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Happy Monday. I spent part of the weekend catsitting for a friend, which meant I could run their AC instead of mine during the heat wave.
Stock futures are mixed this morning. Wall Street is coming off a winning week.
Here are five key things investors need to know to start the trading day:
1. Trump talk
President Donald Trump speaks with CNBC’s Joe Kernen in the Oval Office of the White House in Washington on July 2, 2026.
CNBC
While some people were getting ready to head to the beach, President Donald Trump sat down with CNBC’s Joe Kernen on Thursday afternoon. In an exclusive interview ahead of the nation’s 250th birthday, Trump discussed the U.S. economy, his business dealings, and his children.
Here’s what the president said about business and the economy:
- Trump expects between 40% and 60% of chip manufacturing to be in the U.S. by the time he leaves office.
- He also asserted that “AI is bigger than the internet” buildout and that the U.S. is leading on the technology.
- Trump said he doesn’t know who manages his personal fortune and that his son Eric handles it.
- He believes the U.S. gross domestic product “should be” between 12% and 13%.
- Trump claimed that 401(k)s have risen by “80 or 90%,” though that range doesn’t align with the latest data from Fidelity Investments.
- See our biggest takeaways here.
2. Heating up
The Wall Street bull is seen in the financial district in New York on March 7, 2017.
Brendan McDermid | Reuters
3. Raising the volume
SHANGHAI, CHINA – JUNE 11: A giant football installation of ‘TRIONDA’ is displayed for the 2026 FIFA World Cup at Century Square on Nanjing Road Pedestrian Street on June 11, 2026 in Shanghai, China. (Photo by VCG/VCG via Getty Images)
Vcg | Visual China Group | Getty Images
Prediction market platforms are getting a kick from the FIFA World Cup. As CNBC’s Davis Giangiulio reports, there’s been a surge in volumes from May to June.
Kalsi’s notional volume rose more than 70% to above $31 billion in June, according to Dune Analytics. Polymarket’s international event contract exchange hit a new monthly volume record above $10.8 billion in June.
Speaking of the World Cup: Trump reportedly asked FIFA to review U.S Men’s National Team striker Folarin Balogun’s one-game suspension before the organization surprisingly reversed it. Belgian soccer authorities have reportedly been granted the right to appeal FIFA’s decision. For now, Balogun will be playing in today’s knockout game between the U.S. and Belgium.
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4. Tea party
“The Future of Finance” explores blockchain, crypto, tokenization and the evolution of financial technology.
Sean Conlon | CNBC
On Friday, the Museum of American Finance opened its new Boston headquarters to the public. Among the displays: An artificial intelligence-generated interactive version of Alexander Hamilton.
As CNBC’s Sean Conlon reports, it’s the Smithsonian Institution affiliate’s first permanent home since it terminated a New York City lease in 2018 due to flooding. The 5,400-square-foot museum is located on Boston’s Commonwealth Pier and is free to enter.
Visitors can speak with Hamilton, who was the nation’s first Treasury Secretary, in more than 50 languages. They can also pose questions to him through the AI generation, which was developed in partnership with the Fidelity Center for Applied Technology.
5. Cooler heads prevail
An airliner comes in to land at Heathrow Airport, London.
Getty Images
Forget “Eurosummer.” As CNBC’s Leslie Josephs reports, more U.S. travelers are forgoing the heat and crowds that have become synonymous with international summer travel. Instead, they are opting to jet off in cooler and less expensive periods like fall.
Some European destinations have seen their air travel seasons expand — that is, if they wrap up at all. Airlines have had to throw out the usual playbooks in a bid to win over these travelers, an especially important pursuit as they grapple with sky-high fuel prices.
The Daily Dividend
Here’s what we’re keeping an eye on this week:
- Tuesday: International trade data for May
- Wednesday: Levi Strauss earnings (after the bell); Fed meeting minutes
- Thursday: PepsiCo earnings (before the bell)
- Friday: Delta Air Lines earnings (before the bell)
— CNBC’s Dan Mangan, Garrett Downs, Justin Papp, Sean Conlon, Jeff Cox, Fred Imbert, Davis Giangiulio, Sean Conlon and Leslie Josephs contributed to this report.
Luke Fountain assisted in the production of this newsletter. Terri Cullen edited this edition.






