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Strait of Hormuz Reopens: Tanker Traffic Recovers But Remains Below Prewar Levels

Traffic Returning, But Normalisation Is Incomplete

Nitish Kishor | 20 June 2026

Why Micron's June 24 Report Could Reprice the Entire AI Trade

The Moment the Market Has Been Pricing For

Team Kalkine | 20 June 2026

Hormuz Unlocked: What the US-Iran MOU Means for Energy, Defense, and Market Risk

The US-Iran MOU reopens the Strait of Hormuz and reshapes risk across energy, defense, shipping, consumer, LNG, airlines, industrials and equities. Here is what the deal unlocks sector by sector.Key HighlightsThe US-Iran MOU reopens the Strait of Hormuz and starts a 60-day nuclear negotiation …

Nitish Kishor | 20 June 2026

Golden Cross: What the Signal Means and Which US Stocks Just Triggered It

A golden cross is a technical analysis signal that occurs when a short-term moving average crosses above a long-term moving average. The most widely watched version involves the 50-day moving average rising above the 200-day moving average on a price chart. Traders interpret the …

Nitish Kishor | 20 June 2026

Elon Musk Exercises Tesla (NASDAQ: TSLA) Options Worth $110.55 Billion in One of the Largest Insider Transactions in Market History

The scale of Musk's option exercise reflects the extraordinary appreciation of Tesla's stock over the period during which the options were accumulating, as well as the unprecedented size of the compensation package that was constructed to incentivise the achievement of ambitious market capitalisation and …

Nitish Kishor | 18 June 2026

Tower Semiconductor and Marvell Hit Five Million Photonic IC Shipment Milestone for AI Networking

Tower Semiconductor (NASDAQ: TSEM) has built a photonic integrated circuit manufacturing capability that addresses one of the most technically demanding and commercially critical segments of the AI infrastructure buildout. Optical interconnects using coherent photonic chips are increasingly replacing copper-based electrical connections in AI data …

Nitish Kishor | 18 June 2026

GTA 6 Preorders Launch With June 25 Release Date, Eliminating Delay Overhang on Take-Two

Take-Two Interactive (NASDAQ: TTWO) has been carrying the weight of investor delay anxiety around GTA 6 for an extended period, with each rumour of a pushed-back launch date triggering sell-offs that reflected the degree to which the company's near-term earnings model depends on the …

Nitish Kishor | 18 June 2026

Super Micro Computer (NASDAQ: SMCI) Rallies as Large Equity Financing Package Closes and Dilution Overhang Clears

Super Micro Computer (NASDAQ: SMCI) has been operating in an unusual dual narrative for several months: a company generating explosive revenue growth from AI server demand while simultaneously navigating accounting restatement requirements that had created uncertainty about its financial controls and the reliability of …

Nitish Kishor | 18 June 2026
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