More than an hour before sunrise and the heat index in Central Florida is 87° On our way to projected heat index of 110° this afternoon

Florida’s in a summer COVID wave driven by the highly contagious Nimbus variant. (per CDC) ER visits for COVID and respiratory illness are rising in the Orlando area, though hospitalizations remain low. A main symptom of this COVID wave is very sore throat.

HOT DAMN DENMARK-THIS IS THE WAY! #EconSky

TSLA + 4.7% on AI, Robotaxi Push TSLA hits $309+ on robotaxi expansion in Austin, San Francisco xAI’s Grok 4 integrated into vehicle next month Analyst ups target to $404 China sales ease Q2 delivery dip (-14%) 👉 if your vehicle is your AI assistant, what is your phone? #stocks

Prime Week Mixed Day 3 intraday: KSS +4%, BBY +2.6%, BABA +2.5% AMZN, COST, TJX flat/slightly down Shoppers buying budget items (~$25.23 avg, ‑11% YoY), spending $126.26/household days 1–2 👉 AMZN fizzle, rivals sizzle #stocks #retail

MP +43% on Pentagon Purchase Patriot missile crisis averted? DoD buys 15% of a mine: -No water for processing -Radioactive wastewater ponds -No expertise in terbium separation -America’s last lab exploded in 2019 👉 Ready by 2027! (trust us bro) #stocks #rareearth #REE

Les Anglophones dominent l’etape 6 du Tour Victoire ecrasante de Ben Healy, suivi de Quinn Simmons et Michael Storer Les six premiers sont tous anglophones, peut-etre une premiere dans l’histoire du Tour ! 1. Healy 🇮🇪 2. Simmons 🇺🇸 3. Storer 🇦🇺 4. Dunbar 🇮🇪 5. Yates 🇬🇧 6. Barta 🇺🇸 #TDF2025 #Cyclisme

So 10 companies eat 40% of the pie, 490 fight for crumbs 👉 concentration risk got renamed efficient markets #stocks

BTC Soars to Record High Bitcoin hit $112,152 (up 15% YTD) Companies hold 847k BTC in Q2, chasing higher yields over low-return treasuries Top holders: Strategy (597k), MARA (47.5k), Tesla (11.5k) 👉 Corporates bet big on BTC #Stocks #BTC #crypto

Singapore Stocks Hit Record High, Vietnam Seals Trade Deal Singapore’s STI marks 4th straight record day, +0.3% Banking (half the index) gains on safe haven inflows. REITs strong Vietnam signs US deal, cuts export tariff to 20% from 46% VN-Index +0.3% post JPMorgan upgrade #Asia #stocks

Airlines Soar in Premarket DAL +10%, AAL +7%, UAL +5%, JBLU +3% Delta Q2 beat ($1.99 EPS) + strong 2025 outlook lifts sector Premium seat sales strong despite soft demand & tariff concerns 👉 Temporary tailwind? #stocks

Prime Week Sales Soar, Amazon Stumbles US day 1 online sales across all retailers reached $7.9 Billion, a 9.9% increase YoY Biggest e-commerce day of 2025, and surpassing Black Friday $6.1B But Amazon-only day 1 sales down 41% 👉 Shoppers hunting deals #Stocks

Premarket: KLG +50% on Italian Buyout Candy maker Ferrero Rocher nearing $3 billion deal to buy US cereal maker behind iconic brands like Froot Loops Nutella buys Kellogg. Mama Mia! 👉 Finally we can admit those cereals really are just candy #stocks

Trade War on Brasil Trump wants to decide who can run Brasil. But his guy is banned until 2030, cuz he started a coup after he lost Trump demands Brazilian courts stop standing up to big tech & their AI-spewn disinfo Brasil leads the BRICS on de-dollarization 👉 US dominance fading, BRICS rising

Means ICE stays north of Skeeters Last Chance Saloon 👇

Kévin Vauquelin, le nouveau héros français ! 5ᵉ du contre-la-montre de Caen 3ᵉ au classement général du #TDF2025 Le Normand signe la meilleure performance tricolore depuis Alaphilippe en 2019 ! 💙🤍❤️ Chapeau pour ton chrono monstre contre Pogačar et Evenepoel 📷 Getty #ViveLeVélo #Cyclisme

