Chip stocks rebound as oil risk rises and OpenAI’s financing push grabs attention.  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

Read online   Unsubscribe   ​ Chips Bounce Back, Oil Risk Builds, and OpenAI Taps Wall Street AI stocks are finding buyers again, but the macro backdrop is getting harder to ignore. Oil is rising on fresh Gulf tensions, the dollar is holding firm, and OpenAI’s new credit line shows how deeply the AI boom is moving into capital markets. High-Growth EVs (Sponsored) 10 Best EV Stocks to Invest in Today By 2027, the electric vehicle market is projected to be worth upwards of $800 billion. Those who get in early on this burgeoning trend stand to see some truly impressive returns. Just recently, Goldman Sachs picked their 10 favorite stocks to play this trend as it grows exponentially over the next few years. We just finished putting together a comprehensive FREE report around this matter, and it could lead to some of the biggest stock gains over the next decade. There's no charge to view this report, so I urge everyone to check it out as soon as possible. Click here to view these 10 stocks (for FREE). (By clicking this link you agree to receive emails from us and our affiliates. You can opt out at any time. - Privacy Policy) Futures at a Glance📈 Futures are moving higher as traders look for a rebound after yesterday’s oil-driven sell-off. Fresh U.S. strikes on Iran have kept crude in focus, especially after Trump said the ceasefire is over. Still, chip strength is helping steady the Nasdaq, while jobless claims, existing home sales, and PepsiCo earnings give traders the next read on the day. Want to make sure you never miss a pre-market alert? Elite Trade Club now offers text alerts — so you get trending stocks and market-moving news sent straight to your phone before the bell. Email’s great. Texts are faster. 👉 Click here to get our pre-market report to your cell for free!  You’ll be first in line when the market starts moving. What to Watch Earnings (Premarket): • PepsiCo, Inc. [PEP] • The Simply Good Foods Company [SMPL] • Byrna Technologies, Inc. [BYRN] • Northern Technologies International Corporation [NTIC] Earnings (Aftermarket): • WD-40 Company [WDFC] • Educational Development Corporation [EDUC] Economic Reports: • Weekly Jobless Claims (Jul. 4): 8:30 am • Existing Home Sales (Jun.): 10:00 am     Elite Trade Club Insider A $286 Million CEO Sale And A $1.2 Billion Stock Offering Just Hit Two Dream Stocks You’re watching two capital-hungry growth stories after the headlines already pulled in the crowd. One EV maker just raised fresh equity after stronger deliveries, while one space stock is selling off after a massive acquisition announcement. These are murmurs to most readers, but Elite Trade Club Insiders are seeing the cleaner signal first: insiders and companies are using investor excitement to move stock before the next growth phase gets paid for. You’re reading the free version. Here’s what we held back. 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Founding member pricing: lock in $25/mo before we raise it.     Market Pulse Chip Stocks Bounce, But Oil Keeps the Rally in Check Asian shares climbed as semiconductor names recovered from heavy selling, but gains were capped by another jump in oil after fresh Gulf hostilities. The market read is that AI still has buyers on pullbacks, but crude is back to being the macro variable that can quickly tighten the whole setup. The Dollar Holds Firm as Oil Revives Fed Worries The dollar stayed near recent highs as Gulf tensions pushed oil higher, reviving concerns that energy prices could keep inflation pressure alive. That matters because a stronger dollar, higher crude, and rising Fed expectations are not the easiest backdrop for risk assets. AI & Semiconductors China May Let Top AI Firms Buy Nvidia H200 Chips China is reportedly considering limited approvals for Alibaba, ByteDance, DeepSeek, and other AI leaders to buy Nvidia H200 chips. The move would be a major shift because Beijing has been trying to reduce reliance on foreign chips, but domestic AI demand may be moving faster than local supply can handle. Mistral Pushes Into Physical AI Mistral AI launched its first robotics model as Europe’s leading AI startup moves beyond chatbots and software into factories, warehouses, and industrial automation. That gives the AI trade another leg: models that do not just generate text but help automate physical work. China & Supply Chain CXMT Lines Up a $4.3 Billion Shanghai IPO China’s top memory chipmaker CXMT will begin book-building for a $4.3 billion Shanghai IPO as Beijing pushes harder to fund domestic semiconductor champions. The listing keeps China’s chip independence story front and center, especially with memory demand tightening across AI, cloud, and consumer electronics. China’s Factory Inflation Hits a Four-Year High China’s producer inflation jumped to its highest level since 2022, adding pressure on manufacturers already dealing with weak domestic demand. The risk is margin compression: input costs are rising, but companies may not have enough pricing power to pass those costs through. Emerging 2026 Leaders (Sponsored) The Advantage of Owning What Others Ignore Most investors miss great stocks for a simple reason: They look boring at first.  