MUSK: 'WE’RE BRINGING BACK VINE, BUT IN AI FORM'
(@WalterBloomberg)
*ECB LEAVES DEPOSIT FACILITY RATE AT 2.00%; EST. 2.00%
*ECB NOT PRE-COMMITTING TO A PARTICULAR RATE PATH
(@WalterBloomberg)
$RUN - SUNRUN AND TESLA LAUNCH HOME ENERGY PLAN TO CUT COSTS AND BOOST BACKUP POWER FOR TEXANS
(@WalterBloomberg)
JAPAN PM ISHIBA: NO DISCREPANCIES BETWEEN JAPAN AND U.S. ON RICE, DEFENSE EQUIPMENT IN TRADE DEAL
(@WalterBloomberg)
PRESIDENT’S SCHEDULE | THURSDAY, JULY 24, 2025
❖ 9:00 AM: In-town pool call time.
❖ 3:00 PM: Signs executive orders and bills (Oval Office, closed press).
❖ 3:45 PM: Departs WH for Federal Reserve.
❖ 4:00 PM: Visits Federal Reserve.
❖ 5:10 PM: Returns to the White House.
(@WalterBloomberg)
TRUMP: SIGNING ORDER THAT WOULD EXPAND AI EXPORTS
(@WalterBloomberg)
TESLA CEO MUSK SAYS UNSUPERVISED FSD LIKELY TO BE AVAILABLE FOR PERSONAL USE BY END OF YEAR
(@WalterBloomberg)
TRUMP: IN MAY I ORDERED THE CONSTRUCTION OF NUCLEAR PLANTS
(@WalterBloomberg)
TRUMP: MAKING DEALS WITH VARIOUS ASIAN COUNTRIES ON ENERGY
(@WalterBloomberg)
WHITE HOUSE ON REPORTS OF POSSIBLE EU TRADE DEAL: DISCUSSION ABOUT ANY POSSIBLE DEALS SHOULD BE CONSIDERED SPECULATION
(@WalterBloomberg)
LUTNICK ON TIKTOK SALE: THINK THAT DEAL WILL HAPPEN AND AMERICA WILL BUY IT
(@WalterBloomberg)
*TESLA 2Q FREE CASH FLOW $146M, EST. $760M
(@WalterBloomberg)
*TESLA 2Q GROSS MARGIN 17.2%, EST. 16.5%
(@WalterBloomberg)
*ALPHABET SEES FY CAPEX ABOUT $85B, SAW ABOUT $75B, EST. $73.31B
(@WalterBloomberg)
*S&P 500 CLOSES 0.7% HIGHER, NASDAQ RISES 0.5%
(@WalterBloomberg)
SHANGHAI TO ISSUE ROBOTAXI LICENSE DURING AI CONFERENCE: 21ST
(@WalterBloomberg)
HSBC: EURO EMERGING AS TOP SAFE HAVEN AFTER GOLD
HSBC says the euro is now the second-strongest safe haven after gold, based on simulations across millions of portfolio outcomes. The euro’s defensive qualities now match the traditionally safe Swiss franc, enhancing multi-asset portfolios during market stress.
HSBC notes that developed market rates no longer hedge equities effectively, while gold and the euro ranked highest when realistic equity allocations (40–60%) were included. The analysis underscores the euro’s growing role as a resilient safe-haven asset in volatile markets
(@WalterBloomberg)
EU TO KEEP TRADE RETALIATION IN RESERVE EVEN AS DEAL WITH US NEARS- FT
(@WalterBloomberg)
$NVDA - NVIDIA AI CHIPS WORTH $1BN SMUGGLED TO CHINA AFTER TRUMP EXPORT CONTROLS- FT
(@WalterBloomberg)
$TSLA: CHINA MERCHANTS SECURITIES DOWNGRADES TO HOLD FROM BUY - PT $361
(@WalterBloomberg)
TRUMP: WILL SIGN AI ORDER TO FAST TRACK BIG PROJECTS
(@WalterBloomberg)
TESLA CFO SAYS THE BIG BILL HAS CERTAIN ADVERSE IMPACTS, EVEN FOR THE ENERGY
(@WalterBloomberg)
TRUMP: WANT TO GET OIL PRICE DOWN FURTHER
(@WalterBloomberg)
*BEZOS WEIGHING POSSIBLE ACQUISITION OF CNBC CABLE NETWORK: NYP
(@WalterBloomberg)
*BANK OF AMERICA AUTHORIZES $40 BILLION STOCK BUYBACK PROGRAM
(@WalterBloomberg)
TESLA SHARES UP 0.87% AT $335.45 IN EXTENDED TRADE FOLLOWING RESULTS
(@WalterBloomberg)
TESLA INC: PLANS FOR NEW VEHICLES THAT WILL LAUNCH IN 2025 REMAIN ON TRACK, INCLUDING INITIAL PRODUCTION OF A MORE AFFORDABLE MODEL IN 1H25
(@WalterBloomberg)
$TSLA
*TESLA 2Q ADJ EPS 40C, EST. 42C
*TESLA 2Q REV. $22.50B, EST. $22.64B
(@WalterBloomberg)
$GOOGL
*ALPHABET 2Q EPS $2.31, EST. $2.18
*ALPHABET 2Q REV. $96.43B, EST. $93.97B
*ALPHABET 2Q GOOGLE CLOUD REV. $13.62B, EST. $13.14B
(@WalterBloomberg)
JUSTICE DEPARTMENT OFFICIALS MADE PRESIDENT DONALD TRUMP AWARE OF DECISION NOT TO CONTINUE INVESTIGATIONS RELATED TO JEFFREY EPSTEIN-STATEMENT
(@WalterBloomberg)
