The Clarity Act failed in the Senate, ending the crypto industry's best shot at regulatory clarity for 2026. Meanwhile, bank CEOs at investor conferences sounded almost cheerfully bullish on consumer spending — cruises, restaurants, movies.
Today's edition has those stories, Bessent's pointed comments on AI accountability, and everything that moved.
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Markets
The Clarity Act got 49 votes in the Senate, needed 60, and Bitcoin slid below $76,000 as the market absorbed that crypto regulatory clarity is off the table for 2026. Bank CEOs at investor conferences offered a contrarian read: Wells Fargo, PNC, and BofA all reported free-spending consumers, with BofA's Moynihan specifically calling out movies and cruise bookings.
Bessent told House lawmakers AI labs should not receive liability exemptions, and added that Trump is "completely aligned with Jensen Huang" on AI. The Fed's two-day meeting opened with tomorrow's rate hike at 94% odds, and Bessent defended his bond buyback program as successful. Mortgage rates are approaching 7% for the first time since January 2025.
DJIA [-0.63%]
S&P 500 [-0.45%]
Nasdaq [-0.78%]
Russell 2000 [-0.88%]
Market-Moving News
Pharma & Biotech
Gilead is widening access to its HIV prevention shot through an agreement with PAHO covering 14 Latin American and Caribbean countries, creating a purchasing route for twice-yearly lenacapavir in markets excluded from existing generic licenses, subject to local regulatory approvals.
Legend Biotech has named Ingrid Zhang its new CEO as the former Novartis executive takes charge of expansion beyond cancer therapy Carvykti, bringing commercial experience to a company seeking to broaden its pipeline and build on its established treatment franchise.
Aerospace & Defense
Intuitive Machines has delivered another satellite to SiriusXM after completing in-orbit testing of SXM-11, making the spacecraft fully operational following its June launch and extending a longstanding partnership that has produced 13 spacecraft, with work already underway on the next satellite.
HII is helping the Army improve aerial resupply under a five-year research task order covering cargo and personnel airdrops, with work on autonomous capabilities, sensors and cybersecurity intended to make delivery systems safer and more reliable across crewed and uncrewed aircraft.
Materials & Manufacturing
Kennametal is shortening the wait for custom cutting tools with a new tungsten carbide grade for additive manufacturing, allowing complex designs and cooling channels that the company says reduce development times from months to weeks while using less tungsten overall.
DuPont is expanding lower-carbon Tyvek into consumer and industrial products through a global launch using certified renewable feedstock attribution, offering packaging customers the same material specifications as conventional Tyvek without requiring existing users to requalify products.
Warning Signal Returns (Sponsored)
The research approach that helped Irving Weiss warn about the 1929 crash is
now flashing a new market signal.
Weiss Ratings says the second half of 2026 could bring a major rotation — hurting some popular stocks while creating opportunities in lesser-known names.
Their latest briefing reveals both the stocks they believe investors should avoid and the ones they’re watching most closely.
See the Stocks to Avoid — and the Ones Weiss Is Watching Now
Finance & Services
Wells Fargo expects stronger loan growth this year as healthy consumer finances support borrowing, suggesting credit demand remains resilient despite broader economic concerns.
FIS is expanding its banking technology business after securing five startup banks and a newly formed lender with over $100 billion in assets, underscoring demand for systems that manage deposits and accounts as new entrants launch and established institutions consolidate.
Software & AI
Workiva is putting AI agents into finance teams’ hands with Agent Studio, allowing staff to automate reporting and audit tasks without coding, while new tools handle regulatory filings and evidence testing within the company’s existing platform for managing corporate disclosures.
Cisco is bringing more AI tools inside corporate data centers through new Splunk infrastructure built with Nvidia, allowing businesses to run assistants on their own systems, and additional monitoring tools track spending on AI agents and forecast future token consumption.
Top Winners and Losers
Veea [VEEA] $5.71 (+149.34%)
Veea makes smart edge computing devices for retail, hospitality, and commercial networks — local processing nodes that run applications without depending on cloud latency.
The stock ran nearly 150% on 67 times its average volume as investors positioned around a development in the company’s commercial deployment pipeline. At $7.12 million in total value, any institutional repositioning creates outsized percentage moves.
Horizon Quantum Holdings [HQ] $13.20 (+27.66%)
Horizon Quantum builds software tools for quantum computing — compilers, optimization layers, and middleware that make quantum hardware more usable for enterprise applications.
The stock fell 32% Monday on the AI safety selloff and is recovering 27% today as investors realize quantum computing, particularly in cryptography and security applications, isn’t collateral damage from an AI slowdown — it’s arguably a beneficiary.
Inflection Point Acquisition [IPEX] $10.39 (+21.10%)
Inflection Point Acquisition Corp. gained 21% as deal positioning accelerated around its announced combination target.
The SPAC is trading above its trust floor on active institutional conviction that the transaction closes on favorable terms, which, given the current SPAC environment at elevated yields, is a meaningful signal in itself.
Future FinTech Group [FTFT] $5.74 (-28.61%)
Future FinTech Group builds blockchain-based supply chain finance technology. The stock was up 179% Monday and is now down 28% Tuesday as the Clarity Act’s Senate failure directly hit every blockchain and crypto-adjacent name in the market — FTFT included.
When the legislative framework that was supposed to legitimize digital asset businesses collapses in the Senate, the stocks that moved on that legislative optimism give it back.
Swarmer [SWMR] $23.04 (-28.36%)
Swarmer makes AI-powered enterprise technology and has now posted back-to-back sessions of 18-28% declines following Monday’s AI safety selloff.
The company has no confirmed new negative catalyst across either session — the stock is being re-priced as the market asks how much slower AI development would actually slow the demand for Swarmer’s products. Strong Buy rated.
Basel Medical Group [BMGL] $5.34 (-25.21%)
Basel Medical Group was up 55% on Monday. Today it’s down 25%.
The medical services company attracted aggressive one-day positioning that reversed just as quickly, following the pattern of stocks that run on thin-float mechanics and then give back the gains when the positioning exits rather than builds.
The 2010 "Flash Crash" wiped nearly 1,000 Dow points in minutes. Regulators later blamed a trader operating from…
AI Infrastructure Changes (Sponsored)
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Everything Else
📈 These 7 dividend stocks combine high yields with durable cash flow and strong market positions the kind of income plays that keep delivering while growth stocks stay volatile.
📉 U.S. stocks fell as the 10-year Treasury yield hit its highest level since 2007, while another surge in oil prices added to pressure on Wall Street.
🏛️ The U.S. Senate is set to vote on advancing a sweeping cryptocurrency bill, putting landmark digital asset legislation one step closer to moving through Congress.
🤖 OpenAI is exploring new investment opportunities in Canada under Prime Minister Mark Carney, signaling potential expansion of its AI footprint in the country.
⚖️ The FTC chair pushed back against calls to give AI companies antitrust exemptions, signaling regulators are wary of loosening competition rules for the fast-growing industry.
🚗 Ford is expanding V-8 engine availability while cutting performance prices for its 2027 F-150, giving truck buyers more powerful options at lower prices.
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