Hello Capitalists,

Here’s everything you need to be following today:

• Trump calls out ungrateful communist China

• Google soars over 8% in an hour, 11% in total after landmark case

• Treasury reveals what “no tax on tips” will include

• This AI fueled S&P projection for 2026 is absolutely stunning

• Warren Buffet isn’t happy about his bet on Kraft-Heinz

• Stay Frosty, Call of Duty is heading to the big screen

• Someone just bought a half a billion dollars of NYC real estate

Today’s markets:

• DOW: 45098.95 (⬇️0.43%) - 🔴

• S&P: 6435.25 (⬆️0.31%) - ✅

• NASDAQ: 21478.73 (⬆️0.94%) - ✅

• CBOE VIX Volatility Index: $17.00 (⬇️0.93%) - ⚠️⬇️

Trump tears Communist China for anti-American conspiracy

President Donald Trump accused Chinese President Xi Jinping of conspiring with Russian President Vladimir Putin and North Korean leader Kim Jong Un "against The United States of America" as they attended a massive military parade in Beijing's Tiananmen Square marking 80 years since Japan's defeat in World War II.

Trump wrote:

“The big question to be answered is whether or not President Xi of China will mention the massive amount of support and “blood” that The United States of America gave to China in order to help it to secure its FREEDOM from a very unfriendly foreign invader. Many Americans died in China’s quest for Victory and Glory. I hope that they are rightfully Honored and Remembered for their Bravery and Sacrifice! May President Xi and the wonderful people of China have a great and lasting day of celebration. Please give my warmest regards to Vladimir Putin, and Kim Jong Un, as you conspire against The United States of America.”

• WWII Historical Reference: Trump questioned whether Xi would acknowledge America's role in China's WWII victory, writing that the U.S. gave "massive amount of support and 'blood'" to help China secure freedom from "a very unfriendly foreign invader," hoping fallen Americans would be "rightfully Honored and Remembered."

• Military Parade Context: The event featured the three leaders walking together down a red carpet before taking their seats for what was described as China's largest-ever military parade, expected to include aerial displays, marching troops, and a procession of missiles and tanks with two dozen largely non-Western leaders attending.

• Ongoing Diplomatic Tension: The comments come as Trump's administration continues trade negotiations with China, having extended a tariff truce for 90 days to prevent duties from escalating dramatically, while also attempting to negotiate an end to Russia's war against Ukraine with Putin.

Together with Mode Mobile

Investors are watching this fast-growing tech company

No, it's not Nvidia… It's Mode Mobile, 2023’s fastest-growing software company according to Deloitte.

Their EarnPhone has helped users earn and save over $325M, driving $75M+ in revenue and an eye-popping 32,481% growth. And having secured partnerships with Walmart and Best Buy, Mode’s not stopping there…

Like Uber turned vehicles into income-generating assets, Mode is turning smartphones into an easy passive income source. The difference is that you still have a chance to invest in Mode’s pre-IPO offering before the window closes.

They’ve just been granted the stock ticker $MODE by the Nasdaq and over 50,000 investors participated in their previously sold out offering at $0.30/share.

⏳$52M+ already raised — invest before the opportunity closes.

Learn More

Google soars $21 a share as antitrust case goes almost entirely in their favor

In a landmark antitrust ruling, a U.S. judge spared Google from selling Chrome or Android but ordered the tech giant to share search data with rivals, reshaping competition in Silicon Valley.

• Court Rejects Drastic Measures: Judge Amit Mehta deemed selling Chrome or Android excessive, preserving Google's core assets while mandating data sharing to boost competition.

• Apple Benefits Financially: The ruling allows Google to maintain lucrative default search deals, funneling billions annually to Apple, strengthening its financial position.

• Privacy Concerns Raised: Google expressed worries about user privacy due to mandatory data sharing, as rivals gain access to sensitive search and advertising data.

• AI Startups Gain Edge: Shared data could empower AI-driven search competitors like ChatGPT, potentially challenging Google’s dominance as the industry evolves rapidly.

Treasury Dept. announces list of eligible jobs for “no tax on tips”

The Treasury Department released the official list of jobs covered by Trump's "no tax on tips" policy under the One Big Beautiful Bill Act, which provides a deduction of up to $25,000 for qualified tips received by tipped workers from 2025 through 2028.

• Beverage & Food Service: Traditional restaurant workers including bartenders, wait staff, dishwashers, food servers, chefs, cooks, bakers, food preparation workers, and host staff at restaurants, lounges, and coffee shops are eligible for the deduction.

• Entertainment & Hospitality: The policy covers entertainers like dancers, musicians, comedians, DJs, digital content creators, casino dealers, hotel staff including bellhops, concierges, desk clerks, and housekeeping cleaners.

• Personal & Home Services: A broad range of service workers qualify, including personal care aides, event planners, photographers, pet caretakers, tutors, nannies, home repair workers, electricians, plumbers, and HVAC technicians.

• Transportation & Recreation: The deduction extends to taxi and rideshare drivers, valet attendants, delivery workers, golf caddies, sports instructors, tour guides, massage therapists, barbers, hairstylists, and fitness trainers, covering more than 60 tipped professions across eight industry categories.

