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Nasdaq 100 (QQQ) Recovers From AI Valuation Rout; Tech Bulls Argue Last Week's Selloff Was Overdone

• The Nasdaq 100, tracked by Invesco QQQ Trust (NASDAQ: QQQ), rebounded Monday after suffering through a week of AI-driven de-rating, with bulls arguing the selloff was a healthy consolidation rather than a structural trend change given resilient earnings revisions and still-robust hyperscaler AI …

Vinay Lochav | 29 June 2026

Nike (NKE) Earnings Preview 2026: Three Metrics That Will Determine Whether the Turnaround Is Real

• Nike's (NYSE: NKE) upcoming quarterly results represent a binary moment for a stock that has lost institutional confidence after consecutive guidance cuts and market share erosion to rivals including On Running (ONON) and HOKA parent Deckers (DECK).

Vinay Lochav | 29 June 2026

Bitcoin (BTC) ETF Outflows Hit $4 Billion in June as Institutional Demand Falters Under Fed Pressure

• U.S. spot Bitcoin ETF products — including BlackRock's IBIT (NASDAQ: IBIT) and Fidelity's FBTC (NYSE: FBTC) — recorded a seventh consecutive week of net outflows in the most recent week, with June monthly redemptions surpassing $4 billion, underscoring how dramatically institutional sentiment has …

Vinay Lochav | 29 June 2026

Coty (COTY) Stock Crashes 60% in a Year to New Low; Beauty Sector Faces Consumer Spending Headwinds

• Coty Inc. (NYSE: COTY) shares slumped to a 52-week low of $1.84, extending a year-long collapse that has wiped out 60% of the company's market value amid weakening consumer spending on premium beauty products, persistent earnings misses, and a high debt load that …

Vinay Lochav | 29 June 2026

JPMorgan (JPM) Succession Race Narrows: Troy Rohrbaugh Emerges as Frontrunner to Succeed Dimon

• Troy Rohrbaugh has emerged as the leading internal candidate to eventually succeed Jamie Dimon as JPMorgan Chase (NYSE: JPM) CEO, with his move from the commercial and investment bank to run the consumer division interpreted as deliberate grooming for the top role.

Vinay Lochav | 29 June 2026

Jamie Dimon's JPMorgan (JPM) Exit Timeline: Why the Board Is Racing to Avoid a Succession Vacuum

• Every JPMorgan Chase (NYSE: JPM) board meeting is now dedicating significant time to the CEO succession question, reflecting directors' awareness that a prolonged ambiguity about Dimon's replacement could trigger the departure of senior talent that the institution can ill afford to lose.

Vinay Lochav | 29 June 2026

Wall Street Watches JPMorgan (JPM) Post-Dimon Structure as Executive Chairman Role Takes Shape

• Jamie Dimon is expected to transition to executive chairman after stepping down as JPMorgan Chase (NYSE: JPM) CEO, a structure designed to provide institutional continuity while a new leader establishes authority over the world's most profitable bank.

Vinay Lochav | 29 June 2026

Strategy (MSTR) Bitcoin Holdings Exceed Enterprise Value for First Time as mNAV Ratio Falls Below 1

• Michael Saylor's Strategy (NASDAQ: MSTR) saw its enterprise value slip below the market value of its Bitcoin (BTC) holdings for the first time, with the closely watched mNAV ratio hitting 0.99 — a threshold that CEO Phong Le had previously flagged as a …

Vinay Lochav | 29 June 2026

T-Mobile (TMUS) Hits 52-Week Low at $173.98 as Telecom Stocks Face Competitive Repricing in 2026

• T-Mobile US (NASDAQ: TMUS) shares touched a 52-week low of $173.98 on Monday, extending a 12-month decline of 26.5% that has taken the stock more than 30% below its prior highs, as competitive dynamics in the U.S. wireless market combine with broader pressure …

Vinay Lochav | 29 June 2026

Jensen Huang's Net Worth Surges Past $100 Billion as Nvidia (NVDA) Cements AI Infrastructure Dominance

• Nvidia (NASDAQ: NVDA) CEO Jensen Huang has joined the elite centibillionaire tier as his company's market capitalisation repeatedly tested the $3 trillion level, driven by insatiable demand for H100 and Blackwell GPU architecture across hyperscaler AI infrastructure buildouts.

Vinay Lochav | 29 June 2026
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