🚀 Defence as a replacement play — and why Lockheed Martin (LMT) is the pick
🇪🇺 Europe vs US: faster growth (Rheinmetall, BAE, Leonardo) but who’s already run
💾 SK Hynix heads for a $28bn Nasdaq listing — plus the memory trade outlook
📈 Bending Spoons after its above-range IPO
🤖 Equity Coverage AI Q2: 26 names, 22 buys, one sell

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💻 Microsoft — forward PE cheap but capex is eating FCF
⛏️ Afrimat — a quality cyclical near 10-year lows
⛽ Petrol & Brent — a big fuel cut as oil drops into the low 70s
🥄 Bending Spoons — buying legacy tech brands
🛒 Naspers — trading at a discount to Tencent
🐉 Tencent — Chinese tech “deeply hated”

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🛒 MercadoLibre down 40% — Amazon + PayPal of Latin America
🚀 SpaceX’s rocky listing (still above IPO price)
🕊️ Alan Greenspan dies at 100
🏛️ First FOMC with Powell no longer chair
🛢️ Why Brent oil won’t stay high

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🚀 The big-tech IPO that popped 50%
🛢️ Peace in our time: oil collapsing
💵 Rand back at 16.23, gold holding 4,300
🏦 SA inflation at 4.5%
🇺🇸 FOMC; no change expected
📊 Stocks on the move (Clicks, MTN, Discovery, Mondi & more)

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⚽ World Cup stocks
👟 Adidas & Nike
🎰 Betting plays; Sun International & Super Group
🚀 Three mega IPOs; SpaceX, Anthropic and OpenAI
💸 The $160bn cash crunch, Alphabet raising $85bn
⛏️ PGMs look bleak — every platinum miner on the downside list

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📉 US personal savings rate at 2.6%
🛢️ The Iran deal collapses again
🏦 SARB hikes prime to 10.5%
🚀 Naspers & Prosus fly
🛒 SPAR’s horror update
🌏 The year-to-date scoreboard
📊 Stocks on the move

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📊 The Dow Jones turns 130
🚀 SpaceX IPO on 12 June at $1.75 trillion
🇿🇦 Moody’s lifts South Africa’s outlook
🏘️ Balwin delisting at below NAV
📺 Canal+ listing next Wednesday
✝️ Pope Leo XIV writes a letter on AI
🛢️ Oil settling around $90–$95
📈 Stocks on the move

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📈 Global bond yields spike
🛒 Pick n Pay sells R4.7bn of Boxer
🍊 Floods could hit 10–12% of the citrus crop
💻 Cerebras IPO,150x sales, 86% of rev from one customer
🤖 Anthropic now bigger than OpenAI
📋 Results: Calgro M3, WeBuyCars, Astral
🌍 Global Investment Returns Yearbook 2026
🚀 Stocks on the move

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📦 Boxer results
🛒 Pick & Pay valuation paradox
🤖 AI-powered initiations
🥈 Platinum & palladium
📱 Meta cheapest since 2022; the bull case
🚀 XAI vs the field

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