06:37 NVDA TTN Note: Traders note ~30% w/w bounce in H200 rental prices from under $3.00/h to $3.89/h as of July 1st06:45 LNN Reports Q3 $1.53 v $1.41e, Rev $160.8M v $169Me; Notes US irrigation market conditions remain soft06:43 USD/JPY TTN Note: Current speculative net short yen positions are near record highs (2nd largest in history), approaching the extremes seen before the August 2024 carry trade unwind, where futures shorts peaked around 150-180K contracts.06:18 HOOD CEO: AI agents will have capability of human traders - CNBC06:11 META Morgan Stanley: Views Meta's potential neocloud as far easier to execute than a full hyperscaler API/model service, requiring less new hiring and tech buildout since it leverages spare internal capacity.06:23 EQIX Signs agreement with A2A to recover thermal energy from its data center campus in Settimo Milanese and supply it to Milan’s district heating network
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06:37NVDA TTN Note: Traders note ~30% w/w bounce in H200 rental prices from under $3.00/h to $3.89/h as of July 1st
06:45LNN Reports Q3 $1.53 v $1.41e, Rev $160.8M v $169Me; Notes US irrigation market conditions remain soft
06:43USD/JPY TTN Note: Current speculative net short yen positions are near record highs (2nd largest in history), approaching the extremes seen before the August 2024 carry trade unwind, where futures shorts peaked around 150-180K contracts.
06:18HOOD CEO: AI agents will have capability of human traders - CNBC
06:11META Morgan Stanley: Views Meta's potential neocloud as far easier to execute than a full hyperscaler API/model service, requiring less new hiring and tech buildout since it leverages spare internal capacity.
06:23EQIX Signs agreement with A2A to recover thermal energy from its data center campus in Settimo Milanese and supply it to Milan’s district heating network

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EUR/USD1.16(2.11%)
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12:24 (US) Market Trading Hours Summary: As expected, Dec PCE runs hotter than CPI, Q4 GDP impacted by shutdown; Supreme Court strikes down IEEPA tariff powers
S&P 5007539.75 0.76%EUR/USD1.16 2.11%USD/JPY159.03 2.08%GBP/USD1.34 1.1%OIL--Gold4075.5 15.46%