on drone attacks and oil flow 04:27 Chris Wright: Iran loses its key leverage 07:17 Shipping costs plunge as supply stabilizes 08:08 Saudi Arabia loads supertankers in the Gulf
04:39 PM	Iran's ship attack tests the shipping-insurance market just as war-risk premiums had plunged	https://www.marketwatch.com/story/irans-ship-attack-tests-the-shipping-insurance-market-just-as-war-risk-premiums-had-plunged-8c4ef14d	Market Watch	marketwatch.com	War-risk premiums narrowed considerably in recent days but could increase again.
04:28 PM	Dow ends lower as AI selloff drags Nasdaq, defensive stocks gain	https://invezz.com/news/2026/06/26/dow-ends-lower-as-ai-selloff-drags-nasdaq-defensive-stocks-gain/	Invezz	invezz.com	The Dow Jones Industrial Average and the broader US stock market closed lower on Friday as investors continued rotating out of technology and semiconductor stocks while shifting into more defensive sectors such as healthcare, consumer staples, and utilities. The S&P 500 slipped 0.27% to close at 7,337.68, while the Nasdaq Composite fell 0.48% to 25,236.88.
04:27 PM	Fed's Kashkari projects one interest-rate hike this year. Here's what changed his mind.	https://www.marketwatch.com/story/feds-kashkari-projects-one-interest-rate-hike-this-year-heres-what-changed-his-mind-3a6b428c	Market Watch	marketwatch.com	Doubts over the U.S.-Iran peace deal and the AI buildup mean a rate hike is possible, the Minneapolis Fed president says.
03:47 PM	United Parks & Resorts Is Cheap Enough To Ride Out The Pain	https://seekingalpha.com/article/4918150-united-parks-and-resorts-is-cheap-enough-to-ride-out-the-pain	Seeking Alpha	seekingalpha.com	United Parks & Resorts remains a 'Buy' despite recent underperformance versus the S&P 500, due to compelling valuation and operational improvements. PRKS faces declining attendance and revenue pressures, but management's cost-cutting and technology investments are expected to drive $50 million in annual savings. Per capita in-park spending is rising, offsetting some admission declines, while new initiatives in hotels, sponsorships, and real estate offer additional upside.
03:00 PM	The BILLION-dollar bet EVERYONE is suddenly questioning	https://www.youtube.com/watch?v=82kJ8Yxqutc	Fox Business	youtube.com	‘The Big Money Show' panel discuss AI spending questions rattling investors & how tech stocks are reacting to market uncertainty, memory costs and potential government intervention.

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