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UBS investment banking raised its rating on shares of Centiel AG (SIX:CNTL) to "Buy" from "Neutral" on Tuesday, and lifted its price target to CHF 7.63, based on expectations for tangible sales growth and the potential for margin expansion that the stock’s value has not fully reflected yet.
I reviewed the bank’s outlook after Centiel’s announcement of its entry into the uninterruptible power supply (UPS) equipment market in the United States, as well as after UBS’s Global Capital Goods team raised its estimates related to data center power build-outs. UBS now expects the combined power for data centers worldwide to reach 324 gigawatts by 2030, up from about 118 gigawatts in 2025.

Gold prices continued to come under selling pressure during the week’s trading, falling below the important psychological level of $4,000, in a move that reflects a clear shift in market sentiment toward the yellow metal. Despite the escalation of geopolitical tensions in the Middle East—which typically supports demand for gold as a safe haven—investors this time focused on a more influential factor: the rising likelihood that the U.S. Federal Reserve will maintain a tight monetary policy. This shift confirms that markets are no longer reacting to geopolitical events in isolation from their impact on inflation and interest rates, making gold’s outlook more closely tied to U.S. monetary policy than ever.

The Arabian Gulf region is witnessing a very serious and unprecedented military escalation. After the United States launched new waves of intense airstrikes inside Iranian territory, Iran responded at dawn this morning (Thursday, July 16, 2026) with a sustained barrage of missiles and drones targeting American military sites and bases in several countries in the region.

The United States launched a new round of military strikes against Iranian targets today, just hours after President Donald Trump warned that the attacks would intensify next week if Tehran did not cooperate in peace talks.
The U.S. Central Command announced via the X platform that the wave of strikes began at exactly 6:00 a.m. Eastern Time, targeting efforts to reduce the military capabilities used by Iranian forces to attack commercial shipping in the Strait of Hormuz. In a later update, Command said the attacks ended at 7:30 a.m., using precision-guided munitions against Iranian coastal defense systems, cruise missile depots, and their launch sites on Greater Tumb Island in the Arabian Gulf near the strait. This came one day after similar U.S. strikes on Tuesday, which Tehran responded to by targeting several Gulf countries.

Asian stocks rise as US inflation eases and the KOSPI index outperforms
Japan's Nikkei 225 index rose by 1%, while the broader TOPIX index climbed by 0.5%.
South Korea outperformed its regional peers, as the KOSPI index surged by roughly 7% driven by gains in shares of major semiconductor companies.
SK Hynix (KS:000660) jumps by about 13% following strong gains recorded by US-listed American depositary receipts during the previous session, while Samsung Electronics (KS:005930) rose by about 8% amid reports that the company unveiled plans to list in the US market.

Gold prices moved slightly lower on Tuesday as investors weighed the rising escalation in tensions in the Middle East against growing expectations that the Federal Reserve may keep interest rates high for longer, following tough remarks made by Federal Reserve Board Governor Christopher Waller.

Siemens AG and FuelCell Energy, Inc. (FCEL) announced the signing of a memorandum of understanding to cooperate in fuel cell-based power generation, in accordance with a press release issued on 07/09/2026.
Under the agreement, Siemens AG will design and supply electrical balancing systems for the facilities, with the aim of supporting the deployment of commercial projects exceeding 100 megawatts in capacity. The cooperation includes joint development of projects in the fields of engineering and integration, delivering distributed power systems that incorporate fuel cells and energy storage batteries, small-grid control systems, and medium-voltage electrical equipment.

Oil prices surged sharply in early trading on Wednesday after the U.S. Army announced new strikes against Iran and reinstated sanctions on its oil exports, amid attacks targeting ships in the Strait of Hormuz.
WTI crude oil jumped 2.90% for the front-month futures contract to reach $72.45 per barrel by 02:04 a.m. Meanwhile, Brent crude had not started trading yet, as it closed up 5.50% at $75.94 per barrel on Tuesday.

Saudi Arabia’s Ministry of Foreign Affairs: Iran targeted a Saudi oil tanker in the Strait of Hormuz
What does Iran targeting gas tankers in the Strait of Hormuz mean for the world economy?
It targeted oil tankers near the Strait of Hormuz, adding geopolitical risks to global energy markets, but the shock was not equal between oil and gas; while Brent crude edged toward $74 per barrel, European gas jumped faster after attacks hit a Qatari liquefied natural gas tanker, in an incident that strikes one of the most sensitive joints of the energy market.

How does ProPicks AI help you make decisions about buying and selling?
One of ProPicks AI’s most prominent advantages is that it doesn’t just pick stocks—it also provides a complete framework for managing your investment portfolio.
On the first day of each month, the platform automatically re-evaluates all companies within each strategy, then keeps the stocks that still have the best potential for upward movement, while excluding stocks whose prospects have deteriorated or have become overpriced.

Apple is holding active negotiations to buy memory chips from two leading Chinese semiconductor manufacturers currently on the U.S. Department of Defense (Pentagon) blacklist. This major risk comes at a time when Apple is urgently trying to secure component supply amid a global memory crisis that has already pushed it to implement rare, large-scale price hikes across its product line.

