It’s Monday, and the market has opened in the green.
$BTC.X ( ▲ 1.94% ) is up 1% so far. $ETH.X ( ▲ 5.9% ) is up almost 3% this morning. And, the S&P 500 as a whole is up 0.5% as of the sending of this email.

Look to keep a close eye on market news this week, with turbulence expected based on geopolitical uncertainty and its effects on things like currencies, oil, defense stocks and consumer sentiment. We’ll keep you up to date, but if you’re looking for deeper dives every single day, subscribe to our more thorough newsletter Stocks & Income.

Today, we’re diving into policy updates that may move the market, and we’ll touch on a congresswoman’s investment portfolio, as well as a case study on how AI can help identify stock opportunities at the right time…

This week:

  • 🇺🇸 Senate Clears Landmark Stablecoin Legislation

  • 📱 The Clock Keeps Running for TikTok

  • 🧓 Warren Challenges Wall Street over 401(k) Fees

  • 🧬 Scientific Community Unites against NIH Cutbacks

  • 🏛 Political Portfolio Spotlight

But, first, a quick case study from AltIndex on how their AI stock alerts & algorithm helps users find home run investment opportunities at the right time.

💹 Up 200%—and it wasn’t luck. It was data.

In 2023, Cloudflare was flying under the radar. But AltIndex's AI-powered stock models lit up. Why?

Not just earnings—web traffic surges, bullish employee reviews, and social media growth all pointed one way: up.

So we called it a buy at $60. Today? Cloudflare’s up 200%.

AltIndex uses alternative data—search trends, job postings, Glassdoor reviews, and more to catch winners before Wall Street does. This isn’t hindsight. It’s how we invest.

🇺🇸 US Senate Passes Major Stablecoin Bill

A landmark stablecoin bill has passed the US Senate, marking the first major federal law focused on regulating dollar-pegged digital currencies.

The GENIUS Act introduces a groundbreaking framework that mandates full dollar backing, transparent audits, and clear bankruptcy protections for users. The legislative progress could de-risk the asset class and open the door for broader institutional participation as the House and President Donald Trump weigh in.

📱 TikTok Deadline Dings, but the Clock Is Still Ticking

President Trump will extend the deadline for ByteDance to divest TikTok’s US assets for a third time, pushing the cutoff to mid-September.

Despite a law mandating a sale or shutdown, the administration is prioritizing a deal that keeps TikTok operational while ensuring data security. A proposed spinoff into a US-owned entity was shelved after China pushed back following tariff hikes. Legal challenges are mounting as the market looks for a precedent on foreign-owned platforms.

🧓 Warren Takes On Wall Street in the 401(k) Fight

Senator Elizabeth Warren is challenging Empower’s plan to introduce private equity and credit into 401(k) plans, raising concerns about fees, transparency, and risk.

While the Trump administration supports expanding access to these high-return assets, Warren argues it could jeopardize retirement savings. The broader push to open private equity to retail investors is gaining momentum, with three major announcements in just the past two weeks.

🧬 NIH Cuts Spark Scientific Revolt

Health research funding from the National Institutes of Health dropped 28% in May, the lowest level in over a decade.

Over 2,100 grants and $2.6 billion in contracts have been cut since President Trump took office, prompting a rare public protest from NIH employees. Universities are draining endowments, and companies like Thermo Fisher and Illumina are warning of weaker demand. Sixteen states are now suing the NIH, alleging unlawful withholding of funds.

Political Portfolio Spotlight

Elected officials have had a tremendous amount of success in the market recently.

I want to keep you updated on what they’re trading and when—so you can leverage that intel as you plan out your own portfolio.

Analysis provided by quiverquant.com.

Remember to always DYOR.

Rep. Kelly Morrison
(D-MN)

💲 Top Trades This Week:


[SELL] Houlihan Lokey Inc. (HLI)

[SELL] Nike Inc. (NKE)

[SELL] ResMed Inc. (RMD)

🔍 Analysis:

Morrison launched a multi-sector trim, disclosing six sub-$15k sales in one session. Repeated exits from Nike’s consumer-apparel giant and ResMed’s med-tech leader, combined with a divestment of Houlihan Lokey’s boutique-banking play, point to profit-taking across discretionary, healthcare, and financial services as summer earnings approach.

Filings this week suggest a defensive cash-raising posture: lightening higher-beta names, mitigating headline risk, and preserving liquidity while election-year volatility builds.

Rep. Kelly Morrison (D-MN)

Disclosures

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  • Nothing above is financial advice