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SUPERMICRO $SMCI LAUNCHES SERVER LINE ON AMD'S NEW EPYC CHIPS The portfolio runs 6th gen AMD $AMD EPYC 9006 series CPUs, with the company citing 1.7x generational performance gains.

AMD $AMD SEES $2 TRILLION ADDRESSABLE CHIP MARKET BY 2030 CEO Lisa Su says the AI accelerator market will reach $1.4T by 2030 and the server CPU market will grow to $220B on AI demand, at the company's Advancing AI conference. OpenAI's infrastructure chief says the company

TRUMP ADMINISTRATION SAYS THE EU DMA $1 BILLION FINE FOR GOOGLE THREATENS TRADE STABILITY -FOX BUSINESS $GOOGL

FDA ADVISORY PANEL VOTES TO PLACE BPC-157 PEPTIDE ON ALLOWED PHARMACY COMPOUNDING LIST $HIMS

EXPLOSION HEARD IN IRAN'S QESHM ISLAND -STATE BROADCASTER IRIB

TRUMP SAID ON THURSDAY THAT HE IS SERIOUSLY CONSIDERING RESTARTING MAJOR COMBAT OPERATIONS IN IRAN -AXIOS

DATABRICKS AND MICROSOFT $MSFT EXTEND PARTNERSHIP INTO THE 2030S The expanded partnership is aimed at helping enterprises bring business context to enterprise AI. Databricks will run its core business operations on Azure Databricks.

HONEYWELL $HON RECOGNIZED GAIN OF $6,629 MLN DURING THREE & SIX MONTHS ENDED JUNE 30, DUE TO DECONSOLIDATION OF QUANTINUUM

🚨Political Trade Alert🚨 Rep. Debbie Dingell has released a new financial disclosure. Highlights: FHLMC 30 YR Gold RQ $15k - $50k

*FORD WILL USE APPLE SOFTWARE IN NEW SELF-DRIVING SYSTEM: NYT

TESLA $TSLA STARTS SEMI TRUCK PRODUCTION, MUSK SAYS Musk says on the earnings call that Semi truck production has begun and Tesla has placed equipment orders for its development fab in Austin. On spending: "This is a massive CapEx year, but I'm confident that all the things

IRAN'S SEMI-OFFICIAL FARS SAYS TWO EXPLOSIONS HEARD IN VICINITY OF BUSHEHR

IRAN'S SEMI-OFFICIAL MEHR CITES KHUZESTAN PROVINCE OFFICIAL AS SAYING LOCATION NEAR AHWAZ TARGETED IN U.S. MISSILE ATTACK

GOOGLE $GOOGL RAISES FY CAPEX GUIDANCE TO $195B-$205B Prior guidance was $180B to $190B, a $15B increase at the midpoint.

WEX $WEX Q2 NET INCOME $108.5M, FY REVENUE GUIDANCE ABOVE ESTIMATES - Net income: $108.5M - Operating income: $203.2M - Pretax profit: $150.5M - Provision for credit losses: $33M FY guidance: revenue $2.86B-$2.90B vs $2.856B est, full range above the estimate.

SONOCO $SON Q2 ADJUSTED EPS BEATS, GUIDANCE HELD - Revenue: $1.885B vs $1.883B est, in line - Adjusted EPS: $1.51 vs $1.48 est, beat - GAAP EPS: $1.05 - Net income: $105M, operating profit $193M FY guidance: net sales $7.25B-$7.75B, adjusted EPS maintained at $5.80-$6.20 with

SHUTTERSTOCK $SSTK SUSPENDS QUARTERLY CASH DIVIDEND The suspension takes effect as of July 20. The company says it will continue to evaluate capital allocation priorities as part of its regular governance process.

SERVICENOW $NOW Q2 REVENUE AND ADJ EPS BEAT, FY GUIDANCE BELOW ESTIMATE Q2: - Adj EPS: $0.90 vs $0.85 est, beat - Revenue: $3,987M vs $3,928M est, beat - Subscription revenue: $3,877M - Net income: $298M - EPS: $0.29 Guidance: - FY revenue: $15,760-15,780M vs $16,186M est,

TESLA $TSLA Q2 REVENUE HITS RECORD $28.2B, TTM CROSSES $100B FOR FIRST TIME Q2 2026 (vs Q2 2025): - Revenue: $28.2B, up 26% - GAAP net income: $1.1B, EPS $0.32 - Non-GAAP net income: $1.2B, EPS $0.33 - GAAP operating income: $398M, margin fell to 1.4% from 4.1% - Operating cash

SOUTHWEST AIRLINES $LUV GUIDES Q3 ADJ EPS $0.50-$0.75, SEES RASM UP 17.5-19.5% Southwest guided Q3 2026 adjusted EPS of $0.50-$0.75, per the company. - RASM: expected up 17.5% to 19.5% year-over-year - CASM-X: guided at 3.5% to 4.0% - 2026 fleet: expects 64 Boeing $BA 737-8

ALPHABET $GOOGL Q2 REVENUE UP 24% TO $119.8B, CLOUD ACCELERATES TO 82% GROWTH Q2 2026: - Revenue: $119.8B, up 24% (23% constant currency), a 12th straight quarter of double-digit growth - Google Cloud: $24.8B, up 82%, led by enterprise AI infrastructure, AI solutions and core

TEXAS INSTRUMENTS $TXN Q2 REVENUE BEATS, Q3 GUIDANCE ABOVE ESTIMATES Q2: - Revenue: $5,463M vs $5,248M est, beat - EPS: $2.14 - Net income: $1,980M Q3 guidance: - Revenue: $5,650-6,150M vs $5,608M est, above - EPS: $2.23-2.57

Trump: We're winning in Iran

Trump: We don't need the Hormuz Strait

IRAN'S REVOLUTIONARY GUARDS' SPOKESPERSON WARNS SHIPPING COMPANIES THAT THE STRAIT OF HORMUZ SOUTHERN ROUTE IS MINED - POST ON X

U.S. INVESTIGATING WHETHER RUSSIA ASSISTED IRANIAN DRONE ATTACKS ON CIA SITES IN GULF: SOURCES

IRAN'S ARAQCHI: THOSE WHO CONTRIBUTE TO SUCH AGGRESSION WILL ALSO BE CONSIDERED AS LEGITIMATE TARGETS

IRAN'S ARAGHCHI SAYS ANY AGGRESSION AGAINST IRAN WILL DRAW POWERFUL, DECISIVE RESPONSE

SENATE CRYPTO BILL HEADS FOR SHOWDOWN Senate Republicans released updated text of the Clarity Act ahead of a possible vote next week. The draft adds White House-backed crypto ethics rules, but no Democrats have endorsed them. GOP leaders are pushing ahead, while bipartisan

IRAN THREATENS ENERGY SITES IF US HITS POWER PLANTS: TASNIM

META $META BUILDING INTERNAL AI MODEL ROUTER TO CUT CODING COSTS Meta's internal AI incubator, AAI Labs, is developing an AI model router called Switchboard designed to cut costs by automatically sending simpler coding tasks to cheaper models, per The Information. It scores

🚨Insider Trade Alert🚨! Insider Chernett Jorey has purchased 18,000 shares in $TOI Oncology Institute, Inc. worth $94,860.00 $TOI current value: $5.52 Market: NASDAQ

Trump: Iran is going to pay a big price

Trump: Americans are not against the war in Iran

CROWDSTRIKE $CRWD PARTNERS WITH CEREBRAS ON AI THREAT DETECTION CrowdStrike and Cerebras announced a partnership to power AI detection and response using Cerebras's inference speed, per the companies. CrowdStrike will leverage Cerebras's inference speed for its Falcon AI

TRUMP ESCALATES RHETORIC President Trump warned that any attack by Iran on ships in the Strait of Hormuz would trigger U.S. strikes on Iranian infrastructure, including bridges and power plants near Tehran. The statement marks a sharp escalation in rhetoric, reinforcing

🚨Political Trade Alert🚨 Sen. Alan Armstrong has released a new financial disclosure. (57 pages) Highlights: $NBIS $1k - $50k $NVDA $1k - $50k $GOOG $1k - $50k $NVO $50k - $ 100k $FISV $1k - $50k $FSLR First Solar Inc. $1k - $50k Sold: $XOM Exxon Mobil $1k - $50k

🚨Insider Trade Alert🚨! VP Lin Shyue-Shyh has purchased 2,000 shares in $TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD worth $146,780.00 $TSM current value: $424.61 Market: NYSE

