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Michael Terpin, author of "Bitcoin Supercycle," makes the case that Bitcoin investors don't need to be worried about the cryptocurrency's 50% sell-off since last October. He attributes the volatility as normal in a four-year halving cycle. Michael also outlines what he sees ahead for "Bitcoin summer" and how cryptocurrencies impact the Fed's path forward on interest rates.

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Reports point to a tentative peace deal between the U.S. and Iran that would reopen the Strait of Hormuz for 30 days. Tom White talks about what it means for the energy trade as crude oil taps two-month lows, and why he remains cautious heading into the weekend. These headlines come as SpaceX (SPCX) aims to open at the Nasdaq later Friday morning, which Tom expects to be the biggest headline of the session. He then outlines Adobe (ADBE) earnings and why shares are selling off despite an earnings beat.

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Oracle (ORCL) tumbled despite beating earnings and guidance estimates. Micron (MU) and Seagate (STX) shined light on the tech sector after gaining price target hikes. Space stocks like EchoStar (SATS), Rocket lab (RKLB), and AST Spacemobile (ASTS) rallied as investors excitement raises for Friday's public market debut of SpaceX. Sam Vadas walks investors through the biggest stories of Thursday's trading session.

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Sam Vadas discusses the European Central Bank becoming the first international bank to raise rates since the Iran war signaling new inflation concerns. Meanwhile Chinese ADRs are under pressure with Alibaba (BABA), PDD Holdings (PDD), and JD.com (JD) all facing scrutiny.

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Isabelle Freidheim discusses the strong return of the IPO market, led by massive demand for AI names like OpenAI and Anthropic. She says investor attention will eventually expand to infrastructure and applied AI companies beyond the headline players. Freidheim also highlights growing pricing competition between the two firms, raising questions about margins and long-term profitability.

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Jeffrey Klingelhofer says recent inflation data reflects crosscurrents from oil prices and geopolitics, but emphasizes labor and wage trends as the more important forward indicators. He notes consumers, including higher earners, are trading down, while companies like Walmart (WMT) absorb rising costs. Klingelhofer adds this dynamic could weigh on employment and margins as the Fed heads into its next policy decision.

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BlackRock's Steve Laipply says declining inflation and a stronger growth outlook are pushing real yields higher, reshaping fixed income markets. He highlights record inflows into bond ETFs, especially short-term treasuries, as investors avoid duration and seek income. Laipply adds that bonds are regaining appeal as a portfolio diversifier, offering competitive alternatives to equities.

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Ryan Lee, Senior VP at Direxion, discusses the ongoing AI-driven surge in semiconductor stocks and highlights tools like the SOXL ETF and a Micron (MU)-focused product. He notes the AI cycle is still in its early stages, supporting continued growth across the space. Lee points to broad exposure in SOXL, including AMD Inc. (AMD), Nvidia (NVDA), Marvell (MRVL), Intel (INTC), ASML Holding (ASML), and TSMC (TSM).

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Brian Jacobsen says the recent PPI jump is largely driven by supply-side pressures, especially energy, which the Fed cannot directly control. He expects policymakers to stay hawkish in tone but ultimately pivot toward a rate cut as early as September, ahead of market expectations. Jacobsen adds that easing geopolitical tensions and lower gas prices could quickly reduce inflation fears and shift the Fed more dovish.

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LikeFolio's Landon Swan breaks down Delta Air Lines’ (DAL) strong positioning, driven by premium and corporate travel demand, transatlantic growth, and its partnership with American Express (AXP). He notes that Delta’s less price-sensitive customer base helps cushion macro risks like higher oil prices. Swan says the stock looks attractive, especially if crude stabilizes.

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