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🔔 The Opening Bell |
Good morning—Happy July 4th. Today, we have a shorter edition, but don’t miss tomorrow’s full guide to alternative investing in 2025. |
Markets closed strong: Nvidia hit $3.89T, just behind Apple. But next week brings earnings, inflation data, jobs reports, and Trump’s tariff deadline—any one of them could jolt the rally. |
And in China, Pop Mart plunged 12% after state media took aim at “dopamine investing” in toys and trading cards. |
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😏 Reddit’s Most Talked-About Stocks This Week |
If you had to guess the top 5 stocks that Reddit’s talking about right now, which ones would they be? |
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We’ll give you #2 and #4: $GME ( ▼ 1.5% ) and $RDDT ( ▼ 1.45% ) . |
AltIndex shows that 4 out of 5 of these are dropping in price—but that #3 is rising. |
Think you know what they are? Or tired of thinking about it? |
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📰 Market Headlines |
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Wall Street rallied in Thursday's shortened trading session, with the S&P 500 and Nasdaq closing at record highs. |
The Dow jumped 0.8% along with the S&P 500, and the Nasdaq climbed 1%. Nvidia shares record close vaulted the company to a $3.89 trillion market cap, just shy of overtaking Apple as the most valuable company in history. |
💥 Pop Mart fell 12.1% after China’s People’s Daily criticized the “blind-box economy” in the name of protecting children. Some Labubu dolls have resold for over $170,000 on the secondary market. Why China’s cracking down, and how fans defend Pop Mart → |
✈️ Airlines hit turbulence before the holiday. United and JetBlue urged the DOT to dismiss Spirit Airlines’ complaint over their “Blue Sky” pact. Meanwhile, a French air traffic controller strike canceled 1,500+ flights in Europe. |
🧾 Earnings and economic data are piling up next week:
Levi’s, Delta, and WD-40 report. Consumer credit, wholesale inventories, and FOMC minutes drop. Trump’s tariff pause ends Wednesday—here’s what could happen → |
🏛️ The “Big, Beautiful Bill” passed the House again after overnight drama. Hakeem Jeffries spoke for 8+ hours, but Republicans flipped just in time for Trump’s July 4 deadline. Inside the 11th-hour vote flip—and what’s next → |
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😱 Fear and Greed Index |
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🧠 Make yourself heard |
Would you ever invest in collectibles like blind-box toys or trading cards? |
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🔍 Big Signals: What Smart Investors Are Watching This Week |
BlackRock is shortening its horizon.
They’re dumping long bonds for shorter-term plays. That’s not just strategy—it’s a signal.
How to rethink fixed income in this market → China’s humanoid robot push just got real.
CATL and Puquan backed a $151M raise for Galbot to scale “embodied AI.” This could mark a new era in robotics.
See which 3 Chinese companies could be the next DeepSeek → Detroit is suing a crypto real estate firm.
Officials claim Real Token let hundreds of tokenized homes decay. If true, it’s a warning for RWA investors.
Unpack the lawsuit—and real lives impacted by crypto scams → Only 3 of the Magnificent 7 are still performing.
NVIDIA, Microsoft, and Meta are carrying the group. Some analysts say it’s now the “Troubling 3.”
Why the tech rally could be on thinner ice than it looks → Figma owns nearly $100M in crypto.
Its IPO filing revealed heavy BTC ETF exposure. Big Tech’s next phase may be balance-sheet Bitcoin.
See why Bitcoin ETFs are pulling in $400 million daily → RFK Jr. plans to inject AI into the FDA.
The proposal? Use AI to speed up drug approvals and cut red tape at HHS.
See how this could reshape healthcare investing → |
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Bitcoin ETF leapfrogs the pack. BlackRock’s Bitcoin ETF just became its 3rd biggest revenue-generator—after only 18 months. See the record it just broke by 5x → Figma’s IPO is packed with power plays
Figma’s S-1 just dropped—and it’s calling out AI as a risk. Plus, the founder holds Meta-level voting control. Breakdown here → Q2 layoffs just hit a post-2020 record
US layoffs remain elevated, with 744K job cuts so far this year. See the yearly comparison → |
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📗 Recommended Reading |
Do you like newsletters? We do. |
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We put together a list of newsletters that our readers tend to enjoy, covering topics like: |
💸 Finance
🤖 AI
💰 Wealth building
❤ Health
✅ And more. |
Check them out to add more high-value reading to your daily routine. |
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🎤 What you said last time |
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“Tariffs should only be used on materials we don't want (lead, PFAs, etc.) or on individual firms as a punishment for breaking laws or significant negative externalities for US consumers (fast fashion comes to mind).” |
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📢 We want to hear from you |
We love hearing from you, and we deeply appreciate your feedback. |
⭐️ What did you think of today's edition? |
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📺 What to watch today |
| Hundreds Evacuated From Crete As Wildfires Take Hold |
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That’s all for today. Did I miss anything? Smash the reply button to let me know. | Cheers,
Brandon with Stefan & Wyatt |
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