^{_{Welcome to the TraderTV Live Morning Research Note. Here's what's making major moves in the market today.}}

0915 - Fed’s Hammack speaks
1000 - CB consumer confidence for June: Expected 99.8; Prior 98
1000 - Fed Chair Powell testifies to Congress
1230 - Fed’s Williams speaks
1400 - Fed’s Collins speaks
1600 - Fed’s Barr speaks

Tesla Inc (TSLA)

+2.12%

Reuters reported that the National Highway Traffic Safety Administration (NHTSA) is investigating potential traffic law violations by the company’s Robotaxis during their limited launch in Austin, after videos showed the vehicles speeding and veering into the wrong lane. This scrutiny adds to ongoing regulatory concerns about Tesla's Full Self-Driving (FSD) system, which the company has tried to shield from public disclosure due to competitive concerns. Tesla closed more than 8% higher on Monday driven by positive investor sentiment surrounding the launch.

NVIDIA Corp (NVDA)

+1.03%

CEO Jensen Huang has begun selling shares as part of a previously disclosed $865 million stock sale plan. A filing with the Securities and Exchange Commission on Monday shows that Huang unloaded 100,000 shares for about $14.5 million in recent transactions. The sales, made under a Rule 10b5-1 plan to comply with insider trading regulations, represent a small fraction of Huang’s holdings.

Uber and Lyft

+3.11%

The Verge reported that Uber and Google’s Waymo have launched fully autonomous rides in Atlanta, allowing users to book Waymo’s self-driving Jaguar I-PACE vehicles through the Uber app at no extra cost. The service covers a 65-square-mile area and follows a successful rollout in Austin, where rides averaged a 4.9-star rating.

UBER, LYFT

Oil and Energy Stocks

-1.85%

Trading lower as a group after President Donald Trump announced a ceasefire between Israel and Iran, suggesting a possible easing of tensions in the Middle East. Several stocks in this sector gapped up on Monday after the US struck Iran, but dropped during the afternoon after Iran’s subsequent strike on a US military base in Qatar was intercepted.

OXY, CVX, DVN, XOM, USO, INDO

Crypto Stocks

+1.94%

Trading higher as a group, mirroring a strong performance for Bitcoin on Monday. The cryptocurrency reached a session high above $106,000 and closed near $105,400, well above its opening price below $101,000. Bitcoin is trading above the $105,000 level in a tight range as of Tuesday at 7:25 AM ET.

COIN, MSTR, MARA, RIOT, IBIT, ETHE, HUT, CLSK, IREN, CAN, HIVE

Amazon.com Inc (AMZN)

+1.46%

The company announced plans to invest $54 billion investment in the UK over the next three years, aiming to expand operations and create thousands of jobs. The plan includes building new fulfillment centers in the East Midlands, Hull, and Northampton, adding to Amazon’s existing 75,000-strong UK workforce.

Meta Platforms Inc (META)

+0.71%

The House of Representatives has banned Meta’s WhatsApp from staff devices, citing cybersecurity risks such as lack of transparency, inadequate data encryption, and potential vulnerabilities. The decision follows recent spyware concerns and aligns with previous bans on apps like TikTok. Meta disagreed with the decision, claiming WhatsApp offers strong security protections. Separately, CNBC reported that Meta expressed interest in acquiring Runway, an AI video startup, prior to taking a 49% stake in Scale AI for $14.3 billion.

Circle Internet Group Inc (CRCL)

-2.30%

Pulling back after notching another notable performance during Monday’s session. The stock made new all-time highs just below the $300 level but pulled back sharply from that level, gaining just under 10% on the session. Cathie Wood’s Ark Invest sold 415,844 shares of Circle valued at $109.55 million as of the close on Monday; this follows another sale of more than $100 million of Circle stock on Friday.

Alphabet Inc (GOOGL)

+1.32%

On watch following news that the UK’s Competition and Markets Authority (CMA) is considering giving Alphabet’s Google "strategic market status," which would allow it to mandate fairer business rankings in search results and increase oversight of the tech giant. If finalized in October, the move could require Google to boost transparency, support rival services, and improve data access for competitors.

Quantum and Nuclear Stocks

+3.51%

Trading higher as a group in tandem with the market. Both quantum and nuclear stocks struggled during Monday’s session following stock-specific catalysts, including a downgrade for Oklo and Quantum Computing’s announcement of a $200 million private placement. Each of the stocks has a short float of at least 14%, and all of the stocks in this group tend to be closely watched by traders and retail investors.

QUBT, QBTS, IONQ, RGTI, SMR, NNE, OKLO

Mastercard and Fiserv

+2.91%

On watch as a pair after announcing an expanded integrate the FIUSD stablecoin across Mastercard’s global payments network, enabling use at over 150 million merchants. The collaboration will support seamless fiat-to-FIUSD conversion, merchant settlement in stablecoins, integration with Mastercard’s Multi-Token Network, and the launch of stablecoin-linked payment cards for consumers and businesses.

MA, FI

Nano Labs Ltd (NA)

+175.57%

Gapping up after announcing plans to adopt a BNB treasury strategy. The company aims to raise $500 million for the strategy through convertible notes as part of their larger plan to acquire 5% to 10% of all BNB in circulation. Nano Labs has a market capitalization of $3.36 billion and a float of approximately 111 million shares.

InMed Pharmaceuticals Inc (INM)

+103.27%

Gapping up after releasing positive preclinical data for its INM-901 treatment. The results of the ex vivo study showed a significant reduction in neuroinflammation when used to treat Alzheimer’s disease. The stock has rallied in the past and has a float of 1.12 million shares, approximately 8.2% of which are sold short.