Eurozone Trade Balance s.a. down to €2.8B in June from previous €16.2B

TradingKey - In the coming week, global capital markets will face a liquidity shock following the long Independence Day holiday. SpaceX (SPCX), the protagonist of the IPO of the century, will be officially included in the Nasdaq 100 Index on Tuesday, potentially triggering a major reshuffle of hundreds of billions in passive funds. On the macroeconomic front, the Federal Reserve will release the minutes of its June monetary policy meeting, chaired by its new Chairman, Kevin Warsh. Meanwhile, the second-quarter US earnings season is about to kick off, with consumer giant PepsiCo (PEP) and aviation hub Delta Air Lines (DAL) among the first to report.

TradingKey - In the 2026 AI sector, the most wild valuation stories come not only from Anthropic and OpenAI, but also from Reflection AI, an open-source AI startup founded just two years ago.

Tradingkey - Following the release of the U.S. June non-farm payrolls data, gold prices (XAUUSD) strengthened once again, rising to as high as $2,195.48 and nearing the $2,200 threshold, putting the metal on track for its first weekly gain in nearly a month. Gold prices have trended generally weaker overall since the beginning of this year. Persistent inflation concerns, a sustained strong U.S. dollar, and a hawkish shift by major global central banks in the wake of the U.S.-Iran conflict have combined to significantly dampen market demand for gold as a traditional safe-haven asset.

TradingKey - The US stock market in the first half of 2026 was a roller-coaster ride. After a gloomy first quarter, the second quarter witnessed its strongest rally in nearly six years. Among the gainers, SanDisk (SNDK) topped the S&P 500 with a staggering 858% surge. Within the top ten best-performing stocks in the S&P 500, chipmakers secured more than half of the seats, while the optical communications sector also emerged as a dark horse, with three stocks landing in the top ten.

In the face of Micron's soaring stock price, Wall Street investment banks have not only refrained from lowering their price targets but have instead continually raised them. Among them, Barclays is currently the most aggressive, bullishly targeting $2,000. Can Micron's stock price really rise to this target? What is the outlook for its performance in the second half of the year?