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

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🍺 Cheap Beer
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

⛓️‍💥 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.

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.

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.

🥪 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

🗳️ 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.

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

⚛️ Quantum Sheet:  IonQ (IONQ) starts at Overweight at Cantor, target set at $45
Quantum Sheet

⚛️ Quantum Sheet: IonQ (IONQ) starts at Overweight at Cantor, target set at $45

Sealsq (LAES) launches hybrid post-quantum hardware aimed at protecting Bitcoin and blockchain networks.

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 🌶️ Spiced Up!
Investment Ideas

🌶️ Spiced Up!

Plus, AI joins the fight against fake—maybe.


🤖 Artificial Edge: Amazon-backed Anthropic (AMZN) hits $4B annual revenue run-rate
Elite

🤖 Artificial Edge: Amazon-backed Anthropic (AMZN) hits $4B annual revenue run-rate

Alphabet-cloud customer Cursor poaches top Anthropic engineers, intensifying the AI-coding rivalry for Google (GOOGL).

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The Street Sheet

1 Trading Idea. 1 Email. Every Day.


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🥪 Midday Trade:  Netflix (NFLX) in talks with Spotify on potential content-bundling partnership
Midday Trade

🥪 Midday Trade: Netflix (NFLX) in talks with Spotify on potential content-bundling partnership

Centene (CNC) tumbles as it withdraws its 2025 EPS target following weaker-than-expected Marketplace growth.

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⛓️‍💥 Chain Reaction: Deutsche Bank (DB) moves to launch crypto-custody service by 2026
Chain Reaction

⛓️‍💥 Chain Reaction: Deutsche Bank (DB) moves to launch crypto-custody service by 2026

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

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 🗳️ Trump Tickers Daily: Microsoft (MSFT) stumbles after Senate strips AI-preemption clause from Trump megabill
Trump Tickers

🗳️ Trump Tickers Daily: Microsoft (MSFT) stumbles after Senate strips AI-preemption clause from Trump megabill

Paramount Global (PARA) reaches a $16M tentative settlement with Trump over a disputed “60 Minutes” interview.

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