Elon Musk is known for spearheading some of the biggest innovations of the 21st century. E-payments, electric vehicles, commercial space travel, you name it. Now, he’s added one more ripped-from-a-sci-fi-cover invention to that list.

SuperGrok users can now slide into the DMs of Ani, an anime AI “Companion” — with a dedicated NSFW mode. To xAI, I say, “Your developers were so preoccupied with whether or not they could, they didn't stop to think if they should."

Finally, read to the end for Jim Cramer’s new acronym, which is just begging to be Reverse Cramer’d…

— Brooks & Cas

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$BLK ( ▼ 5.88% ) BlackRock’s ‘Bumpier’ Quarter Fuels Worst Earnings Day in Years (YF)

$C ( ▲ 3.68% ) Citi beats expectations, with help from markets and wealth (American Banker)

$WFC ( ▼ 5.48% ) Wells Fargo profit beats estimates, cut to interest income forecast weighs on shares (CNBC)

$FSLR ( ▲ 6.9% ) Trump Launches Investigation of Drones, Setting Stage for Solar Tariffs (Bloomberg)

$JPM ( ▼ 0.75% ) JPMorgan Chase Profit Falls 17% but EPS Surpasses Wall Street Estimates (Barron’s)

CNBC: US consumer inflation rose to 2.7% year-over-year in June, up from 2.4% in May.

CNN: President Trump announced a trade deal with Indonesia. The US will impose a 19% tariff, while Indonesia will drop tariffs on US goods.

Reuters: CoreWeave $CRWV ( ▲ 6.21% ) will invest up to $6B in a new AI data center in Pennsylvania as President Trump pushes to bolster AI leadership stateside.

WSJ: Tesla’s $TSLA ( ▼ 1.93% ) top North American sales executive has left the company after 15 years, another high-level exit amid a sales slump.

AP: Since taking control of the CFPB, the Trump administration has dropped or rolled back several consumer cases. Here are the ones to know.

Baird has turned bullish on fintech firm nCino $NCNO ( ▼ 1.78% ), upgrading the stock to Outperform from Neutral and raising its price target to $38 per share. This represents around 30% implied upside from today’s close.

Analyst Joe Vruwink cited the macroeconomic environment as a tailwind, saying that it appears increasingly favorable for the company, with signs of renewed spending and product momentum. He emphasized that expectations have recently reset lower, positioning it for further upside.

Additionally, management’s growing confidence in its execution and strategic direction lends a hand to the firm’s optimistic outlook, according to the analyst. nCino expects subscription growth to hit double-digits year-over-year.

According to Baird, nCino is gaining traction across several initiatives that could drive meaningful financial performance improvements. The firm believes it is on a path to achieving the “Rule of 40”, which refers to a combined revenue growth rate and profit margin exceeding 40%, a key metric for software companies.

While many of its operational details remain consistent with previous messaging, the elevated tone and execution clarity suggest nCino is potentially poised for growth reacceleration, per the analyst. Vruwink added that management’s enthusiasm during recent meetings added conviction to his firm’s bullish stance.

The stock is down more than 12% YTD. The company reset its financial guidance earlier this year, which was initially viewed as a negative. However, analysts are beginning to see it as a turning point instead.

The small-cap software firm is still flying under the radar for now. But Baird believes it could be the ideal time to buy NCNO for those in the know — before the rest of Wall Street catches on.

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AP: Today’s CPI results may reflect the first inflationary effects of Trump’s tariffs, which many economists have forecasted.

WSJ: The US and 18 allied nations have launched military drills in Australia in a show of joint readiness amid rising tensions with China.

Bloomberg: Treasury Secretary Scott Bessent said a formal process is underway to find a successor to Fed Chair Jerome Powell.

BI: A Democratic Senate candidate says he earned a 60% return after investing $1,000 in a fund that tracks the Pelosi family’s stock trades.

CNBC: Tarjay no longer? Target $TGT ( ▼ 2.54% ) has fallen out of favor with consumers. What went wrong?

What’s another word for PARC-ing backwards?

Sounds to me like a tacit endorsement of the Reverse Cramer trade.

Are you bullish or bearish on Netflix $NFLX ( ▼ 0.13% ) over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish

And, in response, you said: