Wall Street Starts Cautiously Into the Second Half of the Year – Nasdaq Under Pressure As the Semiconductor Rally Meets Michael Burry’s Spectacular AI Crash Bet Against NVIDIA and Tesla – Fed’s Interest Rate Concerns Weigh on Gold - Bloom Energy Quintuples Its Brookfield Deal While Nike Collapses Under a Gloomy Outlook and the DAX Lethargically Wrestles Around the 25,000 Mark

USA & MACRO-OUTLOOK The Wall Street opens the second half of the year with the brakes on The S&P 500 slips 0.01%, while the tech-heavy Nasdaq 100 is significantly weaker with a decline of 1.15% – a clear signal that investors are becoming increasingly selective with highly valued growth stocks. The focus is on comments from Fed representative Kevin Warsh, who will speak at a conference in Portugal alongside other central bankers. Traders are looking for clues in his statements about the future interest rate path, as speculation has...