Meta on fire

Trump’s tax/spending bill amplifies debt fears, Meta shares hit all-time high, Trump writes Powell a letter urging lower rates, Apple’s major AI reversal, and Robinhood launches tokens allowing EU users to trade in US stocks...

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Market Briefing
July 01, 2025

Good morning.

The Fast Five → Trump’s bill amplifies debt fears, Meta shares hit all-time high, Trump writes Powell a letter urging lower rates, Apple’s major AI reversal, and Robinhood launches tokens allowing EU users to trade in US stocks…

📌 A controversial video is circulating from Wall Street to Washington. Written by a Palm Beach resident with a stunning track record of predicting economic shifts, it may be the most accurate assessment of what's really happening in America today. *

Calendar: (all times ET) - Full Calendar

  • Today:
    Construction spending, 10:00A
    Job openings, 10:00A
    Auto sales, TBA

  • Tomorrow:
    none watched

Your 5-minute briefing for Tuesday, July 1:

BEFORE THE OPEN

As of market close 6/30/2025.

Pre-Market:

US Investor % Bullish Sentiment:
↑ 35.07% for Week of JUN 26 2025

Previous week: 33.21%.

Market Wrap:

• Futures dip slightly: Dow -15 pts (-0.1%), S&P -0.06%, Nasdaq -0.05%
• S&P 500, Nasdaq close at fresh records; Dow +275 pts
• Q2 gains: S&P +10.6%, Nasdaq +18%
• Morgan Stanley’s Wilson sees broader recovery ahead
• Key data today: PMIs, ISM manufacturing, JOLTS

EARNINGS

Light week. Market closes early Thu, 7/3 @ 1:00P; and closed Fri, 7/4.
Here’s what we’re watching:

This isn’t about politics. It’s about your financial future.

The video Louis Navellier just recorded from his Palm Beach estate may be the most important of his entire career.

Because what he's seeing right now isn't just another market correction. It's something far more profound.

And it starts with what President Trump's new tariffs and the DOGE initiative are really setting in motion. What looks like routine policy is actually the catalyst for the most aggressive wealth transfer in modern American history. This isn't about politics. It's about your financial future.

HEADLINES

A mammoth spending program being debated by the US Senate this week will swell the country’s debt and threaten its financial standing, analysts warned.

Meta’s shares reached $747.90 during midday trading, topping Meta’s previous stock market record in Feb. when it began laying off the 5% of its workforce it deemed “low performers.”

  • S&P 500, Nasdaq close at record highs, cap best quarter since 2023 (more)

  • Wall Street remains 'bullish' after a chaotic 6 months (more)

  • Trump wrote Powell on open letter urging lower rates (more)

  • Euro zone facing increased inflation volatility (more)

  • Saudi wealth fund annual profit tumbles 60% as high rates, inflation bite (more)

  • Apple weighs using Anthropic or OpenAI to power Siri in major reversal (more)

  • Oracle stock jumps after $30 billion cloud deal revealed in filing (more)

  • Joby Aviation stock pops 12% after delivering first flying taxi to UAE (more)

  • Circle applies for US national trust bank charter after mega IPO (more)

  • Trump blasts AT&T for poor network performance during call (more)

  • Boeing appoints former Lockheed Martin CFO as new finance chief (more)

  • Corona heiress’ family office prepares for $8 billion succession (more)

DEALFLOW

M+A | Investments

  • Google strikes deal to buy fusion power from MIT spinoff Commonwealth

  • Home Depot’s SRS unit to acquire GMS for ~$4.3 B ($5.5 B incl. debt)

  • Parker‑Hannifin to acquire Curtis Instruments in $1  billion deal

  • TransDigm to acquire Simmonds Precision for $765M

  • Suno, an AI music company, acquires WavTool

  • Hebbia, an AI document platform, acquires FlashDocs

  • Bombardier lands $1.7B aircraft order plus service deal

  • USpharma receives growth equity investment from 1315 Capital

  • Manta receives $2M investment from Equal Opportunity Ventures

VC

  • Levelpath, an AI-native procurement platform provider, raised over $55M in Series B funding, bringing its total funding to $100M

  • Campfire, a leader in AI-native ERP software, raised $35M in Series A funding

  • Cred, an AI-powered predictive intelligence platform, raised $15M in funding

  • Ignis Energy, a geothermal exploration and development company, raised $13.6M in Series A funding

  • Audos, a company developing AI tools, raised $11.5M in combined Pre-Seed and Seed funding

  • RevEng.ai, an AI and cybersecurity company, raised $4.1M in Seed funding

  • Woodchuck, a climate impact startup turning waste into energy with advanced AI, raised $3.75M in Seed Funding

  • LogicFlo, an AI agent platform for life sciences organizations, raised $2.7M in funding

  • Nascent Materials, an advanced battery materials startup, raised $2.3M in Seed funding

  • Skarbe, an AI sales assistant service, raised $600K in Pre-Seed funding

CRYPTO

  • Robinhood launches tokens allowing EU users to trade in US stocks (more)

  • ‘Crypto ETF summer’ klicks off with new blockchain-powered trade (more)

  • Bitcoin miner tied to Trump sons plans Dubai crypto trading team (more)

  • Chanos warns of AI pullback, ‘absurd’ Bitcoin treasury companies (more)

BULLISH BITES

🌍 Where trade talks stand with major US partners ahead of tariffs-hike deadline.

💼 Musk’s X hires entrepreneur Nikita Bier as Head of Product.

🤫 Why ‘success is quieter’ for younger Americans.

🎾 11 pieces of tennis gear that serve style and substance.

DAILY SHARES

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