📈 Is the bull market back?

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Markets rally, what’s next for Palantir, and Trump stirs global oil drama — we’re covering it all. Plus: the mystery behind Bitcoin sellers, Zohran Mamdani’s mayoral momentum

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Markets

📈 Nasdaq 100 Hits Record, S&P 500 Nears New High
Wall Street rallied Tuesday after news of a ceasefire between Israel and Iran calmed market nerves. The Dow jumped 500 points, the S&P 500 neared record highs, and the Nasdaq 100 hit a new all-time peak. Investors were buoyed by signs of easing tensions and falling oil prices, with WTI crude sliding 5.1% to $65. Tech stocks led the charge, Broadcom soared 4%, while Nvidia, Amazon, and Meta all notched solid gains.

🤔 Should You Sell Palantir Before the Second Half?
Palantir (PLTR) is back on investors' radars after a brief slump, with its stock rebounding sharply ahead of the second half of 2025. Despite early-year market jitters, confidence in its AI-driven software platform, especially the booming AIP (Artificial Intelligence Platform), has investors holding tight. Commercial growth is exploding, with U.S. customers jumping from 14 to over 430 in just four years. Meanwhile, total commercial contract value soared 183% last quarter, but is now the right time to sell Palantir?

🛢️ Trump Baffles With Sudden U-Turn on China Buying Iranian Oil
In a surprise move Tuesday, President Trump told China it can resume buying Iranian oil, just hours after claiming a shaky ceasefire between Israel and Iran. The statement, made on Truth Social, caught even U.S. officials off guard, potentially unraveling years of strict sanctions aimed at choking Iran’s oil revenue. Meanwhile, officials in Treasury say sanctions enforcement remains in place, at least for now.

📊 If companies, countries and ETFs are buying bitcoin — who’s selling?
Bitcoin’s been flying off the shelves in 2025, with over 400,000 BTC scooped up by companies, ETFs, and even governments, but the big mystery is: who’s selling? While there's no single obvious seller, miners have slowly trickled out coins, shedding around 2,000 BTC since January. ETFs have been quietly unloading too, Grayscale alone has sold 20,000 BTC, and Fidelity’s FBTC is down 6,500 BTC.

🏇 Andrew Cuomo concedes the New York City mayoral primary to Zohran Mamdani
Zohran Mamdani is leading the NYC Democratic mayoral primary with 44% of first-choice votes, ahead of Andrew Cuomo’s 36%. While no candidate has clinched a majority outright, Mamdani’s late surge, fueled by progressive policies and viral grassroots energy, has shaken up the race. Cuomo conceded early, facing a coordinated “Don’t rank Cuomo” campaign and a coalition rallying behind Mamdani’s vision for rent freezes, free buses, and city-run groceries.

Quick Links

🇪🇺 EU eyes tariffs on US goods, warns Boeing could be hit.
🇬🇷 Greece is one of NATO’s top defense spenders. Here’s why.
🍎 Will Apple Be the Next BlackBerry?
🇨🇳 Whispers of a new world order in Tianjin.
🏦 DOGE layoffs are starting to leave their mark on D.C.’s housing market.
🏘️ Housing market at risk of "sustained downturn" as price growth cools.
💴 iPhone customers upset by Apple Wallet ad pushing ‘F1’ movie.

Best of Twitter

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💻️ 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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