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Leveraged stock bets are ‘very concentrated in the AI ecosystem,’ Goldman Sachs warns
Macro

Leveraged stock bets are ‘very concentrated in the AI ecosystem,’ Goldman Sachs warns

Everything you need to know before you reach the office this morning.

fortune.com · Jul 01, 2026 · 1 min read
Small-Engine Makers Gain Big Momentum in Data Centers

Small-Engine Makers Gain Big Momentum in Data Centers

wsj.com · Jul 01, 2026 · 1 min read
Eli Lilly just placed a $40 million bet on the next injectable boom
Macro

Eli Lilly just placed a $40 million bet on the next injectable boom

The GLP-1 maker’s latest AI investment targets drug discovery and the future of consumer medicine.

fortune.com · Jul 01, 2026 · 1 min read
Bitcoin ETFs lose record $4.5B in June, eclipsing Strategy's $1.25B raise
Crypto

Bitcoin ETFs lose record $4.5B in June, eclipsing Strategy's $1.25B raise

US spot Bitcoin ETFs logged record $4.5 billion in June outflows, pushing year-to-date totals to $5.5 billion, signaling an unprecedented pace of withdrawals.

cointelegraph.com · Jul 01, 2026 · 1 min read
Bitcoin's Bear Market: Will Prices Plunge into the $40,000s?
Crypto

Bitcoin's Bear Market: Will Prices Plunge into the $40,000s?

Analysts from Bitfinex predict that Bitcoin could tumble into the $40,000 range before finding a bottom in its current bear cycle. Historical patterns indicate a significant decline, with investors now exiting the spot market, highlighting weaknesses in demand and potential future price movements.

assetmarketcap.com · Jul 01, 2026 · 5 min read
The Supreme Court’s birthright citizenship ruling hands the U.S. economy a $7.7 trillion win
Macro

The Supreme Court’s birthright citizenship ruling hands the U.S. economy a $7.7 trillion win

Also: All the news and watercooler chat from Fortune.

fortune.com · Jul 01, 2026 · 1 min read
Companies

Wise's Nasdaq Listing: U.S. Optionality, U.K. Reality

seekingalpha.com · Jul 01, 2026 · 1 min read
Companies

Multi-Asset Midyear Outlook: Fortitude Amid Disruption

seekingalpha.com · Jul 01, 2026 · 1 min read
Trump’s financial disclosure puts $1B crypto payday at center of CLARITY Act vote
Crypto

Trump’s financial disclosure puts $1B crypto payday at center of CLARITY Act vote

President Donald Trump's 2025 annual financial disclosure was filed with the Office of Government Ethics on June 29 and certified on June 30, arriving as the CLARITY Act stalls over whether elected officials and their families should be all

cryptoslate.com · Jul 01, 2026 · 1 min read
Warsh Speech, Jobs Report: What to Watch This Week

Warsh Speech, Jobs Report: What to Watch This Week

wsj.com · Jul 01, 2026 · 1 min read
Former Goliath Ventures CEO pleads guilty in $400M crypto Ponzi case
Crypto

Former Goliath Ventures CEO pleads guilty in $400M crypto Ponzi case

Former Goliath Ventures CEO Christopher Delgado pleaded guilty to fraud and money laundering and agreed to forfeit properties, vehicles, luxury goods and crypto wallets.

cointelegraph.com · Jul 01, 2026 · 1 min read
Energy Transfer (ET) Expands Nederland NGL Export Terminal to Increase Capacity by 295,000 Bpd
Companies

Energy Transfer (ET) Expands Nederland NGL Export Terminal to Increase Capacity by 295,000 Bpd

finance.yahoo.com · Jul 01, 2026 · 1 min read
Utorg Obtains MiCA License as July 1 Deadline Forces Much of the Industry Out of Europe
Crypto

Utorg Obtains MiCA License as July 1 Deadline Forces Much of the Industry Out of Europe

[PRESS RELEASE – Dubai, UAE, July 1st, 2026] Utorg, a crypto wallet and card platform built on institutional-grade infrastructure, today announced it has received full authorization under the EU’s Markets in Crypto-Assets (MiCA) regulation,

cryptopotato.com · Jul 01, 2026 · 1 min read
Shift4 Payments: Poised To Win As The Experience Economy Continues To Expand
Companies

