Stocks

A pivotal week for markets: US strikes on Iran reignite the oil risk premium, June CPI and retail sales test the Fed's rate-cut path, and the $1 trillion AI capital loop keeps driving the tech trade. Full economic calendar plus trading strategies across oil, gold, Bitcoin, FX and AI stocks.

Shayne Heffernan on KXCO: a post-quantum Economic Operating System for the Human–AI Economy, where people, institutions and AI agents can prove what is real without trusting anyone's word for it — and why quantum-safe AI infrastructure is the foundation, not a feature.

Quantum computing and AI agents are usually traded as separate stories. They are one story, and it is about trust. Shayne Heffernan on why the financial system needs verifiable infrastructure before the volume of machine transactions makes retrofitting impossible.

US China AI battle investing, decoded: Claude Fable 5 & Opus 4.8 vs GLM-5.2 & Kimi K2.7, the NVIDIA-vs-Huawei chip supply chain, target prices for the best AI stocks to buy in 2026, and a full geopolitical risk matrix. By Shayne Heffernan.

A trader's guide to the week of July 7–11, 2026: the US and China economic calendar, the Fed-pivot test after a soft jobs report, and how to trade Nvidia, SpaceX, Bitcoin, the dollar, gold, silver, AI and quantum. Track every release on Live Trading News.

The economic calendar at LiveTradingNews.com/trading is a vital tool for traders across multiple asset classes, including stocks, forex, Bitcoin, and gold. This week’s most important release is the U.S. Nonfarm Payrolls report on Thursday, July 2. We break down expected market reactions, four detailed NFP volatility scenarios, specific trading strategies for each outcome, and the latest Fed rate cut/hike probabilities ahead of the July FOMC meeting.

Palantir is down ~40% in 2026 even as Q1 revenue grew 85% and management guided FY2026 to $7.66B. Shayne Heffernan issues a BUY on PLTR with a $250 price target — full breakdown of the business, customers, five-year revenue, every major Wall Street bank target and the corporate outlook.

Forget the lab feud. The week's real story is earnings — Micron's $100B order book proves AI demand is committed, not speculative. My featured US stocks: Micron, Amazon, a buy on Palantir, plus the government-backed quantum names.

The tech-driven sell-off has soured sentiment, but it has overshot. Buy Bitcoin under $60,000, gold under $4,000, and stay long the AI theme — you are earlier than you think.

LineShine topped the June 2026 TOP500 at 2.198 exaflops using only CPUs. The lesson is that raw speed — not only quantum — is the real threat to legacy encryption, and it tightens the clock on Q-Day.

SpaceX just completed the largest IPO ever, Intel is up 250% in 2026, and the rate-hike bears are circling. Shayne Heffernan makes the bullish case for five most-active names — NVIDIA, Intel, Nokia, Snap and SpaceX — and explains why higher rates are a buying opportunity, not a reason to sell.

Qatar Investment Authority’s diversified global portfolio provided crucial stability after 2026 strikes damaged a significant portion of Qatar’s LNG infrastructure, but the fund now faces pressure to accelerate its shift away from hydrocarbon dependence.

Three new economic layers are taking shape: space is becoming an industrial domain, artificial intelligence is evolving into continuous infrastructure, and quantum technologies are moving into operational use in simulation and sensing. While technical and energy constraints remain significant, the period through 2035 is likely to see these layers expand in parallel, creating new requirements for verifiable trust and post-quantum security. KXCO is positioning its infrastructure as the transaction

Saudi Arabia’s Public Investment Fund (PIF) manages over $900 billion. This analysis covers its investments by sector and geography, major project updates including Qiddiya and HUMAIN, and the 2026–2030 strategy.

Oil prices have retreated from their recent spike as hopes grow for a de-escalation in tensions with Iran. President Trump’s diplomatic signals are helping unwind the geopolitical premium, though most major banks still see structural oversupply pressuring prices through the rest of 2026.