*ANTHROPIC TO BUY UP TO 2 GIGAWATTS OF AMD LATEST-GEN CHIPS: WSJ

*AMD TO INVEST $5 BILLION IN ANTHROPIC AS PART OF CHIP DEAL, COMPANIES SAY -- WSJ

U.S. S&P 500 E-MINI FUTURES DOWN 0.4%, NASDAQ 100 FUTURES DOWN 0.9%, DOW FUTURES DOWN 0.3%

IRAN TO FIGHT WITH EVERYTHING IT HAS IF US SETS FOOT ON LAND:TV

TRUMP ESCALATES GENERIC DRUG TARIFFS Trump announced that generic drug imports will face a 0% tariff from 1 August 2026 for two years, rising to 100% for one year and 200% thereafter. The measure aims to reshore generic pharmaceutical manufacturing to the U.S., while existing

*TRUMP TO SET 100% TARIFF ON GENERIC DRUGS FROM AUGUST 2028

WHITE HOUSE TO REDIRECT BILLIONS IN RESEARCH FUNDS TOWARD AI, AWAY FROM COLLEGES- WSJ

🚨Insider Trade Alert🚨! President and CEO Brase John P has purchased 35,000 shares in $CAG CONAGRA BRANDS INC. worth $510,632.50 $CAG current value: $14.85 Market: NYSE

ALASKA AIR $ALK Q2 ADJ LOSS NARROWER THAN EXPECTED, REVENUE BEATS Q2: - Adj EPS: $(0.92) vs $(0.99) est, smaller loss than expected - Revenue: $4,100M vs $4,092M est, beat - EPS: $(0.68)

IRAN'S TOP JOINT MILITARY COMMAND SAYS IF U.S. ATTACKS IRAN'S NUCLEAR SITES, IT WILL BE AN 'EXPANSION OF WAR' IN THE REGION - IRANIAN STATE TV

🚨Insider Trade Alert🚨! Insider Aqua Capital, Ltd. has purchased 100,000 shares in $ENR ENERGIZER HOLDINGS, INC. worth $2,020,850.00 $ENR current value: $20.08 Market: NYSE

PALO ALTO NETWORKS $PANW TO ACQUIRE EMBRACE Palo Alto Networks will acquire Embrace to add real user monitoring capabilities, per the company. The deal is expected to close in Q1 fiscal 2027.

CAPITAL ONE $COF Q2 NET INCOME $3.0B, $4.73 PER SHARE Q2 2026 (vs Q1 2026 unless noted): - Net income: $3.0B, $4.73 per diluted share - Adjusted EPS: $5.81, excluding acquisition amortization, Discover integration and Brex integration expenses - Total net revenue: $15.9B, up 4%

CHUBB $CB Q2 CORE OPERATING EPS $7.26, UP 18.2% Q2: - EPS: $7.30 - Core operating EPS: $7.26, up 18.2% - Net premiums written: $14.7B, up 3.6% • P&C: up 3.0% • Life insurance: up 7.5% - P&C combined ratio: 83.8%

PEGASYSTEMS $PEGA Q2 ADJ EPS AND REVENUE MISS Q2: - Adj EPS: $0.35 vs $0.43 est, miss - Revenue: $420.7M vs $426.2M est, miss - Adj net income: $59.5M vs $79M est, miss - EPS: $0.08 - Net income: $13.3M

SUPERMICRO $SMCI PROVIDES FOURTH QUARTER OF FISCAL YEAR 2026 PRELIMINARY BUSINESS UPDATE

INTERACTIVE BROKERS $IBKR Q2 REVENUE AND ADJ EPS BEAT Q2: - Adj EPS: $0.69 vs $0.64 est, beat - Revenue: $1,896M vs $1,761M est, beat - Net income: $1,338M - Net interest income: $1,057M - Dividend: $0.0875 per share

TRUSTCO BANK $TRST Q2 EPS $0.98, NET INCOME $17.0M Q2: - EPS: $0.98 - Net income: $16.965M - Net interest income: $45.59M - Net interest margin: 2.87% - Credit loss provision: $650K

U.S. SENATOR COLLINS SAYS SOME MILITARY SERVICES FACE NEAR-TERM SOLVENCY CHALLENGES

NEW UK PM BURNHAM APPROVES USE OF UK BASES FOR SOME US STRIKES ON IRAN

SPACEXAI BRINGS GROK TO MICROSOFT $MSFT OUTLOOK SpaceXAI is bringing Grok into Microsoft Outlook, per the company. Grok for Outlook is a Microsoft 365 add-in, available today to all paid X and SuperGrok users. The launch extends Grok's Office suite integration following add-ins

TRUMP: WILL BE HITTING PICKAXE MOUNTAIN AREA PRETTY SOON

*TRUMP: IRAN HAS VERY EVIL PEOPLE LEADING THAT COUNTRY

*TRUMP ON IRAN: WILL BE HITTING SOON, VERY HEAVILY

*TRUMP: IRAN HASN'T SEEN ANYTHING YET, WE'VE BEEN NICE

TRUMP: IRAN HASN'T SEEN ANYTHING YET

Trump: We will target any Iranian facility where nuclear weapons are manufactured

*TRUMP: IRAN PROBABLY TRYING TO IMPACT ELECTIONS WITH HORMUZ

Trump: Rebuilding Iran will take from 20 to 25 years

TRUMP: CANADA TARIFFS NOT IN RESPONSE TO WILDFIRES

OIL HITS FIVE-WEEK HIGH ON MIDDLE EAST ESCALATION Oil prices rose about 2% to a five-week high as renewed U.S.-Iran attacks and Houthi threats to blockade Saudi shipping fueled concerns over global energy supplies. Brent crude climbed above $91 a barrel, while tankers carrying

*TRUMP: WE'RE NOT FINISHED AT ALL WITH IRAN

Trump: I feel safe

Trump: The blockade on Iranian ports continues

Trump: Was most successful world cup ever

*TRUMP, ASKED ON CHINA ELECTION CLAIMS: WE DO THINGS TO THEM TOO

TRUMP: IRAN WANTS TO DESPERATELY MEET

*TRUMP: IRAN WANTS TO MEET, WE HAVE NO INTEREST

TRUMP ON HOUTHI BLOCKADE: IF SOMETHING HAPPENS WE'LL JUST HAVE TO TAKE CARE OF BUSINESS

TRUMP ON HOUTHI BLOCKADE: WE'LL SEE WHAT HAPPENS

*VENEZUELA HEALTH MINISTER CONFIRMS THREE DEATHS TO HANTAVIRUS

*AOUN: IT IS TIME FOR LEBANON TO BE SAFE AND SECURE

APPLE $AAPL TO LAUNCH DEVICE LEASING PROGRAM WITH KLARNA $KLAR JULY 28 Apple is preparing to launch Apple Upgrade, a device leasing program covering most iPhone, Mac, iPad and Apple Watch models, with Klarna as the financial backer, per Bloomberg. It will launch in the US, in

TRUMP: WE'RE GOING TO HELP LEBANON A LOT

GOOGLE $GOOGL LAUNCHES THREE NEW GEMINI MODELS, HAS STARTED PRE-TRAINING GEMINI 4 Google introduced Gemini 3.6 Flash, Gemini 3.5 Flash-Lite and Gemini 3.5 Flash Cyber, and said it has started pre-training Gemini 4, per the company. • Gemini 3.6 Flash: $1.50 per 1M input

ELI LILLY $LLY RESPONDS TO NOVO NORDISK LAWSUIT, VOWS TO DEFEND VIGOROUSLY Eli Lilly said it stands "firmly behind our advertising" and will defend against Novo Nordisk's lawsuit "vigorously," per the company. Lilly said that rather than compete on the merits of its products,

INTEL $INTC PLANS LAYOFFS WITHIN ITS DATA CENTER GROUP Intel said it is planning layoffs within its data center group as part of a broader effort to become "a more focused and efficient company," per Business Insider. An Intel spokesperson said the group is aligning its

NEBIUS $NBIS UP AS MUCH AS 7.8% AFTER NVIDIA DISCLOSES 9.3% STAKE 🟢 Nvidia $NVDA disclosed a 9.3% passive stake in Nebius, about 22.26 million shares, via a Schedule 13G filing dated July 13 and released July 20. The stake includes roughly 1.19 million common shares plus

🚨Political Trade Alert🚨 Rep. James Himes has released a new financial disclosure. Highlights: Sold: $BAC Bank of America $1k - $15k $XOM ExxonMobil $15k - $50k $HD Home Depot $15k - $50k

