IronPeak Research

All Publications

Daily Market Wrap - Chip demand survives another Gulf flare-up

Jul 9, 2026

Technology shares rebounded on fresh AI demand signals and oil eased from Wednesday's spike, but elevated yields and reduced Hormuz traffic kept the inflation risk firmly in view.

Daily Market Wrap - The ceasefire cracks before chips find a floor

Jul 8, 2026

Fresh U.S.-Iran strikes sent Brent above $78 and pushed the KOSPI into bear-market territory, leaving the Fed minutes to decide whether oil and rates reinforce the selloff.

Daily Market Wrap - Record profits fail to steady the semiconductor trade

Jul 7, 2026

Samsung's profit surge triggered another chip selloff as investors questioned the durability of AI margins, while renewed Hormuz tension pushed oil and Treasury yields higher.

Daily Market Wrap - Chip optimism returns while oil keeps rates contained

Jul 6, 2026

Semiconductor news revived risk appetite as oil stayed near pre-war levels, but narrow leadership and upcoming earnings will decide whether the rebound develops into a broader move.

Daily Market Wrap - Soft payrolls hand the rally back to market breadth

Jul 3, 2026

Global stocks rose and Europe hit a record after weak U.S. jobs data eased Fed hike fears, while chip volatility showed the rally is broadening rather than returning to its old leadership.

Back Home