📈 How to buy the dip

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Good Morning & Happy Friday!

It’s been a wild week across markets, tech, and global politics, so we’ve packed today’s newsletter with everything from Wall Street’s split Thursday to Trump’s AI-filled Middle East tour, a brutal Coinbase breach, and China’s quiet but powerful grip on rare earths.

Grab your Iced Latte and let’s get into it. 👇️ 

Markets

📈 S&P 500 Rises for Fourth Straight Day
Wall Street had a bit of a split personality on Thursday. The S&P 500 notched its fourth straight win with a 0.3% rise, while the Dow bounced back, up 0.7%. But the Nasdaq’s six-day tech-fueled rally hit a wall, dropping 0.2%.

Tech giants slipped, with Meta and Amazon each sliding over 2%, Meta especially after reports of an AI model delay. Meanwhile, UnitedHealth cratered 11% as a DOJ criminal probe came to light.

🌍️ Why so many CEOs crossed paths with Trump in the Middle East
Trump’s latest Middle East tour blurred the lines between politics and profit. From Saudi Arabia to the UAE, he met with over 50 top execs, including Sam Altman, Jensen Huang, and Jane Fraser, in a fast-paced charm offensive.

AI was the star of the show, with Trump opening and closing his trip alongside tech titans, and even breaking ground on an AI campus in Abu Dhabi. Elon Musk? Front and center, again. So why so many CEOs?

📆 The Secret Dates Top Traders Love
Apple has shown consistent movement on certain dates over the years, do you know when? Stock Hotsheets reveal historically significant patterns for top stocks like Walmart and LULU. Find out more today for free. [ad]

📊 How to buy the dip (for next time)
Financial Samurai just dropped a smart breakdown on how to buy the dip when the market turns sour. Even though the S&P 500 averages ~10% annually, it’s no stranger to brutal corrections, like March 2020’s 32% plunge, and the recent Tariff dip. He leans hard into dollar-cost averaging, even when it feels painful, and shares how he’s tackled the fear of investing larger amounts during downturns.

📉 Coinbase Hack Rocks Company That Led Crypto Into Mainstream
Just days after Coinbase celebrated its inclusion in the S&P 500, a major data breach has thrown the crypto giant into crisis mode. Hackers, using bribed customer reps, accessed sensitive personal data of high-value users, and demanded a $20 million ransom. The breach didn’t hit ETF custodial accounts, but it’s a black eye for a firm seen as crypto’s bridge to Wall Street. With the SEC circling and physical safety concerns rising, trust in Coinbase is under fire like never before. The stock dropped sharply.

Commodities

China keeps hold on rare earth metals

China is dialing back some of its trade retaliation, but not all of it. After a weekend truce with the Trump administration in Switzerland, Beijing temporarily lifted export restrictions on 28 American companies and removed 17 others from its “unreliable entity list.” The easing, however, excludes a key pressure point: rare earth metals.

Despite agreeing to suspend many non-tariff countermeasures, China continues to block exports of seven critical rare earth elements, materials vital to U.S. defense and tech sectors. No explanation was given, and the Ministry of Commerce remained silent when asked.

The targeted metals, samarium, gadolinium, terbium, dysprosium, lutetium, scandium, and yttrium, were originally restricted after Trump’s steep tariffs in early April. China’s recent crackdown on rare earth smuggling and push for tighter government control signals it’s not backing off its leverage anytime soon.

With U.S. industries increasingly reliant on Chinese REEs, this partial truce may be more symbolic than strategic.

And here’s the bigger problem: China doesn’t just mine rare earths, it dominates the entire supply chain. From refining to magnet production, Beijing’s control is unmatched, and building an alternative in the U.S. would require billions in investment, federal backing, and years of development. A refining plant in China costs roughly a third of what it does in America, and with decades of infrastructure already in place, China's grip on critical minerals isn’t going anywhere fast.

Quick Links

🇨🇳 Big Chinese companies like Alibaba show that AI-powered ads are giving shopping a boost.
🇦🇪 US & UAE agree on path for Emirates to buy top American AI chips.
🤔 ETFs Enhance Access to Alternative Investments.
🍎 Apple blocks Fortnite game in US, EU stores.
🇪🇺 Intel spars with EU regulators over $421.4 million antitrust fine.

Best of Twitter

Our Recommendations:

💻️ MEXC - Where we find and trade Crypto with low fees.
📈 TradingView - Software we use to chart stocks.
🔐 Trezor - Our favorite hardware wallet to keep our Crypto secure.
🦑 Kraken - Where we buy crypto with cash / withdraw profit to our bank.

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