https://rockstarmarkets.com/news/2026/06/04/quantum-computing-capex-boom-quantinuum-honeywell-atom-0047 RockstarMarkets en 2026-06-04T00:47:17.846Z Quantinuum Raises $1.68B in HON-Backed IPO as Error Correction Clears a Milestone HON, GOOGL, MSFT, NVDA, AMAT, ^IXIC https://rockstarmarkets.com/news/2026/06/03/us-tariffs-investigation-switzerland-trade-negotiations-xly-xli-lag-2052 RockstarMarkets en 2026-06-03T20:52:13.894Z XLY and XLI Lag SPY by 500 Basis Points as US Tariffs Cover 60 Trading Partners SPY, ^GSPC, XLY, XLI, EURUSD=X, USDCAD=X https://rockstarmarkets.com/news/2026/06/03/asml-europe-most-valuable-stock-60-percent-ytd-ai-boom-capex-cycle-2052 RockstarMarkets en 2026-06-03T20:52:13.736Z ASML.AS Crosses EUR 500 Billion After a 60% YTD Rally on AI Capex Demand ASML.AS, AMAT, LRCX, KLAC, AVGO, NVDA, AMD https://rockstarmarkets.com/news/2026/06/03/anthropic-ipo-morgan-stanley-goldman-ai-race-150b-valuation-2052 RockstarMarkets en 2026-06-03T20:52:12.839Z Anthropic Targets $150 Billion Valuation as MS and GS Lead IPO Mandate GOOGL, META, MSFT, MS, GS, ^IXIC https://rockstarmarkets.com/news/2026/06/03/spacex-mega-ipo-mega-cap-concentration-tech-bubble-2052 RockstarMarkets en 2026-06-03T20:52:12.658Z SpaceX $75 Billion IPO Arrives as SPY Top 10 Holdings Hit 38% Concentration SPY, ^GSPC, QQQ, VOO, IWM, ^RUT, GOOGL, MSFT https://rockstarmarkets.com/news/2026/06/03/fed-warsh-rate-path-currency-volatility-carry-trade-reset-1936 RockstarMarkets en 2026-06-03T19:36:49.291Z USDJPY Near 150 With $50-100 Billion in Carry Positions at Risk Before June 18 FOMC USDJPY=X, DX-Y.NYB, ^N225, ^GSPC, CL=F, ^VIX https://rockstarmarkets.com/news/2026/06/03/ai-power-demand-utility-capex-duke-energy-10x-growth-1817 RockstarMarkets en 2026-06-03T18:17:22.072Z Duke Energy Projects 10x Historic Power Demand Growth as XLU Trails SPY by 500 bps XLU, NG=F, CL=F, DX-Y.NYB, SPY, HG=F https://rockstarmarkets.com/news/2026/06/03/ai-infrastructure-equity-capex-race-meta-google-anthropic-1801 RockstarMarkets en 2026-06-03T18:01:33.607Z GOOGL Upsizes to $84.75B Equity Raise as ASML Hits EUR 500B GOOGL, META, MSFT, NVDA, ASML.AS, AMAT https://rockstarmarkets.com/news/2026/06/03/asml-europe-most-valuable-stock-ai-boom-capex-cycle-1721 RockstarMarkets en 2026-06-03T17:21:58.128Z ASML Reaches EUR 500 Billion, Europe's Most Valuable Company on a 60% Year-to-Date Rally ASML.AS, LRCX, AMAT, KLAC, NVDA, AMD https://rockstarmarkets.com/news/2026/06/03/mega-cap-concentration-vanguard-voo-trillion-milestone-1721 RockstarMarkets en 2026-06-03T17:21:57.981Z VOO Crosses $1 Trillion AUM as S&P 500 Top-10 Concentration Hits 38%, a Post-Bubble Record VOO, SPY, QQQ, ^GSPC, IWM, ^RUT https://rockstarmarkets.com/news/2026/06/03/us-tariffs-investigation-switzerland-trade-negotiations-1711 RockstarMarkets en 2026-06-03T17:11:55.289Z US Tariffs Hit at Least 60 Trading Partners, Pushing XLY and XLI 500 bps Behind SPY SPY, ^GSPC, XLY, XLI, EURUSD=X, USDCAD=X https://rockstarmarkets.com/news/2026/06/03/anthropic-ipo-morgan-stanley-goldman-co-lead-ai-race-1711 RockstarMarkets en 2026-06-03T17:11:55.006Z Anthropic Targets $150 Billion Valuation in IPO Led by MS and GS MS, GS, GOOGL, META, MSFT, ^IXIC