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 👟 Sole Revival
Investment Ideas

👟 Sole Revival

Plus, one sunny-side surcharge just got scrambled.

🤖 Artificial Edge: Apple (AAPL) eyes Anthropic or OpenAI tech for a next-gen Siri upgrade
Elite

🤖 Artificial Edge: Apple (AAPL) eyes Anthropic or OpenAI tech for a next-gen Siri upgrade

U.S. Senate scraps a nationwide AI-preemption clause, undercutting Microsoft (MSFT)’s bid for uniform regulation.

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Chain Reaction

⛓️‍💥 Chain Reaction: Mastercard (MA) teams with Bitget Wallet to roll out zero-fee crypto spending card

Circle (CRCL) moves to secure a U.S. bank charter, aiming to bolster confidence in its USDC stablecoin.

Game Sheet

🎮 Game Sheet: Apple (AAPL) loosens EU App Store rules

Microsoft (MSFT) teases Copilot-powered gaming and a Quest 3S Xbox bundle even as new Xbox layoffs loom.

Midday Trade

🥪 Midday Trade: Boeing (BA) names Jesus Malavé CFO, reshaping its leadership team

Ford (F) tops Detroit rivals with a 14% jump in Q2 U.S. vehicle sales.

 🗳️ Trump Tickers Daily: GM (GM) gains as EU pushes for auto-tariff carve-outs
Core

🗳️ Trump Tickers Daily: GM (GM) gains as EU pushes for auto-tariff carve-outs

Paramount Global (PARA) and former President Trump ask a judge to pause their lawsuit while they finalize a potential settlement.

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AM Action

☀️ AM Action: Tesla (TSLA) sinks 6% after Trump questions Musk-linked subsidies

Atai Life Sciences (ATAI) jumps on positive Phase 2 BPL-003 depression data.

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.

🤖 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: Tesla (TSLA) logs first fully autonomous Model Y delivery
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.

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 🚗 Auto Woes
Investment Ideas

🚗 Auto Woes

Plus, space just got a new platform.

The Street Sheet

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

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 🗳️ 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:  HP Enterprise (HPE) jumps after DOJ clears $14B Juniper deal
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.

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