🌎️ Trump vs A Whole Continent

Something is being built inside Tesla's facilities that almost no one is talking about — yet.

According to insider sources, Elon Musk has quietly developed a breakthrough product he claims will be "10x bigger than the largest product in history." The target launch date is July 22. And when it drops, the window to position quietly will already be closing.

Most investors will hear about this after the stock has moved. You don't have to be one of them. Our analyst named 3 stocks positioned to ride the launch — with entry guidance, price targets, a bonus 4th supply-chain pick, and a 3-phase playbook for when to buy, add, and take profits.

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Trump just threatened to tariff an entire continent over a $1B fine.

On Friday he announced a Section 301 investigation into the EU, accusing Brussels of treating US tech giants like a "piggybank" for Europe.

The trigger? A fresh $1B fine slapped on Google on Thursday.

The EU has hit four American tech names with over $38.5B in fines.

The breakdown, per Trump:

Trump called the fines "illegal" and "highly discriminatory," and promised they'd "be entirely reversed."

How do you reverse another government's fine? You don't. You just make them regret it.

Thursday's penalty came from the EU's Digital Markets Act, its big-tech rulebook.

Regulators said Google favored its own search tools and stopped app developers from pointing users to cheaper options outside the Play Store.

Google's take, via Trump? He called it an "advanced and amazing group" punished for no clear reason.

Trump plans to use Section 301 of the Trade Act to hit back with tariffs.

Same tool he just used to slap a 10% baseline tariff on 60 trading partners. It's become the White House's go-to move after some Supreme Court setbacks knocked out other options.

His words: a "substantial TARIFF" on the EU "at the earliest possible moment."

Tariff threats are cheap to tweet and expensive to live through.

If this escalates into a real US-EU trade fight, it lands on the big names in most people's portfolios: Apple, Meta, Amazon, and Alphabet.

Trade wars don't stay in one lane either. Retaliation, supply-chain snags, and jittery markets tend to follow.

For now it's a Truth Social post, not policy. But "at the earliest possible moment" is a phrase worth watching.

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Alphabet's $GOOG ( ▲ 0.24% ) self-driving unit is looking to dump Uber, and the breakup is getting messy. 💔

The Financial Times reported Friday that Waymo has held internal talks about exiting its deals with Uber $UBER ( ▼ 4.31% ), which currently runs Waymo robotaxis in Austin and Atlanta.

Uber says Waymo plans to go it alone in those cities from January 2028, the moment the contract lets it walk.

The two teamed up back in 2023. Now they're basically competing for the same customers while cheering for opposite rulebooks.

Turns out running robotaxis together is a group project where nobody agrees on anything.

Waymo's complaints: routing and cleanliness in Uber-managed markets.

Uber's complaints: the partnership's financial structure boxed it in and made expansion hard.

Uber also threw in a spicy one: Waymo cars going unavailable in bad weather. Rain, apparently, is kryptonite.

They're also fighting over safety, service quality, and commercial terms. Basically everything except the office coffee.

Here's the part that actually matters long-term.

Both companies are backing different robotaxi regulations, each pushing rules that happen to fit their own business model. Shocking, we know.

Waymo builds the cars. Uber runs the marketplace. Different games, different lobbying.

And the breakup isn't clean yet.

Waymo still plans to offer rides through both its own app and Uber's in Austin and Atlanta, copying its setup with Lyft in Nashville.

Uber says it'll keep offering Waymo rides until the deal officially ends in May 2028.

So they're separating but still sharing the apartment for a while.

If you own Uber, this is the question mark. Losing exclusive access to the most advanced robotaxi player means Uber has to prove it's still the place people book rides, even when the cars aren't its own.

If you're watching Alphabet, it's a signal Waymo thinks it's strong enough to stand alone. Confidence, or overreach? January 2028 will tell.

Either way, the "everyone teams up in autonomous vehicles" era is starting to crack.

Morgan Stanley did the math. At $100 a share, the market is pricing SpaceX's entire AI business at zero.

Maybe even less than zero.

That's Grok, Cursor, and a stack of neocloud deals. Valued like an empty parking lot.

Analyst Adam Jonas isn't buying it. He kept his $300 price target, and more than half of that number comes from the AI piece the market is currently ignoring.

The stock has been ugly. SpaceX has shed roughly 50 percent from its post-IPO peak, touching $110.85.

One month ago the listing briefly made Musk the world's first trillionaire. Now investors are staring at the bill for his promises.

Jonas's read: the current disconnect between bearish sentiment and largely unchanged fundamentals creates an attractive entry point.

Nothing about the business actually broke. Just the mood did.

Two dates are spooking everyone.

That second one is the scary part. It would roughly double the number of shares available for trading.

Double the supply, same demand, right as early backers eye the exit. You can see why the stock's got the yips.

Here's what Jonas says you're getting for free at $100.

Why the market shrugs: many ascribe zero or even negative value for AI given the high capex requirements, uncertain economics, and the amount of management time going into it.

Fair worry. Building the future is expensive, and Musk is spread across a lot of futures at once.

This is a sentiment story wearing a fundamentals costume.

The bears got more convinced. The bulls got tired of waiting. Meanwhile the actual numbers barely budged. That gap is the whole debate.

Jonas is the most bullish major-bank voice on the name, with the third-highest target out of 33 analysts, so treat the $300 as the optimist's case, not gospel.

The real tell arrives on its own schedule. If that August 6 unlock brings a flood of insider selling, sentiment wins the round. If earnings give investors something concrete to hold, fundamentals get their turn.

Two dates. One answer. Everyone's watching.