📈 Stocks / Finance

Analysts expect record Nvidia earnings despite China hit

Investopedia

Nvidia is projected to post Q2 revenue of $46.45B, up 50% YoY, with EPS of $1.02. Despite a potential $8B China export hit, 12 of 13 analysts rate it a 'buy'. Price targets range from $155 to $225 amid strong AI chip demand and new product anticipation.

Vertex stock down 18% despite strong pipeline, steady revenue

The Motley Fool

Vertex Pharmaceuticals is down 18% YoY due to clinical trial failures and illegal drug copies abroad. Still, Q2 revenue rose 12% to $2.96B and net income hit $1B. With FDA approvals for Alyftrek and Journavx and a robust late-stage pipeline, the stock may rebound.

Defense stocks gain traction under Trump’s $150B military push

Yahoo Finance

CACI surged 21% YTD as analysts cited strong DoD ties and drone tech dominance. Booz Allen, down 15% YTD, is seen as a rebound play amid AI demand. ViaSat, up over 200% YTD, could unlock value via defense spinout and $568M spectrum cash deal.

🪙 Crypto

Santiment Flags Crypto Risk Amid Fed Rate Cut Buzz

cryptonews

Santiment warns excessive social chatter around Fed rate cuts may signal a crypto market top. Ethereum’s MVRV hits +58.5%, Bitcoin struggles near $117K, and exchange BTC balances rise. Technicals suggest BTC may drop to $104K if $120K isn’t reclaimed.

🌎 Global Economy

US-Japan Trade Deal Sets 15% Tariff Benchmark

AOL

A US-Japan trade deal lowers auto tariffs from 27.5% to 15%, calming global markets. Japan’s Nikkei jumped 3.5%, while EU and China face upcoming tariff deadlines. Economists suggest 15% may become a standard, mitigating inflation and investment uncertainty.

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