Alpha

⚠️🇺🇸 In the US stock market, there are signs reminiscent of the dot-com bubble. The Goldman Sachs risk appetite indicator has surged above 1, while the price momentum z-score has exceeded 3, signaling historically extreme bullish sentiment. At the Berkshire Hathaway annual meeting in early May, Warren Buffett remarked that the markets resemble a casino, noting that investors have never been this "gambling" oriented. For more details, visit here and check mt in max.

🇺🇸 Berkshire Hathaway revealed in its 13F filing for Q1 2026 that it has purchased shares in #GOOGL, #M, and #DAL. The investment firm has completely exited its positions in #AMZN, #UNH, and #DPZ.

🇺🇸 NVIDIA has acquired stakes in COHR and GENB in the first quarter of 2026, while doubling its position in CRWV, according to its 13F report.

🚨 Ministers believe that if Andy Burnham wins the by-election in the Makerfield constituency, Keir Starmer may consider stepping down as Prime Minister, according to The Telegraph.

⚠️🇺🇸 The U.S. Department of Justice is investigating the valuations of the Blackrock Private Credit Fund.

🚀 SpaceX is set to conduct an IPO on NASDAQ, with trading anticipated to commence on June 12. The company's ticker symbol will be SPCX.

⚠️🇺🇸 As inflation continues to rise, market expectations for a Federal Reserve interest rate hike have surged since late April. Analysts are now predicting an increase in rates by the end of 2026. For more insights, visit mt в max.

🚨🇺🇸 Kevin Warsh has been appointed as the head of the Federal Reserve System in the United States, according to the White House.

🌧️🍞 Heavy rains and unusually cold weather in Russia have resulted in the worst start to spring sowing in years, threatening a decrease in wheat harvests. As the world's largest wheat exporter, this could significantly impact global markets, according to Bloomberg. Additionally, climatologists anticipate that this year's El Niño will be the strongest since 1877, potentially raising sea surface temperatures in the eastern Pacific by at least 3 degrees, reminiscent of the conditions that led to mass famine from 1877 to 1878.

🚨 Russia's Rosneft has announced its dividends for 2025, set at 2.27 RUB per share. The state approval will be on June 19, with the cut-off date on July 9.

🚨 The Moscow Arbitration Court has fully satisfied the claim of the Central Bank of Russia against EUROCLEAR for 200 billion euros. However, the court's decision has yet to take effect, and the depository has the right to contest it, according to the Central Bank of Russia. The EU Council must provide its position on the case regarding the use of Russian assets by the end of May, as stated by the Central Bank. EUROCLEAR plans to appeal the Moscow Arbitration Court's decision.

🇺🇸 Anthropic has raised over $30 billion, achieving a valuation of $900 billion, according to a report by the Wall Street Journal. As AI labs continue to absorb the majority of venture capital funding, this significant investment highlights the growing importance of artificial intelligence in the tech landscape. For more details, visit WSJ. Additionally, further insights can be found at mt в max.