Before companies become widely owned, they often spend years in the dark - building scale, strengthening fundamentals, and being ignored. Our analysts created a report to focus on that overlooked phase, and it’s called These 7 Stocks Will Be Magnificent in the Second Half of 2026.  The report highlights companies positioned to benefit as market leadership gradually shifts. Download the full list now - before it disappears behind the paywall (By clicking the link above, you will get this free report and a free subscription to MarketBeat's daily email newsletter. You are also agreeing to the terms of our Privacy Policy. Unsubscribe at any time.) Energy & Geopolitics Oil Rises After Fresh U.S. Strikes on Iran Oil prices moved higher after the U.S. launched new strikes against Iran, putting the Strait of Hormuz back at the center of the market’s inflation watch. Even without a full shipping shutdown, insurers, tanker operators, and energy traders are now pricing a much messier risk environment. China Eases Fuel Export Curbs China lifted refined fuel export restrictions for July, allowing more gasoline, diesel, and jet fuel shipments into the Asian market. That could help cool regional transportation-fuel prices, but it also shows how quickly refiners are trying to take advantage of stronger export margins. Capital Markets & Deals OpenAI Gets Its First Bank of America Loan Bank of America extended a $520 million credit line to OpenAI, giving the AI leader another layer of financing ahead of a potential IPO. The story matters because AI is not just an equity-market theme anymore; it is becoming a major driver of credit, banking fees, and capital-markets competition. States May Sue to Block the Paramount-Warner Deal U.S. states could sue as soon as next week to block Paramount’s $110 billion acquisition of Warner Bros. Discovery, according to Reuters. The deal still has strategic logic in a brutal streaming market, but state-level antitrust pressure could slow the timeline and raise the cost of getting it done. Trivia: A single share of Berkshire Hathaway Class A stock has never been split. What does one share cost today? About $100,000 About $300,000 About $700,000 About $1 million Movers and Shakers Corning [GLW]: Premarket Move: +6% Corning rose after BofA raised its price target to $243 from $223, citing stronger demand in the company’s optical business. The AI buildout remains the key driver, with Corning’s fiber, glass, and advanced packaging exposure keeping the stock tied directly to the data-center infrastructure trade. Micron Technology [MU]: Premarket Move: +4% Micron moved higher after Barron’s highlighted the stock as a buy following the recent memory-chip selloff. The stock is still up more than 200% year to date, but the pullback has investors refocusing on AI-driven memory demand, pricing power, and the longer-term data-center cycle. Ionis Pharmaceuticals [IONS]: Premarket Move: −8% Ionis dropped even as recent coverage framed the stock as a potential buy after fresh analyst support. The healthcare name recently touched a new 52-week high of $86.74, so today’s move looks like profit-taking after a strong run rather than a clear break in the drug-development story. New Energy (Sponsored) Big Oil Walked Away Decades ago, major oil companies explored an energy source they ultimately left behind. Today, advances in technology have renewed interest in that same resource, and one analyst believes a single company may be uniquely positioned to benefit. His free briefing explains why investors are paying attention. Watch the Free Briefing. Everything Else 🚀 Investors are starting to look past the Mag 7, as the question shifts from who led the last cycle to which companies may be best equipped to lead the next one. 🛡️ Ukraine’s drone strikes inside Russia are keeping NATO on alert as the war’s long-range pressure keeps building. 🛢️ Trump’s Iran deal is being tested by ceasefire questions and Strait of Hormuz risk, keeping the energy market on edge. 💊 AstraZeneca shares moved after heart-drug trial results gave investors a fresh read on the company’s pharma pipeline. 🤖 SpaceXAI launched Grok 4.5 for coding and agentic tasks, adding another player to the AI model race. 🍎 Apple is spending $30 billion on Broadcom chips in a deal that will expand a Colorado factory and deepen its domestic supply push. That’s all for today. Thank you for reading. If you have any feedback, please reply to this email. Best Regards, — Adam Garcia Elite Trade Club   Click here to get our daily newsletter straight to your cell for free. P.S. 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