TNASSIMT

The obsession with the “like”: when our screens become a courtroom to judge ourselves
In today’s digital age, social media platforms have transformed from mere tools for connecting people into major arenas for self-evaluation. With this shift, new psychological syndromes have emerged that were previously unknown, and perhaps the most prominent and most dangerous is “a phobia of lack of engagement, likes, and following” (which overlaps heavily with what is known as FOMO or fear of missing out, and digital status anxiety).

Performance of US stock indices during Tuesday trading, as the Dow Jones Industrial Average remains under pressure while oil prices continue trading above the $70 per barrel level, amid ongoing uncertainty regarding developments in the Middle East conflict.
Despite this decline, US markets are still on track to finish the first half of the year and the second quarter with strong performance, supported by broad gains achieved over the past months.

While shares of mega-cap technology face a wave of unprecedented pressure, with growing concerns about massive spending on artificial intelligence and the possibility that it could become a drag on profits, investors find themselves in a difficult dilemma: do the current pullbacks represent a buying opportunity, or the beginning of a deeper correction that could last a long time?

Rocket Lab stock jumps after announcement of acquisition of Iridium in a $8 billion deal
Rocket Lab’s share rose during Monday trading after the company said it reached an agreement to acquire “Iridium Communications,” a satellite communications services provider, in a deal valued at about $8 billion, as part of a strategy aimed at expanding its business scope and strengthening its presence in the satellite communications sector.

BCA Research indicated in its strategic outlook for the third quarter that the advancing stock market has begun to lose momentum, warning of a possible 30% to 50% decline in stocks when the AI earnings bubble eventually bursts.
MacroQuant’s index for BCA’s stocks fell below baseline-1 on 12/06/2025. This was driven by the company’s decision to reduce its stock rating from Neutral to Less Weight (slight sell and cautious) over a 3-month and 12-month time horizon. MacroQuant is a quantitative model used by the company to assess market conditions through economic and financial indicators.

Lucid’s stock returned to investors’ radar with force after it logged one of its largest daily gains in months, in a sudden move that reignited debate about the future of the electric-vehicle manufacturer—whether its recent restructuring measures and partnerships in the field of autonomous vehicles represent the start of a real shift in the company’s trajectory, or simply a temporary rebound within a long-term downward trend.

South Korea has become the most stretched in the stock market amid the global rally, as signs of excessive speculation rise, making investors more vulnerable to a potential pullback, according to BCA Research.
The KOSPI index has surged sharply since the outbreak of the Iran conflict, posting gains of more than 50.00% over the past three months, while remaining up about 173.00% over the past year and roughly 4.50% over the last month, reflecting the strength of the recent risk-on wave.

Alan Greenspan, the former chairman of the U.S. Federal Reserve, died on Monday, June 22, 2026, at the age of 100, after complications related to Parkinson’s disease. With his passing, a page is turned in the life of one of the most influential figures in the history of modern monetary policy—an individual who shaped market trends for decades, and stood at the heart of the transformations that reshaped the American and global economies.

Shares of China’s internet giants have sharply fallen out of favor this year, as investors’ funds flow toward AI chip makers. However, Citi believes the selloff has gone beyond its logical limits, creating an attractive buying opportunity.
The bank has shortlisted both PDD Holdings Inc DRC (NASDAQ:PDD) and Meituan (HK:3690), as well as Baidu Inc (HK:9888), NetEase Inc (HK:9999), Trip.com Group Ltd (HK:9961), and Full Truck Alliance Co Ltd ADR (NYSE:YMM) among its preferred options, arguing that many of these companies are now trading near the bottom of its valuation range over the past years, despite their continued ability to generate strong cash flows.

Apple is losing one of the key pillars of its ambitions in spatial computing to OpenAI. Indeed, Paul Mide, the Vice President overseeing the Vision Pro headset and the smart glasses coming from Apple, is leaving the tech giant.
Maid will leave Apple by next week to lead the fast-growing Devices division at OpenAI, according to a report by Bloomberg. His mission at OpenAI is to launch a new generation of AI-powered devices. Neither of the two companies has officially commented on this move.

Record outflows put pressure on US Bitcoin spot funds as institutional demand slows.
US-listed spot Bitcoin ETFs saw their largest net daily outflows in June as Bitcoin's price fell below $60,000, reflecting continued weak institutional demand for the cryptocurrency.
Data from SoSoValue showed that the ETFs experienced net withdrawals of $696.3 million on Thursday, surpassing the previous record for the month of $519.2 million set on June 2.
This brings total outflows for June to $3.61 billion, while year-to-date net outflows have reached $4.6 billion, highlighting the ongoing pressure on Bitcoin-linked investment vehicles.
These withdrawals coincided with signs of slowing institutional demand. Strategy&, the largest publicly traded Bitcoin holder, reduced its purchases in June, raising questions about its strategy of conserving cash amid the market downturn.
The total net asset value of US Bitcoin spot funds has fallen below $73 billion for the first time since late 2024, impacted by continued withdrawals and a nearly 50% drop in Bitcoin's price from its peak in October 2025.
According to data from SoSoValue, the funds' net assets have declined from a peak of $169.5 billion in October 2025 to approximately $72.6 billion as of Friday, a decrease of nearly 57%.
In contrast, data from WalletPilot shows that the funds were holding approximately 1.24 million Bitcoin as of Tuesday's close of trading, with roughly 63,500 Bitcoin having exited these products in the past 30 days.
Meanwhile, Strategy& purchased only about 3,600 Bitcoin in June, compared to approximately 25,000 Bitcoin in May and over 50,000 Bitcoin in April. The company also recorded a net sale of 32 bitcoins earlier this month, one of the rare instances where it reduced its holdings.
Meanwhile, STRC's perpetual preferred stock came under pressure, closing at $75.69 on Thursday, down 6.37%, a level significantly below its $100 target price, indicating increasing pressure on the company amid the broader cryptocurrency market downturn.
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Bank of America described Rubou as the most likely candidate to succeed Dimon in the end; however, it warned that investors will likely want to see proof of his ability to navigate the highly competitive consumer banking landscape, especially as artificial intelligence reshapes the sector’s features.
However, the most pressing reflection for investors is the continued presence of Dimon. The brokerage bank confirmed that JPMorgan Chase & Co. occupies a unique position that enables it to benefit from emerging opportunities linked to the adoption of artificial intelligence, digital assets, and regulatory developments, and that Dimon remains the most suitable executive to lead the bank through these transformations.

US inflation data released today Thursday showed a mixed picture after the annual readings matched expectations or exceeded the previous reading, while most monthly readings remained at their prior levels or were slightly below expectations. This reflects the continued presence of inflationary pressures without a notable acceleration, as the Federal Reserve continues to monitor price developments to determine the path of monetary policy in the coming period.

The U.S. dollar is heading, on Thursday, to record its largest monthly gain in nearly a year, ahead of the release of U.S. inflation data, which could reinforce the growing belief among an increasing number of investors that the Federal Reserve will have to raise interest rates at least once during this year.
The dollar, on Wednesday, also hit its highest level in 13 months against the euro, pushing the single European currency below $1.14. Rising dollar strength also sent the British pound to its lowest level in seven months, and kept the Japanese yen near its weakest level in 40 years, at around 161.79 per dollar.