What Happened? |
The U.S. economy and the stock market are sending very different signals. While economic data continues to point to a resilient economy, investors have grown increasingly cautious, leading to a pullback in many of the market’s biggest technology stocks. |
Strong consumer spending, steady job growth, and inflation above 4% suggest the economy remains on solid footing despite higher interest rates. Normally, that combination would support stocks. Instead, the S&P 500 and Nasdaq have slipped during June, while several members of the Magnificent Seven have lost more than 10% from recent highs. |
Much of the pressure has centered on the artificial intelligence sector. Chipmakers continue posting enormous gains as demand for AI hardware remains strong, but many of the technology giants financing the AI buildout have come under pressure. Companies including Amazon, Alphabet, and Oracle have issued billions of dollars in debt to fund data centers and other AI infrastructure, prompting investors to question whether the spending pace can continue. |
The uncertainty has left Wall Street divided. Some investors believe the economy is strong enough to support continued AI investment, while others worry that higher borrowing costs and slowing returns could make the market’s biggest growth story harder to sustain. |
Why It Matters |
For the past two years, much of the stock market's gains have come from a small group of technology companies pouring hundreds of billions of dollars into artificial intelligence. If investors begin losing confidence that those investments will pay off, the effects will extend far beyond Wall Street… |
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America’s Defense Tech Runs on Batteries Made in China. This Company Wants to End That. |
Most of the battery materials powering U.S. energy storage, EVs, drones, and defense platforms come from one place: China. In 2026, that’s no longer just an economic risk. It’s a strategic one. |
EnergyX just announced a joint venture to build one of the first major American LFP cathode plants: a $230M+ project in Hooks, Texas, directly next to the Red River Army Depot. Paired with its Project Lonestar™ lithium plant on the same land, it’s the first piece of what EnergyX calls “Battery Mecca™”: a fully American battery materials supply chain, from lithium in the ground to finished cathode. |
This is precisely the kind of domestic manufacturing, defense adjacent buildout Washington is actively financing. And everyday investors can own a piece. |
EnergyX is backed by GM, POSCO, Eni, and the DOE, with 50,000+ investors and $180M+ raised. Shares are $13 through July 16.* |
[Own a piece of Battery Mecca →] |
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Retirement accounts, 401(k)s, pensions, and index funds owned by millions of Americans are heavily invested in these same companies, meaning prolonged weakness could weigh on household wealth even if the economy as a whole remains healthy. |
A healthy economy alone is no guarantee that stocks will keep climbing. As borrowing costs rise, the companies spending the most on AI face growing strain to prove those investments will generate meaningful returns. Should companies begin cutting back on AI spending, the effects won't be limited to the technology sector. |
Slower investment would tear across the economy and reduce one of the biggest drivers of business spending in recent years. The next stage of the AI boom will depend on whether these lucrative investments generate enough profits to justify the massive amounts of cash being poured into them at the moment. |
How It Affects You |
Millions of Americans have money tied to the same technology companies now driving the AI boom, whether through a 401(k), an IRA, or a pension. If those stocks continue to slide, retirement savings and investment portfolios could lose value even if the economy remains strong. That’s an important distinction because strong job growth and consumer spending don’t automatically translate into higher stock prices. |
AI has also become one of the largest sources of corporate investment in the country. The U.S. will spend approximately 2% of its GDP on AI investments this year, which is nearing the same amount spent on defense. Companies are committing enormous sums to new data centers, computing power, and infrastructure with the expectation that the payoff will come later. The decisions made by a handful of technology companies over the next year could influence not only the stock market but the pace of investment across the entire economy. |
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More breaking news below… |
U.S. Supreme Court rules President Trump cannot fire Federal Reserve Governor Lisa Cook. Read more here… |
The United States and Iran trade a fresh round of attacks as negotiations to end the war flounder. Read more here… |
Trump's renewed push for the SAVE America Act follows a Supreme Court ruling that leaves key election rules to the states. Read more here… |
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*Disclaimer: Energy Exploration Technologies, Inc. (“we”, “us”, “our”, and “EnergyX” is conducting an offering of securities pursuant to Regulation A of the Securities Act of 1933, as amended. An offering statement covering this offering has been qualified by the U.S. Securities and Exchange Commission (the “SEC”). Neither this communication nor any of its content constitutes an offer to sell, solicitation of an offer to buy or a recommendation for any of our securities by our company or any third party. Offers and sales of the securities are being made solely by means of the qualified offering circular. Investing in our securities involves significant risks. Before investing, you should consult with your financial advisor, accountant, and/or attorney legal, and carefully review the qualified offering circular (including the “Risk Factors” section) and any offering circular supplements. |
The most recent qualified offering circular is available at https://www.sec.gov/Archives/edgar/data/1830166/000149315226017123/form253g2.htm. The most recent qualified offering circular and any supplements can also be found on the SEC’s EDGAR filing database, available at www.sec.gov/edgar/search/. Prospective investors should note that neither the SEC nor any federal or state securities commission or regulatory authority has approved or recommended our securities or determined that our offering circular is truthful or complete. Any representation to the contrary is unlawful. We are not a broker-dealer or investment adviser registered under the Securities Exchange Act of 1934 or the Investment Advisers Act of 1940. No communication made by us or any of our affiliates, through this communication or any other medium, should be construed as a recommendation to purchase, sell, or hold any securities, or as investment, tax, financial, accounting, legal, regulatory, or compliance advice. Neither this communication nor any of its content constitutes an offer to sell, solicitation of an offer to buy or a recommendation for any of our securities by our company or any third party. The content presented here is provided for general information purposes only and is not intended to solicit the purchase of securities or to be used as investment, legal or tax advice. Statement Regarding Forward-Looking Statements The information presented herein may include forward-looking statements, estimates, or projections regarding our anticipated future performance. If present, these statements are subject to risks, uncertainties, and assumptions. In some cases, you can identify these statements by forward-looking words such as “may”, “might”, “will”, “should”, “expect”, “plan”, “anticipate”, “believe”, “estimate”, “predict”, “potential”, “future” or “continue”, the negative of these terms, and other comparable terminology. Such forward-looking statements are based on current plans, estimates and expectations and are made pursuant to the Private Securities Litigation Reform Act of 1995. These statements, estimates and projections, if any, are based upon various assumptions made concerning our anticipated results and industry trends, which may or may not occur. We are not making any representations as to the accuracy of any such forward-looking statements, estimates or projections. Our actual performance may be materially different from any such statements, estimates or projections. We are under no duty to update any of these forward-looking statements to conform them to actual results or revised expectations. |
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