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🔔 The Opening Bell |
Good morning. |
Nvidia just became the world’s most valuable company at $4 trillion MC. Bitcoin? New all-time high. Nasdaq? Also new all-time high. |
In short: we’re in a bull market. But are we just getting started—or topping out? The truth is that you can’t know for certain, so you have to strategize. So today, we’re sharing about the bull market mindset of a $5 billion hedge fund market strategist to help you make the best decisions possible. |
And is half of Gen Z going to stop saving? Or will they be the richest generation in a long time? |
We’ll cover that and more in today’s edition of Stocks & Income. |
Also: our AI model just flagged its top 5 artificial intelligence stocks right now—and we’re sharing the list below. |
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📰 Market Headlines |
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Everything is up. Records are breaking. |
So... what should you actually be doing with your money? |
There have been 26 bull markets since 1877, with an average return of +87%. And yet, most investors still get wrecked—chasing highs or waiting for mythical dips. |
Bull market guidelines: |
📉 Take profits when it makes sense 💰 Stay allocated 📈 Average up 🫵 Don’t wait for the perfect top or bottom—you’ll miss most of the move trying to nail it |
In a new interview with Yahoo Finance, $5B fund Carson Group’s chief market strategist Ryan Detrick broke down how he’s playing this bull market—without playing the fool. His insights were razor sharp: |
“Profit margins this cycle [are] hitting new highs.” “When in doubt, diversify it out.” “When you're up between 5 to 10% middle of the year, like we are right now, the rest of the year has [historically] been higher—13 out of 15 times for the S&P.” “It's important to stay diversified—[don’t] chase that shiny object right now. Nvidia is a shiny object.”
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Especially worth remembering: next week is the S&P 500’s best-performing week of the year historically. If this run continues, it could get wild. If it reverses, basic money management still wins. Either way, you probably want to be prepared: |
Inside a $5B fund’s playbook for this bull market → |
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💸 Gen Z skips the savings 49% of Gen Z say saving for the future is pointless. Which is funny, because they’re actually great at saving for retirement. How roughly 25% of the US’s population thinks about investing right now → |
🏎️ Carvana’s comeback They were nearly bankrupt. Now they’re up 800%+ in 18 months. What changed—and why investors started paying attention again → |
🔋 Rare earths just got real The Pentagon is now the largest shareholder in MP Materials. Stock jumped 40%. What this means for $MP moving forward → |
🧠 Make yourself heard |
What are you doing in this market? |
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😱 Fear and Greed Index |
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AltIndex’s Top 5 AI Industry Stocks |
Companies like Nvidia, Palantir, and Microsoft are still dominating headlines—but we wanted to give you a look at what our AI model says are actually the most promising artificial intelligence stocks at the moment: |
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We find C3.ai especially interesting—not just because it has one of the higher scores, but because it’s relatively lesser known and sits at a lower market cap: $3.66 billion, as opposed to Nvidia’s newly minted $4 trillion. |
🖥️ C3.ai |
$AI is an enterprise AI software provider—essentially, practical AI solutions for different industries right here, right now. |
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The signals we’re looking at: |
📈 10.6% QoQ revenue growth; 25.56% YoY revenue growth 👷 27% increase in job postings 💹 Market cap: $3.45 billion |
Current price: $27.70 Target price: $29.24
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See exactly what went into C3.ai’s full AI Score → |
And those are just the top 5 AI stocks—you can see the full list of ten here on AltIndex with a free account trial: |
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🤖 AI/Future/Tech News |
OpenAI readied a Chromium-based browser with a built-in chat interface and AI agent integrations, directly challenging Google Chrome’s dominance. California State Senator Scott Wiener reignited a bill requiring top AI firms to publish safety reports. YouTube updated its monetization policies to crack down on AI-generated spam. MaintainX raised $150 million in Series D funding, doubling its valuation to $2.5 billion.
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🪙 Crypto | Crypto stocks like Coinbase and MicroStrategy jumped over 4%. Trump Media filed with the SEC to launch a crypto ETF holding 70% bitcoin, 15% ether, and smaller allocations to SOL, CRO, and XRP. Ripple tapped BNY Mellon as custodian for RLUSD reserves, minting over 46 million RLUSD since July began, including 16 million in a single day. SEC Commissioner Hester Peirce, “crypto mom,” warned that tokenized securities must comply with existing regulations
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💡 Ideas, trends, and analysis |
Jacksonville, Florida, was named the most boring city in the country. The Department of Defense’s FY 2026 budget allocated $3.3 billion to additive manufacturing projects, marking an 83% jump from FY 2025.
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⚔️ Trade wars |
President Trump ended duty-free access for citrus, wine, soybeans, sugar cane, and beef under the Africa Growth and Opportunity Act. Mexican President Claudia Sheinbaum raised the possibility of an exemption from the new 50% US tariff on copper. Malaysian Prime Minister Anwar Ibrahim blasted Washington at the ASEAN summit, warning that tariffs have become sharpened instruments of geopolitical rivalry rather than levers for economic growth.
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🌍 International Markets | | 🇺🇦 Ukraine announced it needs over $40 billion in foreign aid for 2026 as defense spending surged to $50 billion and US contributions declined. 🇹🇷 Turkey’s solar generation jumped 47% year-over-year, overtaking gas-fired electricity for the first time in June. 🇨🇭 The Swiss franc vaulted to 2.5% of global currency reserves.
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🎤 What you said last time |
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“The Tariff fatigue is real!” |
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🚚 Market movers |
T-Mobile axed all DEI roles and programs, confirming to the FCC that it eliminated the policies entirely. Linda Yaccarino stepped down as CEO of X after two years, following backlash over antisemitic content generated by the platform’s AI chatbot Grok. A French competition probe is targeting Meta for allegedly abusing its dominance in online advertising. NASA is losing 2,145 senior employees through early retirements and buyouts as the agency faces budget cuts and leadership uncertainty under President Trump.
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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 |
 | Space Ice Secrets: Why Tiny Crystals Could Change Everything |
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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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Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities. Do your own research. |
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