Eurozone Trade Balance s.a. rose from previous €9.7B to €18.7B in September

TradingKey - Trump announced that the U.S. will take control of the Strait of Hormuz and collect "tolls," which, combined with a plunge in the South Korean stock market, dampened market sentiment. The three major indices fell across the board, with SpaceX and SK Hynix ADRs dropping close to their offering prices. Memory stocks slumped, and the Philadelphia Semiconductor Index fell more than 5%. At the close, the Dow Jones Industrial Average fell 0.26% to 52,498.64; the Nasdaq Composite Index fell 1.55% to 25,873.18; and the S&P 500 Index fell 0.79% to 7,515.34.

TradingKey - The two major crude oil futures benchmarks surged nearly 10%. As of writing, WTI crude rose 9.22% to $78.09, and Brent crude rose 9.39% to $83.15. Reportedly, the U.S. Navy-led Combined Maritime Information Center stated that the U.S. military will begin implementing a maritime blockade of all Iranian ports and coastal areas starting at 20:00 GMT on July 14. The blockade applies to all vessels, regardless of their flag, and covers the entire Iranian coastline, including but not limited to all Iranian ports and oil terminals. The blockade will not impede the transit of neutral vessels through the Strait of Hormuz to and from non-Iranian destinations. Shipments of humanitarian supplies will be permitted, subject to inspection.

TradingKey - Amazon’s AWS grew 28% in Q1 2026, its fastest pace in 15 quarters. EPS beat by 69%. But free cash flow collapsed to $1.2B on $200B capex. At $245 with Q2 earnings July 30, the 0.5 Fib is the level to watch this week.

TradingKey - AMD launches Zen 6 Venice on July 22 at Advancing AI 2026. Citi says expect industry-shaking announcements. Stifel raised to $635. Helios rack-scale is Meta’s Nvidia alternative. At $539, the $557.70 trigger is the week-ahead watch level.

TradingKey - Warren Buffett officially retired from CEO of Berkshire Hathaway (BRK.A, BRK.B) at the close of 2025, which leaves two familiar pillars near the top of the equity portfolio: Coca-Cola (KO) and Apple (AAPL). Coca-Cola stock is up about 10% so far this year, and Apple is getting hammered