Busy earnings week ahead.
The calendar really picks up Wednesday and Thursday, with 110 expected reports on Wednesday and 129 on Thursday.
Thursday is the busiest day overall, led by 70 companies reporting before the bell.
Spotify and Revolut Backer Sounds Alarm as Europe Faces Growing US Tech Dependence and AI Sovereignty Crisis
Klaus Hommels, a European venture capitalist known for backing Spotify ($SPOT) and fintech company Revolut, warned that Europe's reliance on American technology and
Bill Ackman (@BillAckman) says Tesla robotaxi fears have made Uber ($UBER ) “very cheap.”
He argues consumers will keep using Uber as the aggregator layer, even if Tesla ($TSLA) scales robotaxis, because riders want the cheapest and fastest option.
Elon Musk says AI and humanoid robots could eventually become so productive that society runs out of useful work for people to do.
Speaking with XPRIZE founder Peter Diamandis at the Abundance Summit, the Tesla ($TSLA) and SpaceX ($SPCX) CEO described a future where machines
Jim Cramer (@jimcramer) warned that letting Chinese AI models access U.S. corporate data could be a bigger threat than investors realize.
He called it “Finsuicide” and questioned blocking China from Nvidia ($NVDA) chips while still exposing American company data.
Jeffrey Gundlach Flags Disconnect Between Private Credit CLO Upgrades and Riskier Loan Market
DoubleLine Capital CEO Jeffrey Gundlach is questioning whether private credit valuations are keeping pace with deteriorating conditions in the broader loan market.
In a post on X,
U.S. and Mexican negotiators opened three days of USMCA talks without Canada as @realDonaldTrump’s tariff fight with Ottawa escalates.
Agriculture Secretary Brooke Rollins (@SecRollins) says Canada never implemented dairy access promised under the pact.
Cathie Wood’s Ark Invest made another major shift into Meta Platforms ($META) and SpaceX ($SPCX) on Monday while trimming Advanced Micro Devices ($AMD) and Robinhood Markets ($HOOD). The trades show Ark continuing to lean into large AI, space and platform names while reducing
Tom Sosnoff (@Tomunderwater) on WULF: a $19 billion Anthropic lease, a $72 price target, and the stock still went down last week.
Here is what that actually tells you.
Jim Cramer warned investors against carrying too much exposure to technology stocks, saying the AI trade has become too volatile after its massive rally. He said investors with overloaded tech portfolios could get “slaughtered” if the sector continues to swing sharply.
Cramer’s
Ring The Bell is live 🔔
Wall Street’s secret watchlist is out.
Plus the ARK exodus, AMC soars, SpaceX tanks, earnings, top stories, and more.
Read today’s issue:
Tom Lee Says 'People Are Rage Quitting at the Bottom,' Compares Ethereum to Amazon, Nvidia, JPMorgan
Wall Street analyst Tom Lee warned that Ethereum investors are making a classic mistake by selling near the bottom, comparing ETH's current trajectory to early inflection points
JPMorgan Chase ($JPM) posted the highest earnings ever reported by a U.S. bank.
Net profit has climbed from $22B in Q2 2016 to $64B in Q2 2026.
Jamie Dimon’s bank is not just surviving this cycle. It is setting records.
EXCLUSIVE: Envoy Medical $COCH Completes 3-Month Follow-Ups For All 56 Trial Patients, Advancing Its Fully Implanted Acclaim Cochlear Implant Toward FDA submission; 12-Month Visit Milestone Expected By April 2027
