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TSLA + 4.7% on AI, Robotaxi Push TSLA hits $309+ on robotaxi expansion in Austin, San Francisco xAI’s Grok 4 integrated into vehicle next month Analyst ups target to $404 China sales ease Q2 delivery dip (-14%) 👉 if your vehicle is your AI assistant, what is your phone? #stocks

Prime Week Mixed Day 3 intraday: KSS +4%, BBY +2.6%, BABA +2.5% AMZN, COST, TJX flat/slightly down Shoppers buying budget items (~$25.23 avg, ‑11% YoY), spending $126.26/household days 1–2 👉 AMZN fizzle, rivals sizzle #stocks #retail

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CNBC story www.cnbc.com/2025/07/10/p...

cnbc.com

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MP +43% on Pentagon Purchase Patriot missile crisis averted? DoD buys 15% of a mine: -No water for processing -Radioactive wastewater ponds -No expertise in terbium separation -America’s last lab exploded in 2019 👉 Ready by 2027! (trust us bro) #stocks #rareearth #REE

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Les Anglophones dominent l’etape 6 du Tour Victoire ecrasante de Ben Healy, suivi de Quinn Simmons et Michael Storer Les six premiers sont tous anglophones, peut-etre une premiere dans l’histoire du Tour ! 1. Healy 🇮🇪 2. Simmons 🇺🇸 3. Storer 🇦🇺 4. Dunbar 🇮🇪 5. Yates 🇬🇧 6. Barta 🇺🇸 #TDF2025 #Cyclisme

So 10 companies eat 40% of the pie, 490 fight for crumbs 👉 concentration risk got renamed efficient markets #stocks

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BTC Soars to Record High Bitcoin hit $112,152 (up 15% YTD) Companies hold 847k BTC in Q2, chasing higher yields over low-return treasuries Top holders: Strategy (597k), MARA (47.5k), Tesla (11.5k) 👉 Corporates bet big on BTC #Stocks #BTC #crypto

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Singapore Stocks Hit Record High, Vietnam Seals Trade Deal Singapore’s STI marks 4th straight record day, +0.3% Banking (half the index) gains on safe haven inflows. REITs strong Vietnam signs US deal, cuts export tariff to 20% from 46% VN-Index +0.3% post JPMorgan upgrade #Asia #stocks

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Airlines Soar in Premarket DAL +10%, AAL +7%, UAL +5%, JBLU +3% Delta Q2 beat ($1.99 EPS) + strong 2025 outlook lifts sector Premium seat sales strong despite soft demand & tariff concerns 👉 Temporary tailwind? #stocks

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Prime Week Sales Soar, Amazon Stumbles US day 1 online sales across all retailers reached $7.9 Billion, a 9.9% increase YoY Biggest e-commerce day of 2025, and surpassing Black Friday $6.1B But Amazon-only day 1 sales down 41% 👉 Shoppers hunting deals #Stocks

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Premarket: KLG +50% on Italian Buyout Candy maker Ferrero Rocher nearing $3 billion deal to buy US cereal maker behind iconic brands like Froot Loops Nutella buys Kellogg. Mama Mia! 👉 Finally we can admit those cereals really are just candy #stocks

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Trade War on Brasil Trump wants to decide who can run Brasil. But his guy is banned until 2030, cuz he started a coup after he lost Trump demands Brazilian courts stop standing up to big tech & their AI-spewn disinfo Brasil leads the BRICS on de-dollarization 👉 US dominance fading, BRICS rising

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Means ICE stays north of Skeeters Last Chance Saloon 👇

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Kévin Vauquelin, le nouveau héros français ! 5ᵉ du contre-la-montre de Caen 3ᵉ au classement général du #TDF2025 Le Normand signe la meilleure performance tricolore depuis Alaphilippe en 2019 ! 💙🤍❤️ Chapeau pour ton chrono monstre contre Pogačar et Evenepoel 📷 Getty #ViveLeVélo #Cyclisme

Why do folks think buyers weren’t buying?

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Amazon Prime Day Flop? Day 1 sales tanked 41% vs. 2024 (Bloomberg) Day 2 of the four-day summer sale, and the market is mostly up AMZN +1.5% | TGT +0.5% | WMT -0.2% | BBY -0.1% #stocks

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AES +19.7% on Takeover Talk Brookfield and BlackRock circling AES helps power AI data centers for MSFT and AMZN AI boom is chips, server farms, cloud services, clean energy too 👉 power needs are massive #stocks

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Consumer sentiment now implies a 1-in-5 chance of a downturn in the next year, so 3x the usual odds 👉 trust the people buying groceries #econsky #recession

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Timeline: Grok blames Musk&Trump for Texas flood deaths (now 119+) Musk tinkers with AI to make Grok less woke Grok immediately goes full Nazi, praises Hitler Linda Yaccarino resigns as Twitter/X CEO 👉 Pattern: Musk breaks systems, someone else pays #AI

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Building a family of AI products for everyone.

