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Over the past 3 weeks, investors poured $340 billion into US stocks — the largest 3-week inflow since 2009. Wednesday will show whether that confidence was justified.
Markets expect 97% probability of an ECB rate hike on Thursday — whether DAX or tech wins is decided at 8:30 AM CET.
Only 42% of S&P 500 stocks are currently rising — the lowest reading since March 2024. When fewer than half of stocks participate in a rally, it has historically been a precursor to corrections.
In the past 5 years, SAP has completely transformed its business: from legacy ERP software sales to cloud subscriptions growing at 23% — and the stock has doubled.
For the first time since 2022, 10-year bonds offer comparable returns to stocks — without the downside risk.
The Nikkei hit an all-time high of 68,400 overnight — while Wall Street waits for the most important economic data of the week: the US jobs report on Friday.
Weak jobs data could rocket tech stocks 5%+. Strong numbers will crash bonds and send the S&P 500 down 3%. One dataset flips the entire market outlook.
SAP rose 6.2% in 24 hours after the Sapphire conference — the biggest move since Q1 earnings. Cloud revenue +23%, AI agent platform attracts billions.
In Q2 2026, Broadcom's AI chip revenue hit $10.8 billion — more than many competitors' annual results. The company expects $56B for the full year, $100B for fiscal 2027.
When Treasury yields surge, it means pros are dumping the safest investments on Earth. That only happens when fear of inflation or sovereign debt hits — and that's exactly what's unfolding now.
Over the past 48 hours, NVIDIA options worth $1.8 billion were bought — the largest tech options setup since Broadcom earnings last week.
In the past 24 hours, hedge funds bought $1.8 billion in Broadcom options — the largest single-event bet this quarter.