US Consumer Demand: Bank of America says World Cup-driven spending lifted US card spending in June, with discretionary spend rising as gas prices fell. AI & Markets: Citadel Securities reports 9/10 market signals turned green, but flags earnings as the key remaining risk as chip stocks slide into a bear-market mood. Big Tech Rotation: Apple retakes the top spot as Nvidia slips on AI caution; Netflix shares plunge after missing growth targets and scaling back viewership reporting. Semiconductors Pressure: A selloff in chipmakers deepened after worries AI spending may be harder to justify, with the PHLX Semiconductor Index slipping into technical bear territory. Housing Tradeoff Debate: A Canada housing commentary argues policy can’t satisfy both falling prices for buyers and protecting retirement wealth for owners—supply fixes still imply tradeoffs. Property Micro-Trend: In Australia, PropTrack data shows unit prices outpacing houses, driven by affordability pressures. Regulation & Prediction Markets: France blocks Polymarket access, citing advertising and illegal betting concerns. Global Growth Themes: Boeing keeps its 20-year aircraft demand forecast steady despite slower passenger growth, while India’s private space push (Skyroot’s Vikram-1) highlights expanding launch capacity.