NASDAQ up 55 pts after a huge 400+ pt rally yesterday (best since May).S&P 500 up 5 pts, Dow down 17 pts, Russell up 7 pts.European stocks strong: DAX +1%, Euro Stoxx +0.5%.Bonds down: 30Y yield up 66bps, 10Y up 4bps.Bitcoin down 1% after touching $115K.Ethereum down 2.7%, Solana -1.5%.Gold flat.Apple & Google flat pre-market.Nvidia down after US announces tracking chips exports and tariffs on semis & pharma.Amazon +0.5%, Microsoft +0.5%, Netflix flat.AMD earnings today — up 0.68% pre-market.Palantir +7% pre-market after strong Q2 beat (+12% in 24 hrs).Coinbase -4% on $2B convertible note issuance.Chinese stocks strong, YINN +2.31%.Semiconductor index up 1.3%.Nuclear stocks bouncing (SMR, OLO, NLR up ~1.5–2%).10 AM: ISM Non-Manufacturing Report (watch for signs of slowdown).9:45 AM: Global Services PMI expected at 55.2.Tariff headlines dominate:Trump to raise tariffs on India, pharma, and chips.Reciprocal tariffs start Thursday.Japan seeking lower auto tariffs.EU facing 35% tariff unless investment agreements are made.Trump also praised Kevin Warsh and Hassett as Fed chair candidates.Rate cuts possible: markets may price in 3 cuts for 2025.Palantir Q2: Revenue +48% YoY, $1B vs $937M est. Strong government sales.Intel struggling with chip manufacturing (per Reuters).Broadcom launched faster networking chip.Core Scientific facing investor pushback on CoreWeave merger.Cisco suffered data breach (basic profile data stolen).UK new car sales dropped 60% YoY.Tesla down 10.5% pre-market on that news.Amazon Australia partnering with a satellite startup to connect remote users.🪙 Crypto & Commodities🔍 Stock Highlights📰 Key News & Events📊 Earnings & Corporate🚗 Tesla News📡 Other

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