NEXT 72 HOURS COULD DECIDE WHERE MARKETS GO FOR THE REST OF THE QUARTER.

Here's what's happening:

1. Tuesday, Consumer Confidence

A weak print signals households are pulling back on spending, a bad sign for the whole economy.

2. Wednesday, FOMC Rate Decision

Markets are pricing roughly a 25% chance of a hike. Any surprise here moves every asset class at once.

3. Wednesday, Microsoft & Meta Earnings

Meta is expected to post EPS near $7.18-7.24 on $60.2B revenue. A miss, or a bigger AI capex number, could hit the entire "Magnificent Seven" the way Alphabet's capex hike already has.

4. Thursday, PCE Inflation

The Fed's preferred gauge. A hot print here raises the odds of a hike even further.

5. Thursday, Apple & Amazon Earnings

Apple's EPS is expected around $1.88, Amazon's around $1.81-1.85. Amazon's AWS growth is the real swing factor for the stock.

6. Thursday, Q2 GDP

Consensus sits near 2.1-2.2%. A weak number alongside hot inflation is the Fed's worst-case combination.

7. Friday, Michigan Consumer Sentiment

Tracks how households expect inflation to move, which feeds directly into the Fed's next decision.

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EVERYTHING IS CRASHING...

US chip stocks crashed overnight.

Nvidia fell 4.4%.
Micron dropped nearly 5%.
SanDisk crashed more than 10%.

Now Asia is collapsing too.

Japan's Nikkei is down over 4%.

South Korea's KOSPI crashed 10%, triggering another circuit breaker.

Bitcoin also crashed below $63K

Here's why:

China has started producing its own advanced chipmaking machines, reducing its dependence on ASML and threatening the global chip supply chain.

At the same time, Nvidia's $750 billion deal wave is raising fears that AI companies are financing the same customers buying their chips.

And the biggest risk is still ahead.

The Fed meets tomorrow, with rate-hike odds surging from around 16% to nearly 38% in just one week. Bitcoin is already reacting.

BTC crashed below $63,000 as traders priced in a much higher chance of another rate hike.

Microsoft, Meta, Apple and Amazon are also reporting earnings within the same 72 hours.

Citadel Securities is now going further, calling for a surprise Fed rate hike this week, arguing Chair Kevin Warsh will move to strengthen his inflation fighting credibility even as most economists still expect a hold.

China, the Fed and Big Tech are all hitting the AI trade at once.

The next 72 hours could decide whether this is just a correction or the start of a much bigger crash.

Buckle up.

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Powerful earthquake reported in Kumamoto, the heart of Japan's semiconductor industry-- NHK says shaking of 7 in some areas, the maximum on Japan's scale

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$350,000,000,000 wiped out from US stock market as Nasdaq drops 1.5%

Asian tech sell-off is now spreading into the US market too.

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Damn when he looked straight into the camera!

BREAKING 🇺🇸🇯🇵 Japanese automaker Toyota has agreed to move its operation out of Mexico, into the United States.

PRESIDENT TRUMP: "They'll be opening the largest plant in the world...ALL BECAUSE OF TARIFFS! Because of Trump!"

ICYMI — At the White House Correspondents Association Dinner on Friday night, President Trump said he intends to run for a fourth term.

NOW - Lawyers for Andrew and Tristan Tate state their enemies are "weaponizing the court process" against them "to get them to break" following their extradition hearing, saying "the process is the punishment."

@disclosetv

NOW — President Trump says the U.S. has "pretty much destroyed" Iran’s military:

"They want to meet, and we're meeting. We'll see what happens. There's a chance we could make a deal. Without what we did, they wouldn't even be talking to us."

NOW — President Trump says he will ask Putin if Russian satellites are aiding Iran.

FRANCE 🇫🇷 An equestrian center in Biscarrosse released its horses as wildfire approached.

Staff gave the animals a chance to survive and opened the gates because smoke, heat, and the speed of the flames made trailer evacuation impossible. (Visegrád 24)

NEW 🚨 Iraq's National Security Advisor Qasim al-Aboudi claims Ukrainian intelligence cells are active across Iraq and are responsible for carrying out false flag attacks.

The cells reportedly conduct attacks on Iraqi territory and falsely attribute them to various armed factions.

Iraqi authorities arrested several individuals who confessed that Ukrainian intelligence cells were behind attacks targeting sovereign Iraqi facilities. (Intel Slava)

JUST IN: 🇺🇸 President Trump to host both Ukrainian President Zelensky and Israeli Prime Minister Netanyahu at the White House tomorrow.

JUST IN: 🇺🇸🇮🇷 President Trump says US is having "very friendly" talks with Iran.

@BRICSNews

WISCONSIN 🌪️ Appleton and Menasha tornado damage, mass destruction after the National Weather Service issued a "particularly dangerous situation tornado warning — the second-highest level warning."

WASHINGTON STATE — "Seattle police are searching for a second suspect after a shooting near the Space Needle left three people dead and four others wounded. A 15-year-old suspect is in custody, and investigators believe the two suspects exchanged gunfire." (Breaking 911)

HHS SECRETARY RFK JR: "[Fauci] got vaccinated at a very, very public press conference … and then five months later, he had a pulmonary infarction — which is one of the adverse events NIH, CDC and FDA said are expected from the vaccine. He never told anybody."