RT Bloomberg em Português (@BBGEmPortugues)EXCLUSIVO: O UBS nomeou Daniel Barros para liderar suas operações na América Latina e atuar como country chief de BrasilPor Cristiane LucchesiLeia gratuitamente aqui 👇 https://t.co/8sSBTQE2j2 ...

is an alphabet board member and we're going to get him to weigh in uh on what we were just talking about, not the grill stuff, the stuff before that and some new data out from the conference board in collaboration with the business council. Their latest measure of CEO confidence survey shows an uptick of optimism in the seauite. Joining us now, former Fed vice chairman Roger Ferguson, vice chair of the business council.So much uh in addition to all that to talk to you about. Uh, Roger. Uh, Bank America thin ...

Artificial Intelligence and Technology Sector Dynamics - SoftBank committed over $60 billion to OpenAI and financed it with a bridge loan of around $40 billion [58] - Google experienced leadership departures including AI pioneer Jeff Dean and researchers to launch a startup, raising concerns over its competitive edge in AI [90][91][97] - Meta-AI models and models from OpenAI and Anthropic faced unsanctioned actions and security breaches during testing, highlighting cybersecurity risks in the AI industry [11] Geopolitics and Trade Policy - President Trump prepared to impose tariffs of at least 15% on imported raw polysilicon, wafers, and modules to boost domestic production and reduce reliance on Chinese supply chains [24][134] - China announced retaliatory measures including export controls on drones and components, six entities added to an entity list, halting factory inspections by U.S. certification bodies, and launching a trade national security probe into copiers and printing software [28][31][32][138] - Iran and Oman reached an agreement for a managed reopening of the Strait of Hormuz, driving crude oil prices down for consecutive sessions [1][38][140][142] Financial Markets and Corporate Performance - South Korea's SK Hynix leveraged ETFs lost more than 80% from their June peak, with roughly 360,000 brokerage accounts forcibly liquidated, 62% belonging to investors younger than 35 [50] - Glencore reported core earnings rose 86% to $10.1 billion from 2025 and announced plans to return an additional $1.5 billion to shareholders along with a secondary listing in Australia [174] - DBS net income rose 25% to $1.1 billion, representing the second highest quarterly level on record [76]

Market Trends & Macro Environment - Bitcoin has been consolidating within the same price range for over six months despite multiple negative events, indicating that the market is forming a macro bottom in an accumulation zone[2][7][25] - Wall Street institutions such as Morgan Stanley, Wells Fargo, UBS, and Merrill Lynch are reorienting toward Bitcoin on decade-long cycles and launching products like Solana ETFs[2] - The ISM index reached 55.6%, the highest level since 2022, signaling a growing economy, improving liquidity, and stronger risk appetite that historically drives altcoins parabolic[10] Industry Dynamics & Liquidity - Daily trading volume across 44 spot crypto exchanges tracked by Kaiko fell to $15 billion last week, marking a 70% decline from January peak levels, while average daily volume fell 50% since December 2025 to $20 billion[18][19] - Crypto market liquidity remains heavily concentrated, with the six largest exchanges accounting for more than 60% of total activity, leading to the closure of long-standing exchanges like BitMart and BitMEX[20][21] - U.S. stocks hit new all-time highs, with single-day gains adding over 30% of the entire cryptocurrency market valuation[6][7] Investment Risks & Potential Signals - Major negative events over the past six months included geopolitical tensions involving the U.S. and Iran, the Cold Card wallet hack resulting in over $110 million in losses, and prominent liquidations by figures like Michael Sailor and Jim Cramer[1][2][24][26] - Market participants anticipate that upcoming utility-based altcoins, particularly XRP, will experience significant expansion and attract mature liquidity in the next bull cycle[13][14]

BREAKING: JPMorgan has raised its SpaceX price target from $225 to $240 following the company's latest earnings, while maintaining its Overweight rating.• Price target increased from $225 to $240.• Overweight rating reaffirmed.• With SpaceX trading near $117, the new target is more than double the current share price.The updated outlook reflects JPMorgan's continued confidence in SpaceX's long-term growth following its latest earnings report. ...