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🔄 Dot-Com Deja Vu
Investment Ideas

🔄 Dot-Com Deja Vu

The S&P just hit a new record high. But Stifel strategist Barry Bannister believes the good times won’t last.

🤖 Artificial Edge: Apple (AAPL) loses top AI-models executive to Meta’s super-intelligence team
Elite

🤖 Artificial Edge: Apple (AAPL) loses top AI-models executive to Meta’s super-intelligence team

Stifel shifts CoreWeave (CRWV) to Hold, saying the stock looks fairly valued after its Core Scientific deal.

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Game Sheet

🎮 Game Sheet: Electronic Arts (EA) hits the gridiron with “College Football 2026” launch this week

Microsoft’s (MSFT) Xbox unit trims staff and axes several projects in its fourth major layoff round.

Trump Tickers

🗳️ Trump Tickers Daily: AES Corp. (AES) in focus, too, as Interior told to end renewables’ preferential treatment.

First Solar (FSLR) slides after Trump order moves to scrap green-energy tax credits

Midday Trade

🥪 Midday Trade: Exxon Mobil (XOM) slips after warning Q2 profit could take $1.5B oil-price hit

Capital One (COF) gets a boost as TD Cowen upgrades the stock to Buy.

 ☀️ AM Action: Sunrun (RUN) dives as Trump EO scraps solar subsidies
AM Action

☀️ AM Action: Sunrun (RUN) dives as Trump EO scraps solar subsidies

Capital One (COF) gets a lift after TD Cowen raises its rating to Buy.

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Elite

🤖 Artificial Edge: CoreWeave (CRWV) to acquire Core Scientific (CORZ) in $9B all-stock data-center deal

Alphabet’s (GOOGL) Isomorphic Labs readies first human trials for its AI-designed drug candidates.

Investment Ideas

🍺 Cheap Beer

Investors have been pouring one out for Constellation Brands. Now Jefferies believes the beer stock is too cheap to ignore.

⛓️‍💥 Chain Reaction: Adecoagro (AGRO) joins Tether in $1B renewable-powered Bitcoin-mining venture
Chain Reaction

⛓️‍💥 Chain Reaction: Adecoagro (AGRO) joins Tether in $1B renewable-powered Bitcoin-mining venture

Metaplanet (MTPLF) boosts its treasury to 15,555 BTC after a fresh $150M purchase.

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🔋Clean Sheet: Rivian (RIVN) lands $1B Volkswagen equity infusion to fund tech JV
Clean Sheet

🔋Clean Sheet: Rivian (RIVN) lands $1B Volkswagen equity infusion to fund tech JV

Plus, Tesla (TSLA) slides after Elon Musk’s new “America Party” adds political overhang.

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 🔔 Public Debut: Figma (FIG) files for NYSE IPO as design-software revenue tops $749M
Public Debut

🔔 Public Debut: Figma (FIG) files for NYSE IPO as design-software revenue tops $749M

Ambiq Micro (AMBQ) eyes NYSE debut with ultra-low-power AI chip platform.

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🥪 Midday Trade: Netflix (NFLX) slips after Seaport Research downgrades shares on stretched valuation.
Midday Trade

🥪 Midday Trade: Netflix (NFLX) slips after Seaport Research downgrades shares on stretched valuation.

Autodesk (ADSK) pops as DA Davidson upgrades to Buy on growth outlook

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 🗳️ Trump Tickers Daily: Thailand’s tariff-dodging plan includes fresh Boeing (BA) jet purchases
Trump Tickers

🗳️ Trump Tickers Daily: Thailand’s tariff-dodging plan includes fresh Boeing (BA) jet purchases

BNP Paribas Exane upgrades Sunrun (RUN) to Outperform, arguing the Trump bill solidifies its dominance in U.S. residential solar.

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 ☀️ AM Action: Tesla (TSLA) slips after Elon Musk teases a new political party
AM Action

☀️ AM Action: Tesla (TSLA) slips after Elon Musk teases a new political party

Capgemini to acquire WNS (WNS) for $76.50 per share

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