S&P 500 rises despite tariff turbulence

5 articles I'm watching carefully

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Tyler Dupont
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Good morning 👋

Here's the latest news I'm tracking today.

 📈 Stocks / Finance

S&P 500 rises despite tariff turbulence

U.S. stocks are up nearly 8% in 2025 despite steep tariff hikes and slowing jobs growth. Strong Q2 earnings and AI-driven optimism offset trade uncertainty, though looming price increases from tariffs could trigger inflation, delay Fed cuts, and pressure markets.

Markets eye July CPI, Fed signals, and tech earnings

This week’s July CPI release could guide Fed rate-cut timing after recent dovish signals. Wholesale inflation, retail sales, and sentiment data will follow. Earnings from Cisco, CoreWeave, and Circle may sway sentiment on AI, crypto, and broader market growth.

Palantir’s valuation soars after earnings, but risks loom

Palantir stock is up 600% in a year with a $441B market cap after Q2 revenue grew 48% and margins hit 27%. Analysts warn its P/S ratio of 132 far exceeds peers, making sustained ~50% growth critical to justify valuation and avoid long-term underperformance.

🪙 Crypto

BlackRock’s XRP buying could reshape compliance, payroll adoption

BlackRock is reportedly accumulating XRP ahead of a potential ETF filing in late 2025. Analysts say this could drive institutional adoption, boost liquidity, and accelerate compliant crypto payroll systems, merging blockchain efficiency with traditional finance standards.

🌎 Global Economy

AI Ownership Poised to Shift Global Economic Power

Decentralized AI ownership, enabled by blockchain, is reshaping value creation and shifting power from tech giants to individuals. BIS-style economic forecasts suggest those who own AI systems will capture future growth, redefining global trade, labor, and wealth distribution.

Big investors are buying this “unlisted” stock

When the founder who sold his last company to Zillow for $120M starts a new venture, people notice. That’s why the same VCs who backed Uber, Venmo, and eBay also invested in Pacaso.

Disrupting the real estate industry once again, Pacaso’s streamlined platform offers co-ownership of premier properties, revamping the $1.3T vacation home market.

And it works. By handing keys to 2,000+ happy homeowners, Pacaso has already made $110M+ in gross profits in their operating history.

Now, after 41% YoY gross profit growth last year alone, they recently reserved the Nasdaq ticker PCSO.

Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.

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