Tag Archives | Nebius Group

MIB Daily: MU +12%, SNDK +14% Rally as Fed Zeroes Out 2026 Cuts — Can AI Survive a Hawkish FOMC and Friday’s Tariff Deadline?

Memory chips ignite a broad market rally — Micron +12%, SanDisk +14% — pushing the Nasdaq 1.93% higher on 9-of-11 green sectors. But the backdrop turned hostile: Fed officials’ hawkish pre-blackout chorus erased 2026 rate-cut odds to zero and priced in 47% hike odds ahead of next week’s FOMC. Oil jumped to a five-week high on a tanker strike near the Strait of Hormuz. Trump also slapped 50% tariffs on Canada, with a global tariff overhaul looming as Friday’s stopgap expires.

Read full story · Comments are closed

MIB: GTC Sparks Relief Rally — Nvidia’s $1T AI Forecast, FOMC Dot Plot, USMCA Launch, and the Hormuz Oil Clock

Nvidia’s GTC keynote delivers $1T AI chip order forecast (NVDA +2.2%), snapping the S&P’s 3-week losing streak (+1.01%). Meta plans to cut 20% of staff (16K jobs) to fund $135B AI build. USMCA formal review launches — US and Mexico
begin talks with a July 1 deadline. Oil retreats ~4% from overnight highs but Hormuz stays closed. FOMC convenes tomorrow; stagflation dot plot is the week’s defining risk. Bitcoin hits 6-week high ($74.5K, +3.7%).

Read full story · Comments are closed