$MSTR - STRATEGY: NO BITCOIN BUYS MADE DURING JULY 21-JULY 27
(@WalterBloomberg)
TRUMP: WILL SEE WHAT HAPPENS BETWEEN RUSSIA, UKRAINE
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$COIN: MONNESS DOWNGRADES TO NEUTRAL FROM BUY
While recent crypto milestones like the GENIUS Act, Circle's IPO, and the CLARITY Act are positive, the firm wants to see more real-world adoption and rising transaction volumes—especially on Base—before becoming more bullish.
Current valuation depends too heavily on sentiment and assumes strong crypto volume growth, which the firm sees as uncertain this late in the cycle.
(@WalterBloomberg)
$NVDA - NVIDIA'S H20 CHIP SUPPLY CAN'T MATCH CHINA'S SOARING DEMAND: JEFFERIES
Jefferies says Nvidia’s H20 AI chip stockpile (600K–900K units) falls short of China’s demand, which could hit 1.8M units, following a temporary easing of U.S. export restrictions.
Despite supply limits, Chinese firms prefer Nvidia chips due to its CUDA ecosystem, superior performance, and limited local alternatives.
Jefferies expects strong demand to continue—even for downgraded future chips like the upcoming B30 (Q4 2025). It raised China’s 2025 AI capex forecast by 40% to $108B, with no sign of slowing AI investments.
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MORGAN STANLEY’S WILSON SEES S&P 500 HITTING 7,200 BY MID-2026
Michael Wilson of Morgan Stanley says the S&P 500 could reach 7,200 by mid-2026, driven by a "rolling recovery" in earnings, solid EPS growth, and supportive macro trends like AI adoption, dollar weakness, and expected Fed cuts.
He sees mid-teens EPS growth, with recent earnings revisions confirming momentum. Wilson favors Industrials as the top sector, naming Rockwell Automation, Eaton, Trane, and Johnson Controls as top picks.
Despite risks like high rates and tariffs, he expects pullbacks to be brief and recommends buying dips.
(@WalterBloomberg)
$AAPL - BOFA: APPLE FACES TOUGH Q3 SETUP
Bank of America sees pressure on Apple ahead of Thursday’s earnings due to tariffs, regulatory risks, and slow AI progress. Still, it keeps a Buy rating and $235 target.
Gross margins are in focus, with $900M in tariff costs weighing on results. BofA sees Q3 revenue at $90.2B and EPS at $1.45, slightly above consensus.
Looking ahead, margins may improve with new high-end products, including a slim iPhone expected this fall.
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TRUMP: WE WANT TO MAKE STARMER HAPPY
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📅 PRESIDENT’S SCHEDULE – MONDAY, JULY 28, 2025 (UK VISIT)
🇺🇸🇬🇧 A busy day of diplomacy and travel in Scotland:
3:15 AM ET – Travel Pool Call Time
📍 Trump Turnberry, Girvan, Scotland
7:00 AM ET – President greets the Prime Minister of the United Kingdom
📍 Trump Turnberry
7:30 AM ET – Bilateral Meeting with the Prime Minister
📍 Trump Turnberry
10:45 AM ET – Departure from Glasgow to Aberdeen
📍 Glasgow Prestwick Airport
12:25 PM ET – Arrival in Aberdeen
📍 Trump International Golf Links Aberdeen
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GREER ON TRADE AMID AUG 1 DEADLINE: TRUMP MORE INTERESTED IN GOOD DEALS THAN QUICK DEALS
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USTR GREER ON CHINA TRADE: DON'T EXPECT BIG BREAKTHROUGH TODAY
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FRENCH INDUSTRY MINISTER, ON EU/U.S. FRAMEWORK TRADE DEAL, SAYS WE ARE NOW ENTERING INTO A PHASE OF FURTHER TALKS THAT COULD LAST WEEKS OR MONTHS
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SENIOR ADMINISTRATION OFFICIAL: EU WANTS TO CONTINUE DISCUSSING STEEL AND ALUMINUM TARIFFS
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SENIOR ADMINISTRATION OFFICIAL: EU LEADERS ACCEPTED THAT U.S. WOULD STICK TO 50% TARIFFS ON STEEL AND ALUMINUM
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SENIOR ADMINISTRATION OFFICIAL: EU AGREED ON SUNDAY TO OPEN MARKETS TO ALL BUT A FEW PRODUCTS
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*EU'S VON DER LEYEN: TREADE DEAL WITH US WILL BRING STABILITY
*VON DER LEYEN: AGREED TO 15% ACCROSS THE BOARD TARIFFS
(@WalterBloomberg)
U.S.–EU TRADE DEAL SUMMARY
🔸 No formal deal yet, just a joint statement expected soon.
🔸 15% U.S. tariffs on most EU goods, including cars.
🔸 Zero tariffs on key items like aircraft and chip equipment.
🔸 EU to lower some tariffs on U.S. farm and industrial goods later.
🔸 Steel/aluminum tariffs stay at 50%, possible EU quotas coming.
🔸 EU to invest $600B in U.S. (mostly private sector).
🔸 $750B in U.S. energy purchases over 3 years.
🔸 AI chip and defense buys expected, but not officially part of the deal.
(@WalterBloomberg)
🚨TRUMP: I'M VERY DISAPPOINTED IN RUSSIAN PRESIDENT PUTIN
TRUMP: I'M REDUCING THE 50 DAYS I GAVE HIM
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TRUMP: IF I WEREN'T AROUND YOU'D HAVE SIX MAJOR WARS IN THE WORLD RIGHT NOW
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TRUMP ON GAZA: I TOLD ISRAEL MAYBE THEY HAVE TO DO IT A DIFFERENT WAY
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TRUMP ON IMMIGRATION IN EUROPE: THEY'VE GOT TO GET THEIR ACT TOGETHER
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TRUMP ON GAZA: WE GAVE MONEY AND NO ONE EVEN SAID THANK YOU
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TRUMP: WE'VE GIVEN A LOT OF MONEY TO GAZA
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TRUMP MEETS UK PM STARMER, HOLDS BILATERAL MEETING
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USTR GREER ON CHINA TRADE: INTEREST FOR BOTH TRUMP, XI TO MEET
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FRENCH INDUSTRY MINISTER, ON EU/U.S. FRAMEWORK TRADE DEAL, SAYS 'THIS IS NOT THE END OF THE STORY
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SENIOR ADMINISTRATION OFFICIAL: DEAL WITH EU CALLS FOR HIGHER OF MFN RATE OR 15%
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SENIOR ADMINISTRATION OFFICIAL: TRUMP HAS ABILITY TO CHANGE TARIFF BACK, IF COUNTRIES DON'T LIVE UP TO THEIR INVESTMENT COMMITMENTS
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SENIOR ADMINISTRATION OFFICIAL: EU AGREED TO 15% TARIFFS ON AUTOMOBILES, SEMICONDUCTORS AND PHARMACEUTICALS
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BOMB SQUAD IS CURRENTLY INVESTIGATING A SUSPICIOUS PACKAGE AT THE WHITE HOUSE.
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*TRUMP: EU TO BUY HUNDREDS OF BILLIONS OF USD IN MILITARY GEAR
*TRUMP ON EU TRADE: EU WILL MAKE $600 BLN IN U.S. INVESTMENTS
*TRUMP ON EU TRADE: EU WILL BUY $150BLN IN U.S. ENERGY
(@WalterBloomberg)
