On the verge

Trump says US and Iran will talk next week, Nvidia hits record high as analyst predicts AI 'Golden Wave', Shell denies report of BP merger, Trump gets 'golden share' power in US Steel buyout, and the stock market is on the verge of an all-time record...

Author

Market Briefing
June 26, 2025

Good morning.

The Fast Five → Trump says US and Iran will talk next week, Nvidia hits record high as analyst predicts AI 'Golden Wave', Shell denies report of BP merger, Trump gets 'golden share' power in US Steel buyout, and the stock market is on the verge of an all-time record…

📌 Most investors are chasing AI stocks like NVIDIA… but they're missing out. This $20 stock is at the center of AI's explosive energy demand—and it's paying out 270X more in "AI Royalties" than NVIDIA. Get the name and ticker »

Calendar: (all times ET) - Full Calendar

  • Today:
    Initial jobless claims, 8:30A
    Durable-goods orders, 8:30A

  • Tomorrow:
    PCE index, 8:30A
    Consumer sentiment, 10:00A

Your 5-minute briefing for Thursday, June 26:

BEFORE THE OPEN

As of market close 6/25/2025.

Pre-Market:

US Investor % Bullish Sentiment:
↓ 33.21% for Week of JUN 19 2025

Previous week: 36.67%.

Market Wrap:

• Stock futures flat after mixed Wednesday close
• S&P 500 remains <1% from all-time high
• Trump’s Israel-Iran ceasefire appears to hold for now
• Powell flags rising PCE inflation (2.3% headline, 2.6% core)
• Eyes on jobless claims and $NKE earnings

EARNINGS

Light earnings week. Here’s what we’re watching:

270x More Lucrative than NVIDIA?

If you've missed out on NVIDIA's recent 1,600% run...

Don't worry.

Because there's one AI stock that could be a lot more lucrative.

It's currently trading for only $20.

And it pays out 270X more in "AI Royalties" than NVIDIA.

- from Behind The Markets -

HEADLINES

The US and Iran will meet next week to discuss a potential nuclear deal, President Trump claimed at a press conference at the end of the NATO summit on Wednesday.

Nvidia's stock crumbled earlier this year amid AI and tariff threats, but investors are singing a different tune now.

  • Stunning turnaround: The stock market is on the verge of an all-time record (more)

  • Strikes threaten Wall Street’s love affair with the Gulf (more)

  • US extends debt-limit special-measures period through July 24 (more)

  • Powell: Fed to manage against risk that tariff inflation proves persistent (more)

  • PIMCO sees rate cuts leading next market rescue amid fiscal constraints (more)

  • Divided Fed proposes rule to ease capital requirements for big Wall St banks (more)

  • Oil rebounds on signs of strong US demand (more)

  • Nvidia’s comeback sparks a rally in Asian chip stocks (more)

  • Trump gets 'golden share' power in US Steel buyout (more)

  • BP shares rise on takeover speculation (more)

    • Shell denies report of possible BP merger (more)

  • Micron stock surges as memory-chip maker crushes estimates (more)

  • Nvidia CEO says robotics is chipmaker’s biggest opportunity after AI (more)

  • Federal judge sides with Meta in lawsuit over training AI models (more)

DEALFLOW

M+A | Investments

  • Xero to acquire Melio for up to $3B

  • Rubrik to acquire Predibase

  • UBS to merge its M&A & sponsor advisory units

  • FTC declares Mars‑Kellanova $36B merger non‑anticompetitive

  • Santander to sell 7 Pennsylvania branches to Community Bank

  • ProfitSolv receives investment co-led by FTV Capital and Lightyear Capital

  • PhotoDay receives investment from Serent Capital

VC

  • Digital Asset, the blockchain technology company behind the Canton Network, raised $135M in funding

  • Centific, a provider of AI data solutions for enterprises, raised $60M in Series A funding

  • Jaan Health, an AI-powered proactive care platform, raised over $25M in funding, including $15M in non-dilutive growth capital

  • Kognitos, a GenAI platform for business automation, raised $25M in Series B funding

  • Qunnect, a quantum networking company, raised $10M in a Series A extension round

  • Claira, an AI-powered deal intelligence platform for financial institutions, raised $7M in Seed funding

  • BackOps AI, an AI operations platform for supply chain workflows, raised $6M in Seed funding

  • Bruce Markets, a trading platform provider, raised an undisclosed amount in funding

  • Lux Aeterna, a space infrastructure company specializing in orbital operations, raised $4M in Pre-Seed funding

CRYPTO

  • Coinbase stock hits 52-week high, called 'one-stop Amazon' of crypto (more)

  • US Treasuries face stablecoin-driven demand surge as supply looms (more)

  • Invesco files for Solana ETF to tap growing demand for bitcoin alternatives (more)

BULLISH BITES

📈 Billionaires & Congress are quietly piling into this one sector. * 

🤖 ChatGPT wows office workers. That's a problem for Microsoft.

🛞 Out on the streets, it’s every food robot for itself.

🏈 Trips, gifts, scoops: The billionaire’s son driving NFL reporters mad.

😍 A pretty wild watch.

DAILY SHARES

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