Good morning.
The Fast Five → SpaceX set to join Nasdaq 100, the trillion-dollar borrowing binge lifting the stock market, emerging markets are now an AI chip trade, Bitcoin falls below $60K, and GameStop pledges to pursue its takeover offer for eBay…
📌 Wall Street Journal: "[This] is Wall Street's Latest Bet" »
(from InvestorPlace)
Calendar: Full Calendar »
Today:
None watched
Tomorrow:
Consumer Confidence 10:00A
JOLTS Job Openings, 10:00A
Your 5-minute briefing for Monday, June 29:
BEFORE THE OPEN
As of market close 6/26/2026. Bitcoin as of 6/28/2026.
Pre-Market:
Market Wrap:
Futures: Dow +124 (+0.2%), S&P +0.4%, Nasdaq +0.5%
Futures rose despite renewed US-Iran strikes over weekend
Iran peace talks paused as negotiators remain on standby
Oil climbed as traders weighed fresh supply disruption risks
Tech rotation continued, with AI leaders under pressure last week
Dow gained 0.6% last week while the S&P and Nasdaq fell
Investors now turn to month-end trading and June performance
EARNINGS
Light week. Here’s what we’re watching:
TUE: Constellation Brands $STZ ( ▲ 1.28% )
NIKE $NKE ( ▼ 0.37% ) - earnings of $.13 per share (-7.1% YoY) on $10.85B revenue (-2.2% YoY)
WED: *General Mills $GIS ( ▲ 1.72% )
THU: *Lindsay $LNN ( ▼ 0.02% )
Something Strange Just Happened
in Tech Stocks
Two of the market's most respected analysts – a one-time #1 ranked stock picker and researcher followed by 20 top financial firms and pros – just revealed a strange finding in the world of Big Tech.
Wealthy investors, including guys like Gates, Bezos, and Musk, are moving piles of cash into a very different kind of asset.
If you're smart, you'll mirror what they're doing. Act fast enough and you could see up to 10X returns.
- a sponsored message from InvestorPlace -
HEADLINES
SpaceX will be added to the tech-heavy Nasdaq 100 index on July 7, paving the way for a surge in passive investments in Elon Musk's rocket and AI giant.
Stock futures climb after halt on US strikes in Iran (more)
Sovereign investors with $29 trillion in assets pivot to energy (more)
The trillion-dollar borrowing binge lifting the market to risky heights (more)
Leverage that fueled US stock rally becomes a growing concern (more)
BIS says debt, AI boom and fragilities raise global risks (more)
New Fed chief faces fresh tests (more)
Kyivstar signs deal to let Ukrainians trade its Nasdaq stock (more)
Emerging markets are now an AI chip trade (more)
Amazon shoppers spend more than $26B on Prime Day, +9.3% YoY (more)
Dollar poised for best month in nearly a year (more)
Oil climbs rollowing renewed US-Iran strikes in Middle East (more)
A ‘perfect storm’ points to a much smaller US auto market by 2040 (more)
GameStop pledges to pursue its takeover offer for eBay (more)
DEALFLOW
M+A | Investments
Onsemi to buy Synaptics in $7 billion all-stock deal
France's Safran in talks to buy Exail Technologies
VC
Mirendil, a developer of AI tools and foundation models for scientific discovery, raised $200M in Seed funding
Trase, an agentic operating system for high-stakes environments, raised $107M in Seed funding
Warp, an AI-native payroll, HR, and IT automation platform, raised $60M in Series B funding
Patronus AI, an AI evaluation and simulation infrastructure, raised $50M in Series B funding
Hera, an AI-driven senior care coordination and healthcare navigation platform, raised $27M in Series A funding
Nebulock, an AI-native contextual security platform, raised $25M in Series A funding
Kotoba Technologies, a developer of real-time speech models and simultaneous translation software, raised $10M in add’l Seed funding
Tombot, a health and wellness robotic companion animals, closed a $7M Series A3 financing
Tomo, an iMessage-native personal AI companion and self-improvement platform, emerged from stealth after securing $5M in Seed funding
CRYPTO
BULLISH BITES
😧 This is not what a risk-off month usually looks like.
💰 Cannes Takeaway: Don't forget about the power of the US consumer.
👜 High-end condos for luxury brand superfans.
⚽️ The man who cried Goooooooooooal.
DAILY SHARES
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