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⚛️ 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.


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).

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.

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.

 🗳️ 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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AM Action

☀️ AM Action: Centene (CNC) dives 31% after yanking guidance on weak Marketplace growth

Apple (AAPL) nudges higher pre-market as Jefferies shifts to Hold with a raised $188 PT.

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: Mastercard (MA) teams with Bitget Wallet to roll out zero-fee crypto spending card
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.

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

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The Street Sheet

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

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 🗳️ 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: Tesla (TSLA) sinks 6% after Trump questions Musk-linked subsidies
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.

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