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Markets

U.S. stocks rose on Monday as AI chipmakers like Broadcom led a tech-driven rebound, fueled by easing U.S.-China trade tensions after Trump struck a conciliatory tone and signaled progress toward diplomatic talks.

  • DJIA [+1.29%]

  • S&P 500 [+1.56%]

  • Nasdaq [+2.21%]

  • Russell 2k [+2.82%]

Market-Moving News

Enterprise Software

The Cloud King Is Betting Big on Its Own Backyard

Salesforce (NYSE: CRM) just dropped a $15 billion investment to supercharge San Francisco’s AI ecosystem.

The five-year plan positions the company as both a tech innovator and a local economic engine ready to reshape the city’s future.

If you live in the Bay Area, this is the kind of corporate commitment that rewrites skylines. For you, it’s also a reminder that AI growth starts where talent and capital meet.

Building the Brains of Business

The investment will fund a cutting-edge AI incubator hub and the expansion of intelligent agents that automate complex business workflows.

These upgrades connect directly to Salesforce’s ecosystem, from Slack to Agentforce 360, boosting its edge in the race against Microsoft and Oracle.

If you use Salesforce tools for work, get ready to see smarter integrations that actually save time.

The company is making AI feel less like a buzzword and more like a business partner.

From Local Roots to Global Reach

By anchoring its AI expansion in San Francisco, Salesforce is committing to the idea that innovation grows fastest close to home.

The company wants to turn regional investment into global leadership.

The next wave of AI-powered business tools could be born just a few blocks from where the original tech boom started.

If you’ve ever wanted proof that old empires can reinvent themselves, Salesforce just gave it to you.

Banking

The Bank That Wants to Rebuild America from the Inside Out

JPMorgan Chase (NYSE: JPM) is rolling out a $10 billion investment plan that takes it deep into the world of advanced manufacturing, defense, and artificial intelligence.

The goal is simple: turn capital into capability by fueling industries vital to America’s economic strength.

This marks one of the most ambitious strategy shifts in the bank’s modern history.

It’s a reminder that the future of finance will be tied to how well banks support the real economy.

Money That Builds, Not Just Moves

The investment is part of JPMorgan’s broader $1.5 trillion “security and resiliency” roadmap aimed at powering U.S. competitiveness.

The bank plans to take equity stakes in companies that anchor energy production, chipmaking, and supply chain infrastructure.

Each sector offers both long-term returns and national relevance. The plan ensures that capital flow and industrial progress move in lockstep.

A Bank Built for the Next Era

For you, this is banking with a purpose, growth rooted in resilience. The firm is aligning itself with the industries shaping global power and domestic stability.

If the next economy runs on energy, chips, and data, JPMorgan wants to be the bank that wires it all together.

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Consumer

The Jeans Icon Is Stitching Together a Serious Comeback

Levi Strauss (NYSE: LEVI) is back in fashion, both on the streets and on Wall Street.

The company’s denim revival is running full steam, powered by a strategy built around direct-to-consumer sales and a growing e-commerce footprint.

You can feel the shift every time you scroll past an ad or walk into a mall; Levi’s has figured out how to make heritage feel new again.

If you’ve ever traded comfort for trend, this comeback might hit close to home.

A Smarter, Leaner Levi’s

Levi’s is not just making jeans; it is also managing its money well. The sale of Dockers shows this.

The brand’s renewed focus on high-margin sales and controlled costs has kept cash flow solid even as the economy wobbles.

That discipline gives Levi’s flexibility to keep paying dividends while still investing in digital growth.

If you’re watching for retail stocks that actually balance nostalgia and strategy, this one deserves a spot on your radar.

Jeans, but Make It Global

Levi’s latest growth is being stitched together from everywhere — Asia, Europe, and the Americas, all showing double-digit momentum.

Direct-to-consumer sales now make up almost half the business, proving denim still travels well in a digital age.

You can’t fake authenticity, and Levi’s is turning its 170-year-old credibility into modern momentum.

Sometimes the oldest brand in the room is still the one making the best comeback story.

Want to make sure you never miss our post-market roundup?

Elite Trade Club now offers text alerts — so you get trending stocks and market-moving news sent straight to your phone right after the closing bell rings.

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Top Winners and Losers

Electra Battery Materials Corp [ELBM] $7.02 (+325.45%)

Electra Battery Materials surged after investors cheered its $30 million financing and debt-to-equity conversion plan, clearing the path to finish North America’s first cobalt sulfate refinery.

Solidion Technology Inc [STI] $21.62 (+293.90%)

Solidion rallied after unveiling its next-generation PEAK Series UPS system built for AI data centers, featuring silicon-carbon battery cells with triple the lifespan of conventional backup systems.

Critical Metals Corp [CRML] $23.28 (+55.41%)

Critical Metals rose alongside U.S. rare-earth peers after Trump threatened steep new tariffs on China, fueling hopes for domestic production gains amid escalating supply-chain tensions.

Tvardi Therapeutics Inc [TVRD] $6.69 (-83.92%)

Tvardi plunged after preliminary Phase 2 data for its idiopathic pulmonary fibrosis drug TTI-101 failed to show significant efficacy over placebo, with high discontinuation rates due to side effects.

Ton Strategy Company [TONX] $4.72 (-15.10%)

Ton Strategy declined amid broader weakness in TON-related tokens and profit-taking following prior gains, with traders citing cooling sentiment in the project’s ecosystem.

Arista Networks Inc [ANET] $147.42 (-4.33%)

Arista Networks slipped after NVIDIA unveiled new Spectrum-X Ethernet switches adopted by Meta and Oracle, fueling fears that NVIDIA could erode Arista’s dominance in AI data-center networking.

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*This free resource is being sent by Zacks. We identify investment resources you may choose to use in making your own decisions. Use of this resource is subject to the Zacks Terms of Service.
*Past performance is no guarantee of future results. Investing involves risk. This material does not constitute investment, legal, accounting, or tax advice. Zacks Investment Research is not a licensed dealer, broker, or investment adviser.

Everything Else

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Adam G.
Elite Trade Club

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