‼️ Iran said Monday that there weren’t any talks under way with the U.S. nor were any meetings planned, after President Trump said he had called off a major strike on the country.
‼️ BREAKING: Dow surges nearly 700 points for record close as Big Tech stocks rise. The market sees big-tech capex as delivering strong ROI. Cloud giants are well positioned; semis remain in rapid growth.
‼️ US manufacturing activity expanded in July at the fastest pace in more than four years as demand remained strong, production surged and firms added workers.
‼️ Morgan Stanley upgraded South Korean stocks to overweight, saying the recent “leverage washout” offers investors a better entry point into the artificial intelligence trade and industrial super-cycle theme.