JT Cool

Danger level heat

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

CNBC story

www.cnbc.com/2025/07/10/p...

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

Why do folks think buyers weren’t buying?

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

A letter from Sam & Jony Building a family of AI products for everyone.

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

Elon Musk’s AI Chatbot Responds As ‘MechaHitler’ The chatbot referred to itself as “MechaHitler” in a series of social media posts the Anti-Defamation League called “irresponsible, dangerous and antisemitic.”

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