Good morning.
The Fast Five → Peace trade collides with renewed Iran fighting, investors get inflation 'wake-up call', IMF slashes growth outlook, US and China space ventures raise capital, and Michael Burry bets on DraftKings and Flutter...
📌 Biggest gains of 2026 could come from ONE asset (Not AI) →
(from Stansberry Research)
Calendar: Full Calendar »
Today:
Unemployment Rate, 8:30A
Tomorrow:
None watched
Your 5-minute briefing for Thursday, July 9:
BEFORE THE OPEN
As of market close 7/8/2026.
Pre-Market:
Market Wrap:
Futures: Dow -56 (-0.1%), S&P -0.1%, Nasdaq -0.2%
Wed: Dow -577 (-1.1%), S&P -0.28%, Nasdaq +0.2%
Oil rose after fresh US strikes against Iran
Nvidia helped lift Nasdaq despite broader weakness
Fed minutes reinforced cautious stance on rate cuts
Rising energy prices keep inflation concerns alive
Focus turns to jobless claims, home sales, and PepsiCo earnings
EARNINGS
Here’s what we’re watching today:
Today: Levi Strauss $LEVI ( ▼ 1.18% )
THU:
*PepsiCo $PEP ( ▼ 1.7% ) - $2.21 EPS (+4.2% YoY), on $24B revenue (+5.7% YoY)
FRI:
*Delta $DAL ( ▼ 1.51% ) - $1.47 EPS (-30% YoY) on $18.9B revenue (+13.2% YoY)
World's Largest Investors Are Moving Their Money (Not Into AI) —
While the media distracts you with stories about the next big AI IPO... The world's largest investors are moving their money into one asset – at the fastest pace in a generation.
This asset has crushed the S&P 500's return over the past 12 months… More than TRIPLED the S&P 500's return in 2025… and has outperformed the S&P 500 over the past 25 years by more than 1,100 percentage points.
According to one Wall Street veteran, with over 40 years of professional investing experience… the biggest gains could still be ahead.
That's why he's urging you to make one money move now.
- a sponsored message from Stansberry Research -
HEADLINES
The Dow fell as global oil prices posted their steepest climb since May.
Commercial space ventures in the US and China are tapping broader pools of capital as the superpowers vie for dominance in a fierce space race.
S&P ends down after Trump says Iran deal is 'over' (more)
Trump says he's 'not sure' he wants Iran deal as Hormuz strife deepens (more)
Minutes show Fed officials split on direction of interest rates at last meeting (more)
Investors get inflation 'wake-up call' as Trump fires up oil prices (more)
Hormuz traffic won't return to normal until 2027, Kalshi traders predict (more)
IMF slashes growth outlook on Iran conflict (more)
BofA: US could face a major electricity shortfall through 2030 (more)
10-yr yield climbs to 4.57% as jumping oil prices reignite inflation fears (more)
US wholesale inventories in May revised lower (more)
Oil jumps after Trump's Iran ceasefire comments (more)
Dollar fades after touching one-week high as Iran deal in doubt (more)
S. Korea's KOSPI drops 20% from June record close as chipmakers drag (more)
Apple to spend $30B on Broadcom chips as it boosts US sourcing (more)
OpenAI set to launch most capable GPT model after delayed rollout (more)
Meta to build C$13B Alberta data center, its first in Canada (more)
Michael Burry bets on sportsbooks DraftKings and Flutter, sees prediction markets curbed by regulation (more)
DEALFLOW
M+A | Investments
MasTec to buy Superior Group in $1.65B deal to expand data center business
Blackstone's QTS taps US loan market in data center-backed deal
Pandion receives strategic growth investment from Bregal Sagemount
VC
Pearl Health, a healthcare tech company helping to deliver better care to Medicare patients, raised $110M in funding
Venus Aerospace, a rotating detonation rocket engine tech company, raised $91M in Series B funding
Fore Biotherapeutics, a biotherapeutics company developing targeted therapies for cancer patients, raised $67.4M in Series D-2 Extension funding
Leo Cancer Care, a medical tech company, raised $65M in Series D funding
Super.com, a savings app service provider, raised $65M in Series D funding
Arkenstone Defense, an operating system for government contracting and compliance, raised $35M in Seed funding
Pediatrica Health Group, a multi-site pediatric primary care organization, raised $28M in Series B funding
Klinic, a digital provider-enablement and practice-in-a-box healthcare platform, raised $24M in Series A funding
Handspring Health, a virtual mental health clinic providing care to youth and their families, raised $19M in Series B funding
Bidbus, an online automotive auction marketplace, raised $15M in Series A funding
Hakimo, an AI-powered physical security platform, raised $12M in funding
Savi Security, a consumer tech company protecting families from AI-powered scams and fraud, raised $7M in Seed funding
M1X Global, developer of sovereign financial infrastructure and on-chain capital market technologies, raised $5.5M in Seed funding
Wonderdog, an AI-powered canine preventive health and at-home diagnostic platform, emerged from stealth after securing $5M in Pre-Seed funding
Adaptive Insurance, a climate resilience company building AI-driven specialty insurance and technology solutions, raised $5M in funding
Forge Industries, developer of waste-to-fuel climate technologies and engineered industrial biofuels, raised $3.85M in funding
AIsa, a transaction network for the AI agent economy, raised Seed funding in undisclosed amount
Kaon AI, a generative AI platform and research lab, raised Series B funding in undisclosed amount
CRYPTO
BULLISH BITES
😱 Inflation fears retake the stage.
💔 SpaceX analysts are from Mars, investors are from Venus.
🎲 OpenAI’s $100 billion ad bet.
👔 The Best Menswear of the Year, from Kiton’s tailoring to Celine denim.
DAILY SHARES
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