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🛢️Oil on Water
Investment Ideas

🛢️Oil on Water

This sweet deal just went stale.

🤖 Artificial Edge: OpenAI quietly designs doc-collab suite
Elite

🤖 Artificial Edge: OpenAI quietly designs doc-collab suite

BofA touts upside if Apple (AAPL) snaps up Perplexity AI to supercharge Siri and tap new search-ad dollars.

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Midday Trade

🥪 Midday Trade: Lyft (LYFT) surges after TD Cowen upgrade, crowned “Best Smidcap Idea”

Oil slides ~5% on shaky Israel-Iran cease-fire, weighing on Exxon (XOM) and Chevron (CVX).

Game Sheet

🎮 Game Sheet: Kojima’s ‘Death Stranding 2’ hits PS5—Sony (SONY) bets on another blockbuster

Microsoft (MSFT) teases Copilot-powered gaming and a Quest 3S Xbox bundle even as new Xbox layoffs loom.

Trump Tickers

🗳️ Trump Tickers Daily: Meta's WhatsApp (META) faces Hill security backlash

Plus, Ceasefre cracks jolt BP (BP) and Exxon (XOM), while JPMorgan (JPM) woos red-state officials ahead of a possible “de-banking” order.

 ☀️ AM Action: Carnival (CCL) edges higher ahead of its earnings report.
AM Action

☀️ AM Action: Carnival (CCL) edges higher ahead of its earnings report.

Nano Labs (NA) rockets 171% on $500M notes deal

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Investment Ideas

🤒 Sick Stock Pick?

Plus, not everyone’s saying “I do” in Venice.

Public Debut

🔔 Public Debut: Caris Life Sciences (CAI) rockets 29% in $7.5 B IPO debut

Odyssey Therapeutics (ODTX) and Center Mobile (CTMB) headline the next IPO wave.

🔋Clean Sheet: Tesla (TSLA) debuts limited robotaxi service in Austin, shares jump
Clean Sheet

🔋Clean Sheet: Tesla (TSLA) debuts limited robotaxi service in Austin, shares jump

Amazon’s Zoox (AMZN) opens first U.S. robotaxi factory, while Goldman upgrades Nio (NIO) after cost-cut push.

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🤖 Artificial Edge: Apple (AAPL) weighs AI acquisitions after a stealth startup raises $2B at a $10B valuation.
Elite

🤖 Artificial Edge: Apple (AAPL) weighs AI acquisitions after a stealth startup raises $2B at a $10B valuation.

Senate tax bill keeps AI rule ban—win for Meta (META) and Microsoft (MSFT)

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🥪 Midday Trade: Northern Trust (NTRS) spikes 6% after BNY Mellon (BK) weighs merger
Midday Trade

🥪 Midday Trade: Northern Trust (NTRS) spikes 6% after BNY Mellon (BK) weighs merger

DoorDash (DASH) wins Strong Buy upgrade on Deliveroo synergies

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 🗳️ Trump Tickers Daily: Trump touts Iran strikes—Exxon (XOM) and Chevron (CVX) rally on oil jitters
Trump Tickers

🗳️ Trump Tickers Daily: Trump touts Iran strikes—Exxon (XOM) and Chevron (CVX) rally on oil jitters

Trump Media (DJT) authorizes a $400 M buyback, and Microsoft (MSFT) faces heat after suspending an ICC prosecutor’s email.

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 ☀️ AM Action: Hims & Hers (HIMS) dives 25% after Novo Nordisk (NVO) ends deal
AM Action

☀️ AM Action: Hims & Hers (HIMS) dives 25% after Novo Nordisk (NVO) ends deal

Fiserv (FI) gains on stablecoin rollout, and Northern Trust (NTRS) pops after BNY Mellon (BK) eyes a merger.

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🏭 Sector Sheet: Boeing (BA) projects 43,600 new jet deliveries as global fleet nearly doubles by 2044
Sector Sheet

🏭 Sector Sheet: Boeing (BA) projects 43,600 new jet deliveries as global fleet nearly doubles by 2044

NTSB flags smoke risk on CFM LEAP engines in Airbus (EADSY) A320neo & 737 MAX; BAE Systems (BAESY) teams with U.S. Army on M109-52 howitzer.

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