https://rockstarmarkets.com/news/2026/06/03/private-credit-redemption-stress-defaults-pipeline-buildup-1707 RockstarMarkets en 2026-06-03T17:07:04.699Z SDNY Probes $1.5 Trillion Private Credit Market as Cliffwater Redemptions Accumulate BLK, GS, JPM, MS, HYG, LQD https://rockstarmarkets.com/news/2026/06/02/rheinmetall-5-7-billion-romania-nato-defense-order-eastern-flank-1652 RockstarMarkets en 2026-06-02T16:52:46.080Z Rheinmetall Locks In EUR 5.7 Billion Romania Contract, Largest NATO Eastern Flank Deal Since 2008 RTX, LMT, NOC, GD, ^GDAXI, ^STOXX50E https://rockstarmarkets.com/news/2026/06/02/bitcoin-36-percent-slide-inflation-hedge-narrative-crumbles-institutional-rout-1652 RockstarMarkets en 2026-06-02T16:52:45.786Z BTC-USD Down 36 Percent Year-Over-Year, Underperforming Gold Through the Inflation Cycle BTC-USD, ETH-USD, COIN, GC=F, ^GSPC https://rockstarmarkets.com/news/2026/06/02/virgin-galactic-200-percent-rally-shorts-burn-retail-rotation-1636 RockstarMarkets en 2026-06-02T16:36:41.148Z Virgin Galactic 200 Percent Rally in Recent Sessions Signals Crowded Short Unwind in BA-Adjacent Space Names SPY, ^VIX, ^RUT, BA https://rockstarmarkets.com/news/2026/06/02/us-job-openings-7-62-million-april-fed-rate-hike-pressure-sticky-inflation-1636 RockstarMarkets en 2026-06-02T16:36:40.861Z US Job Openings at 7.62 Million in April 2026, Repricing Fed July Hike Odds to 40% ^GSPC, QQQ, ^RUT, TLT, IEF, DX-Y.NYB, ^VIX https://rockstarmarkets.com/news/2026/06/02/eurozone-inflation-3-percent-ecb-june-hike-pressure-rising-1617 RockstarMarkets en 2026-06-02T16:17:08.795Z Eurozone Inflation Hits 3.0 Percent in May 2026, Lifting ECB June 17 Hike Odds to 75 Percent ^GDAXI, ^STOXX50E, ^FCHI, EURUSD=X, TLT, IEF https://rockstarmarkets.com/news/2026/06/02/middle-east-ceasefire-stall-hormuz-risk-premium-crude-87-1617 RockstarMarkets en 2026-06-02T16:17:08.482Z WTI at $87 With a $15 Risk Premium as Hormuz Ceasefire Odds Fall to 30 Percent CL=F, BZ=F, XLE, XOM, CVX, USO https://rockstarmarkets.com/news/2026/06/02/fed-rate-hold-inflation-sticky-july-decision-pressure-building-1617 RockstarMarkets en 2026-06-02T16:17:08.316Z Fed July Hike Odds Hit 40 Percent as Job Openings Surge to 7.62 Million ^GSPC, QQQ, ^RUT, TLT, IEF, ^VIX, DX-Y.NYB https://rockstarmarkets.com/news/2026/06/02/us-diesel-supply-crisis-august-stockpile-fears-energy-import-pressure-1406 RockstarMarkets en 2026-06-02T14:06:52.243Z Goldman Warns US Diesel Stocks Could Hit 20-Day Floor by August, XLE in Focus CL=F, BZ=F, XLE, MPC, XOM, CVX, USO https://rockstarmarkets.com/news/2026/06/02/marvell-26-percent-jump-huang-trillion-dollar-chip-thesis-1336 RockstarMarkets en 2026-06-02T13:36:58.310Z MRVL Jumps 26 Percent Premarket as Huang Frames AI Chip Ecosystem at 1 Trillion Dollars MRVL, NVDA, AVGO, AMAT, LRCX, KLAC, SOXX, SMH https://rockstarmarkets.com/news/2026/06/02/alphabets-80-billion-capex-mega-offering-ai-cash-burn-1336 RockstarMarkets en 2026-06-02T13:36:58.151Z GOOGL's $80 Billion Equity Offering Pushes Top-10 S&P 500 Weight to 38% GOOGL, MSFT, NVDA, SPY, QQQ, ^GSPC https://rockstarmarkets.com/news/2026/06/02/unicredit-commerzbank-34-stake-eu-banking-consolidation-1326 RockstarMarkets en 2026-06-02T13:26:34.928Z