Good morning.
The Fast Five → Inside US-Iran talks in Switzerland, AI buildout gives tech investors new reasons to watch bond market, investors see Micron earnings as pulse check of AI rally momentum, Schwab to enter prediction markets, and all the money flooding into AI is a giant warning sign…
📌 He called Nvidia in 2016. Here's his next call →
(from InvestorPlace)
Calendar: Full Calendar »
Today:
None watched
Tomorrow:
Flash Manufacturing PMI, 9:45A
Flash Services PMI, 9:45A
Your 5-minute briefing for Monday, June 22:
BEFORE THE OPEN
As of market close 6/19/2026. Bitcoin as of 6/21/2026.
Pre-Market:
Market Wrap:
Global markets mostly fell as investors weighed the Iran peace deal%
European stocks slipped, led by travel and mining shares
Oil and gas stocks outperformed amid lingering uncertainty
Japan's Nikkei rose 0.28%; South Korea's Kospi fell 0.13%
S&P futures -0.4%, Nasdaq -0.5%, Dow -0.3%
Focus remains on the durability of the U.S.-Iran agreement
EARNINGS
Here’s what we’re watching this week:
TUE: KB Home $KBH ( ▲ 3.4% )
FedEx $FDX ( ▲ 0.08% ) - $6.41 EPS (+5.6% YoY) with revenue expected to arrive at $24.0B (+8% Yoy)
WED: Jefferies $JEF ( ▲ 0.36% )
*Micron Technology $MU ( ▲ 8.7% ) - average EPS for fiscal Q3 was $20.05. Revenue is expected to surge 276% YoY to $35B
THU: *Darden Restaurants $DRI ( ▲ 1.0% ), Lindsay Corp $LNN ( ▲ 2.58% ), *McCormick $MKC ( ▲ 0.32% )
Missed Nvidia's 44,000%? This is
the Next Big Opportunity
In February 2016, Nvidia was trading at $2.51, split-adjusted.
The name barely came up in investment circles. But my data had flagged something.
A pattern the market hadn't priced in yet. I sent my readers a single, clear recommendation. And anyone who acted could've got in on the biggest investment story of this decade.
The company I've identified today is in the same position. Same pattern. Same kind of gap. And the window is open right now.
I'm revealing it, down to the ticker, in a new presentation.
- a sponsored message from InvestorPlace -
HEADLINES
US and Iranian negotiators held marathon talks in Switzerland into Sunday night as they worked to launch a 60-day effort toward a new nuclear agreement.
When companies as a group turn into sellers, it’s a reasonable sign that stocks are very overpriced.
Stock futures slide with US-Iran peace and inflation in focus (more)
Latest: US, Iran agree on roadmap for final deal (more)
‘Regime change in a velvet glove’: How Warsh has set out to remake the Fed (more)
AI buildout gives tech investors new reasons to watch bond market (more)
Weekly inflows into global equity funds hit 19-mo highs on Iran optimism (more)
Oil climbs after fresh Trump threat as US-Iran peace talks begin (more)
Hawkish Fed signals send gold to third straight weekly loss (more)
Investors see Micron earnings as pulse check of AI rally momentum (more)
Charles Schwab to enter prediction markets with S&P 500 wagers (more)
The budget airline model in the US is running out of runway (more)
Japan to target $2.3 trillion public-private investment by 2040 (more)
Taiwanese brothers amass $1 billion from boom in display chips (more)
DEALFLOW
M+A | Investments
Canada's MDA Space to buy Blue Canyon in $620M deal
Sun Pharma to acquire Innovcare Lifesciences for $28.7M
PE firm Pollen Street to acquire Finastra's core banking software unit
VC
Baseten, an AI model deployment and serverless compute infrastructure, is reportedly closing a $1.5B funding round
Memento Medicines, Inc., a biotech company developing biologic therapies for retinal diseases, raised $93M in Series A funding
XDOF, a developer of data engineering pipelines and annotation systems for physical artificial intelligence, raised $70M in funding
Andera, an AI-native internal audit and corporate compliance testing platform, raised $37M in Series A funding
Aether AI, an artificial intelligence company building causal world models, raised $20M in Seed funding
Katalyst Space, a space tech company, raised $12M in funding
Turbo Law, an automated litigation intelligence and file structure platform, raised $3.8M in Seed funding
CRYPTO
BULLISH BITES
✈️ Trump unveils the new Air Force One, a converted Qatari jet.
📊 Warsh brings a skinny approach to a complex world.
🪐 No one seems to want AI data centers on Earth. Do they make sense in space?
🛍️ The savviest luxury shoppers head straight for the airport.
DAILY SHARES
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