Hello Capitalists,

Here’s everything you need to be following today:

• Trump furious over “un-American” court delay to US progress

• The polls are in for the new Fed Chair and two lead the pack

• Tariffs are making a big impact on the US’s credit rating

• Palantir wobbles after Billion dollar quarter

Today’s markets:

• DOW: 44959.01 - (⬆️0.08%) ✅

• S&P: 6378.67 - (⬇️0.51%) 🔴

• NASDAQ: 21081.53 - (⬇️1.10%) 🔴

• CBOE VIX Volatility Index: $16.53 (⬆️6.23%) ⚠️⬆️

Trump blasts “anti-American” court decision to delay Arizona copper mine

President Donald Trump criticized a court’s delay of Arizona’s Resolution Copper mine, calling opposition “anti-American” after meeting mining CEOs, as the U.S. grapples with surging copper demand.

• Mining Giants Face Setbacks: Rio Tinto and BHP’s Resolution Copper project, stalled for two decades, faces new delays from a 9th Circuit Court ruling halting a critical land transfer.

• Economic Impact at Stake: The mine could create 3,800 jobs and supply a quarter of U.S. copper needs, vital for tech and defense industries.

• Tribal and Environmental Concerns: The San Carlos Apache Tribe opposes the project, citing risks to sacred lands, water rights, and environmental damage.

• Tariff Policy Shift: Trump exempted refined copper from tariffs, focusing levies on pipes and wiring, aiming to boost domestic production despite market volatility.

Together with Mode Mobile

They’re calling it the ‘Freedom Dividend’

Tech titans like Elon Musk, Sam Altman, and Mark Zuckerberg are calling for Universal Basic Income as AI threatens to eliminate millions of jobs.

But there’s a critical question few are asking: Who will pay for it?

Instead of relying on taxpayer funding, Mode Mobile is using attention as currency, already paying out $325M to over 50M users. Deloitte crowned them North America’s fastest-growing software company in 2023 after their revenue soared 32,481%.

And investors have a window to get in early before this becomes the template for post-AI income redistribution.

They’ve secured their Nasdaq ticker $MODE, and their $0.30/share pre-IPO offering may not be open much longer. The offering could close any moment now.

🚨Round closing — invest at 0.30/share now.

Learn More

These two names top the latest CNBC poll for who should replace Powell

President Trump is poised to name loyal economic adviser Kevin Hassett as Federal Reserve chair, a CNBC survey reveals, despite former Fed Governor Kevin Warsh being deemed more qualified, sparking debate over Fed independence.

• Hassett Leads Survey: Kevin Hassett, National Economic Council director, topped a CNBC survey as Trump’s likely pick for Fed chair, with 41% expecting his nomination, reflecting Trump’s preference for loyalty.

• Warsh Preferred Choice: When asked who Trump should pick, respondents favored Kevin Warsh, followed by Christopher Waller and James Bullard, citing Warsh’s stronger qualifications and experience.

• Inflation Challenges Persist: The survey forecasts persistent 3% inflation through 2026, with 66% anticipating significant tariff-related price increases, complicating the Fed’s dual mandate.

• Fed Independence Concerns: Experts warn Hassett’s potential appointment could undermine Fed autonomy, with 37% believing the next chair will coordinate policy with Trump, raising political influence fears.

Trump’s robust tariff revenue bolsters the USA’s credit rating

President Donald Trump’s sweeping tariffs are projected to offset the fiscal strain of his $3.4 trillion tax-and-spending bill, prompting S&P Global to affirm the U.S.’s AA+ credit rating on August 19, 2025, in Washington, D.C.

• Tariff Revenue Surge: S&P Global expects robust tariff income to counterbalance the fiscal impact of Trump’s “Big Beautiful Bill,” which cuts taxes and spending, maintaining the U.S.’s stable fiscal outlook.

• Deficit Increase Projected: The Congressional Budget Office forecasts a $3.4 trillion deficit rise over 2025-2034 due to the bill’s $4.5 trillion revenue drop and $1.1 trillion spending cut.

• Federal Reserve Concerns: S&P warns that political pressures on the Federal Reserve’s independence could jeopardize the U.S. credit rating if they disrupt long-term policymaking.

• Economic Growth Outlook: Despite tariff-driven market volatility, S&P anticipates sustained U.S. economic growth, potentially supporting the AA+ rating if fiscal adjustments reduce debt burdens.

AI darling Palantir suffers a grueling week despite it’s $1 Billion quarter

Palantir's stock plunged 9% Tuesday, extending a five-day slide from record highs, as the AI software giant faced a broader market retreat despite its stellar $1 billion revenue milestone.

• AI-Driven Revenue Surge: Palantir reported its first $1 billion revenue quarter, driven by AI software demand, but its stock has still slid over 15% in five trading sessions.

• Market Cap Still Strong: Despite the recent drop, Palantir remains the S&P 500’s top gainer in 2025, with a market cap exceeding $430 billion, outpacing many tech giants.

• Broader Market Impact: Tuesday’s decline aligned with a wider market pullback, reflecting investor caution amid economic uncertainties and a shift away from high-valuation tech stocks.

• Retail Investor Influence: Palantir’s stock strength is partly fueled by retail investors, drawn to its AI prowess and CEO Alex Karp’s bold vision, despite high valuation concerns.

Despite current price volatility, analysts see $200,000 Bitcoin on the horizon

Bitcoin could soar to $200,000 within six months, analysts at Bernstein predict, as a grueling crypto bull market unfolds, driven by institutional adoption and macroeconomic shifts, sparking investor frenzy worldwide.

• Historic Price Surge Expected: Bernstein’s analysts forecast Bitcoin’s value may triple from current levels, fueled by unprecedented institutional investments and favorable monetary policies, despite potential market volatility.

• Long Bull Market Ahead: The crypto market faces an extended, exhausting rally, with cycles lasting longer than previous booms, testing investor patience and resilience through 2025.

• Macro Trends Boost Crypto: Global economic uncertainties, including inflation fears and currency devaluation, are pushing investors toward Bitcoin as a hedge, amplifying its appeal.

• Regulatory Risks Loom Large: Potential U.S. regulatory crackdowns could disrupt Bitcoin’s trajectory, though analysts believe market momentum may outweigh short-term policy hurdles.

Ai heads to the sidelines with new NFL deal with Microsoft

The NFL and Microsoft unveiled a groundbreaking partnership Wednesday, equipping all 32 teams with AI-powered Surface Copilot tablets to deliver real-time game analysis, transforming sideline strategy in Baltimore and beyond.

• AI Enhances Sideline Tech: Over 2,500 custom Microsoft Surface Copilot tablets will provide NFL coaches and players with instant video clip access and data analysis for strategic decisions.

• Beyond the Field: The partnership extends AI use to NFL operations, aiding managers in tracking weather delays, equipment issues, and streamlining game-day logistics.

• Draft and Scouting Boost: Microsoft Azure AI, used at the 2025 NFL Combine, will soon support year-round player evaluations, salary cap management, and scouting for all teams.

• Fan Experience Improved: The NFL’s OnePass app now leverages AI for enhanced fan interaction, with plans to train it for superior customer service at events.

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.

Current and historical share price(s) set by Mode Mobile.

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 $319,829.39. Additional fees may have accrued since then. **https://www.sec.gov/Archives/edgar/data/1748441/000149315224029326/0001493152-24-029326-index.html