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CLOSING BELL
China Deal 2: Back To The Future

The market climbed after CPI inflation numbers came in below estimates, at 2.4% in May, though core inflation excluding fuel and food sat at 2.8% for the third straight month. As the day dragged on, a lack of marketable change from the U.S.–China deal helped pull the market lower. The deal was more like a redrawing of last month’s initial deal, and both sides swear they’ll not break the rules again.

The market really fell after Treasury Secretary Bessent said another tariff pause is ‘highly likely’ 👀

Today’s issue covers Oracle Is Back On Top Of The Cloud, China And The U.S. Are Back In Business… Back To Last Month’s Deal, and More 📰

With the final numbers for indexes and the ETFs that track them, 4 of 11 sectors closed green, with energy $XLE ( ▲ 1.45% ) leading and materials $XLB ( ▼ 0.99% ) lagging.

S&P 500 $SPY ( ▼ 0.29% ) 6,022

Nasdaq 100 $QQQ ( ▼ 0.34% ) 21,860

Russell 2000 $IWM ( ▼ 0.41% ) 2,148

Dow Jones $DIA ( ▼ 0.0% ) 42,865

STOCKS
Oracle Is Back On Top Of The Cloud ☁️ 

Oracle posted an earnings beat Wednesday afternoon, and climbed after hours despite cloud infrastructure revenue just below estimates.

Investors were excited about one thing: the idea that this firm is finally back as a top contender in cloud infrastructure. That’s at least what Chief Tech Officer Larry Ellison said during the earnings call.

He had good reason to be optimistic: the firm said its remaining performance obligations, basically its order book, grew to $138B, up a whopping 41%.

Safra Catz, CEO of Oracle, said their fiscal ‘25 was good, but ‘26 will be dramatic.

“We expect our total cloud growth rate — applications plus infrastructure — will increase from 24% in FY25 to over 40% in FY26. Cloud Infrastructure growth rate is expected to increase from 50% in FY25 to over 70% in FY26. And RPO is likely to grow more than 100% in FY26,” Catz said.

Stocktwits Sentiment climbed alongside the $ORCL stock today

PRESENTED BY
American Rebel Holdings (NASDAQ: AREB) Is Gearing Up For Growth

$AREB – American Rebel Holdings is more than a brand. It’s a movement. And it’s hitting a serious growth gear.

Whether it’s lighting up the stage or stacking shelves with its fast-growing American Rebel Light Beer, AREB is locking in shelf space, distribution deals, and national exposure.

📈 Why AREB is Catching Buzz:

• Expanding Distribution – Recently picked up by 62 Total Wine & More locations

• Strong Brand Identity – Patriotic, unapologetic, and distinctly American

• Lifestyle Product – Cross-promotion with music, motorsports, and outdoors

🎯 The Opportunity:

$AREB is positioning itself as America’s next big lifestyle brand. It’s a mix of bold branding, beer, and patriotism — and it’s finding fans on shelves and in the market. Own your values, Own your beer. **

*3rd Party Ad. Not an offer or recommendation by Stocktwits. See disclosure here.

TARIFF NEWS
China And The U.S. Are Back In Business… Back To Last Month’s Deal 🫠 

Trump announced that China will supply full magnets and rare earth materials upfront under a newly negotiated trade framework, pending final approval.

“WE ARE GETTING A TOTAL OF 55% TARIFFS, CHINA IS GETTING 10%.” The president tweeted.

He added that China will supply magnets and “any necessary rare earths” up front and that the U.S. will allow Chinese students to attend U.S. colleges and universities… again.

Despite the higher tariffs on imports, it sounds like a win-win. In fact, reporting from Ben Wershkul found Trump came to the 55% number by adding up the 20% illegal drug tariffs, 10% liberation day baseline, and 25% other tariffs already in place. Math says this deal had no additional taxes, which is a great taco thing!

The agreement is subject to final approval from Chinese President Xi Jinping, and the world hopes he says it’s good to go. 👍️ 

On China’s part, they urged the U.S. to comply. No fooling around this time, though these second talks happened after both nations pointed at the other and called each other cheats.

Treasury Secretary Bessent emphasized that China has a “singular opportunity” to stabilize its economy by shifting from excessive manufacturing for export to greater domestic consumption. He spoke in front of Congress, in a regularly scheduled hearing in his role as Treasury Secretary, but Congress being Congress, things got a bit spicy. 🌶️ 

He warned that the administration was likely not on track to renegotiate trade deals with every country besides China and the U.K. in the next month, and that at least 18 super important trading partners will get a pause as they negotiate.

