Good morning.

After returning from a visit to China this month, Nvidia CEO Jensen Huang said that President Trump is “America's unique advantage that no country could possibly have,” and then explained himself.

Meanwhile, on the trade war front, President Trump just struck a deal with the EU. European stocks are breathing easier, and German automakers are calling it a win (while paying billions).

But for investors, the real story is what comes next: Big Tech earnings are rolling out this week, and they’ll likely set the tone for the next quarter.

More on the trade shake-up and this week's earnings avalanche below. But first, today’s partner is bringing an alternative investment opportunity to the table: walnut trees.

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US stocks ended higher on Friday, with the S&P 500 and Nasdaq closing at record highs.

The US and China will meet in Stockholm Monday to extend their tariff truce ahead of the August 12 deadline. Without an agreement, duties could skyrocket beyond 100% and disrupt global supply chains.

Mag 7 members Microsoft, Amazon, Apple, and Meta will all be reporting their earnings for Q2 of 2025 this week. Here’s what the numbers might look like, as well as thoughts on why Apple has been underperforming →

Trump’s presidency is making huge investments and taking positions in key companies—he holds the golden share in US Steel (which basically nationalized the country) and the Pentagon has invested $400 million in MP Materials. This level of government investing is “rarely seen in the U.S. outside wartime or economic crisis,” according to CNBC.

Deputy Attorney General Todd Blanche conducted nine hours of meetings with convicted sex trafficker Ghislaine Maxwell over two days but made no public statements about the outcome.

President Trump clinched a major EU trade deal, with European leaders accepting a 15% tariff on exports to the US while committing to $600 billion in American investments and significant purchases of US energy and military equipment. One of the sectors affected most by the deal will be EU automakers. The German Association of the Automotive Industry calls it a fundamentally good deal, even though it will cost them millions. Here’s why→

🌃 Astronomer hired Gwyneth Paltrow, Coldplay’s lead singer’s ex-wife, as its “very temporary” spokesperson in a funny PR video response to the “kiss cam” controversy.

🏥 Healthcare M&A activity slumped 18% in the first half of 2025 compared to the same period last year, with 12 of 18 healthcare sectors seeing fewer closed deals.

😎 Here’s why a four-day work week actually makes people happier.

😨 “Quishing” is on the rise—a new type of scam involving QR codes.

💳 About 67% of newlyweds used financing for their weddings, with 24% charging their ceremonies on credit cards.

💸 The South claims six spots among the 10 worst states to retire.

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Thumbnail image: Michael Daddino, flickr

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