Gold prices during the second quarter of 2026 witnessed one of the most turbulent periods in years, as the precious metal entered a sharp downtrend that reshaped the balance of power within financial markets and prompted investors to reassess gold’s role in their investment portfolios. This decline, the largest since 2013, was not the result of a single factor or a sudden event, but rather the outcome of accumulated economic, monetary, and geopolitical factors interacting together to bring about this abrupt shift in direction. While gold was widely viewed as a safe haven in times of uncertainty, recent developments revealed a fundamental change in the nature of the market: gold’s ability to respond to geopolitical risks has fallen with the same strength that investors had grown accustomed to, in contrast to the rise in the influence of monetary factors, above all the policy of the U.S. Federal Reserve, which has become the most influential player in determining the path of prices.

The obsession with the “like”: when our screens become a courtroom to judge ourselves
In today’s digital age, social media platforms have transformed from mere tools for connecting people into major arenas for self-evaluation. With this shift, new psychological syndromes have emerged that were previously unknown, and perhaps the most prominent and most dangerous is “a phobia of lack of engagement, likes, and following” (which overlaps heavily with what is known as FOMO or fear of missing out, and digital status anxiety).

Performance of US stock indices during Tuesday trading, as the Dow Jones Industrial Average remains under pressure while oil prices continue trading above the $70 per barrel level, amid ongoing uncertainty regarding developments in the Middle East conflict.
Despite this decline, US markets are still on track to finish the first half of the year and the second quarter with strong performance, supported by broad gains achieved over the past months.

While the shares of mega technology companies are being hit by an unprecedented wave of pressure, with growing concerns about massive spending on artificial intelligence and whether it could turn into a drag on profits, investors find themselves facing a difficult dilemma: do the current declines represent a buying opportunity, or the start of a deeper correction that could last a long time?

BCA Research indicated in its strategic outlook for the third quarter that the advancing stock market has begun to lose momentum, warning of a possible 30% to 50% decline in stocks when the AI earnings bubble eventually bursts.
MacroQuant’s index for BCA’s stocks fell below baseline-1 on 12/06/2025. This was driven by the company’s decision to reduce its stock rating from Neutral to Less Weight (slight sell and cautious) over a 3-month and 12-month time horizon. MacroQuant is a quantitative model used by the company to assess market conditions through economic and financial indicators.

Record outflows put pressure on US Bitcoin spot funds as institutional demand slows.
US-listed spot Bitcoin ETFs saw their largest net daily outflows in June as Bitcoin's price fell below $60,000, reflecting continued weak institutional demand for the cryptocurrency.
Data from SoSoValue showed that the ETFs experienced net withdrawals of $696.3 million on Thursday, surpassing the previous record for the month of $519.2 million set on June 2.
This brings total outflows for June to $3.61 billion, while year-to-date net outflows have reached $4.6 billion, highlighting the ongoing pressure on Bitcoin-linked investment vehicles.
These withdrawals coincided with signs of slowing institutional demand. Strategy&, the largest publicly traded Bitcoin holder, reduced its purchases in June, raising questions about its strategy of conserving cash amid the market downturn.
The total net asset value of US Bitcoin spot funds has fallen below $73 billion for the first time since late 2024, impacted by continued withdrawals and a nearly 50% drop in Bitcoin's price from its peak in October 2025.
According to data from SoSoValue, the funds' net assets have declined from a peak of $169.5 billion in October 2025 to approximately $72.6 billion as of Friday, a decrease of nearly 57%.
In contrast, data from WalletPilot shows that the funds were holding approximately 1.24 million Bitcoin as of Tuesday's close of trading, with roughly 63,500 Bitcoin having exited these products in the past 30 days.
Meanwhile, Strategy& purchased only about 3,600 Bitcoin in June, compared to approximately 25,000 Bitcoin in May and over 50,000 Bitcoin in April. The company also recorded a net sale of 32 bitcoins earlier this month, one of the rare instances where it reduced its holdings.
Meanwhile, STRC's perpetual preferred stock came under pressure, closing at $75.69 on Thursday, down 6.37%, a level significantly below its $100 target price, indicating increasing pressure on the company amid the broader cryptocurrency market downturn.
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SpaceX stock (NASDAQ:SPCX) has continued its sharp downtrend on Monday, 22/06/2025, dropping by 16.43% following declines of 4.95% on Wednesday and 3.56% on Thursday. The stock is currently sitting at a level 31.5% lower than its peak recorded on 15/06/2025 at $225.64, which it reached just days after its IPO at a price of $135.00 per share.

New data reveals that the People’s Bank of China (PBOC) purchased 260,000 troy ounces of gold, equivalent to approximately 8.1 metric tons, in April alone, marking its largest monthly increase since December 2024.
Despite escalating geopolitical tensions and the growing global need for liquidity amid the ongoing Iran conflict, the PBOC capitalized on the decline in gold prices to bolster its reserves of the precious metal, continuing its purchase policy for the eighteenth consecutive month.
This represents the longest uninterrupted buying spree since the previous cycle began in November 2022, clearly indicating China’s continued commitment to building a long-term strategic position in gold as a key reserve asset.
The bank had added about 5 tons in March, making April's purchases the largest monthly increase since the first quarter of 2024 and bringing total official reserves to a record high of 2,322 tons.
Since the beginning of 2026, the People's Bank of China has purchased more than 15 tons of gold, putting it on track for one of its strongest buying years since 2023.
Since 2022, China has increased its official reserves by more than 372 tons, a growth of nearly 19%, making it one of the world's largest official gold buyers.
These moves reflect a growing global trend among central banks to diversify reserves and reduce reliance on Treasury bonds and dollar-denominated debt instruments, particularly US Treasury bonds, as gold is increasingly viewed as a strategic asset for hedging and preserving value during times of economic and geopolitical uncertainty.
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