The AI trade is still leading the market, but investors are getting more selective. Chip stocks are under pressure, Meta is looking for ways to turn its AI buildout into revenue, and energy traders are watching whether Hormuz talks can keep crude volatility contained.
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Futures at a Glance📈
Futures are choppy after a weak start to July, with traders waiting on the June jobs report for the next Fed clue. Chips are still the pressure point after another sharp semiconductor sell-off, while investors rotate toward steadier pockets like healthcare, utilities, and staples.
The broader market is trying to stabilize, but today’s jobs report could decide whether that bounce gets any follow-through.
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What to Watch
Earnings (Premarket):
• Lindsay Corporation [LNN]
Earnings (Time Not Supplied):
• Telix Pharmaceuticals Limited [TLX]
• Hub Group, Inc. [HUBG]
• HUTCHMED (China) Limited [HCM]
• Apartment Investment and Management Company [AIV]
Economic Reports:
• Weekly Jobless Claims (Jun. 27): 8:30 am
• Employment Report (Jun.): 8:30 am
• Unemployment Rate (Jun.): 8:30 am
• Avg Hourly Earnings, M/M% (Jun.): 8:30 am
• Avg Hourly Earnings, Y/Y% (Jun.): 8:30 am
• Factory Orders (May): 10:00 am
Elite Trade Club Insider
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Market Pulse
Chip Stocks Drag Asia Lower Before Jobs Data
Asian shares fell as investors rotated out of chipmakers ahead of the U.S. jobs report, with South Korea’s market hit especially hard by selling in SK Hynix and Samsung. The read-through is straightforward: the AI trade is still alive, but investors are getting more selective about who actually benefits from the spending boom.
Dollar Holds Firm as Yen Intervention Watch Builds
The dollar stayed steady before payrolls while the yen hovered near four-decade lows, keeping traders alert for possible Japanese intervention. That makes the jobs report more than a Fed story; a hot number could tighten financial conditions through yields, currencies, and risk appetite all at once.
AI & Cloud
Meta Looks to Monetize Its AI Compute Buildout
Meta is reportedly building a cloud business to sell excess AI computing capacity, a move that would turn part of its huge infrastructure spend into a revenue opportunity. The market liked the idea because it gives investors a cleaner path from “massive AI capex” to “actual AI revenue,” while also pressuring smaller cloud providers.
UN Panel Warns AI Risk Is Moving Faster Than Regulation
A UN-backed expert panel warned that unchecked AI progress could create catastrophic risks as autonomous systems become more powerful and harder to monitor. For markets, the takeaway is not anti-AI; it is that the regulatory overhang around advanced models, cybersecurity, and enterprise deployment is only getting heavier.
Energy & Geopolitics
Hormuz Talks Shift From War Premium to Shipping Rules
U.S. and Iranian officials wrapped technical talks in Doha focused on the Strait of Hormuz, with the next round delayed until after Iran’s leadership funeral. Oil has cooled as shipping resumes, but the fight over control, tolls, and maritime security means the geopolitical risk premium is not fully gone.
Gulf Producers Race to Monetize Oil While They Still Can
Reuters’ Gulf Currents column highlighted the rush among Gulf producers to monetize oil reserves before the energy transition weighs harder on long-term demand. That creates a tricky market setup: more supply can pressure crude prices, but producers still need higher revenue to fund budgets and megaprojects.
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Trade & Autos
BYD’s Export Engine Offsets China Weakness
BYD’s sales rose for a second straight month, helped by a sharp jump in overseas deliveries even as domestic demand stayed under pressure. The stock-market angle is that Chinese EV leaders are no longer just China demand stories; exports, European expansion, and global pricing power are becoming the bigger test.
USMCA Enters a New Uncertainty Phase
The Trump administration declined to extend the North American trade pact in its current form, starting a longer countdown toward possible changes. Autos, agriculture, and cross-border manufacturers now face another policy variable at a time when tariffs and reshoring rules are already reshaping supply chains.
Healthcare & Policy
Judge Blocks Colorado’s Enbrel Price Cap
A federal judge blocked Colorado’s first-of-its-kind price cap on Amgen’s Enbrel, pausing one of the most aggressive state-level drug-pricing experiments. The ruling is a win for pharma pricing power, but it also keeps the political pressure on drug costs alive heading into the next round of federal and state policy fights.
FDA Speeds Up Domestic Pharma Manufacturing Reviews
The FDA selected Lilly, Regeneron, and five other companies for a pilot program designed to accelerate reviews of new U.S. manufacturing facilities. That matters because pharma supply chains are becoming a market story, with companies trying to reduce tariff exposure, win policy favor, and bring more production closer to home.
Poll: How would you describe your current conviction level in equities?
Movers and Shakers
Strategy [MSTR]: Premarket Move: +3%
Strategy rose after the bitcoin-heavy company unveiled a $2 billion buyback plan following a steep slide in its share price. The stock is still down more than 40% year to date, so the buyback is being read as an attempt to steady investor confidence as the company’s bitcoin-focused model stays under pressure.
Alphabet [GOOGL]: Premarket Move: −1%
Alphabet slipped after Google lost its appeal against a €4.1 billion EU antitrust fine tied to Android. The ruling keeps regulatory pressure on one of Google’s most important platforms and adds another Big Tech headline risk at a time when investors are already watching AI spending, search competition, and margin discipline.
ACM Research [ACMR]: Premarket Move: −5%
ACM Research pulled back even as the semiconductor equipment name continues to attract investor attention. The stock is still up more than 160% year to date and trades near its 52-week high, so today’s weakness looks more like profit-taking after a major run than a break in the broader chip-equipment story.
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Everything Else
💰 Buy-and-hold dividend names are drawing attention, as investors search for durable businesses that can quietly reward shareholders over time.
⚖️ Alphabet is still fighting the EU’s €4.1 billion Android fine, keeping Google’s antitrust battle alive.
🤖 OpenAI proposed giving the U.S. government a 5% stake as it tries to manage political blowback around AI power.
📱 Apple’s foldable iPhone plans are running into memory shortages and China chip supply questions, adding pressure to the product timeline.
🧠 Samsung Group detailed plans to invest $90 billion in South Korea’s central region, giving the country’s chip hub another boost.
🖥️ Super Micro says two Taiwan staff were detained in a probe involving its AI servers, putting fresh scrutiny on server supply.
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
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