OpenAI just Absorbed io Products for $6.5B So hardware & UI will save OpenAI from its massive burn rate, and not be a flop like Humane/Rabbit 👉 Ive’s iPhone cred is legit, but AI gadgets again, really? #AI

openai.com

A letter from Sam & Jony

BREAKING: NVDA Hit Record $4 Trillion Market Cap More than any company making computers, software, phones, cars, food, clothes, or providing energy, banking, homes It’s ~GDP of Germany or Japan Worth more than every nation’s output except China or US 👉 powers 92% of AI cloud #stocks #econsky

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Elon Musk’s AI Chatbot Responds As ‘MechaHitler’

Was Grok Programmed to go Nazi? New code told Musk’s X-affiliated AI chatbot to ignore restrictions & make politically incorrect claims So the Bot identified as MechaHitler & said Musk ‘built me this way’ xAI scrambled to fix it after public outrage 👉 algorithm showed its true face #AI

forbes.com

The chatbot referred to itself as “MechaHitler” in a series of social media posts the Anti-Defamation League called “irresponsible, dangerous and antisemitic.”

No uptick in Large Cap Premarket, but risky small caps show some spark: +20% VRNA Merck buyout buzz around $10B deal +37% MBIO FDA orphan drug status for brain cancer therapy +72% PROK Positive Phase 2 results for kidney treatment 👉 biotech is back #Stocks #Biotech #premarket

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That’s three historic rain & flood events in the past week 👇

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Michael McKeon @grinch67.bsky.social · 09/07/2025

Germany Says Chinese Warship Laser-Attacked its Plane Happened during EU mission in Red Sea, crew aborted & landed Germany summons Chinese ambassador Latest in series of Chinese laser incidents; Beijing operates Djibouti naval base since 2017 👉 Tensions rise in key shipping lanes #shipping #oil

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Reposted by JT Cool

Something that doesn’t seem to be commanding the attention of the American MSM is that both Germany and Italy are having their gold bullion reserves repatriated from storage in Manhattan.

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We’re in a post-truth era 👇

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Trump simultaneously claiming his policies are working perfectly while also screaming at Fed chair to fix everything Low mortgage makes it easier to overpay for houses that were $200k five years ago Problem isn’t cost of borrowing, stuff costs too much relative to what people actually earn #Fed

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FSLR -6.25% on Solar Struggles GOP bill accelerates clean-energy tax credit phaseout 25-40% duties on 14 countries, targets FirstSolar’s Malaysia/Vietnam factories FSLR-10.4% in 2025; -50% from Sept ‘24 peak of $300 Q2 EPS est.-19% YoY, margin squeeze worsens 👉 solar darkens #stocks

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Was it Commerce or Treasury? 2024 tariff collections were $77 Billion right?

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Bank Stocks Dip BAC -2.8%, JPM -3.3%, C -1.5% Kuwait’s $3B exit from BAC Basel III +9% capital hits lending Fed cuts shrink net interest margins (NII) Citi’s $136M fine HSBC downgrade $3T CRE risks 👉 Investors rotate amid sector volatility #Stocks #banking

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The General Fund Over 99% of customs duties (tariffs) are deposited into the US Treasury's General Fund, so it finances US federal operations (defense, infrastructure, etc.) Theres NO earmarking In 2024, $77B was collected

Breaking: Copper +9% as Trump announces 50% tariff on the metal

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Zelensky’s sanctions hit these 5 Chinese firms allegedly supplying Russia’s Shahed drones: Ningbo BLIN Machinery Suzhou ECOD Precision Shenzhen Royo Tech Shenzhen Jinduobang Tech China Silk Road Int’l Trade Components fueled July 4 Kiev attack 👉 China denies it #Ukraine #Sanctions #drones

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Yep. It’s long been my contention Trump will never give up tariffs that collect this kind of money

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Breaking: Zelensky Sanctions 5 Chinese Firms Says they supplied Shahed drone parts used in Russia’s July 4 Kyiv attack Major share of Russian weapon components linked to China 10-yr asset freezes, trade bans imposed Urges US/EU to match sanctions 👉 China calls claims groundless #Drones

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Was listening to the press conference. Happened rather early. May have been said by Bessent? And $300B expected to be collected by the end of the year. Trump interrupted the person who spoke

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AMZN -1.5% on Early Prime Day Sales Dip First 4hrs ↓14% YoY Possible reasons: 4-day event dilutes urgency Fewer launch-day deals Macro spend caution #econsky #stocks

Breaking: $100B in tariff income collected this year so far Said at cabinet meeting today at noon #econsky #stocks

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Fake Rubio Contacts World Leaders AI spoofed the US Secretary of State, imitating his voice and messaging style to contact at least five diplomats via Signal The deception began in mid-June. Officials are investigating 👉 rising threat: AI-driven policy manipulation #AI

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Approximate Eternity C ship location in white, with and without traffic

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Three dead and two injured as Houthi attacks continue

Houthis Kill 3 Sailors in 48-Hr Red Sea Escalation Eternity C: 2 dead, 2 injured, crew in peril, Houthi used speedboats/drones Magic Seas: Sunk by Yemen (Ends 7-month lull; ceasefire ignored) Traffic ↓50% since 2023 Israel retaliated: Ports + Galaxy Leader struck #Shipping #redsea #oil

lloydslist.com

The remaining crew on board Eternity C have been unable to abandon ship due to the lifeboats being severely damaged by Houthi rockets

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Before the Bell Europe mixed US stocks futures mixed, S&P and Nasdaq up slightly, DOW down 10Y 4.42% DXY 97.6 Gold 3322 Oil 67 Bitcoin 108k VIX 17 Meanwhile Goldman raises S&P target 11% Trump extends trade deal deadline to August

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