🚨Insider Trade Alert🚨! VP Lin Shyue-Shyh has purchased 3,000 shares in $TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD worth $215,360.00 $TSM current value: $402.30 Market: NYSE

*BESSENT: FROZE $130M CRYPTO WALLET TIED TO IRAN'S IRGC

SEVERAL KUWAITI POWER AND WATER DESALINATION PLANTS WERE ATTACKED ON MONDAY IN IRANIAN ATTACK - MINISTRY

VESSELS MAKING VOYAGES TO AND FROM SAUDI PORTS MAY BE “SUBJECT TO TARGETING IN ANY LOCATION” BY HOUTHI FORCES – EMAIL SENT TO COMPANIES

TRUMP PREPARES NEW ROUND OF TARIFFS President Donald Trump is reportedly preparing a new round of tariffs on dozens of countries ahead of the expiration of the current 10% global tariff this week. According to the Financial Times, the administration is considering keeping the

*IRAN OFFICIAL BEGAN MEETING WITH MEDIATORS IN PAKISTAN TUES: AP

SIRENS SOUND IN BAHRAIN - INTERIOR MINISTRY

IRAN'S SEMI-OFFICIAL MEHR NEWS AGENCY SAYS EXPLOSIONS HEARD IN CENTRAL IRAN'S ISFAHAN

KASH PATEL IS PLANNING A TRIP TO RUSSIA

U.S. MILITARY: LAUNCHED STRIKES AGAINST IRAN ON MONDAY

CRACKER BARREL $CBRL TO CLOSE REMAINING MAPLE STREET BISCUIT LOCATIONS Cracker Barrel announced strategic actions including closing its remaining 16 Maple Street Biscuit Company locations, per the company. It expects non-cash charges of $37M-$39M in Q4 FY2026 from the

IRAN'S FARS SAYS EXPLOSIONS HEARD NEAR SIRIK, REASON UNKNOWN

U.S. VOWS PRESSURE ON IRAN A senior U.S. official said President Donald Trump is focused on making Iran “pay” for allegedly violating a prior understanding and carrying out attacks in the Strait of Hormuz. According to Axios, the official said U.S. strikes will continue until

TRUMP SAYS NETANYAHU WILL NOT BE ARRESTED IN U.S. President Donald Trump said Israeli Prime Minister Benjamin Netanyahu will not be arrested while visiting the United States. Trump praised Netanyahu’s campaign against Iran and blamed Iran’s leadership for decades of violence,

TRUMP: NETANYAHU WILL NOT BE ARRESTED WHILE IN UNITED STATES OF AMERICA

TRUMP: EVERY TIME IRAN KILLS AN AMERICAN SOLDIER THEY WILL PAY FOR THAT KILLING MANY TIMES OVER

IRAN'S PRESS TV SAYS AN INDUSTRIAL FACILITY IN CENTRAL IRAN'S KHOMEIN CITY WAS ATTACKED BY U.S.

TRUMP URGES GOP TO BACK BUDGET PLAN President Donald Trump called on House Republicans to unite behind the budget resolution, describing it as the first step toward advancing the Save America Act. He said the package should include military funding, aid for farmers, voter ID and

FRENCH FOREIGN MINISTER BARROT: TWO EMBASSY OFFICIALS WERE SERIOUSLY INTIMIDATED BY IRANIAN SECURITY SERVICES ON SUNDAY

TRUMP AI SECURITY AGENCY HEAD RESIGNS -AXIOS

SIRENS SOUND IN KUWAIT - STATE NEWS AGENCY ON X

IRAN'S REVOLUTIONARY GUARDS SAY THEY TARGETED AL-SAKHIR AIR BASE AND BIN SALMAN PORT IN BAHRAIN, ARIFJAN BASE IN KUWAIT

🚨Political Trade Alert🚨 Rep. Laurel Lee has released a new financial disclosure. Highlights: Sold: $GE GE Aerospace $1k-$15k $NOK Nokia $18k-$95k

🚨Political Trade Alert🚨 Rep. Dan Newhouse has released a new financial disclosure. Highlights: $MU Micron $1k-$15k $ACN Acenture $1k-$15k $AMCR Amcor $1k-$15k $AMAT Applied Materials $1k-$15k $COST Costco $1k-$15k $FE FirstEnergy $1k-$15k Sold: $NVDA Nvidia $1k-$15k $PANW

🚨Political Trade Alert🚨 Rep. William Timmons IV has released a new financial disclosure. Highlights: $SPCX SpaceX $50k-$100k

*GOOGLE PLANS NEW CHIP: INFORMATION

🚨Insider Trade Alert🚨! Insider Livingston III Homer John has purchased 26,343 shares in $FCEL FUELCELL ENERGY INC worth $494,966.53 $FCEL current value: $18.50 Market: NASDAQ

IRAN SKEPTICAL OF U.S. INTENTIONS Iranian Parliament Speaker Mohammad Bagher Ghalibaf accused the U.S. of sending more military equipment to the region while claiming to seek peace. He said Iran fully understands Washington’s strategy, is prepared for any scenario, and insisted

$AMC - AMC ENTERTAINMENT HOLDINGS, INC. REPORTS SECOND QUARTER 2026 RESULTS, DELIVERING THE HIGHEST QUARTERLY REVENUE AND ADJUSTED EBITDA IN ITS 106-YEAR HISTORY

STARMER STEPS DOWN Keir Starmer officially resigned as U.K. prime minister, declaring that “my work is done.” In his farewell speech, he said he had rebuilt the Labour Party after its 2019 defeat, led it to a landslide election victory in 2024, and leaves Britain “stronger and

U.S. EYES TOUGHER CURBS ON CHINESE AI The Trump administration is reportedly considering stricter rules on Chinese AI models after the launch of Moonshot AI’s Kimi K3. Options include requiring U.S. hosting providers to guarantee the security of Chinese models and accept

U.S. MAY HAVE HIDDEN IRAN ATTACK INJURIES The New York Times reports the U.S. military may have withheld details of three Iranian strikes in Jordan that wounded dozens of American troops and damaged several helicopters. Officials reportedly feared disclosure could improve Iran’s

MORGAN STANLEY: DIESEL MARKET STAYS TIGHT Morgan Stanley says Europe’s record-high diesel refining margins are being driven by supply disruptions rather than higher crude prices. Refined fuel exports west of the Strait of Hormuz remain well below normal, while more than half of

U.S. MILITARY CONDUCTING STRIKES ON IRAN -CENTCOM

TRUMP THREATENS CANADA OVER WILDFIRES President Trump accused Canada of failing to manage its forests and wildfire debris, blaming the country for cross-border smoke pollution. He said he would speak with Prime Minister Mark Carney and warned that the cost of the pollution

$SPCX - SPACEX IN TALKS WITH PENTAGON SpaceX is reportedly negotiating with the U.S. Defense Department to provide billions of dollars in data-center capacity for AI workloads. The deal would support the Pentagon’s expanding artificial intelligence efforts and deepen SpaceX’s

REZAI TO STATE TV: IF U.S. STRIKES CONTINUE FOR SEVERAL MORE DAYS, WE WILL MOVE INTO A PHASE OF FULL-SCALE OFFENSIVE OPERATIONS

*SPACEX IN TALKS TO PROVIDE COMPUTING POWER FOR PENTAGON: WSJ

ADVISOR TO IRAN'S SUPREME LEADER REZAEI SAYS IF THE AMERICANS SEIZE ANY POINTS IN IRAN, WE MAY ENTER AN OFFENSIVE WAR INSTEAD OF A DEFENSIVE ONE - STATE TV

IRAN'S NOUR NEWS, CITING LOCAL SOURCES, SAYS EXPLOSIONS HEARD IN BANDAR ABBAS ON THE GULF COAST

🚨Insider Trade Alert🚨! President and CEO BOUDREAUX GAIL has purchased 2,725 shares in $ELV Elevance Health, Inc. worth $1,002,230.05 $ELV current value: $369.94 Market: NYSE

IRAN'S SEMI-OFFICIAL TASNIM SAYS 'THAI-FLAGGED SHIP' TARGETED AFTER IGNORING WARNINGS AND TRYING TO PASS THROUGH STRAIT OF HORMUZ WITHOUT IRGC'S PERMISSION

U.S. JUDGE WILL NOT BLOCK META PLATFORMS LAYOFFS IN NOVEL AI DISCRIMINATION CASE

TRUMP MEDIA TARGETS WALL STREET Trump Media is reportedly seeking up to $100,000 a month to give banks and trading firms the fastest access to President Trump’s Truth Social posts. The new “Truth API” would offer low-latency feeds of key accounts, aiming to create a new revenue

