Unusual Whales is running a July 4th sale π
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So NBC News is reporting that the Pentagon supposedly held off announcing the U.S. strikes on Iran until after the stock market closed at 4 p.m. ET on Friday. The timing was meant to soften any shock to the financial markets. Wild, right?
Big news: Trump admin just cut a deal with Anthropic to let them roll out Mythos 5 to about 100 companies and federal agencies, per CNBC.
Hereβs the backstory:
1. Anthropic execs flew to DC to meet with the administration
2. Theyβd reportedly shut down access to both Fa
JPMorgan just shook up their leadership team, and thereβs a surprise front-runner to take over for Jamie Dimon. π¦
The board named two co-presidents Thursday: Troy Rohrbaugh and Doug Petno.
Hereβs the twistβRohrbaugh, a former Goldman Sachs forex trader who joined JPM i
Nasdaq just had its 5th losing day in a row β chip stocks are getting hammered worldwide.
It all started with one report: OpenAI might push its IPO to next year.
That rattled markets all the way to Asia. Traders are worried it'll slow AI spending. JPMorgan even questioned
CPI dropped today π
PPI coming tomorrow
SpaceX IPO this Friday π
Warshβs first rate call next week
OpenAI & Anthropic IPOs down the line
Earnings season starts mid-July
Plenty of macro stuff shaking the market right now
But I think it holds steady til earnings
CPI drops in 3 hours.
I don't think the market's expecting it to match or come in cooler. Feels like a miss is already priced in.
And honestly, a little hotter than forecast probably won't cause any major sell-off.
Market already gave us a 200-point swing in just 2 days this week. Absolute paradise for vol traders β€οΈπ. Hope everyone had a solid day.
$spy $vix
Big news: Iranβs World Cup team has been told they have to fly into the US and out again on the same day when they play there. Iranβs ambassador to Mexico said so.