May 27, 2026 6:22 am
Key Moments Bitcoin funding rates have moved back into positive territory after 84 straight days of negative readings, the longest such stretch in the 2020s. BTC gained 14.5% during this extended negative funding phase, signaling firm spot demand despite consistently bearish derivatives positioning. Spot Bitcoin ETFs and ETPs saw more than $2 billion in net […]
Read moreMay 27, 2026 5:43 am
Key Moments NZD/USD traded near 0.5870 during Asian hours as the New Zealand Dollar advanced following the RBNZ decision. The RBNZ kept the Official Cash Rate unchanged at 2.25% at its May policy meeting but indicated further hikes are likely this year. Markets turned attention to the upcoming US April PCE Price Index data, which […]
Read moreMay 26, 2026 2:15 pm
Key Moments Silver (XAG/USD) is trading around $76.43, down nearly 2.0% and under pressure from a firmer US Dollar and hawkish Fed expectations. Markets are pricing in nearly a 40% probability of a 25 bps Federal Reserve rate hike at the December meeting, according to the CME FedWatch Tool. XAG/USD remains capped below the 100-day […]
Read moreMay 26, 2026 1:55 pm
Key Moments The rouble-denominated price of Russian oil fell 11% between April and May 1-22. Despite the drop, the current oil price in roubles remains about 20% above Russia’s 2026 budget assumption. Global crude prices traded just below $100 per barrel on Tuesday after surging above $120 in April. Rouble-Based Oil Pricing Slides from April […]
Read moreMay 26, 2026 12:51 pm
Key Moments AppLovin shares rose 5.0% in pre-market trading and reached $505.98 ahead of the AXON platform launch. The company plans to open its Axon advertising platform to all global advertisers in June 2026. This will end 14 years as a closed system. Edgewater Research sees lower near-term risk from Meta’s no-IDFA bidding plans. As […]
Read moreMay 26, 2026 12:32 pm
Key Moments Micron Technology (NASDAQ:MU) climbed 6.3% in premarket trading to $798.37 after UBS sharply increased its price target to $1,625 from $535. UBS projects earnings per share of $155, $167 and $117 for calendar years 2027, 2028 and 2029, respectively, supported by long-term supply agreements across the memory industry. Mizuho reiterated its Outperform rating […]
Read moreMay 26, 2026 10:09 am
Key Moments Western governments have committed tens of billions of dollars to critical minerals, raising the risk of oversupply if efforts are not coordinated. Pledged financial support to rare earths projects from the U.S., EU, Australia and Japan already exceeds the estimated 2024 market value of the sector. Policy moves in the DRC and Indonesia […]
Read moreMay 26, 2026 9:49 am
Key Moments Bank of America selected Texas Instruments, Analog Devices, and ON Semiconductor as preferred names in AI-focused power semiconductors, citing long-term growth in industrial and auto markets. BofA lifted price objectives for Texas Instruments to $370 and ON Semiconductor to $138, reflecting expectations for strong AI-driven revenue expansion through CY28. All three companies are […]
Read moreMay 26, 2026 8:44 am
Key Moments Ferrari stock declined 6.1% on Tuesday following the official unveiling of the Luce, the company’s first fully electric vehicle. The Luce, a four-door, five-seat EV developed with Jony Ive’s LoveFrom, is priced at €550,000 ($640,000) with deliveries scheduled to start in the fourth quarter of 2026. Investor concerns center on brand risk, weak […]
Read moreMay 26, 2026 8:31 am
Key Moments US strikes targeted Iranian missile launch sites and mine-laying vessels. At the same time, Brent crude traded at 98.1 USD/bbl, below Friday’s close of 103.5 USD/bbl. Brent has been trading near 98 USD/bbl. Meanwhile, markets are weighing fragile ceasefire conditions and ongoing US-Iran talks. A three-stage framework is under discussion. It includes ending […]
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