Shift4 Payments: Poised To Win As The Experience Economy Continues To Expand

seekingalpha.com · Jul 01, 2026 · 1 min read
Xi touts China Communist Party's global influence in speech marking 105th anniversary
Macro

Xi touts China Communist Party's global influence in speech marking 105th anniversary

Chinese President Xi Jinping spoke Wednesday to commemorate the 105th anniversary of the ruling Communist Party of China.

cnbc.com · Jul 01, 2026 · 1 min read
Henry Ford, Steve Jobs, William Boeing: These Fortune 500 founders are the American-born children of immigrants
Macro

Henry Ford, Steve Jobs, William Boeing: These Fortune 500 founders are the American-born children of immigrants

In a 6-3 majority, the Supreme Court voted to uphold birth citizenship, the idea that children born in the U.S. are automatically U.S. citizens.

fortune.com · Jul 01, 2026 · 1 min read
As Big Tech showers employees with perks to win the talent war, Nvidia built a nearly $5 trillion company by making people pay for their own lunch
Macro

As Big Tech showers employees with perks to win the talent war, Nvidia built a nearly $5 trillion company by making people pay for their own lunch

At the world’s most valuable company, lunch isn’t free—but a generous stock plan has been far more lucrative.

fortune.com · Jul 01, 2026 · 1 min read
What is OpenUSD (OUSD)? Visa, BlackRock, Coinbase, and 140+ Firms Fuel Buzz Around New Stablecoin
Crypto

What is OpenUSD (OUSD)? Visa, BlackRock, Coinbase, and 140+ Firms Fuel Buzz Around New Stablecoin

Backed by over 140 companies, Open USD promises zero-fee minting, collaborative governance, and reserve yield sharing ahead of its launch.

cryptopotato.com · Jul 01, 2026 · 1 min read
Lundin Mining: I Went 'Hold' A Bit Too Early, But Stand By My Rating
Companies

Lundin Mining: I Went 'Hold' A Bit Too Early, But Stand By My Rating

seekingalpha.com · Jul 01, 2026 · 1 min read
Companies

Figma: The Workflow That Adobe Couldn't Buy

seekingalpha.com · Jul 01, 2026 · 1 min read
Why BTCFi Could Be the Next Multi-Billion-Dollar Market
Crypto

Why BTCFi Could Be the Next Multi-Billion-Dollar Market

For years, Bitcoin has been viewed primarily as a store of value—a digital asset designed to preserve wealth rather than actively generate it. While decentralized finance (DeFi) has transformed blockchains like Ethereum by enabling lending,

smartliquidity.info · Jul 01, 2026 · 1 min read
Taiwan’s legislature passes crypto, stablecoin regulations
Crypto

Taiwan’s legislature passes crypto, stablecoin regulations

Taiwan’s legislative branch has passed the nation’s first crypto and stablecoin rules, which aim to integrate the country with the global crypto market.

cointelegraph.com · Jul 01, 2026 · 1 min read
Anthropic to bring back Fable 5 as US lifts export controls
Crypto

Anthropic to bring back Fable 5 as US lifts export controls

Claude Fable 5 will be redeployed with a new set of classifiers designed to identify and block a broader range of cybersecurity-related tasks.

cointelegraph.com · Jul 01, 2026 · 1 min read
Companies

Live Nation Entertainment: Strong Seasonality Ahead

seekingalpha.com · Jul 01, 2026 · 1 min read
Companies

American Express's Unique Growth And Resilience Justify A Rich Valuation

seekingalpha.com · Jul 01, 2026 · 1 min read
New Federal Data Reveals Donald Trump Holds $50 Million in Bitcoin in Cold Wallet
Crypto

New Federal Data Reveals Donald Trump Holds $50 Million in Bitcoin in Cold Wallet

A federal filing revealed that Trump holds more than $50 million in Bitcoin, though the disclosure's highest reporting category suggests even more.

cryptopotato.com · Jul 01, 2026 · 1 min read