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The US 1-year Treasury auction on July 7th yielded a winning bid of 3.86%, compared to 3.75% previously.

2026-07-07

The US 1-year Treasury auction on July 7th yielded a winning bid of 3.86%, compared to 3.75% previously.

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2026-07-07

Saxo chief investment strategist Charu Chanana said that after Samsung's nearly 150% YTD rise, investors now demand confident guidance, durable pricing and clear evidence that AI-driven demand is still accelerating. The key market risk is whether tod

Saxo chief investment strategist Charu Chanana said that after Samsung's nearly 150% YTD rise, investors now demand confident guidance, durable pricing and clear evidence that AI-driven demand is still accelerating. The key market risk is whether today's memory-chip supply bottleneck becomes tomorrow's capacity glut. Investors will focus on Samsung's full Q2 results due later this month; if guidance implies slowing price gains, rising capex, cautious customers or weaker visibility, they may begin to reclassify memory chips as a late-cycle trade rather than an early-cycle growth story.
2026-07-07

TKMS CEO: The extent of the increase in the company's order backlog will depend on the effective date of the Canadian submarine contract.

TKMS CEO: The extent of the increase in the company's order backlog will depend on the effective date of the Canadian submarine contract.
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