META SHARES PARE LOSSES AFTER REPORT OF POTENTIAL $10 BILLION COMPUTING POWER DEAL WITH ANTHROPIC; LAST DOWN 3.2%

TRUMP MEDIA PITCHED $100,000 MONTHLY FEE FOR FAST FEED OF PRESIDENT’S POSTS - FT $DJT

TRUMP MEDIA PITCHED $100,000 MONTHLY FEE FOR FAST FEED OF PRESIDENT’S POSTS - FT

META $META IN TALKS TO LEASE COMPUTE TO ANTHROPIC IN UP TO $10B DEAL Meta is in talks to rent computing power from its AI data centers to Anthropic in a deal that could be worth up to $10B over two years, per the New York Times. Anthropic proposed the deal in June, talks

META IN TALKS TO LEASE COMPUTING POWER TO ANTHROPIC IN POTENTIAL $10 BILLION DEAL - NYT

US TSUNAMI WARNING SYSTEM- TSUNAMI THREAT AFTER MAGNITUDE 7.4 EARTHQUAKE NEAR THE COAST OF CHIAPAS MEXICO

IRAN WARNS U.S. FORCES Iran’s Revolutionary Guard said it is closely monitoring U.S. military movements in the region, warning that American forces are approaching the “zero hour” for potential operations against CENTCOM naval units. The statement ended with a stark message:

U.S. MILITARY: ON JULY 16, U.S. FORCES SUCCESSFULLY DESTROYED THE CHAH BAHAR SHAHID KALANTARI PORT SURVEILLANCE TOWER

SOCCER WORLD CUP FINAL HALFTIME TO LAST MORE THAN 15 MINUTES, BROADCASTING SOURCES SAY

CHIP STOCKS HIT HARD U.S. semiconductor stocks are heading for their worst week in over 15 months, with the Philadelphia Semiconductor Index down 12.5%. Investors are questioning the strength of the AI-driven rally after China’s Moonshot unveiled a powerful open AI model.

$SPCX - SPACEX PLUNGES FROM PEAK SpaceX shares fell 4.6% on Friday, extending a sharp slide that has erased more than $1 trillion in market value since June. The stock is now below its IPO price after a Starship launch was aborted because of an engine issue. Despite the setback,

APPLE SURPASSES NVIDIA TO BECOME WORLD'S MOST VALUABLE COMPANY $AAPL $NVDA

APPLE CLOSES IN ON NVIDIA $AAPL is on the verge of reclaiming the title of the world’s most valuable company, with a market value nearing $4.9T as $NVDA slips. The race highlights a shift in the AI trade. Investors are increasingly betting on Apple’s ability to monetize AI

$XOM - SOURCES TELL REUTERS THAT ATTACKED TANKER WAS CHARTERED BY EXXONMOBIL

US BILL WOULD TARIFF TOP 5 PURCHASERS OF RUSSIAN OIL SENATORS RELEASE TEXT OF BILL TO SANCTION RUSSIA OIL BUYERS

*US JUNE INDUSTRIAL PRODUCTION RISES 0.1% M/M; EST. +0.2%

*TACO BELL FRANCHISEE SUED OVER CYCLOSPORA OUTBREAK: BLAW

U.S. CRUDE FUTURES RISE OVER 3% TO $81.64/BBL, HIGHEST SINCE JUNE 15

$SKHY – SK HYNIX DOWN 0.7% IN PREMARKET SK Hynix shares are slipping 0.7% in premarket after a 13.7% decline in Thursday’s session. Leverage Shares recently launched $SKHX, a 2x leveraged ETF tied to SK Hynix. The fund seeks to deliver 2x the stock’s daily performance and

🚨Political Trade Alert🚨 Rep. Dan Crenshaw has released a new financial disclosure. Highlights: $META Meta $1k-$15k Sold: $GOOG Google $1k-$15k $AMZN Amazon $1k-$15k $AAPL Apple $1k-$15k $META Meta $2k-$30k

🚨Political Trade Alert🚨 Rep. Cleo Fields has released a new financial disclosure. Highlights: $NVDA Nvidia $3k-$45k

AMAZON ZOOX UNIT RECALLS SELF-DRIVING VEHICLES BECAUSE THEY MAY NOT DETECT, RESPOND TO HEAVY SMOKE

HORMUZ TRAFFIC HITS 3-WEEK LOW Confirmed crossings via the Strait of Hormuz dropped to a 3-week low on 16 July, with just 8 recorded, according to Kpler. For the fourth consecutive day, traffic remained heavily concentrated on the Iranian route, which accounted for 7 of the 8

UK LABOUR LEADER BURNHAM: I WILL BE A PRO-BUSINESS LEADER

*BURNHAM NAMED LABOUR LEADER, SET TO BECOME UK PRIME MINISTER

UKMTO SAYS IT RECEIVED A REPORT OF AN INCIDENT 65 NM SOUTH OF YEMEN'S MUKALLA

OIL TANKER STRUCK NEAR CPC TERMINAL IN BLACK SEA

KUWAIT SAYS ELECTRICAL AND DESALINATION POWER PLANT DAMAGED IN IRANIAN ATTACK - ELECTRICITY MINISTRY

CHIPS TAKE A HIT Semiconductors are under pressure as investors reassess the AI trade. China’s Moonshot claims its Kimi K3 model can compete with OpenAI and Anthropic, sparking fresh concerns over AI valuations and chip spending. Despite the selloff, market breadth remains

$NFLX - NETFLIX SHARES DROP 9.2% PREMARKET AFTER CO FORECASTS Q3 REVENUE, PROFIT BELOW ESTIMATES

UPWORK $UPWK CFO ERICA GESSERT TO TAKE TEMPORARY MEDICAL LEAVE Upwork CFO Erica Gessert will take a temporary medical leave effective July 14, with CEO Hayden Brown serving as interim principal financial officer, per an SEC filing. Upwork expects Gessert to return during Q4

IRAN'S SEMI-OFFICIAL TASNIM SAYS U.S FIGHTER JETS LAUNCHED MISSILE ATTACK ON IRANSHAHR AIRPORT

INTUITIVE SURGICAL $ISRG Q2 REVENUE AND ADJ EPS BEAT Q2: - Adj EPS: $2.80 vs $2.50 est, beat - Revenue: $2,892.3M vs $2,820M est, beat - Adj net income: $1,000M vs $897.8M est, beat - EPS: $2.29 FY guidance: worldwide da Vinci procedure growth of about 13.5% to 15.5%, expected

NETFLIX $NFLX Q2 ROUGHLY IN LINE, Q3 GUIDANCE BELOW ESTIMATES Q2: - EPS: $0.80 vs $0.79 est, slight beat - Revenue: $12.56B vs $12.59B est, roughly in line - Net income: $3,401M - Free cash flow: $1.53B Q3 guidance: - Revenue: $12.86B vs $13.01B est, below - EPS: $0.82 vs $0.84

EXPLOSIONS HEARD IN BUSHEHR IN SOUTHERN IRAN - IRNA

KUWAIT DEFENCE MINISTRY SAYS IRANIAN 'AGGRESSION' ON THURSDAY TARGETED NUMBER OF VITAL FACILITIES, RESULTING IN MATERIAL DAMAGE

GOOGLE $GOOGL GEMINI LAUNCH DELAYED AS TECH FALLS SHORT OF GOALS

White House: Trump may mention iran in speech tonight

White House: Blockade in strait of Hormuz is in full force

White House: Trump and Vance on exact same page on Iran conflict

White House: Will continue to work through Iran progress

WHITE HOUSE: IRAN CONTINUES TO TALK TO U.S., WANTS TO MAKE A DEAL

BOOMS HEARD IN DUBAI'S DOWNTOWN AREA -WITNESSES

MORTGAGE RATES HIT ONE-YEAR HIGH US mortgage rates climbed to 6.55%, their highest level in nearly a year, as renewed Middle East tensions fueled inflation fears. Higher borrowing costs are cooling demand, with home sales falling and many first-time buyers priced out.

