Trump saves Christmas

Trump announces steep tariffs on 14 countries, China threatens supply chain retaliation, Apple loses top AI exec to Meta’s hiring spree, family offices bet on biotech, and Strategy posts $14 billion unrealized gain in second quarter...

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Market Briefing
July 09, 2025

Good morning.

The Fast Five →  Trump saves Christmas, Apple loses its COO, copper prices hit record high, Bezos unloads millions in Amazon stock, and the latest MAGA index fund is here…

📌 President Trump has issued a huge deadline for July 22. By that date – and not a single day later – the president has ordered one of the most powerful market insiders in the White House to make a plan that could have a dramatic impact on the stock market. In fact, it could send these stocks soaring → (ad)

Calendar: (all times ET) - Full Calendar

  • Today:
    Wholesale inventories, 10:00A FOMC meeting minutes, 2:00P

  • Tomorrow:
    Initial jobless claims, 8:30A

Your 5-minute briefing for Wednesday, July 9:

BEFORE THE OPEN

As of market close 7/8/2025.

Pre-Market:

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

Previous week: 33.21%.

Market Wrap:

• Futures edge lower; Dow -52pts (0.1%); S&P and Nasdaq barely move
• Tuesday: S&P slips 0.07%, Dow drops nearly 0.4%
• Trump sticks to Aug. 1 tariff launch — no delays
• New 50% copper tariff announced; pharma duties teased
• Global markets bounce despite US trade tension
• Fed minutes today could shift tone

EARNINGS

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

The feud between Elon Musk and President Trump just became all-out war.

After the passing of the "Big, Beautiful Bill," which Elon branded "a disgusting abomination," the world's richest man has vowed to start a new political party.

Trump claims it'll bring "disruption and chaos" to DC... branding Elon a train wreck.

The feud is all over the news. But what no one has properly reported yet is the FINAL SURPRISE Elon set in motion before leaving DC.

It could change how our government works for the next 100 years.

And I'm absolutely certain it'll make some people extraordinarily wealthy (Elon being one of them).

It's set to come to a head by July 22 at the latest.

-Rob Spivey
Director of Research, Altimetry

- a message from our partner -

HEADLINES

Christmas shoppers got a gift of sorts from the White House this week when the president pushed the tariff pause to August 1.

Apple COO Jeff Williams will retire this year as its design team starts reporting directly to CEO Tim Cook.

  • Wall St stocks edge lower as investors look for tariff clarity (more)

  • Trump vows no more tariff extensions, hardens threats on copper, drugs (more)

  • Wall Street fears ease over Treasury plan to rebuild coffers (more)

  • US consumers happier about finances, expect stable inflation (more)

  • Copper prices hit record high after Trump previews 50% tariff (more)

  • Gold ETFs drew largest inflow in five years during first half of 2025 (more)

  • Oil edges up to two-week high on lower US output forecast (more)

  • Intel stock surges as chipmaker cuts over 500 jobs (more)

  • Bezos sells $666M in Amazon stock as part of plan to dump 25M shares (more)

  • SpaceX valuation to hit around $400 billion in share sale (more)

  • Meta invests $3.5B in world’s largest eye-wear maker in AI glasses push (more)

  • Activist investors set to push for changes as dealmaking picks up (more)

  • LangChain is about to become a unicorn (more)

DEALFLOW

M+A | Investments

  • Vodacom, Remgro head toward $743M fiber-deal approval

  • Didomi acquires Sourcepoint

  • Flexi Software receives strategic investment from Quality Standard

VC

  • Honor Education, a learning platform, raised $38M in Series A funding

  • Parspec, a platform supporting electrical distributors and sales agents, raised $20M in Series A funding

  • Sundial, an AI-powered analytics platform, raised $16M in its latest round

  • Castellum.AI, a financial crime compliance platform provider, closed an $8.5M Series A funding round

  • Blues, an IoT connectivity solutions provider, raised an additional $8M in follow‑on funding

CRYPTO

  • Trump Media furthers push Into crypto with third ETF filing (more)

  • Robinhood discussing tokenized equities with regulators (more)

  • $31B stablecoin surge at Binance revives traders’ altseason hopes (more)

  • Two charged in $650M global crypto scam that promised 300% returns (more)

BULLISH BITES

🚨 First Look: AI.Gov coming by July 22nd? * 

🌮 The TACO trade theory is making the market complacent at the worst possible time.

🎉 Walmart is hoping to crash the Amazon Prime Day party.

🤖 Virtual AI recruiters are now a thing.

🍷 How this Sonoma winery grew outstanding Italian varietals on California soil.

DAILY SHARES

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