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⛓️‍💥 Chain Reaction: Coinbase (COIN) readies payments stack for Shopify rollout
Chain Reaction

⛓️‍💥 Chain Reaction: Coinbase (COIN) readies payments stack for Shopify rollout

Strategy (MSTR) snaps up 10,100 more BTC, while Riot Platforms (RIOT) gets a PT bump as JPMorgan pilots on-chain dollar tokens with COIN.

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 🗳️ Trump Tickers Daily: Zuckerberg courted as Trump adviser—Meta (META) in the hot seat
Trump Tickers

🗳️ Trump Tickers Daily: Zuckerberg courted as Trump adviser—Meta (META) in the hot seat

Trump’s 90-day TikTok reprieve lifts Snap (SNAP) and Pinterest (PINS).

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AM Action

☀️ AM Action: Home Depot (HD) sparks bidding war for GMS (GMS), stock soars 28% pre-market

CarMax (KMX) jumps 10% on earnings beat while Accenture (ACN) slips, and oil cools after Trump pauses Iran action.

Investment Ideas

⏳ Shifting Sands

The Gulf is spending freely. But can the checks keep clearing? That’s less certain.

Elite

⚛️ Quantum Sheet: D-Wave Quantum (QBTS) lands South Korea MOU; Benchmark lifts PT to $20

Sealsq (LAES) commits $10 M to quantum-ready satellites, and Commvault (CVLT) rolls out fresh post-quantum encryption tools.

🤖 Artificial Edge: OpenAI pursues bigger Microsoft (MSFT) stake, aims to loosen cloud pact
Elite

🤖 Artificial Edge: OpenAI pursues bigger Microsoft (MSFT) stake, aims to loosen cloud pact

Altman claims Meta (META) dangled $100 M sign-ons, while CoreWeave (CRWV) rolls out new AI cloud tools.

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Investment Ideas

🚙 Model Y-esterday

Tesla has big plans for the future. But right now, Chinese rival Xiaomi seems to be the one speeding up.

Midday Trade

🥪 Midday Trade: Cantor makes Analog Devices (ADI) its top pick

Jabil (JBL) upgraded on earnings beat, while markets hover before Powell’s dot-plot amid Israel-Iran turmoil.

 🗳️ Trump Tickers Daily: Texas Instruments (TXN) commits $60B to new U.S. chip fabs, 60k jobs
Trump Tickers

🗳️ Trump Tickers Daily: Texas Instruments (TXN) commits $60B to new U.S. chip fabs, 60k jobs

Reports of a possible U.S. strike on Iran put defense giants Lockheed (LMT) and Boeing (BA) on high alert.

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 ☀️ AM Action: Circle (CRCL) pops after Senate OKs a stablecoin framework
AM Action

☀️ AM Action: Circle (CRCL) pops after Senate OKs a stablecoin framework

Scholar Rock (SRRK) climbs on upbeat combo-therapy data and traders brace for Powell’s post-meeting remarks.

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👛 Gain-eration Z
Investment Ideas

👛 Gain-eration Z

Amazon has dragged down the once-mighty retail industry over the past decade. But one retailer is bucking this trend, thanks in part to its surprising Gen Z appeal.

The Street Sheet

1 Trading Idea. 1 Email. Every Day.


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🤖 Artificial Edge: OpenAI wins $200M Pentagon contract, boosting Microsoft (MSFT)

🤖 Artificial Edge: OpenAI wins $200M Pentagon contract, boosting Microsoft (MSFT)

Amazon (AMZN) sees Gen AI cutting staff, while Reddit (RDDT) debuts new AI-powered ad tools.

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🎮 Game Sheet: Nintendo Switch 2 sells 3.5M in four days, a new record (NTDOY)

🎮 Game Sheet: Nintendo Switch 2 sells 3.5M in four days, a new record (NTDOY)

Take-Two (TTWO) secures a fresh NBA 2K partnership, and SAG-AFTRA strikes a tentative deal covering game studios from Microsoft (MSFT) to Electronic Arts (EA).

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🥪 Midday Trade: Senate bill hits solar credits—Sunrun (RUN) & Enphase (ENPH) cut, sector slides
Midday Trade

🥪 Midday Trade: Senate bill hits solar credits—Sunrun (RUN) & Enphase (ENPH) cut, sector slides

Eli Lilly (LLY) buys Verve Thereapeautics (VERV) for $10.50 per share.

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