IRAN'S FARS SAYS U.S. MISSILES HIT LOCATIONS NEAR BANDAR ABBAS

UNITED $UAL SEES NO DEMAND HIT FROM HIGHER PRICES, PLANS 80+ RETIREMENTS On its earnings call, United said it observed minimal to no negative impact on demand from higher price points, a trend it expects to continue, and that it sees yields returning to reasonable pre-COVID

REPORTS: PROJECTILES STRIKE NEAR IRAN’S QESHM ISLAND Iranian media report that areas near Qeshm Island were hit by projectiles at approximately 6:10 PM local time, describing them as “U.S. enemy projectiles.” Officials said a full report will be released after initial

IRAN'S MEHR SAYS U.S. PROJECTILES HIT AROUND QESHM ISLAND

HOUTHIS THREATEN SAUDI OIL FACILITIES Yemen’s Houthi leader warned that Saudi oil infrastructure and other vital facilities would become targets for the group’s missiles if Riyadh joins what it described as a “comprehensive aggression” against Yemen and escalates the conflict.

NEW 2X SK HYNIX ETF DEBUTS Leverage Shares launched $SKHX on Tuesday, a 2x leveraged ETF tied to SK Hynix. The fund aims to deliver 2x the stock’s daily performance and carries a 0.75% expense ratio. Like all leveraged ETFs, it’s designed for short-term trading and comes with

VISA $V INTRODUCES PLATFORM FOR STABLECOIN MINTING, MOVEMENT AND MANAGEMENT

SPACEX $SPCX SHORT SELLERS REPORTEDLY UP ABOUT $8.7B IN PAPER PROFITS Short sellers betting against SpaceX are estimated to be up about $8.7B in paper profits, per Ortex. SpaceX has slid below its $135 IPO price since its June 12 Nasdaq debut.

DIESEL HITS $5 AGAIN GasBuddy data shows the national average diesel price has climbed back to $5 per gallon. Diesel fuels the trucks that move nearly everything we buy—from groceries to household goods and essential supplies. When diesel costs rise, transportation gets more

🚨Political Trade Alert🚨 Rep. Richard Allen has released a new financial disclosure. Highlights: Sold: $INTU Intuit $15k-$50k

🚨Political Trade Alert🚨 Rep. Thomas Kean Jr. has released a new financial disclosure. Highlights: $EQT EQT Corp $1k-$15k $ESAB ESAB Corp $2k-$30k Sold: $GOOGL Google $16k-$65k $MSFT Microsoft $1k-$15k $SYK Stryker Corp $1k-$15k $ADI Analog Devices $1k-$15k $CHKP Check Point

🚨Political Trade Alert🚨 Rep. Jonathan Jackson has released a new financial disclosure. Highlights: $HLT Hilton $1k-$15k $SPHR Sphere Entertainment $1k-$15k Sold: $MCK McKesson Corp $1k-$15k

🚨Political Trade Alert🚨 Rep. Byron Donalds has released a new financial disclosure. Highlights: $ZTS Zoetis $2k-$30k Sold: $CDNS Cadence Design Systems $2k-$30k $MPWR Monolithic Power $2k-$30k

DANA GAS SAYS IT SHUT MAIN PRODUCTION FACILITIES AT IRAQ'S KHOR MOR FIELD DUE TO CREDIBLE SECURITY THREATS AND ESCALATING REGIONAL TENSIONS

IRAN THREATENS SECOND GLOBAL ENERGY CHOKEPOINT Iran has reportedly told Yemen’s Houthis to be ready to close the Bab el-Mandeb Strait if the U.S. strikes Iranian power infrastructure, according to Reuters sources. With the Strait of Hormuz already shut, a disruption in the Red

IRAN TELLS YEMEN'S HOUTHIS TO CLOSE BAB EL-MANDEB GATEWAY TO THE RED SEA IF U.S. HITS POWER NETWORK, SOURCES SAY

DRONE CRASHED INTO OIL TANKER IN IRAQ'S BASRA TERMINAL, NO DAMAGES OR FIRE - FOUR IRAQI OIL AND SECURITY SOURCES

TRUMP: IRAN HAS ALLOWED AN AMERICAN CITIZEN, WHO WAS WRONGFULLY DETAINED IN DECEMBER OF 2024 UNDER BIDEN, TO LEAVE COUNTRY

KUWAIT AIRE DEFENCES RESPONDING TO 'HOSTILE DRONE THREATS' - KUWAITI ARMY

Argentina beat England 2-1 to reach World Cup final . They will play Spain in final

U.S. MILITARY: DISABLED UNLADEN OIL TANKER ATTEMPTING TO SAIL TOWARD AN IRANIAN PORT IN THE ARABIAN GULF

TRUMP: WE WILL SOON TAKE ACTION TO MAKE IT EASIER FOR VETERANS TO BE TRUCK DRIVERS

AST SPACEMOBILE $ASTS ANNOUNCES $1B CONVERTIBLE NOTES OFFERING DUE 2034 AST SpaceMobile announced a proposed private offering of $1.0B of convertible senior notes due 2034, per the company. Initial purchasers may buy up to $150M in additional notes within 13 days of issuance.

UNITED AIRLINES $UAL Q2 ADJ EPS BEATS, FUEL COSTS SPIKE ON JET PRICES Q2: • Adj EPS: $1.99 vs $1.88 est, beat • Revenue: $17,700M vs $17,618M est, beat • Net income: $805M • Fuel expense: up $2.3B YoY, at $4.19/gallon Guidance: • Q3 adj EPS: $2.50-$3.50 vs $3.60 est •

TRUMP ON IRAN: THEY WILL BE DEFEATED SOON

TRUMP ON IRAN: WE'LL FIND OUT IF WE SETTLE WITH THEM

TRUMP ON IRAN: THEY WANT TO SETTLE

IRAN'S MEHR NEWS AGENCY SAYS EXPLOSIONS HEARD IN BANDAR ABBAS

TRUMP: IRAN WANTS TO MEET

IRAN'S MEHR SAYS THREE EXPLOSIONS HEARD IN IRAN'S CHABAHAR

U.S. MILITARY: AT 3 P.M. ET, U.S. FORCES LAUNCHED OPERATIONS FOR A SECOND WAVE OF STRIKES TODAY AGAINST IRAN

KUWAIT SAYS ITS ARMED FORCES INTERCEPTED FOUR CRUISE MISSILES AND 21 DRONES FROM IRAN ON WEDNESDAY

🚨Insider Trade Alert🚨! Insider Aqua Capital, Ltd. has purchased 100,000 shares in $ENR ENERGIZER HOLDINGS, INC. worth $2,020,832.00 $ENR current value: $20.67 Market: NYSE

RECENT U.S. STRIKES ON IRAN ARE STRENGTHENING OPTIONS FOR POTENTIAL U.S. ESCALATION

*US MILITARY PLANNERS EXAMINED POSSIBILITY OF CUBA RAID: CBS

TRUMP ON IRAN: THEY BETTER BEHAVE

TRUMP ON IRAN: DON'T LIKE GIVING DEADLINES

IRAN'S TOP NEGOTIATOR QALIBAF: NEGOTIATION AT THIS STAGE IS NOT EQUIVALENT TO COMPROMISE, BUT, ALONG WITH WAR, IS PART OF THE STRATEGY OF RESISTANCE AND PROTECTION OF NATIONAL INTERESTS

*VANCE: ISRAEL MORE EFFECTIVE THAN MOST AT INFLUENCING US *US VICE PRESIDENT VANCE SPEAKS ON JOE ROGAN

*VANCE: SOME PEOPLE IN ISRAELI GOVERNMENT WANT WAR INDEFINITELY

IRAN'S TOP NEGOTIATOR QALIBAF: WE HAVE NO CHOICE BUT TO RELY ON OUR OWN STRENGTH AND BECOME STRONG

IRAN'S TOP NEGOTIATOR QALIBAF: OUR APPROACH IN WAR OR NEGOTIATION MUST BE BASED ON NATIONAL INTERESTS AND SECURITY, REALISTIC, AND LONG-TERM

IRAN'S TOP NEGOTIATOR QALIBAF: 'ENEMY' STRATEGY HAS NOT CHANGED

IRAN'S TOP NEGOTIATOR QALIBAF: WE ARE IN AN ESSENTIAL AND EXISTENTIAL WAR WITH AMERICA, WHOSE AIM BESIDES TOPPLING IRAN'S SYSTEM IS TO FRAGMENT OUR BELOVED COUNTRY, IRAN

IRAN'S TOP NEGOTIATOR QALIBAF: WE MUST ALSO USE THE TOOLS OF DIPLOMACY AND NEGOTIATION TO REALIZE AND SECURE NATIONAL INTERESTS

