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⛓️‍💥 Chain Reaction: JPMorgan (JPM) starts Circle with Underweight amid stable-coin rivalry
Chain Reaction

⛓️‍💥 Chain Reaction: JPMorgan (JPM) starts Circle with Underweight amid stable-coin rivalry

Bitcoin ETFs from BlackRock (BLK) and Fidelity hauled in a combined $319M of net inflows on Friday.

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🤖 Artificial Edge: Meta (META) launches Superintelligence Labs in new AI push
Elite

🤖 Artificial Edge: Meta (META) launches Superintelligence Labs in new AI push

OpenAI has begun leasing Alphabet’s (GOOGL) AI chips to power ChatGPT.

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Clean Sheet

🔋Clean Sheet: Tesla (TSLA) logs first fully autonomous Model Y delivery

Plus, Li Auto (LI) trims its Q2 delivery outlook to roughly 108,000 vehicles.

Investment Ideas

🚗 Auto Woes

Plus, space just got a new platform.

Midday Trade

🥪 Midday Trade: Home Depot (HD) to buy GMS (GMS) for $110 a share

Oracle (ORCL) pops after Stifel upgrades the stock on sustained cloud momentum.

 🗳️ Trump Tickers Daily: Amazon (AMZN) benefits as Canada drops digital-services tax plan
Trump Tickers

🗳️ Trump Tickers Daily: Amazon (AMZN) benefits as Canada drops digital-services tax plan

Tesla (TSLA) CEO Elon Musk blasts Senate draft bill as “utterly insane and destructive.”

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AM Action

☀️ AM Action: HP Enterprise (HPE) jumps after DOJ clears $14B Juniper deal

GMS (GMS) surges on Home Depot’s (HD) $110-per-share buyout agreement.

Sector Sheet

🏭 Sector Sheet: Apple (AAPL) faces German demand to drop China’s DeepSeek AI app

Meta’s (META) Instagram is building a TV-optimized version to chase YouTube’s living-room audience.

🐝 Buyout Buzz
Investment Ideas

🐝 Buyout Buzz

Plus, sports, Sims, and stock gains? Game on.

 🗳️ Trump Tickers Weekly: Oil-price warning, crypto mortgages, and Powell’s “wait-and-see” stance
Core

🗳️ Trump Tickers Weekly: Oil-price warning, crypto mortgages, and Powell’s “wait-and-see” stance

Plus, missile strike aftermath, Fed cut odds fade, and FHFA lets Fannie/Freddie weigh crypto assets.

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🏠️  What's Cryptolateral?
Links We Liked

🏠️ What's Cryptolateral?

Plus, bull market's back, baby.

The Street Sheet

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🐂 Bulls & Bears: Alphabet (GOOGL) pops after Citizens JMP upgrade on AI growth
Elite

🐂 Bulls & Bears: Alphabet (GOOGL) pops after Citizens JMP upgrade on AI growth

Melius Research also boosts AMD (AMD) to Buy, betting on a “sustainable surge” in AI inferencing.

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⛽ Picks & Pipelines
Investment Ideas

⛽ Picks & Pipelines

Plus, retail’s newest secret? You’re not invited.

🤖 Artificial Edge: Meta in advanced talks to buy voice-cloning startup PlayAI
Elite

🤖 Artificial Edge: Meta in advanced talks to buy voice-cloning startup PlayAI

Trump eyes fast-track orders to supercharge AI power

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