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In this explosive new episode of Markets Radar, I am tracking a historic divergence tearing through the global economy! I break down the devastating "capex pivot" that just triggered IBM's worst stock collapse since 1968, as enterprise customers abandon traditional software to pour billions into AI infrastructure.
But while the software sector bleeds, Wall Street is cashing in, JPMorgan just posted a jaw-dropping $21.16 billion in profit, with CEO Jamie Dimon declaring the markets are "booming" and the consumer is "fine".
Then, I shift to a massive geopolitical powder keg: the collapse of the U.S.-Iran interim peace deal. I examine President Trump's new military strategy and naval blockade in the Strait of Hormuz, and break down how this dangerous "war of attrition" threatens the 20% of the world's oil supply that passes through the waterway.
Finally, I take you into the venture capital world where Ashton Kutcher and Morgan Beller are defying the industry funding drought with a massive $500 million "post-AGI" deep tech fund, and I look at how South Korea is hitting the ultimate AI jackpot, upgrading its 2026 GDP forecast to 3.0% on the back of a record-shattering $290 billion export surplus.
The JPMorgan Juggernaut: Why Jamie Dimon says the economy is showing "notable resiliency" and how the "generational" AI buildout is supercharging investment banking.
IBM's 1968-Level Wipeout: Inside the massive 26% stock plunge and the devastating capital shift that is actively starving the software sector.
The Battle for Hormuz: Trump's third military strategy shift, the terrifying new naval blockade, and the threat of a prolonged war of attrition before the November midterms.
Ashton Kutcher's "Post-AGI" Bet: Inside Decimal Capital's ambitious $500 million mega-fund aimed at deep tech, energy, and infrastructure.
South Korea’s AI Jackpot: How the insatiable global demand for AI memory chips is driving a massive economic surge and forcing the central bank to weigh higher interest rates against inflation
Enjoy!
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