Amazon Prime Day Flop? Day 1 sales tanked 41% vs. 2024 (Bloomberg) Day 2 of the four-day summer sale, and the market is mostly up AMZN +1.5% | TGT +0.5% | WMT -0.2% | BBY -0.1% #stocks

AES +19.7% on Takeover Talk Brookfield and BlackRock circling AES helps power AI data centers for MSFT and AMZN AI boom is chips, server farms, cloud services, clean energy too 👉 power needs are massive #stocks

Consumer sentiment now implies a 1-in-5 chance of a downturn in the next year, so 3x the usual odds 👉 trust the people buying groceries #econsky #recession

Timeline: Grok blames Musk&Trump for Texas flood deaths (now 119+) Musk tinkers with AI to make Grok less woke Grok immediately goes full Nazi, praises Hitler Linda Yaccarino resigns as Twitter/X CEO 👉 Pattern: Musk breaks systems, someone else pays #AI

OpenAI just Absorbed io Products for $6.5B So hardware & UI will save OpenAI from its massive burn rate, and not be a flop like Humane/Rabbit 👉 Ive’s iPhone cred is legit, but AI gadgets again, really? #AI

Good news here — two-year high for mortgage purchase applications:

BREAKING: NVDA Hit Record $4 Trillion Market Cap More than any company making computers, software, phones, cars, food, clothes, or providing energy, banking, homes It’s ~GDP of Germany or Japan Worth more than every nation’s output except China or US 👉 powers 92% of AI cloud #stocks #econsky

Was Grok Programmed to go Nazi? New code told Musk’s X-affiliated AI chatbot to ignore restrictions & make politically incorrect claims So the Bot identified as MechaHitler & said Musk ‘built me this way’ xAI scrambled to fix it after public outrage 👉 algorithm showed its true face #AI

No uptick in Large Cap Premarket, but risky small caps show some spark: +20% VRNA Merck buyout buzz around $10B deal +37% MBIO FDA orphan drug status for brain cancer therapy +72% PROK Positive Phase 2 results for kidney treatment 👉 biotech is back #Stocks #Biotech #premarket

That’s three historic rain & flood events in the past week 👇

Germany Says Chinese Warship Laser-Attacked its Plane Happened during EU mission in Red Sea, crew aborted & landed Germany summons Chinese ambassador Latest in series of Chinese laser incidents; Beijing operates Djibouti naval base since 2017 👉 Tensions rise in key shipping lanes #shipping #oil

Something that doesn’t seem to be commanding the attention of the American MSM is that both Germany and Italy are having their gold bullion reserves repatriated from storage in Manhattan.

We’re in a post-truth era 👇

Trump simultaneously claiming his policies are working perfectly while also screaming at Fed chair to fix everything Low mortgage makes it easier to overpay for houses that were $200k five years ago Problem isn’t cost of borrowing, stuff costs too much relative to what people actually earn #Fed

FSLR -6.25% on Solar Struggles GOP bill accelerates clean-energy tax credit phaseout 25-40% duties on 14 countries, targets FirstSolar’s Malaysia/Vietnam factories FSLR-10.4% in 2025; -50% from Sept ‘24 peak of $300 Q2 EPS est.-19% YoY, margin squeeze worsens 👉 solar darkens #stocks

Bank Stocks Dip BAC -2.8%, JPM -3.3%, C -1.5% Kuwait’s $3B exit from BAC Basel III +9% capital hits lending Fed cuts shrink net interest margins (NII) Citi’s $136M fine HSBC downgrade $3T CRE risks 👉 Investors rotate amid sector volatility #Stocks #banking

Breaking: Copper +9% as Trump announces 50% tariff on the metal

Breaking: Zelensky Sanctions 5 Chinese Firms Says they supplied Shahed drone parts used in Russia’s July 4 Kyiv attack Major share of Russian weapon components linked to China 10-yr asset freezes, trade bans imposed Urges US/EU to match sanctions 👉 China calls claims groundless #Drones

AMZN -1.5% on Early Prime Day Sales Dip First 4hrs ↓14% YoY Possible reasons: 4-day event dilutes urgency Fewer launch-day deals Macro spend caution #econsky #stocks

Breaking: $100B in tariff income collected this year so far Said at cabinet meeting today at noon #econsky #stocks