UniCredit Raises Commerzbank Stake to 34 Percent at EUR 38 Per Share, a 30 Percent Premium DBK.DE, ^GDAXI, ^STOXX50E, ^FCHI https://rockstarmarkets.com/news/2026/06/02/middle-east-ceasefire-stall-oil-risk-premium-wti-87-1326 RockstarMarkets en 2026-06-02T13:26:34.803Z WTI at $87 With $15 Geopolitical Premium as Hormuz Ceasefire Odds Fall to 30%, Lifting XLE CL=F, BZ=F, XLE, XOM, CVX, USO https://rockstarmarkets.com/news/2026/06/02/marvell-semiconductor-1-trillion-breakout-jensen-huang-call-1221 RockstarMarkets en 2026-06-02T12:21:28.397Z MRVL Surges 26 Percent Premarket After Jensen Huang's $1 Trillion Valuation Call on June 2 MRVL, NVDA, AVGO, AMAT, LRCX, KLAC https://rockstarmarkets.com/news/2026/06/02/south-korea-equity-market-overtakes-india-ai-driven-rally-1211 RockstarMarkets en 2026-06-02T12:11:34.539Z South Korea Overtakes India as World's Sixth-Largest Market on 50% DRAM Price Surge ^N225, ^HSI, NVDA, MSFT, GOOGL https://rockstarmarkets.com/news/2026/06/02/cme-group-record-volumes-24-7-crypto-futures-infrastructure-demand-1141 RockstarMarkets en 2026-06-02T11:41:56.812Z CME Group May Volume Reaches Record 33.2 Million Contracts, Up 15% Year-Over-Year ^GSPC, TLT, IEF, DX-Y.NYB, ^VIX, BTC-USD https://rockstarmarkets.com/news/2026/06/02/alphabet-80-billion-capex-raise-ai-funding-mega-round-1141 RockstarMarkets en 2026-06-02T11:41:55.512Z Alphabet Upsizes Equity Offering to $84.75 Billion to Fund $60 Billion Annual AI Capex Budget GOOGL, META, MSFT, NVDA, ASML.AS, AMAT https://rockstarmarkets.com/news/2026/06/02/anthropic-openai-spacex-mega-ipo-race-200-billion-capex-test-1121 RockstarMarkets en 2026-06-02T11:21:25.508Z Anthropic 50 Billion Dollar IPO Filing Joins Over 200 Billion in Tech Capital Supply, Pushing S&P 500 Top-10 Concentration Toward 40 Percent SPY, QQQ, ^GSPC, ^RUT, GOOGL, MSFT, NVDA https://rockstarmarkets.com/news/2026/06/02/eurozone-inflation-3-percent-ecb-hike-pressure-june-decision-1002 RockstarMarkets en 2026-06-02T10:02:14.408Z Eurozone Inflation at 3.0 Percent in May Pushes ECB June 17 Hike Odds to 75 Percent ^GDAXI, ^STOXX50E, ^FCHI, EURUSD=X, TLT, IEF https://rockstarmarkets.com/fx/usd-inr/today RockstarMarkets en 2026-06-03T22:46:57.198Z USD/INR Holds 95.48 as Crude Oil Rally Masks RBI Reserve Defense USDINR=X, CL=F, INDA, INDY, XLE, USO, BZ=F https://rockstarmarkets.com/fx/usd-brl/today RockstarMarkets en 2026-06-03T22:46:36.196Z USD/BRL Holds 5.074 as EM Selloff Deepens on Geopolitical Jitters USDBRL=X, EWZ, ILF, HG=F, DXY, DBC, BRL= https://rockstarmarkets.com/fx/usd-try/today RockstarMarkets en 2026-06-03T22:46:17.722Z USD/TRY Holds 45.92 as Crypto Capitulation Signals Broader Risk Reset USDTRY=X, TUR, GC=F, BTC-USD, CORN, ^GSPC https://rockstarmarkets.com/fx/usd-zar/today RockstarMarkets en 2026-06-03T22:45:59.688Z USD/ZAR Flat at 16.36 as Gold-Risk Rotation Masks Carry Mechanics USDZAR=X, EZA, GC=F, BTC-USD, TLT, JPY=X, GSPC https://rockstarmarkets.com/fx/usd-mxn/today RockstarMarkets en 2026-06-03T22:45:41.057Z USD/MXN Holds 17.35 as Oil Rally Lifts Mexico's Carry Appeal USDMXN=X, EWW, CL=F, BZ=F, XLE, DX-Y.NYB, GLD, USO https://rockstarmarkets.com/fx/usd-cnh/today RockstarMarkets en 2026-06-03T22:45:21.825Z