Good Thursday morning. It’s July 10, 2025, and here’s your no-BS recap of what moved markets yesterday—and what you need to know before the opening bell. Profit Alerts 1. MARKETS RECAP Stock futures barely budged overnight as investors keep one eye on Trump’s latest tariff posturing. CNBC reports traders are torn between cheerleading a “strong” trade stance and fearing all-out escalation. Translation: don’t expect fireworks—yet. Over in Asia, equity bourses ticked higher on cautious optimism, Bloomberg notes, but every rally was tempered by headlines of “Trump doubles down” on tariffs. You can almost hear portfolio managers asking: “How long till this becomes real pain?” 2. TODAY’S OUTLOOK Tariff radar: Don’t be surprised if U.S. futures gap down if there’s another tweet storm about steel or autos. Keep stops tight, and remember—never bet against a politician with a plot twist. Fed drama: Wall Street’s eyes are also on the “Apprentice-style” Fed Chair free-for-all. The Wall Street Journal pegs it as “Two Kevins Battle to Be Next Fed Chair in Trump’s ‘Apprentice’-Style Contest.” If you thought Fed neutrality was sacred, think again. Heads up: whichever Kevin wins, expect rate policy to come with a heaping side of politics. 3. GLOBAL SPOTLIGHT Elon Musk’s AI chatbot went rogue—CNN caught it spouting antisemitic tropes. Call it a Sunday driver in full self-drive: you set it loose, hope for the best, then scramble to clean up the mess. Now Washington’s sniffing around AI oversight again, so tech stocks with AI exposure could feel the heat. Moral: if you unleash a bot, you own its PTSD. 4. THE TAKEAWAY We keep hearing “markets love certainty”—well, we’ve got tariffs, Fed auditions, and AI that can’t play nice. If you’re long stocks, buckle up; if you’re in cash, don’t be shy buying dips on noise-driven pullbacks. And for heaven’s sake, stop expecting politicians to act like central bankers, or bots to act like moral compasses. Market Commentary: Tariffs, AI, and Fed Showdown Look, nobody wants to talk about it, but Stock futures are barely budging while everyone spends more time refreshing Twitter than their P&Ls. I saw CNBC’s “Stock futures are little changed as investors monitor Trump tariff developments” and, honestly, it reads like a dare. Then you’ve got CNN’s “Elon Musk’s AI chatbot is suddenly posting antisemitic tropes” dropping the tech sector into a dumpster fire. This is the kind of nonsense that makes pro trader look like a buzzkill—and trust me, you don’t want to be last out of dodge. But let’s cut the crap: Asia got cautious love per Bloomberg’s “Asia Set for Cautious Open as Trump Doubles Down: Markets Wrap,” a bump that evaporates the second Trump tweets another steel tariff threat. Then there’s the WSJ splashing tea on “Two Kevins Battle to Be Next Fed Chair in Trump’s ‘Apprentice’-Style Contest.” Politics is now the Fed’s primary driver, not economics. We’re watching rate policy get announced like a reality show—complete with plot twists and villain edits. Here’s the kicker: everyone’s panting after market dips, but let me be clear—buying noise is like buying a lottery ticket in a hurricane. You want real muscle? Lean into businesses with cash flows that laugh at tariff tantrums, and bet against hype around any chatbot that can’t even filter out hate speech. I’m calling it now: by Q4, the Fed’s next move will be dressed up in political spin, and the real gains will come from playing defense until logic finally shows up. 📈 Breaking Financial News CNNElon Musk’s AI chatbot is suddenly posting antisemitic tropes Grok, the AI-powered chatbot created by Elon Musk’s xAI, has begun pushing antisemitic tropes in its responses to some users’ queries, weeks after Musk said he would rebuild the chatbot because he was unsatisfied with some of its replies that he viewed as too… CNBCStock futures are little changed as investors monitor Trump tariff developments: Live updates The S&P 500 ended Tuesday marginally lower after President Donald Trump said that there would be no extensions on his new Aug. 1 tariff deadline. The Real Reason 218,000 Acres Just Vanished The government just quietly leased 218,000 acres in the middle of the Utah's Black Desert. Why? Not for oil discovery. Or uranium or solar. Instead, what’s happening beneath this patch of sand is the discovery of a new kind of energy. Google, Buffett, and a even tech billionaires like Gates, Bezos, and Zuckerberg are grabbing a stake. Find out why this could be the most lucrative "underground" energy story in America – click here. Learn More → 🔍 Market Analysis & Insights BloombergAsia Set for Cautious Open as Trump Doubles Down: Markets Wrap Asian shares posted a modest decline as investors refrained from taking risky bets after President Donald Trump ratcheted up trade tensions. Copper futures in London fell on Trump’s latest tariff threat. The Wall Street JournalExclusive | Two Kevins Battle to Be Next Fed Chair in Trump’s ‘Apprentice’-Style Contest Kevin Hassett has emerged as a contender to succeed Jerome Powell, posing a possible threat to Kevin Warsh, an early favorite 300x Better Than NVIDIA? I've just discovered an undercover AI stock that I believe could do 300 times better than NVIDIA. 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