Bessent also warned that failing to pass Trump’s tax bill could trigger a financial crisis reminiscent of 2008, citing concerns over deficit increases and economic instability. He was responding to a charge from a Democrat that the tax bill seemed to cut taxes for the rich, and cut Medicare, while still raising the deficit. 🤑 

POPS & DROPS
Top Stories From The Stocktwits Newsdesk 🗞️ 

Meta introduced V-JEPA 2, an AI model designed to enhance robots’ ability to understand physical dynamics, predict outcomes, and perform real-world tasks like object handling and spatial navigation. Read more

JD Vance criticized the Federal Reserve for failing to cut interest rates despite softer-than-expected inflation data, calling the decision “monetary malpractice.” Read more

Gold reserves held by central banks in 2024 have reached levels last seen during the Bretton Woods era, driven by geopolitical uncertainty and inflation concerns. Read more

Musk admitted that some of his recent criticisms of Trump “went too far,” and Tesla climbed slightly after self-driving car test videos went semi-viral. Musk said the firm is targeting June 22 for a launch date. Read more

Dave & Buster’s Entertainment shares rose 17% after reporting a smaller-than-expected revenue decline and maintaining steady annual guidance, boosting retail investor sentiment. Read more

Nvidia‘s latest DGX SuperPOD system enables DeepL to translate the entire internet in just 18 days, dramatically improving from the previous 194-day timeframe. Read more

Boeing faced lip service after Trump’s nominee FAA director, Bryan Bedford, pledged to hold the firm accountable for safety and quality concerns. Read more

GameStop pulled in analyst skepticism, fearing its Bitcoin investment lacks a clear strategy for revitalizing its core business. Read more

AbbVie secured FDA approval to expand MAVYRET’s treatment scope, making it the first and only eight-week oral therapy for both acute and chronic hepatitis C virus infections. Read more

Don’t miss a story! Follow @StocktwitsNews for a live wire feed in real time ⌨️ 

PRESENTED BY STOCKTWITS
QQQ Breakouts, IWM Setups and Shitco Summer Reloaded 📈 | Community Rip LIVE

The gang is back together, and it’s a full-on chart clinic. Join Ben, Nick, and GP for another hour of sharp setups, spicy takes, and an unapologetic dive into what’s working across the market. From mega caps to shitcos, from volume traps to breakout bases, the crew breaks down what they’re watching and how they’re navigating this current leg of the rally.

👀 Topics in this episode:

🔹 QQQ and SPX are near highs. Is it too far too fast, or just the start?

🔹 Apple’s sideways chop and why it may become a safe-haven play

🔹 IWM, small caps, and the quiet strength building under the surface

This episode is loaded with real talk and technical breakdowns you can use right now. Whether you’re trading the rips or stacking base hits, hit that like and subscribe button, and come hang with us live every Wednesday at 2 p.m. ET.

Sectors
Nukes For Everyone 🛩️ 

Oklo flew $OKLO ( ▲ 29.48% ) after the firm finally confirmed it received conditional approval to supply an Alaskan Air Force Base with nuclear power after a two-year delay.

$SMR ( ▲ 20.41% ) flew, an energy provider related to the news, and the energy sector was leading the S&P 500 on Wednesday. 📉 

WHAT’S ON DECK
Tomorrow’s Top Things 📋

Economic data: Continuing, Initial Jobless Claims (8:30 AM), PPI (MoM) (May) (8:30 AM), WASDE Report (12:00 PM), 30-Year Bond Auction (1:00 PM), Fed’s Balance Sheet (4:30 PM). 📊

Pre-Market Earnings: Uxin ($UXIN). 🛏️

After-Hour Earnings:  Adobe ($ADBE) and RH ($RH). 🎧

P.S. You can listen to all of these earnings calls and more straight from the Stocktwits app or website. You’ll find them on the calendar page and individual symbol pages once they’re set to begin! We’ll see you there. 👍

Links That Don’t Suck 🌐

📺️ Tesla’s robotaxi tests are freaking people out in Texas

⚠️ JPMorgan’s Jamie Dimon warns U.S. economy could soon ‘deteriorate’

😨 Bessent suggests pause extension, US-China trade framework takes shape

👀 How the U.S. Government Borrows to Fund Its Massive Budget Shortfall

📱 Liquid Glass, Camera, Phone Apps Lead New iOS 26 iPhone Features

Get In Touch 📬

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Terms & Conditions 📝

** American Rebel Holdings Disclaimer: This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. American Rebel Holdings, Inc., (NASDAQ: AREB; AREBW) (the “Company,” “American Rebel,” “we,” “our” or “us”) desires to take advantage of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 and is including this cautionary statement in connection with this safe harbor legislation. The words “forecasts” “believe,” “may,” “estimate,” “continue,” “anticipate,” “intend,” “should,” “plan,” “could,” “target,” “potential,” “is likely,” “expect” and similar expressions, as they relate to us, are intended to identify forward-looking statements. We have based these forward-looking statements primarily on our current expectations and projections about future events and financial trends that we believe may affect our financial condition, results of operations, business strategy, and financial needs. Important factors that could cause actual results to differ from those in the forward-looking statements include benefits of our continued sponsorship of high profile events, continued scheduled placements in Total Wine & More locations, success and availability of the promotional activities, our ability to effectively execute our business plan, and the Risk Factors contained within our filings with the SEC, including our Annual Report on Form 10-K for the year ended December 31, 2024 and our Quarterly Report on Form 10-Q for the three months ended March 31, 2025. Any forward-looking statement made by us herein speaks only as of the date on which it is made. Factors or events that could cause our actual results to differ may emerge from time to time, and it is not possible for us to predict all of them. We undertake no obligation to publicly update any forward-looking statements, whether as a result of new information, future developments or otherwise, except as may be required by law.

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