Chips go east

Nvidia wins OK to resume chip sales to China, economists see lower risk of recession, Trump to launch $70B in AI and energy investments, Big Tech granted Defense Dept AI contracts, and Bitcoin hits new record above $123K...

Author

Market Briefing
July 15, 2025

Good morning.

The Fast Five → Nvidia wins OK to resume chip sales to China, economists see lower risk of recession, Trump to launch $70B in AI and energy investments, Big Tech granted Defense Dept AI contracts, and Bitcoin hits new record above $123K…

📌 Google just made a historic investment in a tiny, private firm set to generate virtually limitless energy. Now – thanks to a little-known ‘backdoor’ into this red-hot startup – it’s your turn. Click here to get its name and ticker symbol → (ad)

Calendar: (all times ET) - Full Calendar

  • Today:
    Consumer price index (CPI), 8:30A

  • Tomorrow:
    Producer price index (PPI), 8:30A

Your 5-minute briefing for Tuesday, July 15:

BEFORE THE OPEN

As of market close 7/14/2025.

Pre-Market:

Market Wrap:

  • Futures steady: Dow -30pts (-0.07%), S&P -0.1%, Nasdaq -0.1%

  • Monday: S&P +0.1%, Nasdaq +0.3%, Dow +88pts (0.2%)

  • Big bank earnings begin today: JPM, WFC, C on deck

  • CPI report due this morning — 2.7% YoY expected

  • Investors watch for signs of inflation from tariffs

  • Q2 earnings growth for S&P 500 forecast at 4.3%

EARNINGS

Big banks on deck this week. Here’s what we’re watching:

Google’s Next Big Bet?

On Monday, June 30, Google announced a partnership that could change the world forever.

Its technology could trigger an energy market shock... supercharge the AI revolution... and save homeowners tens of thousands of dollars.

One former Google insider says this technology "could be even more important than the industrial revolution."

No wonder Google is investing in the company with the best chances of turning it into a reality.

Now – thanks to a little-known "backdoor" into this red-hot startup – it's your turn.

Whitney Tilson
Editor, Stansberry Research

P.S. Google invested in streaming video, self-driving cars, AI, and the Internet of Things long before they became huge – this could be next. Get the details here before it's too late.

HEADLINES

Economists polled by The Wall Street Journal said the US’s economic forecast looks better now than it did three months ago.

Nvidia Wins OK to Resume Sales of AI Chip to China

  • Stock market's roaring rally to record highs could soon hit pause (more)

  • Trump threatens 100% Russia tariffs, vows arms for Ukraine (more)

  • Powell faces increasing pressure on 'outrageous' Fed renovation (more)

  • US inflation expected to rise in June with tariff-driven price hikes (more)

  • Nearly one-third of major US housing markets seeing falling home prices (more)

  • Gold ticks higher with focus on US inflation data (more)

  • Oil drops amid global trade war, Russian supply risk (more)

  • Asian shares rise, dollar strengthens ahead of US earnings (more)

  • China’s economy grows steadily despite Trump’s tariffs (more)

  • Trump to launch $70B in AI and energy investments (more)

  • Anthropic/Google/OpenAI/xAI granted $200M for AI work from Defense Dept (more)

  • Alphabet (GOOGL) entices investors with 15% annual return (more)

  • Bitcoin hits new record of $123K as ‘Crypto Week’ kicks off on Capitol Hill (more)

  • Zuckerberg says Meta will build gigawatt-size data centers (more)

  • Amazon jumps into AI vibe coding with preview of Kiro (more)

DEALFLOW

M+A | Investments

  • Cognition AI to acquire Windsurf

  • Huntington Bancshares to acquire Veritex for $1.9B

  • Waters to merge with Becton Dickinson's biosciences unit for $17.5B

  • BondCliQ receives investment from FactSet

  • JP Morgan Growth Equity Partners invests in Island’s Series E round

  • GLD receives growth investment led by MarcyPen Capital Partners

  • The Difference Card receives investment from Stone Point Capital

  • Pretzel Therapeutics receives investment from Mito Fund

VC

  • Varda, a company supporting manufacturing in microgravity and test hypersonic reentry technologies, raised $187M in Series C funding

  • NetBox Labs, a company providing business-critical networks and infrastructure, raised $35M in Series B funding

  • Dextall, a construction tech company integrating design software with off-site manufacturing, raised $15M in Series A funding

  • Zip Security, a platform for security, compliance and IT automation, raised $13.5M in Series A funding

  • Duranta, a software platform for landscapers and lawn care professionals, raised $7M in Seed funding

  • Abacus, a company developing agentic CPA assistants for accounting firms, raised $6.6M in seed funding

  • Circuit, a digital asset recovery platform, raised $4.5M in Seed funding

CRYPTO

  • Vanguard goes big on crypto, thanks to index boom it unleashed (more)

  • US regulators provide blueprint for lenders’ crypto custody (more)

  • Crypto-focused Grayscale files for potential US listing (more)

BULLISH BITES

😬 The threat to fire Powell is getting real.

💰 Trump admin to spend $1 billion on ‘offensive’ hacking operations.

💼 He helped big companies dodge taxes. Now he’s writing the rules.

👨🏻‍🍳 Airbnb lets you add a private chef to your rental.

DAILY SHARES

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