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Here’s your weekly market recap, bringing you the biggest updates in stocks, crypto, and the economy—quick, clear, and to the point.

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🥤 Coke’s going natural (kind of)
$KO ( ▲ 0.1% ) is launching a cane‑sugar version of its classic soda in the U.S. this fall. It’s a nod to changing consumer tastes—and maybe a response to Trump’s complaints about high fructose corn syrup.

🛡️ Microsoft breach exposes key systems
$MSFT ( ▲ 0.55% ) fell victim to hackers exploiting a SharePoint flaw to hit over 400 systems—including U.S. federal agencies. Microsoft suspects a leak from its own security partner program.

🚀 Monster Beverage gaining strength
$MNST ( ▲ 0.8% ) Relative Strength (RS) Rating climbed from 62 to 72—approaching breakout territory. Sales slipped 2%, but EPS rose across two quarters. Earnings expected around August 6.

🤖 NVIDIA regains China access – with limits
$NVDA ( ▼ 0.14% ) CEO Jensen Huang secured a U.S. policy reversal allowing the resumption of H20 AI chip exports to China. However, existing inventory is capped and no new H20 orders are expected. This comes after a ~$4.5B writedown tied to lost demand earlier this year.

📊 AI Chips Fueling the Stock Market Highs
Tech stocks are powering today’s market boom — and AI chipmakers are leading the charge. Nvidia’s explosive AI-driven earnings catalyzed the Dow and S&P to record-breaking gains earlier this year. Investors keep pouring into AI-related equities, turning chipmakers into market bellwethers.

🔥 Bitcoin passes $1T realized cap milestone
Glassnode reports that Bitcoin's realized cap has surged past $1 trillion for the first time ever—a sign of deep liquidity and broad investor participation, even as BTC price holds above $118K. That milestone underscores Bitcoin's growing macro relevance.

🏦 JPMorgan explores crypto-backed loans next year
Despite past skepticism, JPMorgan is now reportedly considering issuing loans backed against client-held Bitcoin and Ethereum—joining a wider movement among major banks exploring regulated stablecoin initiatives—as U.S. financial institutions eye broader crypto integration.

⚠️ Uncollateralized crypto lending resurges—risk levels spike
Startups like Divine Research and 3Jane are offering minimally backed or AI-verified loans in USDC at interest rates of 20–30%, with default rates climbing to ~40%. These resemble the microfinance boom seen before the 2022 crypto lending collapse, raising alarm as regulators watch closely.

🧾 UK government debt hits record levels
Public sector net debt climbed to around £2.8 trillion as of March 2025—roughly 95.8% of GDP, a level not seen since the 1960s. Long-term projections warn of debt rising to as much as 270% of GDP by 2070.

📉 Weekly jobless claims hit three-month low
In US initial jobless claims dropped to 217,000—the lowest since April—indicating a still-resilient labor market. However, continuing claims edged up, hinting at ongoing hiring slack.

📊 Business activity rises—but tariffs raise cost pressures
US July PMI data showed the services sector expanding with a reading of 55.2, while manufacturing contracted (PMI at 49.5). Notably, around two-thirds of manufacturers and 40% of service providers flagged tariff-related price increases.

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Disclaimer:
We are not financial advisors, and the information provided in this newsletter is for educational purposes only. Always conduct your own due diligence and consider what makes sense for your individual financial situation. Investing involves risks, and there is no guarantee of making money. In fact, you may lose money. We aim to provide you with the tools and insights to help you make informed decisions, but the ultimate responsibility lies with you.