TRUMP: NEW YORK SHOULD CHANGE ITS POLICY ON DATA CENTERS IMMEDIATELY

TRUMP: NEW YORK STATE HAS MADE A TERRIBLE DECISION

TRUMP: GOVERNOR KATHY HOCHUL, FOR POLITICAL REASONS, HAS TERMINATED ALL DATA CENTERS BEING BUILT, OR TO BE BUILT, IN NEW YORK STATE

$SPCX - SPACEX FALLS BELOW IPO PRICE SpaceX shares fell 1.7% to $134, slipping below their $135 IPO price for the first time. The stock is now far below its $225.64 peak, raising concerns that its valuation was driven more by hype than fundamentals. Investors now await

$SPCX - SPACEX SHARES EXTEND LOSSES, LAST DOWN 2.8%

*IRAN SAYS NO PLANS FOR US TALKS, FOCUS IS ON DEFENSE: TASNIM

ASML PLANS PRICE INCREASES FOR CHIPMAKING EQUIPMENT DESPITE TSMC RESISTANCE ASML plans price increases for its chipmaking equipment, despite resistance from TSMC $TSM, per The Information. ASML is the sole maker of the advanced lithography machines needed to produce

IRAN'S MEHR SAYS U.S. PROJECTILES HIT A LOCATION ON HENGAM ISLAND

APPLE $AAPL HUNTING FOR AI CHIP ACQUISITIONS Apple is hunting for AI chip acquisitions, per The Information. The report says Apple's in-house M2 Ultra chips have not proven sufficient for running advanced AI workloads, forcing a reliance on Nvidia $NVDA. A future version of

IRAN'S TOP NEGOTIATOR QALIBAF TO RELEASE A STATEMENT ON THE WAR AND RECENT EVENTS - STATEMENT

APPLE $AAPL HUNTS FOR AI CHIP ACQUISITIONS - THE INFORMATION

TRUMP: HAVEN'T DECIDED ON PULLING OUT TROOPS OUT OF EUROPE

R O M E T A L K S C O N C L U D E US, Israeli and Lebanese officials concluded two days of talks in Rome, described as productive by a senior US official. The parties agreed on the structure and guidelines for a regional pilot process expected to be implemented in the coming

TRUMP: IRAN CALLED A WHILE AGO; THEY WANT TO MAKE A DEAL

🚨Political Trade Alert🚨 Rep. Debbie Dingell has released a new financial disclosure. Highlights: Exchanged: $HONAV Honeywell Aerospace $65k-$150k

🚨Political Trade Alert🚨 Rep. Debbie Schultz has released a new financial disclosure. Highlights: Sold: $ICHR Ichor Holdings $2,722.50

CENTCOM: STRIKES AIMED TO FURTHER DEGRADE IRAN’S ABILITY TO ATTACK COMMERCIAL SHIPPING IN THE STRAIT OF HORMUZ

TRUMP ON WAR IN UKRAINE: -THINK RUSSIA READY TO MAKE A DEAL SOON -INTERVIEW

US AVERAGE 30-YEAR MORTGAGE RATE RISES 7 BPS TO 6.65 PCT IN JULY 10 WEEK - MBA

TRUMP DEFENDS ICE AND TRAFFIC STOPS Trump praised ICE, claiming crime is falling and arguing that strict immigration enforcement remains necessary. He defended traffic stops as a key crime-fighting tool and urged ICE officers to act “judiciously, fairly and smartly.” Trump

*US BEGAN STRIKING IRAN AT 6AM ET TODAY, CENTRAL COMMAND SAYS

US CENTCOM: : AT 6 A.M. ET TODAY, U.S. CENTRAL COMMAND FORCES BEGAN LAUNCHING A WAVE OF STRIKES AGAINST IRAN

BRIGHTSPRING $BTSG TO JOIN S&P MIDCAP 400, KARMAN $KRMN TO JOIN S&P SMALLCAP 600 BrightSpring Health Services is set to join the S&P MidCap 400 and Karman Holdings is set to join the S&P SmallCap 600, per S&P Dow Jones Indices.

🚨Insider Trade Alert🚨! Insider ICONIQ Strategic Partners VIII Holdings, L.P. has purchased 306,399 shares in $NTSK Netskope Inc worth $3,765,697.64 $NTSK current value: $14.27 Market: NASDAQ

IRAN'S FARS NEWS AGENCY SAYS EXPLOSIONS HEARD IN AHVAZ IN SOUTHERN IRAN

*IRAN SAYS US 'FULLY SHATTERED' MOU BY REIMPOSING BLOCKADE: IRIB

CVS HEALTH $CVS REACHES AGREEMENT WITH FTC OVER PBM PRACTICES CVS Caremark announced an agreement with the FTC that it said will further advance its approaches to transparency and affordability, per the company. CVS said the agreement eliminates ongoing litigation and allows it

IRAN'S DEPUTY FOREIGN MINISTER SAYS THE STRAIT OF HORMUZ IS 'PART OF IRAN'S NATIONAL SECURITY'

IRAN'S DEPUTY FOREIGN MINISTER SAYS WE WILL EXERCISE OUR SOVEREIGNTY ON THE STRAIT OF HORMUZ WHAT EVER THAT COSTS

IRAN'S IRGC SAYS U.S. 'AGGRESSIONS' WILL HAVE NO RESULT OTHER THAN DELAYING THE OPENING OF HORMUZ STRAIT

IRAN'S DEPUTY FOREIGN MINISTER SAYS WE CURRENTLY HAVE NO COMMITMENTS WHEN IT COMES TO THE ISLAMABAD MOU WITH U.S.

*US FORCES ARE CURRENTLY CONDUCTING AIRSTRIKES IN IRAN: ABC

LUCID GROUP $LCID DENIES REPORT IT IS WEIGHING GOING PRIVATE OR CHAPTER 11 Lucid Group denied a report that it is considering going private or filing for Chapter 11 bankruptcy, per a company statement. Lucid said it has sufficient liquidity to carry its operations well into next

TRUMP: THEY SHOT FIRST, WAS BIG MISTAKE

TRUMP: I DON'T THINK ANYBODY SHOULD BE ABLE TO CHARGE A FEE FOR THE STRAIT

TRUMP: GULF STATES ARE GOING TO INVEST IN U.S. AND I THINK THAT'S BETTER

TRUMP: WAS CALLED BY DIFFERENT COUNTRIES THAT SAID WE'D LIKE TO INVEST IN U.S. INSTEAD OF CHARGING FEE FOR STRAIT OF HORMUZ PASSAGE

TRUMP: WE ARE THERE FOR IRAQ IF THEY NEED PROTECTION

Trump: We don't think we need our military in there now

EXPLOSION SOUNDS HEARD IN IRAN'S QESHM ISLAND, CAUSE UNKNOWN

CUBA'S NATIONAL ELECTRIC GRID COLLAPSES, SAYS CUBA'S STATE MEDIA

ICE SUSPENDS VEHICLE STOPS FOR US IMMIGRATION ENFORCEMENT

OIL FUTURES PARE GAINS, U.S. CRUDE TURNS NEGATIVE AFTER US PRESIDENT TRUMP SAYS STRAIT OF HORMUZ OPEN TO ALL SHIP TRAFFIC EXCEPT FOR IRAN

OMAN'S MARITIME SECURITY CENTRE SAYS ALL 18 MEMBERS OF OIL TANKER AL BAHYAH TARGETED NEAR OMAN EVACUATED WHILE THREE REMAIN MISSING

TRUMP ANNOUNCES IRAN SHIPPING BLOCKADE President Donald Trump says the Strait of Hormuz is open to all vessels except those linked to Iran. Ships traveling to or from Iranian ports, or carrying Iranian cargo, will face a full blockade. Trump also announced plans to replace the

TRUMP TO REPLACE 20% HORMUZ CARGO FEE WITH TRADE DEALS

TRUMP ANNOUNCES FULL BLOCKADE ON IRANIAN SHIPPING President Trump says the Strait of Hormuz will remain open to all shipping except vessels linked to Iran. A full blockade will target ships traveling to or from Iranian ports or carrying Iranian cargo. Trump also proposed

WARSH: WE DO NOT WANT TO BE IN THE BAILOUT BUSINESS

WARSH: WANT TO BE IN A POSITION WE AREN'T BAILING OUT ANYONE INCLUDING CRYPTO

DOLLAR WEAKENS AS U.S. INFLATION COOLS The U.S. dollar fell after June inflation slowed more than expected, reducing expectations for near-term Federal Reserve rate hikes. However, escalating U.S.-Iran tensions are pushing oil prices higher, potentially reviving inflation

