Opening Recap Market Pulse: US markets drifted as tech headlines collided with mixed sector data. Block’s S&P 500 entry and Nvidia’s fresh export licenses drew attention, while renewable names cooled after sharp corrections. Key Movers: Block’s surge into the S&P 500 (Cointelegraph) and Nvidia’s green light on AI chip exports (New York Post) set the tone, while IREDA’s steep 28% drop this year (The Times of India) kept oil-and-renewables traders on edge. Macro & Politics: Trump’s GENIUS Act stablecoin law (BusinessLine) puts a regulatory framework under digital dollars, and Washington’s shift on crypto is fueling sector chatter—though some milestones feel more hype than substance. What’s Next: Watch for next week’s regional bank earnings and any follow-up guidance on Fed oversight of digital assets. Market Commentary Most folks are missing the knock-on from Block’s S&P 500 entry—and it’s not just a bullish headline. When a payments giant earns that stamp, it pulls in massive passive flows. Meanwhile, Coinbase, fresh off its own S&P debut, sits on the sidelines. That rotation into digital finance is bonkers and it’s just getting started. Combine that with Nvidia’s chip reprieve and the stablecoin bill’s passage, and you’ve got a wild thesis: regulators and policymakers are grudgingly embracing crypto and AI. You rarely see Washington and Wall Street shaking hands—and that friction often births the biggest market plays. Action step: I’m scoping out small-cap fintechs and crypto-native names before the herd changes its mind. If you’re not dialed into the under-the-radar setups getting squeezed by these policy shifts, you’re leaving gains on the table. 📈 Breaking Financial News Cointelegraph Block’s inclusion in the S&P 500 comes just two months after crypto exchange Coinbase made history as the first cryptocurrency firm to join the index. ETF Daily News Teradyne was downgraded by analysts at JPMorgan Chase & Co. from an “overweight” rating to “neutral,” with a $102.00 price objective on the stock. The Times of India Shares of Indian Renewable Energy Development Agency have fallen sharply after a significant rally. The stock is trading below key technical averages, raising concerns about investor confidence. New York Post The Trump administration has assured Nvidia that licenses to export the chips will be granted, ending months of halted shipments. BusinessLine Trump signs the GENIUS Act, creating the first U.S. stablecoin regulations. The law mandates reserve disclosures, boosting crypto legitimacy and market growth. $150 Trillion... for the "Big Guy?" It's outrageous... We've just learned Joe Biden kept a 15-figure fortune hidden from the American public. This is way, way worse than "10% for the Big Guy." Learn More → 🔍 Market Analysis & Insights Biztoc.com ETF Daily News Bank of New York Mellon Corp lowered its position in shares of IonQ by 6.8% during the first quarter, according to its latest SEC filing. The fund owned 844,336 shares after the sale. ETF Daily News Regions Financial reported stronger-than-expected earnings, causing its shares to gap up at the open. The bank’s recent performance highlights solid margin expansion on tech investments. ETF Daily News AAR Corp.’s share price gapped higher pre-market following a better-than-expected earnings announcement, signaling solid demand in aerospace services. ETF Daily News QinetiQ Group’s stock had its “buy” rating reaffirmed by Berenberg Bank with a GBX 570 price objective, reflecting confidence in its defense tech pipeline. After AI: The new stocks set to soar in 2025 AI... Crypto... Quantum Computing... What stocks are next up to soar in 2025? I believe I've found the answer - and it might surprise you. Learn More → 💰 Investment Opportunities pymnts.com Regions Financial Corp.’s technology and talent investments drove 10% year-over-year revenue growth in Q2, lifting total quarterly revenue to $1.9 billion. ETF Daily News Envestnet Asset Management lowered its position in Four Corners Property Trust by 10.3% in Q1, holding 480,280 shares after the sale, per HoldingsChannel. ETF Daily News A second update: AAR Corp. saw its shares open sharply higher following strong earnings, highlighting persistent strength in its maintenance services segment. ETF Daily News Barclays raised its price target on Sarepta Therapeutics from $29.00 to $32.00, sending shares up sharply at the open as biotech investors chase growth catalysts. Benzinga Elon Musk: "Civilization Will Crumble" Without THIS Elon Musk is worried. He says without this ONE investment, society is doomed. He's not alone. Warren Buffett has bet billions. Now, you can secure your future with the same stock. It's trading under $20. Get the Ticker. Learn More → |