Opening Recap
Market Pulse: Stocks and crypto edged mixed as AIRO Group shares soared pre-market and Bitcoin continued its year-over-year climb. Traditional energy markets stayed range-bound amid low volatility.
Key Movers: AIRO Group’s share price gapped up before the bell (ETF Daily News), Bitcoin has nearly doubled from last year (CNBC), and Veeco set a date for its Q2 results (GlobeNewswire).
Macro & Politics: The EU’s push to funnel frozen Russian assets into riskier investments is spooking compliance desks (RT), while RFK Jr.’s psychedelic therapy crusade raises fresh regulatory debates (Boston Herald).
What’s Next: Tune in for Veeco’s July 16 conference call and watch for fallout from the EU’s frozen-funds plan—it could unsettle credit markets fast.
Market Commentary
What everyone’s missing is that the EU proposal to shift frozen Russian assets into higher-risk portfolios risks blowing open institutional frameworks. That’s not academic posturing—if trustees start chasing yield with sovereign collateral, counterparty confidence could crumble overnight.
Consider this: Larry Ellison vaults past Zuckerberg as Oracle rallies (Bloomberg), while firms like GameStop and Trump Media bank Bitcoin as corporate treasuries (CNBC). It’s proof that legacy tech wealth and crypto reserves are converging into a single story about asset stratification.
Action-point: don’t sit in vanilla equities alone. Scout growth pockets in solar-tracker infrastructure (GlobeNewswire) and small-cap biotech arcs (Barchart). Those sectors offer ballast against any shock from repurposed frozen funds.
📈 Breaking Financial News
AIRO Group (NASDAQ:AIRO) Shares Gap Up – Here’s What Happened
AIRO Group Holdings, Inc. (NASDAQ:AIRO) saw its share price gap from $22.20 to $24.47 at Friday’s open, last trading at $25.67 on volume of 928,884 shares.
Will RFK Jr.’s push for psychedelic therapy help or hamper the emerging field?
Critics warn that tying the therapy market too closely to a political figure could undermine decades of clinical credibility and slow regulatory approvals.
[Latest] Global Ultomiris Drug Market Size/Share Worth USD 64.12 Billion by 2034 at a 31.52% CAGR: Custom Market Insights
A Custom Market Insights report pegs 2024 revenue for the Ultomiris drug market at ~$4.16 billion, projecting growth to $5.4 billion as pipelines and label expansions drive adoption.
Bitcoin is nearly double where it was a year ago. This is what's behind the run
Companies like GameStop and Trump Media are emulating the Michael Saylor strategy by holding Bitcoin on their balance sheets as a strategic reserve asset.
Shareholders of XPLR Infrastructure, LP f/k/a Nextera Energy Partners, LP Should Contact The Gross Law Firm Before September 8, 2025 to Discuss Your Rights – XIFR
The Gross Law Firm has issued a notice to XPLR Infrastructure, LP shareholders regarding potential claims ahead of a September 8 deadline.
What Google Just Did in Utah Will Shock You
Google didn't make a big announcement. Neither did the U.S. government. But it turns out a recent land deal in rural Utah could be the beginning of a $3 trillion shift in America's energy landscape. We sent a former competitive-intelligence analyst to investigate. What he found could point to one of the biggest moneymaking opportunities in decades.
🔍 Market Analysis & Insights
Veeco Announces Date for Second Quarter Financial Results and Conference Call
Veeco Instruments Inc. (NASDAQ: VECO) will release Q2 2025 results post-close on August 6, followed by a conference call reviewing operational highlights.
EU plan to move frozen Russian money into riskier investments is ‘expropriation’ – Euroclear
Euroclear’s CEO warns that reallocating frozen Russian assets could breach international law and expose markets to new legal and credit risks.
Ellison Overtakes Zuckerberg as World’s Second-Richest Person
Oracle’s rally has lifted Larry Ellison’s net worth to $251.2 billion, pushing him past Mark Zuckerberg on the Bloomberg Billionaires Index.
SUI is now ‘overbought’: When should you expect a pullback?
Whale-driven inflows have pushed SUI above $3.60, triggering overbought RSI indicators that hint at cooling momentum ahead.
Pop Mart: Labubu firm sees profit soaring by at least 350%
Tight cost controls, branding, and strong sales propelled Pop Mart’s first-half profits to climb at least 350% year-over-year.
Trump Announcement Could Make Early Investors a Fortune
Trump just spoke at the Bitcoin Conference in Nashville, Tennessee. There, he shared that if he wins, he'll turn the USA into the “Crypto Capital of the World”.
💰 Investment Opportunities
Bitfarms (NASDAQ:BITF) Shares Gap Up – Still a Buy?
Bitfarms Ltd. shares jumped from $1.07 to open at $1.12 on Friday, with 5,678,090 shares trading hands, sparking discussion on the long-term mining thesis.
ASML Shares Slump as Tariff Uncertainty Prompts Growth Warning
Japan Smart Home Healthcare Market to Worth Over US$ 9622.53 Million By 2033 | Astute Analytica
Japan’s aging demographic and government support are driving smart home healthcare to an estimated $9.6 billion market by 2033, fueled by remote monitoring and AI solutions.
This Small-Cap Stock Could 10x by 2030, But It’s Not for the Faint of Heart
Ardelyx stands out as a potential decacorn candidate, offering significant upside for investors comfortable with biotech volatility.
Solar Tracker Market Global Forecast and Company Analysis Report 2025-2029
The solar tracker market is forecast to expand from $10.32 billion in 2024 to $22.87 billion by 2029 at a 17.3% CAGR, led by AI-enabled systems and bifacial modules.
Big Oil's $20 Secret Weapon
They call it “The Last Retirement Stock.” This pipeline company collects a “toll” on every barrel of oil moved, thanks to Biden's policies and surging AI demand. Get the name and ticker symbol.