NVIDIA H200 CHIP SHIPMENTS TO CHINA HAVE BEGUN A senior U.S. official confirmed that shipments of Nvidia’s H200 AI chips to China and Hong Kong have started. However, the number delivered remains “very few.” The U.S. Commerce Department had previously cleared around 10 Chinese

$NVDA US OFFICIAL SAYS SHIPMENTS OF H200 CHIPS TO CHINA HAVE BEGUN

WARSH: ASKED WHAT HE WOULD DO IF TRUMP TRIED TO INTERFERE WITH THE FED, SAYS HE WOULD CONTINUE TO DO HIS JOB

WARSH: WE ARE NOT AFRAID OF PRODUCTIVITY-LED GROWTH

WARSH: CONTAINING INFLATION WOULD BE CONSISTENT WITH LOWER LONG-TERM TREASURY YIELDS, MORE AFFORDABLE MORTGAGES

WARSH: MORTGAGES ARE HIGHER THAN THEY HAVE BEEN IN PART BECAUSE INFLATION IS ABOVE FED'S TARGET

CHINA'S ZTE AND MAGINFRA AMONG FIRMS LICENSED BY US TO BUY NVIDIA $NVDA H200 CHIPS China's ZTE and MagInfra are among the firms licensed by the US to purchase Nvidia's H200 AI chips, per documents. Kingsoft was approved to buy AI chips from AMD $AMD, the documents show. The

META USED AI-POWERED SOFTWARE TO TARGET WORKERS WITH MEDICAL CONDITIONS FOR LAYOFFS, LAWSUIT CLAIMS

DEEPSEEK PRELIMINARY TALKS WITH NEW INVESTORS ABOUT OPENING ANOTHER ROUND THAT WOULD VALUE THE COMPANY AT ABOUT $71BN BEFORE DEAL-FT

STOLT TANKERS: VESSEL STOLT MAGNESIUM SUFFERED FROM EXPLOSION OF UNIDENTIFIED EXTERNAL DEVICE WHILE ON PASSAGE OFF THE COAST OF OMAN

*TRUMP 'VERY SERIOUS' ABOUT 20% FEE PLAN FOR HORMUZ: SEMAFOR

🚨Insider Trade Alert🚨! Insider Englander Daniel J has purchased 76,190 shares in $YEXT Yext, Inc. worth $397,909.89 $YEXT current value: $5.21 Market: NYSE

IRAN'S MEHR NEWS AGENCY SAYS EXPLOSION HEARD AGAIN IN SOUTHERN IRAN'S BUSHEHR CITY

MEHR SAYS SEVERAL AREAS IN SOUTHWESTERN IRAN'S KHUZESTAN'S OMIDIYEH HIT BY U.S. PROJECTILES

EXPLOSIONS HEARD IN SOUTHERN IRAN'S QESHM ISLAND - SEMI-OFFICIAL MEHR NEWS AGENCY

UKRAINIAN CAPITAL KYIV UNDER ATTACK FROM RUSSIAN BALLISTIC MISSILES, SENIOR OFFICIALS SAY

IRANIAN STATE TV SAYS SOUND OF TWO EXPLOSIONS HEARD ON IRAN'S KISH ISLAND

*IRAN ARMY SAYS IT TARGETS US ASSETS, VESSEL: FARS

IRAN'S STATE TV CITES IRANIAN ARMY AS SAYING THAT IT HAS TARGETED U.S. MILITARY FACILITIES AND EQUIPMENT IN KUWAIT WITH DRONES

OIL SURGES AS TRUMP SAYS US WANTS 20% CHARGE FOR HORMUZ FLOW

TRUMP ON IRAN: WE ARE GOING TO TAKE OUT PICKAXE MOUNTAIN -HUGH HEWITT SHOW

SMARTPHONE SHIPMENTS HIT A 13-YEAR LOW Global smartphone shipments fell 11% in Q2, reaching their lowest level for the period since 2013. A memory chip shortage has pushed up phone prices and weakened demand, hitting Xiaomi, Oppo, and Vivo hardest. Samsung regained the top

TRUMP: I DISAGREE WITH NETANYAHU SOMETIMES AND I LET HIM KNOW

TRUMP: GET ALONG WITH NETANYAHU VERY WELL

TRUMP ON IRAN: GOING TO HIT THEM HARD TONIGHT, TOMORROW -HUGH HEWITT SHOW

TRUMP'S THURSDAY SPEECH IS SLATED TO ADDRESS NEWLY DECLASSIFIED INTELLIGENCE REPORTS RELATED TO FOREIGN INTERFERE IN 2020 ELECTION -MS NOW

IRAN'S TASNIM SAYS SEVERAL 'VIOLATING' VESSELS WERE TARGETED IN THE STRAIT OF HORMUZ

TRUMP: MAKING A SPEECH TO NATION ON THURSDAY EVENING, AT 9 P.M. EASTERN

IRAN'S FOREIGN MINISTER ON X: IRAN HAS ALWAYS BEEN THE GUARDIAN OF THE STRAIT AND WILL REMAIN SO FOREVER

FRANCE'S MACRON: MULTINATIONAL FORCE WILL CARRY OUT MILITARY EXERCISES WITH UKRAINE IN NEIGHBOURING COUNTRIES

U.S. NAVY-LED JMIC: U.S. MILITARY WILL BEGIN ENFORCEMENT OF A NAVAL BLOCKADE OF ALL IRANIAN PORTS AND IRANIAN COASTAL AREAS AT 2000 GMT ON 14 JULY

U.S. NAVY-LED JOINT MARITIME INFORMATION CENTER: U.S. BLOCKADE APPLIES TO ALL VESSEL TRAFFIC, REGARDLESS OF FLAG

FRANCE'S MACRON: UKRAINE TO BUY 16 RAFALE FIGHTER JETS TO BE FLYING IN UKRAINE SKIES BY 2028-2029

FRANCE'S MACRON: UKRAINE HAS AGREED TO BUY SAMP-T AIR DEFENCE SYSTEM

SAUDI-LED COALITION IN YEMEN SAYS DEALT WITH BALLISTIC MISSILES LAUNCHED BY HOUTHIS TOWARDS SOUTHERN REGION

FED AT A CROSSROADS: RATE HIKE BACK ON THE TABLE Fed Governor Christopher Waller warned that another hot core inflation reading could force policymakers to consider raising interest rates soon. While the US economy remains resilient, persistent price pressures from tariffs,

🚨Insider Trade Alert🚨! President and CEO MATT PETER R has purchased 8,230 shares in $CMC COMMERCIAL METALS Co worth $504,499.00 $CMC current value: $63.74 Market: NYSE

🚨Insider Trade Alert🚨! Insider Chernett Jorey has purchased 15,000 shares in $TOI Oncology Institute, Inc. worth $87,750.00 $TOI current value: $6.01 Market: NASDAQ

TRUMP: U.S. TO BECOME “GUARDIAN OF THE HORMUZ STRAIT” President Trump said the U.S. would reinstate its blockade of Iranian ships and seek a 20% reimbursement on other cargo transiting the Strait of Hormuz. The plan would begin immediately, though key details remain unclear.

Here’s a punchier version in the same format: TRUMP: U.S. TO BECOME “GUARDIAN OF THE HORMUZ STRAIT” President Trump said the U.S. would reinstate its blockade of Iranian ships and seek a 20% reimbursement on other cargo transiting the Strait of Hormuz. The plan would begin

U.S. STATE DEPARTMENT LAUNCHES CAMPAIGN TO ENSURE 'INTERNATIONAL CRIMINAL COURT IS INCAPABLE OF THREATENING U.S. SOVEREIGNTY OR TARGETING AMERICANS'

U.S. MILITARY: STRIKES DEGRADED IRAN’S ABILITY TO CONTINUE ATTACKING COMMERCIAL SHIPPING

U.S. MILITARY: FORCES STRUCK A SUBMARINE AND SHIP MAINTENANCE FACILITY IN IRAN ON SUNDAY

US DEPLOYS SEA DRONES IN COMBAT FOR FIRST TIME CENTCOM says three Corsair unmanned vessels struck a submarine and ship maintenance facility at Iran’s Bandar Abbas Naval Base. The operation marked the first U.S. use of sea drones in combat and aimed to weaken Iran’s ability to

TRUMP: I RECOMMENDED LINDSEY GRAHAM'S SISTER, DARLINE, TO SERVE AS INTERIM SENATOR FROM GREAT STATE OF SOUTH CAROLINA

STRAIT OF HORMUZ CRISIS ESCALATES U.S. and Iranian forces exchanged missile and drone attacks as tensions over control of the Strait deepened. Trump said the U.S. could become the waterway’s “guardian,” while Iran rejected any U.S. role. Shipping traffic fell sharply and oil

