France’s grain maize crop rating slipped to 41%, down 31 percentage points from a year earlier, while Western Australia’s wheat output is forecast to drop almost 30% year on year to 9.5 million tons. Russian wheat exports could fall short by 5 million to 10 million tons if Black Sea transport constraints persist, Reuters reported. On the demand side, the U.S. logged daily soybean sales of 340,000 MT to China, and June NOPA crush reached 214 million bushels, above analysts’ estimates. The mix of tighter supply and firm demand helped lift corn, soybean and wheat futures, with several contracts posting weekly or monthly highs.

U.S.-listed company Hyperscale Data said it added 51.5 BTC to its corporate treasury, taking its total bitcoin reserves to 1,087 BTC. The company described the move as a verifiable, on-balance-sheet-style treasury allocation by a public entity. It did not involve exchange trading, an ETF, or regulatory approval, and the company did not disclose the purchase price or funding source. The update underscores that some U.S. public companies continue to add BTC to their balance sheets as an institutional spot allocation with direct ties to the crypto market.

GE Vernova, the power-equipment company spun off from General Electric, has rallied more than 500% since it began trading independently on the NYSE in April 2024. In its first-quarter 2026 results, the company said orders rose 71% organically to $18.3 billion, including $2.4 billion of electrification equipment orders tied to data centers—more than all of 2025. GE Vernova raised its 2026 outlook for revenue, adjusted EBITDA margin and free cash flow, and completed the purchase of the remaining 50% stake in Prolec GE to bolster its grid-equipment supply.

The U.S. and Iran exchanged military strikes for a 10th consecutive day, and the UK navy said Iran hit two vessels near the Strait of Hormuz. Houthi rebels said they will impose a maritime blockade on Saudi Arabia. WTI crude futures rose more than 1% on the day to a five-week high. The escalation has rattled a key global oil-shipping corridor and lifted the geopolitical risk premium.

Sunrise has launched a tokenized Intel stock product, $INTC, on the Solana blockchain, issued by Backpack Securities and available for 24/7 trading across Solana wallets and apps. The token is a compliant, security-tokenized RWA pegged to U.S.-listed INTC rather than a native crypto asset. Trading relies on Solana’s on-chain infrastructure, token standards such as Token-2022, and on-chain settlement. The release does not mention key compliance details such as cross-chain bridging, custodian audit reports, or SEC regulatory status.

Adani Total Gas reported revenue of 1910亿盧比 for the June 2026 quarter, up 27% year on year, as volume growth lifted sales. Natural gas procurement costs surged 39% to 1454亿盧比, dragging EBITDA down 7% and net profit down 18%. Management attributed the cost spike to escalating tensions in West Asia and a higher APM gas price cap. The development highlights supply-side cost pressure and is viewed as a short-term negative for natural gas futures prices.

Nvidia disclosed a strategic investment in Dutch cloud services provider Nebius, taking a 9% stake. In premarket trading, AI hardware-linked names rallied, with SanDisk and Western Digital up more than 7% each, Marvell Technology up 6.2% and Intel up 5.7%, while Nvidia rose 1.3%. Nasdaq futures gained 1.3%. The move signals a clear capital action in AI compute infrastructure, closely tied to storage and chip hardware plays.

U.S. cotton futures rallied early Tuesday, with the most-active contracts up 60–95 points. The latest Crop Progress update showed 73% of the crop had squared as of Sunday, 1% ahead of normal, while good/excellent ratings improved to 45%. ICE certified stocks held at 98,838 bales, and the Cotlook A Index fell 225 points. Crude oil and the U.S. dollar index were also higher, adding to cost and currency-related moves.