Markets on Edge: Tax Battles, AI Infrastructure, and a Crypto Curveball
Between political uncertainty and technological disruption, today’s market narrative is evolving fast—and it’s giving early movers some powerful windows of opportunity.
Washington Meets Wall Street: With the Trump-backed tax overhaul clearing the House and facing resistance in the Senate, investors are bracing for policy pivots. Behind the headlines, new legislation could quietly favor firms tied to defense, real estate, and infrastructure. One private firm is already being watched closely for its role in AI infrastructure: Government Moves NVIDIA Deals = AI Infrastructure Tailwinds [sponsor]
Tech Tumbles & Tactical Trades: Workday’s subdued revenue outlook dragged its shares lower this week, highlighting broader enterprise software slowdowns. But as traditional SaaS firms struggle, a new kind of AI-powered SaaS is quietly surging—Mayo Clinic Now Uses Breakthrough Medical AI [sponsor].
Crypto Currents: A proposed “Trump coin” is making waves in DC, capturing interest as the FTC probes Media Matters over Musk’s boycott claims. As narratives around digital currencies shift, one firm claims this 90-day window for crypto wealth could be the biggest retail opportunity since 2017 [sponsor].
Housing Disruption: With U.S. housing prices still sky-high, modular startups are gaining traction. One of the most-watched plays in this space is BOXABL, which is raising capital ahead of its Reg A round close on June 24. Orders from SpaceX and the U.S. government have already rolled in [sponsor]. Disclosure: *This is a paid advertisement for Boxabl’s Regulation A offering. Please read the offering circular at invest.boxabl.com. This is a message from Boxabl.
Big Tech & Antitrust: The FTC dropped its $69B antitrust case against Microsoft’s Activision acquisition. But this doesn’t mean big tech is in the clear—watchdogs are shifting their focus to narrative warfare and media manipulation. That’s a greenlight for agile platforms focused on data security, ad transparency, and user-first ecosystems.
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