USD/CNH Stalls at 6.763 as Fed Hike Bets Collide With PBOC Steady Bias USDCNH=X, FXI, KWEB, DX-Y.NYB, USDJPY=X, TLT, IEF, VWO https://rockstarmarkets.com/fx/nzd-jpy/today RockstarMarkets en 2026-06-03T22:31:21.308Z NZD/JPY Holds 93.85 as USDJPY Intervention Risk Caps Yen Weakness NZDJPY=X, USDJPY=X, AUDJPY=X, NZDUSD=X, GBPJPY=X, EUR/JPY, 10Y US Treasury, BoJ Policy Rate https://rockstarmarkets.com/fx/aud-jpy/today RockstarMarkets en 2026-06-03T22:31:03.781Z AUD/JPY Holds 114.09 as USDJPY Intervention Risk Shadows Warsh FOMC Debut AUDJPY=X, USDJPY=X, AUDUSD=X, HG=F, DX-Y.NYB, VWO, EEM https://rockstarmarkets.com/fx/eur-aud/today RockstarMarkets en 2026-06-03T22:30:46.346Z EUR/AUD Stalls at 1.6268 as ECB June Hike Bets Clash With Tariff Shock EURAUD=X, EURUSD=X, AUDUSD=X, XLY, XLI, TLT, SPY https://rockstarmarkets.com/fx/eur-gbp/today RockstarMarkets en 2026-06-03T22:30:27.524Z EUR/GBP Steady at 0.8645 as Tariff Shock Pressures ECB-BoE Rate Path Divergence EURGBP=X, EURUSD=X, GBPUSD=X, ^STOXX50E, ^GDAXI, XLY, XLI https://rockstarmarkets.com/fx/gbp-jpy/today RockstarMarkets en 2026-06-03T22:17:30.870Z GBP/JPY Holds 214.68 as Warsh FOMC Debut Carry Risk Looms June 18 GBPJPY=X, USDJPY=X, GBPUSD=X, EURJPY=X, DX-Y.NYB, VWO, EEM https://rockstarmarkets.com/fx/eur-jpy/today RockstarMarkets en 2026-06-03T22:17:10.909Z Why EUR/JPY Stalled at 185.60 as ECB Hike Odds Rise and Warsh Looms EURJPY=X, EURUSD=X, USDJPY=X, FXE, FXY, DX-Y.NYB, VWO, ^VIX https://rockstarmarkets.com/fx/dxy/today RockstarMarkets en 2026-06-03T22:16:49.900Z DXY Holds 27.86 as Fed July Hike Odds Hit 40 Percent on Hot Jobs DX-Y.NYB, UUP, EURUSD=X, USDJPY=X, GLD, TLT, IEF, VIX https://rockstarmarkets.com/fx/usd-cad/today RockstarMarkets en 2026-06-03T22:16:25.770Z USD/CAD Consolidates at 1.3899 as Oil Shock Reignites Geopolitical Premium USDCAD=X, FXC, CL=F, BZ=F, EWC, XLY, XLI, DX-Y.NYB https://rockstarmarkets.com/fx/nzd-usd/today RockstarMarkets en 2026-06-03T22:16:05.788Z NZD/USD Holds 0.5863 as Risk-On Stalls; AUD/USD Flatlines Beside It NZDUSD=X, AUDUSD=X, FXA, USDJPY=X, NZDJPY=X, RBNZRATE, FEDRATE, DXY https://rockstarmarkets.com/fx/aud-usd/today RockstarMarkets en 2026-06-03T22:02:22.850Z AUD/USD Holds 0.7130 as Iron Ore Slides and Fed Repricing Stalls China Bid AUDUSD=X, FXA, HG=F, EWA, FXI, USDJPY=X, EURUSD=X, NZDUSD=X https://rockstarmarkets.com/fx/usd-chf/today RockstarMarkets en 2026-06-03T22:02:03.800Z USD/CHF Range-Bound Below 0.7906 as Fed-SNB Rate Divergence Widens USDCHF=X, DX-Y.NYB, FXF, EURUSD=X, EURCHF=X, USDJPY=X, TLT, IEF https://rockstarmarkets.com/fx/usd-jpy/today RockstarMarkets en 2026-06-03T22:01:42.548Z If USD/JPY Sustains Above 160, Warsh FOMC Debut on June 18 Could Force Intervention USDJPY=X, FXY, DXJ, EWJ, DX-Y.NYB, VWO, EEM, TLT https://rockstarmarkets.com/fx/gbp-usd/today RockstarMarkets en 2026-06-03T22:01:22.162Z GBP/USD Range-Bound at 1.3419 as Fed Hawkish Repricing Offsets BoE Patience GBPUSD=X, EURUSD=X, EURGBP=X, FXB, DX-Y.NYB, USDJPY=X, TLT, IEF https://rockstarmarkets.com/fx/eur-usd/today RockstarMarkets en 2026-06-03T22:00:58.523Z Why EUR/USD Stalled at 1.1599 Even With ECB Hike Odds at 75 Percent EURUSD=X, DX-Y.NYB, USDJPY=X, GBPUSD=X, FXE, UUP, TLT, IEF