Hong Kong’s stock exchange is positioning itself as a key hub for AI and quantum technology listings in 2026, with standout performances from new foundational model companies and established tech giants that also offer US ADR access.

SpaceX just pulled off the largest IPO in history. A trader’s map for the week: what SPCX means now that it’s public, the economic calendar that matters, the AI headlines to watch, the quantum companies grabbing attention, and how falling summer volume reshapes risk.

SpaceX completed the largest IPO in history with a $75 billion raise at a $1.75 trillion valuation. While the stock popped nearly 20% on debut, the analysis suggests $SPCX becomes a more compelling long-term buy below $100.

Michael Saylor is systematically buying Bitcoin while BlackRock’s IBIT ETF experiences repeated outflows. In 2026 alone, Strategy has acquired more Bitcoin than the entire mining network has produced.

Central banks continue to drive gold demand higher while mine supply remains constrained, reinforcing a structurally bullish outlook for the gold price into 2026 and beyond.

KXCO has published a step-by-step guide to launching a tokenized fund on Armature — custodian-held assets, licensed brokers and a fund administrator attached, NAV verified live on-chain, and eligible-investor-only access.

The world’s leading tech CEOs are now aligned on one thing: AI and quantum computing are converging into hybrid systems that will unlock new capabilities in markets, scientific discovery, and strategic competition. The companies that build the most effective infrastructure layers will define the next era of computational advantage.

Stablecoins are no longer just a crypto thing. They’re starting to power everyday payments and corporate treasury flows by running on the same card networks the world already trusts. The old rails aren’t being replaced — they’re being upgraded.

SpaceX’s AI satellites (SPCX) will deliver massive low-cost orbital compute using Nvidia then custom D3 chips from Terafab, powering xAI/Grok while creating major tailwinds for $TSLA $NVDA $GOOGL and $ANTH.

AI spending continues as the dominant long-term theme, but capital is rotating toward companies with strong earnings, reasonable valuations, and real infrastructure exposure.

I've traded through enough hype to know quantum AI won't flip everything overnight. But the 2026 signals — funding, hybrids in finance, hardware progress — say it's accelerating. The players and platforms that nail security and optimization will carry the edge.

BlackRock CEO Larry Fink’s recent endorsement of compute as a new asset class, the impending launch of CME compute futures, massive hyperscaler deals such as Google’s $920 million monthly commitment to SpaceX

This Wall Street weekly outlook presents the bullish case for $BTC, $NVDA, $TSLA, and the highly anticipated IPOs of Anthropic ($ANTH) and SpaceX ($SPCX).

Artificial intelligence company Anthropic has taken its most significant step yet toward a public market debut

Bitcoin's current price — trading well below its all-time highs — represents a compelling entry point for long-term investors.

Google announced plans for an $80 billion equity offering. By June 3, strong investor demand led the company to upsize it to roughly $84.75–85 billion.

Anthropic has officially crossed the $1 trillion valuation threshold, becoming one of the most valuable private companies in the world.

Livetradingnews.com has launched a refreshed online platform that marks a significant evolution in how market intelligence is delivered

The funding supports two domestic quantum foundry projects and seven quantum computing companies. In return, the government will receive minority, non-controlling equity stakes in each recipient.

$RACE Italian Deputy Prime Minister Matteo Salvini, not a man known for pulling punches, wrote on X: "It looks nothing like a Ferrari. Is this supposed to be 'innovation'? Who knows what Enzo Ferrari would say."

Cerebras Wafer Scale Engine 3 (WSE-3) — currently the most powerful semiconductor in development on the planet. With 4 trillion transistors, 900,000 AI-optimized cores, 125 petaflops of peak AI performance, and 44 gigabytes of on-chip SRAM, the WSE-3 is not a chip. It is an entire silicon dinner plate turned into a single processor. Its die area measures a staggering 46,225 mm² — 57 times larger than $NVDA Nvidia’s H100 GPU.