📈 Palantir Pops, Bitcoin Drops

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Good Morning & Happy Wednesday!

Today we’ve got countries scrambling to beat a tariff deadline, AI earnings from AMD and Palantir, and a big win for Novo Nordisk. Microsoft hit $4T, Apple’s AI strategy is under the microscope, and Bitcoin’s bleeding.

Plus: a look at why fundraising math is getting rough, and the energy stocks to watch right now.

Grab your Flat White and let’s get into it. ☕️ 👇️ 

Former Zillow exec targets $1.3T

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Market News

🌍️ Countries push for last-minute deals as Thursday tariff deadline looms
With a major tariff deadline set for Thursday, countries are making a final push to secure trade deals and avoid a new round of economic disruption. Negotiations have picked up speed as governments try to sidestep costly levies that could affect everything from manufacturing to consumer goods. The pressure is high, and the outcome could reshape key global trade relationships heading into the final quarter of the year.

🎖️ Palantir Stock Soars on Rosy Revenue Outlook
Palantir shares jumped after the company raised its full-year revenue outlook, driven by surging demand for its AI products. The stock gained over 10% as investors responded to stronger-than-expected earnings and optimism around its commercial AI offerings.

🤖 Flat Q2 for AMD, AI Fuels Bullish Q3 Outlook
AMD delivered mixed Q2 results, falling slightly short on revenue but matching earnings expectations. What caught investors’ attention, though, was a better-than-expected Q3 forecast, fueled by growing demand for AI chips. Shares rose in after-hours trading as the company signaled stronger momentum ahead in a highly competitive AI market.

💉 Wegovy Sales Rocket 67% in Q2
Novo Nordisk reported stronger-than-expected Q2 earnings, driven by continued demand for its weight-loss and diabetes drugs, including Wegovy and Ozempic. Sales surged 22%, with profits also beating estimates, reinforcing the company’s dominant position in the GLP-1 drug market. Novo also raised its full-year outlook, citing robust growth in both North America and international markets.

🔻 Bitcoin ETFs Bleed Millions for 4th Straight Day as U.S. Stagflation Fears Weigh on BTC
Bitcoin ETFs have seen outflows for four straight days, with investors pulling millions amid growing concerns over U.S. stagflation. Both crypto and equities are under pressure, as inflation remains sticky and growth shows signs of slowing. The uncertainty is prompting some to rotate out of risk assets, and Bitcoin isn’t being spared.

Invest & Strategies

📈 What Microsoft's $4 Trillion Market Value Really Means
Microsoft just crossed a $4 trillion market cap, becoming the second company ever to do so—just behind Apple. While the number grabs headlines, analysts say it reflects more than just AI hype; it’s a signal of deep investor confidence in Microsoft's business model, cloud strength, and long-term positioning. But at these levels, the question is whether the stock can keep climbing, or if expectations have outrun reality.

🍎 Apple Backed Into an AI Corner
Apple’s late push into AI is starting to show cracks, as the company faces pressure to prove it can keep pace with rivals like Microsoft and Google. Despite flashy announcements at WWDC, Apple’s ecosystem-first approach is raising questions about whether it can truly compete in the rapidly evolving AI space. The strategy may be smart, or it may be boxing Apple into a corner.

➗ Fund Math for Dummies
Fundraising in tech isn’t what it used to be, and a new breakdown shows just how tough the math has gotten. From inflated valuations to shrinking exits, the gap between startup ambition and investor reality is widening fast. If you're building, investing, or just watching the space, these numbers explain why so many term sheets are suddenly drying up.

🔋 3 Energy Stocks I'm Eyeing in 2025
Energy stocks are heating up in 2025and not just because of the summer sun. While most folks are chasing tech hype or swinging at crypto, there’s a quieter power surge happening in the energy sector. These three companies? Let’s just say they’ve got the kind of long-term upside Wall Street’s been sleeping on.

Best of Twitter

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