Micron batte: riparte rally. Brent pre-guerra. Asia in volata. Oggi inflazione | Morning Finance

June 26: Micron reignites the chip rally. Quarterly results exceed expectations, confirming multi-year demand. Shares up 16% premarket. Qualcomm also rises, up 13% on AI orders. How sustainable is the rally? Inflation tests today. JPM issues a "Blue Sky" scenario for markets, raising S&P 500 target. Hormuz transits resume, Brent returns to pre-war levels. Gold and Bitcoin battle the debasement trade reversal triggered by Warsh. Stress tests, US banks pass and announce new dividends and buybacks. Anthropic accuses Alibaba of illicit transactions to gain access to Claude. OpenAI, new chip with Broadcom. Trump investigates Chevron and Exxon over gasoline prices. ***This episode is brought to you by Scalable Capital Open an account with Scalable Capital and start earning 2.5% interest* on your savings: https://partner.scalable-capital.de/g... *Advertising message. Variable annual gross interest rate on liquidity deposited in the unrestricted deposit account, composed of a base rate linked to the ECB Deposit Rate and a discretionary bonus rate. Liquidity allocated to partner banks and recognized money market funds. Factsheet and terms and conditions at scalable.capital. Investing involves risks Asia rallying, Nikkei +4%, Kopsi +6% boosted by SK Hynix preparing its IPO on Wall Street. Kioxia also rises more than 12%. China issues €5 billion in euro-denominated bonds, the largest in history. Europe in the green, with ECB bulletin today and Lane speaking. E5: more Europe in NATO. Italy-France summit today in Antibes. Giorgetti studies banks' extra profits. Credit Agricole holds a 29.9% stake in BPM. Defense remains in focus after the Rheinmetall debacle.