As the rally in technology stocks boosts market sentiment, investors continue to assess the impact of Trump's new tariffs. 🔹 S&P 500 futures: +0.3% 🔹 Nasdaq 100 futures: +0.3% 🔹 Dow futures: +0.2% 📊 Bond Market 10Y return: 4.26% (flat) 2Y return: +1bp ➡ 3.75% 📌 Thursday Summary S&P 500: -0.08% (Eli Lilly earnings pressured) Nasdaq: +0.35% 🆙 Mag-7: +0.40% 📈 (All-time high) 💬 Deutsche Bank – Jim Reid: “Trump’s chip tax exemptions and the easing of Russia-Ukraine tensions have tempered optimism. Tariffs have taken effect, but the market reaction has been weak.” 📰 Other Developments Trump tariffs officially began last night Fed Governor Waller is emerging as a candidate for chairman after Powell Today's data agenda is quiet; St. Louis Fed President Musalem will speak #SP500 #Nasdaq #DowJones #TrumpTariffs #BondMarket #Fed #Markets

$RXRX Analysts Confident in Recursion Pharmaceuticals' Future: Earnings Estimates Rising! 📈 Biotechnology company Recursion is on analysts' radars. The company's revenue is expected to jump from approximately $70.58 million this year to $113.91 million next year, a growth of over 61%. This strong growth outlook has analysts painting an optimistic outlook for the stock. The 25% revenue surpassing expectations in the last quarter was a major driver of this positive sentiment. Partnerships with industry giants like Sanofi, including a potential $300 million payout, also bolster confidence in the company's future revenue streams. The consensus rating from five analysts is "Buy," while the average price target for the stock is $7.00. This target suggests a potential upside of approximately 29% from the current price. The fact that the company has sufficient cash reserves until the last quarter of 2027 also demonstrates its financial resilience.

$TSLA $INTC $TSM Tesla Switches to Intel Foundry and EMIB Technology for Dojo 3! Tesla's next-generation Dojo 3 supercomputer works with ultra-large chip modules. TSMC's System-on-Wafer (SoW) technology is insufficient to package these massive modules. Production lines are overwhelmed with CoWoS requests and cannot prioritize Tesla's special orders. Intel's EMIB (Embedded Multi-Die Interconnect Bridge) technology offers greater modularity, flexibility, and scalability, allowing Elon Musk to more aggressively develop the Dojo architecture. Therefore, Tesla is reducing its reliance on Taiwan Semiconductor by choosing Samsung for production and Intel for packaging due to TSMC's packaging limitations.

$QSI Quantum-Si Takes Strategic Steps Despite Challenges in Q2 2025 Proteomics technology company Quantum-Si announced its financial results for Q2 2025. The company faced a challenging quarter due to the near-halt of capital acquisitions by academic laboratories in the US and uncertainty surrounding NIH funding. Second-quarter revenue of $591K fell short of expectations. Operating expenses increased year-over-year to $30.5 million, with a net loss of $28.8 million. However, the company is responding to this challenging period with innovative solutions. For customers struggling to make capital expenditures, new instrument acquisition options with no upfront costs have been offered, and these models have already won initial customers. This strategy aims to meet the demand for consumables, particularly from customers who have operating budgets but cannot afford capital expenditures. Steps are also being taken for the future. Having doubled its pipeline of opportunities in the pharmaceutical and biotechnology sectors, the company has also made significant progress in its Proteus development program, scheduled for launch in 2026. Furthermore, the recently completed $50 million capital increase strengthened the company's cash position, and its financial resilience is expected to continue into the second quarter of 2028. As of June 30, 2025, the company had $214.2 million in cash and securities investments.

Oscar ($OSCR), like its competitors, has been negatively impacted by the rise in the US morbidity rate. Morbidity refers to the average health deterioration in the US population. While the exact cause is unknown, Americans are now less healthy. The impact is reflected in the "Medical loss ratio" line on the income statement. This means the company is now paying more premiums back to policyholders as claims. I thought morbidity could be a problem, but Oscar could manage it with artificial intelligence applications. It seems I was wrong, at least for now. I was predicting OSCR could better select and price patients with AI, but that's been a lie for now. 📈 Oscar Health 2025 Q2 Results Announced! 📉 Oscar Health announced its Q2 2025 financial results. While revenue and EPS fell short of expectations, the company maintained its year-end revenue guidance. Here are the details: 🔹 Revenue: 2.86 Billion (Expected 2.92 Billion) 🔴 🔹 Earnings per Share (EPS): -0.89 (Expected -0.84) 🔴 🔹 Memberships: 2.03 Million (+29% YoY increase) Annual revenue guidance remained unchanged at 12.0 Billion - 12.2 Billion. The company stated that it experienced a loss in the quarter due to increased risk adjustment costs in the insurance market. CEO Mark Bertolini: "We believe the individual market has long-term potential and that the future is in healthcare." #OscarHealth #OSCR #Finance #StockMarket #Technology #Healthcare #Investment #Economy

Tech billionaire Jack Dorsey has officially launched Bitchat on the App Store. This app lets users send encrypted messages and even transfer Bitcoin transaction data via Bluetooth, without needing an internet connection or cell signal. Bitchat uses Bluetooth Low Energy (BLE) mesh technology, where each device acts as a node. Messages and transaction data can “hop” from one device to another until they reach their destination—or even to a node with internet access to broadcast Bitcoin transactions to the network. The app doesn’t require an account, phone number, or central server. All communication is peer-to-peer (P2P) with end-to-end encryption. It also includes a panic mode to instantly wipe all local data. For Now… Bitchat’s Bitcoin feature is limited to sending transaction data, which still needs an internet connection at the final point to be recorded on the blockchain. Looking Ahead… With further development, this technology could become more independent, faster, and wider-reaching—paving the way for a fully decentralized offline transaction ecosystem in the future. Bitchat is now available on the App Store, while the Android version is still in development. What do you think? #changemakersnft #bitchat #bitchatmesh #appstore #apple

IOHK just released Cardinal! Cardinal defines a secure, trustless mechanism for Bitcoin holders to access DeFi — by wrapping their UTXOs (as demonstrated with Ordinals) and unlocking opportunities for a number of possible use cases like staking, lending, borrowing, and more. This marks the beginning of a new era for Bitcoin DeFi, powered by Cardano’s extended UTXO model and smart contracts combined with BitVMX technology for extending Bitcoin programmability.