Good morning investors! Fear continues to rule the market as stocks start the second half of the year on a positive note.
Today we cover:
What to expect this week
Vehicle deliveries – China.
Managing money
📊 Economy and News
What to Expect This Week
Here’s what to keep an eye on this week:
Monday, July 6
Economic data like ISM Services PMI could appear.
Tuesday, July 7
SpaceX (SPCX) joins the Nasdaq 100 before the open. This inclusion (as one of the 100 largest non-financial Nasdaq companies) should trigger significant passive buying from index-tracking funds, potentially boosting liquidity and visibility for the stock.
Wednesday, July 8
Federal Reserve releases minutes from the last FOMC meeting at 2 p.m. ET.
Levi Strauss (LEVI) reports fiscal Q2 results (ended May 21) with a conference call at 5 p.m. ET. The company beat expectations last quarter, raised guidance, and is gaining traction with direct-to-consumer sales and non-denim apparel.
Thursday, July 9
PepsiCo (PEP) releases Q2 results (ended June 13) at 6 a.m. ET, followed by a Q&A at 8:15 a.m. ET.
Friday, July 10
Delta Air Lines (DAL) reports June-quarter results with a conference call at 10 a.m. ET. The airline previously beat estimates and saw strong demand, but investors will scrutinize jet fuel costs, capacity adjustments, and pricing power amid oil price volatility.
Global hits:
OPEC+ reportedly expected to approve another oil output increase for August.
UK budget airline easyJet ready to accept $7.3 billion takeover bid from Castlelake.
German local banks expand crypto trading to millions of retail customers.
Reminder: The World Cup sends prediction market volumes soaring to record highs as Trump asked FIFA to review Balogun’s World Cup game suspension, reversing the decision.
👨 Sponsored by Mode Mobile
Palantir just rocketed to $250 billion by helping companies extract value from user data.
The big data gold rush is here, but the company that stands to profit the most may not be Palantir…
A new disruption to smartphones gives users a share in the data profits, already facilitating +$1B in earnings and generating +$115M in revenue.
With 32,481% revenue growth, this company is gearing up for a possible Nasdaq listing (stock ticker: $MODE), and pre-IPO shares are available at only $0.52/share.
It’s a $1 trillion industry, and their disruptive EarnPhone is now being distributed by Walmart and Best Buy.
Disclaimers
Mode Mobile recently received their ticker reservation with Nasdaq ($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 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.
*Mode cumulative revenue includes full year revenue of businesses acquired in 2025.
📈 Stocks
S&P 500 7,483.24 (+0.00014%)
DJIA 52,900.07 (+1.14%)
NASDAQ 25,832.67 (-0.81%)
BRENT CRUDE 71.43 (-0.23%)
* Prices as of Jul 6th, 12:20 AM UTC
China EV Deliveries Wrap-Up: Strong Exports Offset Domestic Weakness
Rank | Automaker | Deliveries/Sales | YoY Change |
|---|---|---|---|
1 | BYD | 403,472 | +5.5% |
2 | SAIC | 394,798 | - |
3 | Geely Auto | 240,799 | +2.0% |
5 | Leapmotor | 93,376 | +94.5% (record) |
7 | Nio | 40,597 | +62.9% (record) |
8 | Xpeng | 40,126 | +15.9% (record) |
9 | Zeekr | 35,169 | +111% |
Key Highlights
BYD posted its second straight month of YoY growth, driven by record overseas sales of 175,349 units (+95% YoY), which made up 43% of total sales. Domestic sales remained soft.
Geely and GWM also relied heavily on exports (Geely topped 100k exports for the first time).
Leapmotor, Nio, and Xpeng all set new 2026 monthly records. Xpeng benefited from strong ramp-up of its new GX SUV.
Li Auto and Huawei HIMA saw YoY declines amid premium segment pressure, though both met lowered quarterly guidance.
Xiaomi EV delivered over 30,000 units for the third straight month.
On the other hand, Tesla reported strong Q2 2026 global deliveries exceeding 480,000 vehicles — a 25% increase from the same period in 2025. The results suggest Elon Musk’s EV maker is turning a corner, particularly in Europe.
Interesting: Credit card companies American Express and Chase are increasingly waging their luxury lounge wars outside the airport.
EV battery durability exceeds expectations as replacement fears persist.
💵 Personal Finance
Building Financial Resilience: Habits Over Motivation in Tough Times
Rewritten & Shortened Version:
Motivation is fleeting. It surges during moments of excitement but fades when challenges arise — especially when money is tight. Waiting for the “right feeling” to save, budget, or invest is simply procrastination. In difficult times, what matters is not inspiration, but discipline and skill.
Why Tough Times Expose Your Habits
Financial pressure acts as a stress test. When income drops or expenses rise, weak habits are quickly revealed. Relying on motivation alone leaves you vulnerable. Real resilience comes from two core pillars:
1. Financial Discipline
Discipline is the steady rhythm of action: regular savings transfers, sticking to a budget, and avoiding impulse spending. Unlike motivation, it doesn’t depend on mood. It turns into habit and compounds like interest — quietly building strength.
2. Financial Skill
Discipline creates space to develop skills — budgeting, investing, negotiation, and emotional control. These skills turn money management from a struggle into a practiced craft.
Additional Anchors for Saving in Hard Times
Values and Purpose: Connect saving to protecting your family or securing your future.
Systems and Structures: Use automation, spending limits, and routines so progress happens even when willpower is low.
Community and Accountability: Lean on advisers, mentors, or trusted friends for support.
Resilience: Expect setbacks and treat them as part of the journey rather than failures.
Stoic Wisdom: Focus on what you can control — your daily choices and habits — rather than waiting for easier circumstances.
💰 Be a Better Investor
"The rich invest in time, the poor invest in money."
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