TRUMP ON IRAN: PROCESS AND FORMATION WILL BEGIN IMMEDIATELY

TRUMP ON IRAN: HORMUZ STRAIT IS OPEN, AND WILL REMAIN OPEN, WITH OR WITHOUT IRAN

TRUMP ON IRAN: REINSTATING IRANIAN BLOCKADE

TRUMP ON IRAN: U.S.A. WILL BE KNOWN AS " GUARDIAN OF HORMUZ STRAIT," BUT WILL BE REIMBURSED AT RATE OF 20% ON ALL CARGO SHIPPED

TRUMP REGULATORS SEEK TO DISCOURAGE LOANS TO UNDOCUMENTED IMMIGRANTS - WSJ

$SPCX - SPACEX SHARES HIT POST-IPO LOW SpaceX shares fell 2.9% to $141.10, briefly touching $140.20—their lowest level since the company went public on 12 June at $135 per share. Meanwhile, the FAA closed its investigation into Starship’s 12th flight, clearing the 13th test

STRAIT OF HORMUZ TRAFFIC TURNS DEFENSIVE Confirmed crossings fell around 52% week on week between 10–12 July, according to MarineTraffic. Vessels increasingly favoured Iranian and Dark routes, while IMO and Omani corridor activity dropped to minimal levels. Despite no

PUTIN PROMISES MORE POWERFUL AND GROWING RESPONSE TO UKRAINE'S STRIKES

IRAN'S REVOLUTIONARY GUARDS SPOKESPERSON: WE CONTINUE TO ASSERT OUR AUTHORITY AND CONTROL OVER THE STRAIT OF HORMUZ

🚨Political Trade Alert🚨 Rep. Michael McCaul has released a new financial disclosure. Highlights: $TSM Taiwan Semiconductor $15k-$50k $DELL Dell $2k-$30k $INTU Intuit $2k-$30k $WDAY Workday $2k-$30k Sold: $AMZN $30k-$100k $MSFT Microsoft $15k-$100k $CVX Chevron $100k-$250k

🚨Political Trade Alert🚨 Rep. Rick Larsen has released a new financial disclosure. Highlights: $APH Amphenol Corp $1k-$15k $MCK McKesson Corp $1k-$15k Sold: $ABT Abbott Labs $1k-$15k Sold: $SPGI S&P Global $1k-$15k

🚨Political Trade Alert🚨 Rep. John James has released a new financial disclosure. Highlights: $SPCX SpaceX $15k-$50k

TRUMP: WE HELD AN 11-HOUR MEETING YESTERDAY WITH THE IRANIANS

IRAN LEADER’S ADVISER RULES OUT RETREAT FROM STRAIT OF HORMUZ

TRUMP SAYS U.S. WILL DEFEND STRAIT, EXPECTS PAYMENT IN RETURN

TRUMP ON IRAN: WE HAD A DEAL AND THEY BROKE IT

TRUMP ON IRAN: WILL BE GUARDIAN OF STRAIT

MORGAN STANLEY EXPECTS US HYPERSCALER CAPEX TO REACH $1.2 TRLN BY 2027 MORGAN STANLEY EXPECTS US HYPERSCALER CAPEX TO REACH $1.4 TRLN BY 2028

TRUMP: IRAN DIDN'T GET ANYTHING FROM ME

Trump: Iran has nothing

TRUMP ON IRAN, OIL: WE'RE TAKING OVER THE STRAIT

TRUMP WARNS OF SEPTEMBER GOVERNMENT SHUTDOWN UNLESS SENATE ENDS FILIBUSTER

U.S. POWER COSTS SURGE TO MULTI-YEAR HIGHS Natural gas power costs hit $90 per megawatt-hour in 2026—the highest level in at least 17 years—as data-center demand accelerates. Solar and onshore wind costs also jumped more than 10%, reaching their highest levels since at least

TRUMP’S SCHEDULE TODAY – MONDAY, JULY 13, 2026 📍 THE WHITE HOUSE •8:00 AM EDT — Executive Time (Closed Press) •1:30 PM EDT — Freedom 250 Grand Prix Showcase (Press Pool) ← PUBLIC APPEARANCE •3:00 PM EDT — Meeting with Speaker of the House & NRCC Chairman (Closed) •4:00 PM

BAHRAIN SAYS ITS AIR DEFENCES INTERCEPTED AND DESTROYED SEVERAL IRANIAN AERIAL ATTACKS ON MONDAY MORNING - STATEMENT

IRAN REPORTS SAYS EXPLOSIONS HEARD AROUND IRAN'S BANDAR ABBAS AND QESHM ISLAND

IRAN SAYS US-IRAN MEMORANDUM OF UNDERSTANDING IN 'CRISIS PHASE'

OVER THE LAST 24 HOURS AROUND 20 COMMERCIAL VESSELS HAVE TRANSITED THROUGH THE STRAIT OF HORMUZ IN COORDINATION WITH THE U.S. MILITARY, IN ADDITION TO SEVERAL VESSELS WITHOUT U.S. COORDINATION- REPORT CITING U.S. OFFICIAL

RT @BeatTheInsider: Since we posted our🚨Insider Trade Alert🚨 for $PANW : 1. $PANW up 120% 2. Trump bought $250,000 3. $10 million worth…

🚨Insider Trade Alert🚨! Insider Griffith William J.G. has purchased 610,291 shares in $NTSK Netskope Inc worth $7,216,080.78 $NTSK current value: $12.32 Market: NASDAQ

US DEMANDS IRAN STATE THAT HORMUZ IS OPEN: AP CITING OFFICIALS

IF WE DON'T GET THE NUCLEAR DUST, WE DO NOT HAVE A DEAL WITH IRAN – SENIOR U.S. OFFICIALS

IRAN HAS TOLD U.S. OFFICIALS THAT RECENT ATTACKS ON SHIPPING WERE FROM 'AN ERRANT PART OF THEIR SYSTEM' – SENIOR U.S. OFFICIALS

APPLE SUES OPENAI ALLEGING MISAPPROPRIATION OF TRADE SECRETS, COURT RECORDS SHOW

Since we posted our🚨Insider Trade Alert🚨 for $PANW : 1. $PANW up 120% 2. Trump bought $250,000 3. $10 million worth of insider purchases 4. 5 politicians added to their $PANW Remember, Pelosi disclosed up to $5 million worth of $PANW Leaps last year

RUSSIA TEMPORARILY STOPS SHIPPING THROUGH DON-AZOV CHANNEL, TWO INDUSTRY SOURCES SAY

🚨Political Trade Alert🚨 Rep. Tim Moore has released a new financial disclosure. Highlights: Sold: $DASH DoorDash $1k-$15k

🚨Political Trade Alert🚨 Rep. Richard McCormick has released a new financial disclosure. Highlights: $ABT Abbott Labs $2k-$30k $LHX L3Harris Tech $2k-$30k Sold: $ADI Analog Devices $2k-$30k Sold: $UNH UnitedHealth $1k-$15k Sold: $CSCO Cisco Systems $2k-$30k

CIRCLE $CRCL GETS OCC APPROVAL TO OPERATE AS A TRUST BANK 🟢 Circle rose more than 12% after the Office of the Comptroller of the Currency granted it approval to operate as a national trust bank, per CNBC. The new entity will operate as Circle National Trust. The charter lets

KREMLIN ON REUTERS REPORT THAT PUTIN IS LIKELY TO ESCALATE UKRAINE WAR: RUSSIA IS OPEN TO ACHIEVING ITS AIMS THROUGH TALKS

🚨Insider Trade Alert🚨! Insider HANSEN BRUCE D has purchased 4,000 shares in $UUUU ENERGY FUELS INC worth $50,780.00 $UUUU current value: $13.49 Market: NYSE American

🚨Insider Trade Alert🚨! Insider Aqua Capital, Ltd. has purchased 80,000 shares in $ENR ENERGIZER HOLDINGS, INC. worth $1,642,224.00 $ENR current value: $20.21 Market: NYSE

WD-40 $WDFC Q3 EPS $2.24, RAISES FY SALES OUTLOOK ABOVE ESTIMATES Q3: - EPS: $2.24 - Sales: $195.1M - Net income: $30.2M - Gross margin: 56.6% FY guidance: - Sales: $675-690M vs $661.6M est, above - Sales growth: 10-12%