John Trades

As investors reassess the sustainability of AI-driven earnings growth, our Research Director, Glenn Y., was featured in Reuters discussing the sharp sell-off in South Korean technology stocks.

📊 Markets have spent the past two years rewarding AI-related companies for future potential. The next phase may require something different: proof that earnings can continue to justify valuations.

The AI story is no longer just about growth increasingly, it's about valuation.

👇 Read the full Reuters coverage in the comment. 👇

⚠️ This content is for informational purposes only and does not constitute financial advice.

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🚢 TRAFFIC THROUGH HORMUZ CONTINUES TO RECOVER

Shipping activity through the Strait of Hormuz has picked up, signaling a gradual return of one of the world's most important energy corridors after weeks of heightened geopolitical tensions. 🛢️

The increase in tanker movements suggests improving supply conditions, helping reduce fears of prolonged disruptions to global crude oil exports and easing pressure on energy markets. ⛽

While shipping volumes have yet to fully return to pre-conflict levels, the recovery is an encouraging sign for traders monitoring oil prices, inflation, and global supply chains. ⚓

For commodity markets, every additional tanker passing through Hormuz is another step toward restoring confidence and market stability. 💵

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