BCA says the stock and bond markets ‘are on a collision course.’ And bonds may win

Bond investors may come out on top as equity and Treasury markets head for a collision.
This Warren Buffett classic stock is a great buy right now that will compound for years, Bank of America says

Coca-Cola is a multiyear global consumer compounder with “significant runway,” according to the firm.
SpaceX, OpenAI valuations would mean they leapfrog Berkshire Hathaway on first day of trading

Traders on prediction market Polymarket think SpaceX, OpenAI and Anthropic on their first day of trading will surpass valuations of at least $1.4 trillion.
Trump ‘slush fund’ a flashpoint as Senate heads home without funding DHS

GOP tensions over President Donald Trump’s DOJ fund derail Senate attempt to pass immigration enforcement funding package.
Anthropic, Microsoft in talks for AI chip deal after $5 billion investment

Microsoft has not made the Maia 200 chips available to customers, but it is used in the company’s data centers, offering better efficiency than other silicon.
Trump administration says new EPA rules will save you money at the supermarket. It’s not clear they will

Trump delayed Biden-era EPA refrigerant rules, saying the move will lower grocery costs, though the impact on food prices remains unclear.
Trump postpones AI executive order signing: ‘I didn’t like certain aspects’

Trump said that AI is “causing tremendous good,” and he was concerned that the executive order “could have been a blocker.”
Stocks making the biggest moves midday: Rigetti Computing, Deere, Bloom Energy, Spotify & more

These are the stocks posting the largest moves in midday trading.
AG Blanche meets with GOP senators on Trump’s DOJ fund; Tillis calls it ‘stupid’

Critics of the “Anti-Weaponization Fund” fear it will give money to Trump supporters who attacked police defending the U.S. Capitol on Jan. 6, 2021.
Spotify stock pops on guidance at first investor day since 2022

Spotify, which is holding its first investor day in four years, is now under the direction of co-CEOs Gustav Söderström and Alex Norström.