Archive

🔋 Green Energy? In This Economy?

Conventional wisdom says the newly passed US budget bill will harm clean energy stocks. JPMorgan just named an exception that might prove the rule.

Trump Tickers

🗳️ Trump Tickers Daily: Freeport-McMoRan (FCX) jumps as Trump unveils 50 % copper tariff

Brazil’s president warns of “reciprocity” after U.S. targets its exports with new 50 % duties

AM Action

☀️ AM Action: Delta Air Lines (DAL) climbs 12% on upbeat Q2 and reinstated FY25 outlook

Rare-earth producer MP Materials (MP) rockets 52% after striking a magnet-supply pact with the Pentagon.

Elite

⚛️ Quantum Sheet: IonQ (IONQ) chosen to power South Korea’s first National Quantum Center

Sealsq (LAES) ups its Quantum Investment Fund to $35M to speed post-quantum security rollout.

Elite

🤖 Artificial Edge: OpenAI’s coming AI browser aims to take share from Google Chrome (GOOGL).

Apple (AAPL) pressed to snap up Perplexity as Wall St. frets over its AI lag

Investment Ideas

🩺 Dr. Copper Is In

Gold and silver are the only two metals that conduct electricity better than copper. But these days, it may be the latter that supercharges portfolios.

Elite

🎲 Wager Wire: Freeport-McMoRan (FCX) seen as top beneficiary of Trump’s 50% copper-import tariff threat

Betting platform Kalshi now assigns an 87% probability that the tariff takes effect, putting pressure on Southern Copper (SCCO) and other import-reliant miners.

Chain Reaction

⛓️‍💥 Chain Reaction: BNY Mellon (BK) chosen to custody reserves for Ripple’s new $RLUSD stablecoin

Block (XYZ) rolls out “Bitchat,” a decentralized social network built directly on Bitcoin.

Midday Trade

🥪 Midday Trade: Nvidia (NVDA) briefly tops $4 T market cap milestone at midday

Merck (MRK) makes headlines with a $10 B takeover of Verona Pharma.

Trump Tickers

🗳️ Trump Tickers Daily: Amazon (AMZN) Prime Day faces tariff headwinds amid escalating trade tensions

Copper producers like Freeport-McMoRan (FCX) reel after Trump signals a surprise 50% import duty.

AM Action

☀️ AM Action: Starbucks (SBUX) trades higher after reports of outside bids for its China business.

Plus, Merck (MRK) to acquire Verona Pharma for $10B; VRNA shares jump

Investment Ideas

🔄 Dot-Com Deja Vu

The S&P just hit a new record high. But Stifel strategist Barry Bannister believes the good times won’t last.

Elite

🤖 Artificial Edge: Apple (AAPL) loses top AI-models executive to Meta’s super-intelligence team

Stifel shifts CoreWeave (CRWV) to Hold, saying the stock looks fairly valued after its Core Scientific deal.

Game Sheet

🎮 Game Sheet: Electronic Arts (EA) hits the gridiron with “College Football 2026” launch this week

Microsoft’s (MSFT) Xbox unit trims staff and axes several projects in its fourth major layoff round.

Trump Tickers

🗳️ Trump Tickers Daily: AES Corp. (AES) in focus, too, as Interior told to end renewables’ preferential treatment.

First Solar (FSLR) slides after Trump order moves to scrap green-energy tax credits

Midday Trade

🥪 Midday Trade: Exxon Mobil (XOM) slips after warning Q2 profit could take $1.5B oil-price hit

Capital One (COF) gets a boost as TD Cowen upgrades the stock to Buy.