Good morning.
The Fast Five → Dow closes above 52,000 for first time, Comcast and NBCUniversal split, Yen hits 40-year low in historic slide, Super Micro raided in chip smuggling probe, and Warren Buffett skips donation to Gates Foundation amid Epstein review…
📌 "A dangerous financial plan unfolding in D.C. could cost you 40% of your wealth" — See this critical briefing from former Goldman Sachs exec →
(from Stansberry Research)
Calendar: Full Calendar »
Today:
Consumer Confidence 10:00A
JOLTS Job Openings, 10:00A
Tomorrow:
Non-Farm Employ. Change, 8:15A
ISM Manufacturing PMI, 10:00A
Your 5-minute briefing for Tuesday, June 30:
BEFORE THE OPEN
As of market close 6/29/2026.
Pre-Market:
Market Wrap:
Futures: Dow +20 (+0.04%), S&P +0.16%, Nasdaq +0.47%
Dow closed above 52,000 for the first time Monday
Stocks rallied as the US and Iran paused hostilities
Alphabet jumped nearly 5% in its Dow debut
Strategists see the Mag Seven rebounding into earnings
Focus shifts to JOLTS, consumer confidence, and Chicago PMI
Asia traded mixed following Wall Street's rally
EARNINGS
Light week. Here’s what we’re watching:
Today: Constellation Brands $STZ ( ▼ 4.54% )
NIKE $NKE ( ▲ 1.79% ) - earnings of $.13 per share (-7.1% YoY) on $10.85B revenue (-2.2% YoY)
WED: *General Mills $GIS ( ▲ 1.03% )
THU: *Lindsay $LNN ( ▼ 0.5% )
Will You Survive the Mar-A-Lago RESET?
Bloomberg calls it "a dire shift of fortunes for America" and The Wall Street Journal calls it a "New World Order."
Now, Dr. David Eifrig – a 40-year market veteran who traded through Black Monday and has recommended more than a dozen triple-digit winners – warns that you must make one of the most important financial decisions of your lifetime today.
- a sponsored message from Stansberry Research -
HEADLINES
Comcast co-CEOs Brian Roberts and Mike Cavanagh reiterated that this split isn't about a sale, but Wall Street is already thinking about what comes next.
The Japanese yen weakened to its lowest level against the US dollar since 1986 on Tuesday, keeping investors on alert for possible intervention from Japanese authorities.
Dow closes above 52,000 for first time (more)
BofA upgrades global growth forecast as AI boom accelerates (more)
BofA technician sees a ‘three-wave correction’ in S&P 500 index (more)
Borrowed money fueling US stock rally is getting more expensive (more)
Gold faces biggest monthly drop since late 2008 (more)
'Gold is not done': Goldman Sachs predicts a rise to $4,900 (more)
Oil falls as investors focus on potential Iran-US talks in Doha (more)
Citadel Securities warns of ‘shifting landscape’ under Warsh Fed (more)
Trump bought $5M in Axon stock before ICE sought $220M Taser deal (more)
SpaceX, US government discuss stock donation for Trump Accounts (more)
SpaceX $25B debt sale poses diversification questions for investors (more)
Microsoft stock is headed for its worst month since 2000 (more)
Honeywell Aerospace shares slip in Nasdaq debut (more)
Super Micro raided as Taiwan expands chip smuggling probe (more)
Samsung, SK Hynix announce $518B investment to build AI chipmaking hub (more)
Warren Buffett skips donation to Gates Foundation amid Epstein review (more)
DEALFLOW
M+A | Investments
Martin Marietta to buy Lhoist North America in $13.5B deal
Rocket Lab acquires Iridium Communications in $8 billion satellite deal
Digital Realty to pay Blackstone $3.5B for stake in Virginia data centers
VC
Groq, developer of high-speed AI inference hardware and serverless cloud infrastructure, raised $650M in Growth funding
Quantifind, developer of an AI-native risk intelligence and automated financial crime detection platform, raised $200M in Growth funding
8090 Labs, developer of an AI-enabled software manufacturing factory, raised $135M in Series A funding
Reed Semiconductor, developer of multiphase power controllers and server power delivery modules, raised $100M in funding
Lycia Therapeutics, developer of extracellular protein degradation and LYTAC therapeutics, raised $75M in Series D funding
Straiker, an AI security and autonomous agent protection platform, raised $64M in Series A funding
Nebex, a space fintech and transactional marketplace platform provider, raised $30M in Seed funding
Vanna Health, a value-based health technology platform for serious mental illness care, raised $17M in funding
Open Vision Engineering, developer of Pocket, an AI-native conversational capture device, raised $11M in funding
GrailPay, operator of a risk and data network for B2B payments, raised $10.5M in Series A funding
Aseon Labs, developer of automated pods for robotaxi fleet maintenance and charging infrastructure, raised $10M in Seed funding
Jarvie AI, provider of an AI assistant for group chats, raised $8.3M in Seed funding
Altillion, developer of brine mineral extraction technologies, raised $5M in Seed funding
GenerativeX, an agentic AI startup, raised $4M in Series A funding
Ground, developer of an on-chain wealth management and DeFi API layer, emerged from stealth after securing $3.6M in Pre-Seed funding
CRYPTO
$4 billion gone. Spot Bitcoin ETFs on track for worst month on record (more)
Bitcoin price steadies below $60,000 as crypto braces for a pivotal week (more)
Strategy announces $2B buybacks, BTC monetization plan, new capital framework (more)
Crypto exchange BitMEX loses CEO, CFO and head of growth (more)
BULLISH BITES
💰 The world's largest investors are moving their money (Not into AI)
📊 Why Wall Street bulls aren’t worried about sky-high stock prices.
🤔 What’s behind the Comcast breakup? Hope for a Disney-like valuation.
❌ In San Francisco, even $180,000 tech salaries are no longer enough.
🎾 Nadal on where he’s investing after retiring from tennis.
DAILY SHARES
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