šŸ“ˆ Is Duolingo a Buy?

Markets pull back as June kicks off, Trump reignites trade tensions with China, oil surges on fresh Russia-Ukraine flare-ups, and we dig into the high-stakes AI race, from Duolingo’s big bet to Trump’s tech-first strategy.

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Good Morning & Happy Monday! 

Markets pull back as June kicks off, Trump reignites trade tensions with China, oil surges on fresh Russia-Ukraine flare-ups, and we dig into the high-stakes AI race, from Duolingo’s big bet to Trump’s tech-first strategy.

Grab your Iced Latte and let’s get into it. šŸ‘‡ļø 

Markets

šŸ“‰ Futures fall as Wall Street kicks off June after bullish May
Wall Street hit the brakes Monday after a red-hot May, as trade tensions and legal uncertainty around Trump’s China tariffs rattled investor confidence. Futures dipped across the board, S&P 500 down 0.4%, Nasdaq 0.6%, and Dow 0.5%, marking a cautious start to June. With Trump’s tariff policy back in legal limbo and China tensions escalating, markets are bracing for a volatile summer.

šŸ‡ØšŸ‡³ Trump Says China 'Has Totally Violated' Trade Agreement
Hopes for a lasting U.S.-China trade deal just hit a wall. After early signs of progress, President Trump slammed China on Truth Social, accusing it of violating the temporary agreement. Officials say talks have stalled, with China dragging its feet on compliance and tensions flaring over critical minerals and tech restrictions. With the clock ticking on a 90-day truce, investors are nervous.

šŸ›¢ļø Oil rallies as Russia-Ukraine tensions offset OPEC+ output hike
Oil prices surged in Asian markets Monday as escalating Russia-Ukraine tensions and fresh U.S. sanctions chatter overshadowed a widely expected OPEC+ production hike. Ukraine hit back hard over the weekend with a massive drone strike campaign, just as ceasefire talks were gaining momentum, raising fears of prolonged instability.

Meanwhile, U.S. lawmakers from both sides are pushing a bill targeting Russia’s oil revenue, aiming tariffs at nations like China and India still buying its crude, potentially reshaping global supply routes.

Brent jumped 2.3% to $64.23, and WTI rose 2.4% to $61.23, as traders priced in what could become a much tighter market.

šŸ¤– Trump's America-First AI risk
AI supremacy is becoming one massive geopolitical fault line. Whether America wins this AI race could determine if the future is shaped by democratic values or dominated by authoritarian tech. Both Trump and Biden previously knew the stakes, but the path to victory is anything but clear, and the clock is ticking.

šŸ—£ļø Is AI Duolingo's Biggest Risk or Biggest Catalyst?
Duolingo is flying high thanks to AI. Since its 2021 debut, the language-learning app has surged over 275%, trouncing the broader market. The secret sauce? Explosive user growth, rising profits, and smart use of generative AI. But with Duolingo leaning on non-proprietary tech like GPT-4, there may be cracks forming beneath the glossy growth story. This article looks at whether Duolingo is still a good investment.

The Father-Son Duo Rethinking Homebuilding

Home construction has been slow, costly, and inefficient for centuries. So in 2017, Paolo and Galiano Tiramani founded BOXABL to change that.

Where traditional homes take 7+ months to build, new homes can roll off BOXABL’s assembly line nearly every 4 hours. Equipped with plumbing, electrical, and HVAC, they’re ready to be delivered and lived in.

They have already built more than 700. That gained the attention of one of America’s top homebuilders, who also became investors.

Now, the Tiramanis are preparing for Phase 2, where modules can be configured into larger townhomes, single-family homes, and apartments.

And until 6/24, you can join as an investor for just $0.80/share.

*This is a paid advertisement for Boxabl’s Regulation A offering. Please read the offering circular at https://invest.boxabl.com/#circular

What To Watch This Week

All eyes are on Friday’s May jobs report, which could shape the Fed’s next move on interest rates. Fed Chair Jerome Powell and several other officials are scheduled to speak, offering clues on policy direction.

Key data this week includes job openings, factory orders, trade deficit, and consumer credit.

On the earnings front, watch for updates from Broadcom, CrowdStrike, Lululemon, Dollar Tree, and Five Below.

After a strong May for stocks, renewed U.S.-China trade tensions and Fed uncertainty may keep investors on edge as June trading kicks off.

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