Tag Archives | Advent International

MIB Daily: A Divided Fed, Cracking Chips (Micron -8%), and Iran’s Widening Risk — Rotation Wins Into a September Reckoning

Cooler June PPI fueled a rate-cut rally — S&P 500 +0.38%, Apple (+4%) hit a record high on China’s AI approval. Chip stocks reversed hard: Micron -8%, Dell -9.8%, on fresh Chinese memory-competition fears. Stripe and Advent lobbed a $53B bid for PayPal, sending shares up 16-17%. The Fed split publicly — Williams says inflation “has peaked,” Cook is “prepared to act.” Iran’s conflict widened as US strikes resumed, pushing Brent toward $86. European gas jumped 4% on a Qatari LNG halt.

Read full story · Comments are closed

  PLEASE NOTE : The next SuperIndex bi-weekly report scheduled for 6th July has been moved out by 1 week and we will resume bi-weekly publication from Monday 13 July 2026.