Analyst just dropped an absolutely incredible 2026 S&P projection

Wall Street’s bullish outlook soared as Evercore ISI’s Julian Emanuel predicted the S&P 500 could hit 7,750 by 2026, driven by an AI revolution boosting earnings, despite looming market volatility.

• AI Fuels Market Surge: Evercore ISI raised its 2025 S&P 500 target to 6,250, citing AI-driven productivity gains across sectors like tech and consumer discretionary.

• Earnings Growth Expected: Emanuel forecasts S&P 500 earnings at $264 per share in 2025 and $287 in 2026, reflecting strong Q2 results and AI adoption.

• Volatility Risks Persist: Despite optimism, 10%+ corrections are possible, viewed as buying opportunities within a structural bull market led by AI advancements.

• Bubble Scenario Warned: An overly accommodative Fed could push the S&P 500 to 9,000 if an AI-driven asset bubble forms, Emanuel cautions.

Warren Buffet is really not happy with what just happened with Kraft-Heinz

Billionaire Warren Buffett expressed disappointment over Kraft Heinz's split into two companies, unraveling his 2015 merger vision, as shares dropped 7% Tuesday, signaling investor unease with the food giant’s restructuring.

• Berkshire Holds Firm Stake: Berkshire Hathaway, Kraft Heinz’s largest shareholder with a 27.5% stake, has not sold shares since the 2015 merger, despite Buffett’s admission that the deal wasn’t a success.

• Split Reverses Merger: The announced split divides Kraft Heinz into one company for sauces and shelf-stable meals and another for North American staples like Oscar Mayer and Lunchables.

• Buffett Questions Fix: Buffett told CNBC that dismantling Kraft Heinz won’t solve its underlying issues, despite the company’s struggles with declining U.S. sales and cost-cutting missteps.

• Abel Voices Disapproval: Greg Abel, Buffett’s successor at Berkshire Hathaway, conveyed the firm’s disappointment to Kraft Heinz, highlighting tensions over the board’s decision to proceed.

Fed chair contender steps up his calls for rate cuts in September

Federal Reserve Governor Christopher Waller, a top contender for Fed chair, urged a September interest rate cut in Miami, citing a weakening labor market and controlled inflation, signaling potential monetary policy shifts.

• Waller’s Bold Dissent: Waller, alongside Governor Michelle Bowman, dissented in July, advocating for a rate cut to address labor market risks, marking a rare split within the Fed.

• Labor Market Concerns: Waller highlighted recent data showing private-sector job shrinkage and anticipates a weaker August jobs report, pushing for preemptive rate cuts.

• Inflation Optimism Grows: He noted inflation is nearing the Fed’s 2% target, with tariffs having minimal impact, supporting his case for easing monetary policy.

• Future Rate Path: Waller expects additional cuts over the next three to six months, aiming to bring rates closer to a neutral 3% level.

The worlds largest sovereign wealth fund just dropped a half a billion dollars in New York real estate

Norway’s $2 trillion sovereign wealth fund invested $543 million for a 95% stake in a prime Manhattan office building, signaling confidence in New York’s real estate market despite global economic uncertainties.

• Joint Venture Formed: The fund partnered with Beacon Capital Partners, which will manage the property at 1177 Avenue of the Americas, valued at $571.1 million.

• Extensive U.S. Holdings: Norway’s fund already owns stakes in multiple U.S. properties, including in Boston, San Francisco, and Las Vegas, with a focus on high-value real estate.

• Global Investment Strategy: Managed by Norges Bank Investment Management, the fund diversifies globally, with 1.9% of its $2 trillion portfolio allocated to real estate investments.

• Oil Revenue Driven: Established in the 1990s, the fund channels Norway’s oil and gas revenues into global investments, supporting long-term financial stability for the nation.

Disclaimers

Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur.

The Deloitte rankings are based on submitted applications and public company database research, with winners selected based on their fiscal-year revenue growth percentage over a three-year period.

In making an investment decision, investors must rely on their own examination of the issuer and the terms of the offering, including the merits and risks involved. Mode Mobile has filed a Form C with the Securities and Exchange Commission in connection with its offering, a copy of which may be obtained here: https://www.sec.gov/Archives/edgar/data/1748441/000164117225025402/ex99.pdf

Past performance is no guarantee of future results. Start-up investments are speculative and involve a high degree of risk. Those investors who cannot afford to lose their entire investment should not invest in start-ups. Companies seeking startup investment tend to be in earlier stages of development and their business model, products and services may not yet be fully developed, operational or tested in the public marketplace. There is no guarantee that the stated valuation and other terms are accurate or in agreement with the market or industry valuations. Further, investors may receive illiquid and/or restricted stock that may be subject to holding period requirements and/or liquidity concerns.

DealMaker Securities LLC, a registered broker-dealer, and member of FINRA | SIPC, located at 105 Maxess Road, Suite 124, Melville, NY 11747, is the Intermediary for this offering and is not an affiliate of or connected with the Issuer. Please check our background on FINRA's BrokerCheck.

Please read the offering circular and related risks at invest.modemobile.com.

Rainmaker Ad Ventures is paid by Mode Mobile for promoting their securities offering. Payment is in cash and billed monthly. As of the end of June, Rainmaker has received $366,404.38. Additional fees may have accrued