Morning Recap Market Pulse: Markets edged higher after inflation data showed cooler-than-expected price gains, though this relief rally is hinged on what the Fed does next. Key Movers: SolarEdge Technologies is gapping up on an analyst upgrade, and Nvidia is back in the China sales game after the latest export reprieve. Meanwhile, crypto names like BitMine jumped after Peter Thiel disclosed a 9% stake. Macro & Politics: Trump’s threatened tariffs on Canadian goods and the push to loosen China’s grip on rare earth minerals are sparking sector rotation into mining and industrial names. Energy metals and EV-battery suppliers are back on watch lists. What’s Next: Keep an eye on the Fed’s rhetoric in this week’s minutes and tomorrow’s CPI release for fresh trading catalysts. Market Commentary Everyone fixates on the Fed and tariffs, but overlooks the seismic shift happening in critical minerals. Apple just plowed $500 million into MP Materials to secure rare earths stateside (Apple just spent $500 million to source a material that’s critical for iPhones from the US | CNN), and supply bottlenecks in China have every tech giant sweating—yet few traders are positioning for a mineral-driven rally or squeeze. It’s tempting to treat Nvidia’s export restart to China (AI-Chip Drama: Nvidia Resumes China Sales | Daily Financial Update) as just another headline, but pair that policy whiplash with the launch of the Themes China Generative AI ETF (Themes ETFs Launches China Generative AI ETF on Cboe | GlobeNewswire) and you’ve got a blueprint. One leverages policy swings, the other packages pure-play AI exposure—best part is, you don’t have to pick a single chip stock to ride the wave. If you’re sitting on cash, tilt into companies unlocking those raw materials and thematic ETFs instead of guessing which titan outpaces tomorrow’s data. Track MP Materials, watch DRGN flows, and consider ETFs across rare earth miners and AI frontrunners. That’s how you stay ahead when the headlines shift—don’t wait for consensus. 📈 Breaking Financial News CNN Apple is investing $500 million in a deal with US rare earths company MP Materials as the iPhone maker faces pressure from President Donald Trump to produce its popular smartphones domestically. SFGate The White House incorrectly cited In-N-Out switching to beef tallow as evidence of the Trump administration's successful push to "Make America Healthy Again." Cointelegraph Billionaire Peter Thiel has bought a 9.1% stake in the crypto mining service company BitMine, which sent the company’s stock soaring in after-hour trading. GlobeNewswire GREENWICH, Conn., July 15, 2025 (GLOBE NEWSWIRE) -- Themes ETFs is proud to announce the launch of the Themes China Generative AI ETF (Ticker: DRGN) offering first-to-market, US listed exposure to companies leading development of artificial intelligence tec… GlobeNewswire [220+ Pages Latest Report] According to a market research study published by Custom Market Insights, the demand analysis of Global Recycled Ocean Plastics Market size & share revenue was valued at approximately USD 1.82 Billion in 2024 and is expected to reac… This "awesome resource" could power America for 30,000 years... We sent one of our smartest researchers.... a consultant who's worked for the likes of J.P. Morgan and Citicorp... into the middle of the Utah desert with a film crew.Why? So he could lead an investigation into a radical new kind of energy that's so abundant, the Dept. of Energy says it could meet America's power needs for the next 2 million years. It's got nothing to do with wind, solar, nuclear, oil or gas. This could be huge for early stakeholders – click here for details. Learn More → 🔍 Market Analysis & Insights Biztoc.com CNBC Firms like GameStop and Trump Media are following the Michael Saylor playbook and treating bitcoin as a strategic reserve. New Zealand Herald Beef + Lamb NZ has asked Government to 'slow down' and 'consult properly' with farmers. newsBTC Bitcoin’s recent price momentum has encountered a pause following the latest US Consumer Price Index (CPI) release, which showed inflation rising to 2.7% in June. The inflation increase appears to have affected investor sentiment. After reaching a new high ab… ETF Daily News Repsol (OTCMKTS:REPYY – Get Free Report) is anticipated to release its earnings data on Wednesday, July 23rd. Analysts expect Repsol to post earnings of $0.55 per share for the quarter. Repsol (OTCMKTS:REPYY – Get Free Report) last posted its quarterly earnin… Why Billionaires Have Set Their Sights on the Utah Desert Something strange is happening near the Wah Wah Mountains in Utah. Bezos, Buffett, and Gates are getting involved. But few Americans know why this remote patch of land is suddenly worth billions. One of our own insiders even filed a FOIA request in Washington to get to get the truth. Click here to see what he uncovered (and why it could make you rich). Learn More → 💰 Investment Opportunities ETF Daily News Stratos Wealth Partners LTD. reduced its holdings in Kellanova (NYSE:K – Free Report) by 14.4% during the first quarter, HoldingsChannel reports. The institutional investor owned 3,621 shares of the company’s stock after selling 608 shares during the period. The Times of India Tesla faces another senior executive departure. Troy Jones, North America's sales head, has exited. He worked for 15 years. This follows other high-level exits. The company is already dealing with slowing sales. Competition is increasing. These departures rai… The Japan Times The two business partners argued that advancing AI would lead to new jobs that are not yet imagined, and the advancement of robotics will help kickstart a "self-improvement” loop. ETF Daily News ADS-TEC Energy PLC (NASDAQ:ADSE – Get Free Report) shares gapped up before the market opened on Friday. The stock had previously closed at $11.20, but opened at $11.80. ADS-TEC Energy shares last traded at $11.26, with a volume of 1,426 shares traded. Analys… Cointelegraph GameStop CEO Ryan Cohen told CNBC’s Squawk Box that the video game retailer is “going to look at all cryptocurrencies” as a possible payment method for trading cards. $2.50 stock set to EXPLODE (A.I. prediction) I've been working with a team of geniuses to create an A.I. that can predict stock movements with INSANE accuracy. We call it XGPT, and it's about to blow your mind. Learn More → | 