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Trump says Italian Prime Minister Meloni did not back the US on Iran, worsening bilateral relations.

2026-07-07

Trump says Italian Prime Minister Meloni did not back the US on Iran, worsening bilateral relations.

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2026-07-07

Samsung posted record profit and profit rose sharply YoY, yet its shares fell—a sign the market is shifting to a high-expectations regime rather than rejecting the results. Under the AI and semiconductor cycle, investors increasingly trade on the gap

Samsung posted record profit and profit rose sharply YoY, yet its shares fell—a sign the market is shifting to a high-expectations regime rather than rejecting the results. Under the AI and semiconductor cycle, investors increasingly trade on the gap between results and elevated expectations; strong growth that is already priced can become a sell-the-news trigger. The surprise-versus-expectation dynamic is supplanting raw earnings as the primary pricing variable. Volatility in South Korean equities and pressure on Nasdaq futures show this higher bar is spilling across the tech sector. Short term: valuation repricing. Longer term: if investors persistently raise required returns, financing conditions for AI infrastructure, semiconductors and other tech capex could tighten.
2026-07-07

The Dow Jones Industrial Average rose 155.84 points, or 0.29%, to close at 53,055.91 on Monday, July 6. The S&P 500 rose 54.18 points, or 0.72%, to close at 7,537.42 on Monday, July 6. The Nasdaq Composite rose 288.49 points, or 1.12%, to close at 26

The Dow Jones Industrial Average rose 155.84 points, or 0.29%, to close at 53,055.91 on Monday, July 6. The S&P 500 rose 54.18 points, or 0.72%, to close at 7,537.42 on Monday, July 6. The Nasdaq Composite rose 288.49 points, or 1.12%, to close at 26,121.16 on Monday, July 6.
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