Japan data: Q2 Corporate Capital spending +4.5% y/y (vs. expected +5.4%)

Fed’s Jefferson says policy is well positioned but warns rising energy prices could lift inflation near term. Sustained oil gains may have broader impacts, while labour market risks remain skewed to the downside.

MU drops 7% on earnings quality fears & AI compression worries. Investors eye AI memory demand vs. rising costs.

Dow, S&P 500 futures rise 0.2-0.3% after Iran tensions ease. Nasdaq slides 2.4% into correction.

Fed's $6.7T balance sheet could shrink $1-2T, easing policy & rates. It's a multi-year plan.

Iran hasn’t requested a pause on energy-site strikes, mediators say, contradicting Trump’s claim. Talks remain uncertain as Tehran resists US demands, with ceasefire odds seen as low.

Broadcom targets $100B AI chip revenue by 2027; TSM leads chip manufacturing with strong margins.

VDE surges 25% on oil shock, but big oil stocks lag, hinting at valuation risks.