Palantir’s $PLTR ( ▲ 2.35% ) indestructible crystal ball finally found its weakness: bear attacks.

The data mining darling’s stock has fallen for six straight days, bringing it down 20% from its highs and into bear market territory.

As it turns out, if there’s one thing meme traders respect more than a bullish Reddit $RDDT ( ▼ 0.14% ) post, it’s a bearish short seller report.

Finally, read to the end for the latest boss battle between tariffs and tech…

— Brooks & Cas

Apple just secretly added Starlink satellite support to iPhones through iOS 18.3.

One of the biggest potential winners? Mode Mobile.

Mode’s EarnPhone already reaches 50M+ users that have earned over $325M, and that’s before global satellite coverage. With SpaceX eliminating "dead zones" worldwide, Mode's earning technology can now reach billions more in unbanked and rural populations worldwide.

Their global expansion is perfectly timed, and you still have a chance to invest in their pre-IPO offering at just $0.30/share. Final allocations are disappearing quickly.

Mode’s recent 32,481% revenue growth and their newly reserved Nasdaq ticker $MODE puts them one step closer to a potential IPO.

⏰ ALMOST SOLD OUT — INVEST NOW AT $0.30/SHARE NOW.

$INTC ( ▼ 0.82% ) / $MU ( ▲ 0.07% ) US examines equity stake in chip makers for CHIPS Act cash grants, sources say (Reuters)

$TJX ( ▲ 0.87% ) TJ Maxx parent’s stock jumps toward a record as consumers flock to its off-price goods (MarketWatch)

$TGT ( ▼ 1.05% ) Target shares tumble as retailer picks new CEO, says sales fell again (CNBC)

$MDT ( ▲ 0.15% ) Medtronic to Add Directors After Elliott Becomes Big Shareholder (WSJ)

$EL ( ▲ 1.29% ) Estée Lauder Stock Falls as Quarterly Losses and Outlook Miss Expectations (YF)

CNBC: July’s FOMC minutes showed Fed officials split on tariffs, inflation, and jobs, casting doubt on a 50bps cut at the September meeting.

AP: President Trump demanded Fed governor Lisa Cook resign after an official accused her of mortgage fraud.

Reuters: Major US retailers like Target $TGT ( ▼ 1.05% ) and Home Depot $HD ( ▼ 0.33% ) gave mixed forecasts, raising questions about holiday sales as tariffs weigh on consumers.

WSJ: McDonald’s $MCD ( ▼ 0.16% ) will cut combo-meal prices after striking a deal with franchisees, aiming to restore its value image.

Bloomberg: Citi $C ( ▲ 0.76% ) hired law firm Paul Weiss to investigate HR complaints against wealth-management chief Andy Sieg.

Morgan Stanley $MS ( ▲ 0.89% ) just ramped up its forecast for nuclear power spending in the US. It now predicts that $2.2 trillion will be invested in nuclear power over the next 25 years, up 40% from its previous forecast.

Analysts pointed to strengthening global policy support, especially in the US, as fueling the surge. Notably, the Trump administration’s “big, beautiful bill” left federal tax credits for nuclear power in place, even as it slashed tax credits for renewable energy projects. President Trump has also sought to ramp up nuclear construction through executive orders.

The favorable policy environment has left Morgan Stanley bullish on several stocks in the sector: GE Vernova $GEV ( ▲ 3.92% ), Public Services Group $PEG ( ▲ 1.05% ), Talen Energy $TLN ( ▲ 6.54% ), and Vistra $VST ( ▲ 2.65% ).

The investment bank expects Vistra to ink a data center deal in Texas, while Public Service Enterprise Group will likely announce a deal at one of its New Jersey plants. Talen has already contracted all of its nuclear capacity to Amazon, and it may also strike data center deals with its gas assets.

As for GE Vernova, Morgan Stanley sees it as a way to play the small modular reactor (SMR) boom. These fission reactors make nuclear plants easier and faster to build, so GE Vernova could play a role in Trump’s plans to ramp up nuclear power generation in America.

According to Morgan Stanley, these stocks could continue to surge as nuclear power plant construction takes off.

But it’s worth remembering that the energy sector can have surprising winners and losers, even when the regulatory and political winds appear to be blowing in one direction. Case in point? The most successful energy stock of Trump’s first term came from the solar power sector.

Enphase Energy $ENPH ( ▼ 0.71% ), a company building microinverters for solar panels, returned 10,700% over Trump’s first four years, despite his budget cuts targeting the solar power sector.

Apple just secretly added Starlink satellite support to iPhones through iOS 18.3.

One of the biggest potential winners? Mode Mobile.

Mode’s EarnPhone already reaches 50M+ users that have earned over $325M, and that’s before global satellite coverage. With SpaceX eliminating "dead zones" worldwide, Mode's earning technology can now reach billions more in unbanked and rural populations worldwide.

Their global expansion is perfectly timed, and you still have a chance to invest in their pre-IPO offering at just $0.30/share. Final allocations are disappearing quickly.

Mode’s recent 32,481% revenue growth and their newly reserved Nasdaq ticker $MODE puts them one step closer to a potential IPO.

⏰ ALMOST SOLD OUT — INVEST NOW AT $0.30/SHARE NOW.

CNBC: Trump has purchased over $100M in bonds since taking office, including local government debt and corporate bonds.

Bloomberg: The FTC sued LA Fitness, alleging the chain used complex cancellation practices to keep charging departing members.

Reuters: Senator Bernie Sanders (I-VT) backed Trump’s plan to turn $11B in chipmaker grants, including Intel’s, into government stakes.

SeekingAlpha: OpenAI CFO Sarah Friar said the company may sell infrastructure services in the future to increase revenue.

WSJ: Elon Musk is reportedly backing away from plans to launch a third political party, preferring to focus on his companies and maintain ties with VP Vance.

The real final boss is always geopolitics.

Didn’t know PS5s could get any more expensive…

Are you bullish or bearish on delivery companies over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish

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