Nvidia just launched a partnership program where fast-growing AI startups can trade high-performance computing power for a cut of their future product and cloud revenue. Pretty smart move 💻💰
If the S&P 500 ends the year up 10% or more, it'll be only the 2nd time ever with 4 years in a row of double-digit gains. Last time was 1995-1999, right before the Dot Com bubble popped 🤯 👀
Big news: US trade deficit widened by $22.8 billion in May to $105.8 billion—biggest since March 2025.
Exports dropped $11.8 billion to $207.7 billion, lowest since February, thanks to a sharp decline in industrial supplies and energy shipments.
Imports climbed $10.9 bill
What’s going on with Hong Kong?
China’s chip exports to Hong Kong hit a record $15 billion in May, up over 200% since early 2025.
Meanwhile, global chip exports reached $35 billion—tripling from the same period. Hong Kong took 43% of those exports.
Over the first 5 m
Big news 🚨
The Crypto Clarity Act is way closer to passing now.
US law enforcement has stopped blocking it.
We might see a floor vote before August recess.
This is huge for crypto 🚀
July has been historically strong for US stocks 📈
Since 2005, the S&P 500 gains +2.5% in July on average — that’s 4x more than other months. And it hasn’t dipped in July for 11 straight years, the longest positive run for any month.
We’ve already hit 24 all-time highs
Big news: Kamala Harris is apparently connecting with Zohran Mamdani and pro-Palestinian activists to start building support for a potential 2028 campaign, according to Axios.
The average new car payment just hit $772/month. A new record.
Four-year car loans used to be standard. Now people are stretching them out to 6, 7, even 8 years.
1 in 5 new car buyers pays over $1,000 a month.
That’s not a car payment. That’s a second rent check.
R