Good Friday morning, July 11, 2025. Here’s your pre-market snapshot before the bell.
Market Pulse: North American benchmarks drifted after the White House slapped a 35% tariff on Canadian aluminum, even as Bitcoin lit a short squeeze that pushed it to new highs overnight.
Key Movers: Biotech name INKT exploded on early-test success in testicular cancer trials, while crypto bulls roared as bearish bets were crushed in a massive Bitcoin squeeze.
Macro & Politics: Fresh trade tensions from U.S.–Canada tariff spats share the spotlight with regulators racing to seal vape loopholes exploited by Chinese exporters.
What’s Next: Watch for any updates from Washington on tariff negotiations, plus follow-up data on INKT and follow-through on crypto names when markets open.
Unfiltered Market Commentary
What everyone’s missing is how quickly Washington’s pressure on cloud and tech margins could flip the script. According to Financial Times’ “Google to agree cloud discount as US government squeezes Big Tech,” regulators are forcing price cuts that could make Amazon, Microsoft and Google trade like a margin shit-show, even as crypto junkies are fixated on Bitcoin’s rally.
Here’s the twist: Intel’s spin-out of AI robotics arm RealSense (CNBC) and Amazon’s push into generative AI document processing (“Intelligent document processing at scale…” by Amazon.com) point to a widening tech arms race. You’d think chip stocks and cloud names would diverge, but both moves speak to the same theme—automation and AI gobbling up legacy business lines at warp speed.
Action time: trim overly frothy crypto plays after that squeeze, then reload on names tied to enterprise AI and automation catalysts. Think RealSense robotics, Amazon Bedrock-powered IDP, and any stock that benefits from Nvidia’s AI infrastructure push (“As Nvidia hits $4T market cap…” by SiliconANGLE News).
📈 Breaking Financial News
Bitcoin Pegs Record; ETFs, Miners Basing Ahead Of Crypto Week Legislation Blitz
The House will consider three digital asset bills during “Crypto Week.” Bitcoin notches record above $118,800.
Intel spins out AI robotics company RealSense with $50 million raise
Tech companies like Tesla and Amazon have bet big on robotics technology and automation.
HUL shares in focus after Priya Nair appointment as MD & CEO
Hindustan Unilever Ltd (HUL) has appointed Priya Nair as its next Managing Director and CEO for a five-year term starting August 1, 2025, subject to shareholder and statutory approvals. The decision was cleared by the Board on July 10, based on the Nomination…
Google to agree cloud discount as US government squeezes Big Tech
Amazon and Microsoft are also under pressure to cut prices after Oracle struck a deal to reduce costs
URGENT: $2 Trillion “D.C. Shock” coming
A $2 TRILLION shock is about to hit Washington D.C., and it's going to send shockwaves through the entire market. This isn't about Trump, Biden, or any politician. It's BIGGER than that.
🔍 Market Analysis & Insights
Battery As A Service Market to Worth Over US$ 2,087.40 Million by 2033 | Astute Analytica
The battery as a service market holds immense potential, driven by increasing EV adoption, technological advancements, and government support. Its future outlook is promising, with expanding infrastructure, innovative business models, and rising demand for su…
Delta Stock Soars After Earnings Beat, Why United, American Airlines Are Also Up
Delta Stock Soars After Earnings Beat, Why United, American Airlines Are Also UpBarron's Delta posts earnings beat, reinstates guidance; tax bill and trade deals are removing uncertainty, CEO saysYahoo Finance Stocks Steady as Traders Look Through Chaos to Co…
Israel accelerates Gaza attacks amid plans for concentration camps in Rafah
Palestinian children are dying of starvation and preventable, treatable diseases in hospitals that are quickly going dark.
Is Solana About To Break Out? Key Levels And Indicators Say Watch Closely
Solana is exhibiting strong bullish signs supported by moving averages, volume, and momentum indicators, which hint at a short-term pause or consolidation in the rally. What Bulls Need To Watch To Sustain The Rally In an X post, Gemxbt stated that the Solana …
Is the White House Sabotaging the Dollar?
Experts are warning that a new trade policy, dubbed the “Mar-a-Lago Accord,” could send the dollar into a tailspin. Are you prepared for the fallout? Millionaire trader Tim Sykes reveals a “weekend loophole” that could protect your wealth and even generate profits while the market is closed. Discover the Strategy
💰 Investment Opportunities
Intelligent document processing at scale with generative AI and Amazon Bedrock Data Automation
This post presents an end-to-end IDP application powered by Amazon Bedrock Data Automation and other AWS services. It provides a reusable AWS infrastructure as code (IaC) that deploys an IDP pipeline and provides an intuitive UI for transforming documents int…
Merck's Verona Acquisition: Plugging A $4B Hole In A $20B Gap
Merck’s recent acquisition announcement sends a strong signal regarding its urgency to tackle the impending Keytruda patent cliff.
Life Sciences BC Announces 2025 Awards Winners, Honouring Excellence in Health Innovation
VANCOUVER, British Columbia — Life Sciences BC (LSBC) is pleased to announce the recipients of the 27th Annual Life Sciences BC Awards. These awards honour the exceptional achievements of individuals and organizations across British Columbia’s life sciences s…
As Nvidia hits $4T market cap, when does the AI investment frenzy peak?
With Nvidia hitting a market capitalization of $4 trillion, it’s time to wonder if we could be hitting some kind of peak in investor interest in artificial intelligence. But it sure hasn’t shown up yet. This week we saw Amazon considering another huge investm…
Dow Drops 540 Points, Oil Soars
Middle East conflict sends markets plunging, oil jumping 8.5%. Investors flee to gold, but Marc's found a better crisis hedge – monthly income from oil, not stocks. Full details to learn more here