Fake Rubio Contacts World Leaders AI spoofed the US Secretary of State, imitating his voice and messaging style to contact at least five diplomats via Signal The deception began in mid-June. Officials are investigating 👉 rising threat: AI-driven policy manipulation #AI

Houthis Kill 3 Sailors in 48-Hr Red Sea Escalation Eternity C: 2 dead, 2 injured, crew in peril, Houthi used speedboats/drones Magic Seas: Sunk by Yemen (Ends 7-month lull; ceasefire ignored) Traffic ↓50% since 2023 Israel retaliated: Ports + Galaxy Leader struck #Shipping #redsea #oil

Before the Bell Europe mixed US stocks futures mixed, S&P and Nasdaq up slightly, DOW down 10Y 4.42% DXY 97.6 Gold 3322 Oil 67 Bitcoin 108k VIX 17 Meanwhile Goldman raises S&P target 11% Trump extends trade deal deadline to August

MCD Serves Spicy Egg McMuffins US comp sales ↓3.6% in Q1 (worst since pandemic) Breakfast traffic drops among low/mid-income diners But 57% of age 18-29 cohort visit MCD weekly, and 78% of Gen Z craves spice 👉 Bland is out, bold is in, but will it spice up sales? #stocks

Prime Week daily spending to drop, total to grow, more retailers compete ‘24: $14.2B 2 days $7.1B/day ‘25: $23.8B est. 4 days $5.95B/day Walmart Target Kohl’s Wayfair join Longer timeline means price comparisons 👉July retail phenom forces entire industry recalibration #retail #econsky #stocks

Prime Week is like Two Black Fridays in July? $23.8B sales projected +28% YoY sales forecast 52.5% of all shoppers are buying from their cellphones Adobe Analytics projection company widely respected 👉 Redefines seasonal retail on unprecedented scale #econsky #AMZN #retail #stocks

$23.8B Projected Sales for Prime Week ↑ 28.4% YoY Mobile to drive ~50% of sales, Buy Now Pay Later hits 8% Top deals: apparel 24%, electronics 22% Back-to-School season helps 👉 Prime Week moves more money than most nations’ annual retail revenue #retail #econsky #stocks​​​​​​​​​​​​​​​​ #AMZN

Top cyclists paid to wear $300K watches during Tour de France Paris-Roubaix cobblestones made Pogi’s watch cut his wrist That’s bleeding for sponsorship 👉 the road doesn’t care about your watch #advertising #TourDeFrance #cycling #sponsorship

Trump Tariff Bomb Japan & Korea: $287B ~10% of US imports 25% tariff on J&K would hit chips, autos, machinery Malaysia: $50B+ consumer tech South Africa & Kazakhstan: key minerals 👉 Tariff War could cripple US economic engine #tariffs #trade #japan #korea #chips #econsky #cars

BREAKING: Trump Expands Tariffs, Markets Tumble Japan & Korea 25%, Myanmar 40%, Laos 40%, South Africa 30%, Kazakhstan 25%, Malaysia 25% DOW -600 S&P & Nasdaq -1.2% How will threats get Asia to friendshore? 👉 Global supply chain held hostage by one man #tariffs #stocks #econsky #Asia #markets

BREAKING: Markets Crash on Trump Letters DOW -500 S&P, Nasdaq -1% Trump to Japan & Korea: Build in America or Get Tariffed 25% Cars, chips, electronics, everything gets hit Aug 1 Who else gets a letter this week? 👉 Make it here or we’ll hurt you #tariffs #chips #autos #econsky #stocks

DOW -300 at noon S&P, Nasdaq -0.5% Wall Street lunch special is a red buffet due to “tariff angst” AMZN, META, MSFT still standing 10Y 4.38% Trump’s trade deadline hits Wednesday #stocks

TSLA -7% on Musk’s New Political Party DOGE cut workers & drained budgets. Trump feud left fans flummoxed. Robotaxi rollout is a joke. Trucks recalled. Europe sales cratered Tesla -10% week 👉 The car brand that said the future has become a car wreck we can’t stop watching #stocks

Yemen Sank Ship That Visited Israel, but China Rules Houthis sank Magic Seas, Israel hit Yemen ports Ships set AIS “all Chinese crew” for safe passage Non-Chinese crewed ships need armed guards & no Israel visits? 👉 Beijing controls Red Sea without firing a shot #China #trade #oil #shipping