BEFORE THE OPEN

Pre-Market:

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

Market Wrap:

• Futures dip as Trump targets 14 more countries with tariffs
• Dow -99pts (-0.22%); S&P, Nasdaq futures slightly lower
• Monday: Dow sank 400+pts (-0.9%) on trade jitters
• “Reciprocal” tariff deadline extended to Aug. 1
• Trump warns of more duties on BRICS-aligned nations
• More tariff letters expected this week, says White House
• Some call it noise ahead of earnings season

EARNINGS

Another light week. Here’s what we’re watching:

• Thursday - Conagra $CAG ( ▼ 2.76% ) , Levi Strauss $LEVI ( ▲ 2.3% ) 

  • Delta Airlines $DAL ( ▼ 1.69% ) - EPS of $2.02 on revenue of $15.4 billion

See full calendar here »

A MESSAGE FROM WEISS RATINGS

Nvidia’s Huang: AI Needs “100 Times More” of This

Nvidia CEO Jensen Huang didn't mince words.

After Nvidia's latest earnings call, Huang said AI now requires "100 times more" power.

Chip giant AMD's Chief Executive Lisa Su agrees.

She declared that the need for more power is already "orders of magnitude higher" than just last year.

We believe this exponential increase in energy required to power AI is going to lead to a gold rush in a small set of stocks critical to this push.

Click here to learn more about these under-the-radar companies critical to AI

- a message from our partner -

HEADLINES

Apple Loses Top AI Executive to Meta’s Hiring Spree

Trump Announces Steep Tariffs on 14 Countries Starting Aug. 1

• Dow slides more than 400 points Monday as new Trump tariffs incite sell-off (more)

• EU avoids US tariff letter, eyes concessions (more)

• China warns Trump on tariffs, threatens supply chain retaliation (more)

• Fed paper says risk of falling back to near zero rates still in play (more)

• US proposes rules that could boost oil, gas output in US West (more)

• Wall Street builds S&P 500 ‘No Dividend’ Fund in new tax dodge (more)

• Exxon signals lower oil, gas prices could hit second-quarter profit (more)

• Tesla slides as Musk's 'America Party' heightens investor worries (more)

  • Tesla short sellers set to pocket about $1.4B in profits after stock slump (more)

• Strategy posts $14 billion unrealized gain in second quarter (more)

• Waymo robotaxis are heading to Philadelphia and NYC (more)

• Family offices ramp up deal-making in June with bets on biotech (more)

• Jack Dorsey tests Bitchat—decentralized messaging without internet (more)

• ‘F1’ is Apple’s highest-grossing theatrical film ever (more)

DEALFLOW

M+A | Investments

• CoreWeave to acquire Core Scientific for $9 billion

• Chevron prepares closing of Hess $53 billion acquisition

• Alkeme receives investment from GCP Capital Partners and Apollo S3

• Sizzling Platter Receives Investment from Bain Capital

• Allied OMS receives growth investment from 65 Equity Partners

VC

• DailyPay, an on‑demand pay and financial wellness solutions company, completed a $200M asset‑backed securitization

• Bumo, an on-demand child care marketplace, raised $10M in Seed funding

• Synfini, Inc., a company specializing in AI-driven chemistry automation, raised $8.9M in expansion funding

• Chloris Geospatial, a climate-tech company providing satellite‑based measurement of forest carbon, raised $8.5M in Series A funding

• Fantasy Life, a fantasy sports and gaming company, raised $7M in Seed funding

CRYPTO

• Capgemini to buy outsourcing firm WNS for $3.3 billion in AI push (more)

• Bitcoin to benefit from Trump’s ‘Big Beautiful Bill,’ analysts predict (more)

• OpenAI casts doubt on Robinhood’s new tokenized equity products (more)

BULLISH BITES

📈 The #1 AI energy stock * 

🇺🇸 US corporate heads who got involved in politics.

⚖️ Old-school floor traders finally get their day in court against CME.

🤖 AI is forcing the data industry to consolidate — but that’s not the whole story.

🏆 Best Watches of the Week, from Russell Crowe’s Rolex to Stormzy’s Patek Philippe.

DAILY SHARES

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