<!--BRIEF_HERO:{"bias_label":"Bullish","long_pct":73.5,"long_opens":25,"short_opens":9,"net_long":5,"net_short":4,"key_thesis":"Resuming tech sector inflows combined with record European highs fuels a bullish outlook for US equities today.","trade_ideas":[{"symbol":"NVDA","side":"long","rationale":"Strong Pulse activity and broad tech buying resuming."},{"symbol":"MSTR","side":"long","rationale":"Positive Pulse activity and recent winning trade."},{"symbol":"MRVL","side":"long","rationale":"High Pulse activity and positive Momentum."},{"symbol":"USAR","side":"long","rationale":"Consistent Pulse activity and upward bias."}],"top_symbols":[{"ticker":"TSLA","long":0,"short":3},{"ticker":"NVDA","long":4,"short":0},{"ticker":"MSTR","long":4,"short":0},{"ticker":"MRVL","long":4,"short":0},{"ticker":"USAR","long":2,"short":1}],"last_updated_utc":"2026-07-03T13:30:08.496Z","date_label":"July 3, 2026","asset_class":"stocks","compare":{"other_class":"crypto","other_class_label":"Crypto","other_bias_label":"Strongly Bullish","other_long_pct":100,"other_long_opens":52,"other_short_opens":0,"other_brief_slug":"market-brief-crypto-july-3-2026"}}-->
## Bullish: Tech Resumes Buying, European Records Boost Sentiment
The Radiant pulse indicates a strongly bullish sentiment across stocks, driven by renewed tech sector strength. Investors are watching key central banker speeches today.
## Macro calendar
### Yesterday — what already moved
- 🔴 High · **USD** · 12:30pm — Average Hourly Earnings m/m
- 🔴 High · **USD** · 12:30pm — Non-Farm Employment Change
- 🔴 High · **USD** · 12:30pm — Unemployment Rate
- 🟡 Med · **CHF** · 6:30am — CPI m/m
- 🟡 Med · **USD** · 12:30pm — Unemployment Claims
### Today — watch list (times in ET)
- 🟡 Med · **EUR** · 8:00am — ECB President Lagarde Speaks
- 🟡 Med · **GBP** · 3:00pm — BOE Gov Bailey Speaks
## Top closed stocks trades (24h)
| Asset | Side | PnL | ROI on $1400 |
|---|---|---|---|
| [RKLB](/stocks/rklb) | LONG | +$72.40 | +5.17% |
| [HOOD](/stocks/hood) | LONG | +$69.50 | +4.96% |
| [MSTR](/stocks/mstr) | LONG | +$61.50 | +4.39% |
## Open stocks positions leading right now
| Asset | Side | Unrealized PnL | ROI |
|---|---|---|---|
| [NBIS](/stocks/nbis) | LONG | +$21.06 | +2.04% |
| [RKLB](/stocks/rklb) | LONG | +$10.50 | +0.69% |
| [AMZN](/stocks/amzn) | LONG | +$7.96 | +0.50% |
| [LITE](/stocks/lite) | SHORT | +$7.76 | +1.46% |
| [MRVL](/stocks/mrvl) | LONG | +$5.94 | +0.59% |
European markets **cruised to record highs**, bolstered by encouraging US economic data and geopolitical stabilization. Bank of America's uplift of the Stoxx 600 target suggests growing optimism for Eurozone growth, which can spill over into US markets. This positive sentiment is further evidenced by US equity funds attracting inflows, with notable resumed buying in the tech sector.
Stellantis's mixed performance, with Italian production rising but stock sliding, highlights sector-specific nuances. While the broader market leans bullish, investors should monitor individual company performance. The proposed changes to Chinese refinancing rules could impact listed companies there, but the immediate focus remains on the tech resurgence and European strength driving global sentiment.
The market pulse is leaning bullish, aligning with our open long positions and recent winners. Resuming tech buying and European strength provide a positive backdrop, even as crypto markets lean strongly bullish. Staying attuned to central banker commentary will be key for navigating today's session. [explore Radiant algorithms](/algorithms)
## Sources tracked
Headlines from the last 24h were aggregated and analysed from MarketWatch, CNBC, Investing.com and WSJ. We summarise market-moving facts in our own words; we do not republish third-party content.
- **MarketWatch** — ‘She wants him gone’: My friend took in a homeless man as a caretaker. After 10 years, how can she evict him?
- **Investing.com** — Europe shares cruise to record highs on cool U.S. data, geopolitical progress
- **Investing.com** — US equity funds draw inflows as tech buying resumes
- **Investing.com** — Thursday’s insider activity: Notable buys and strategic sales
- **Investing.com** — BofA lifts Stoxx 600 price target amid hopes for improving Eurozone growth
- **Investing.com** — Stellantis Italy production rises 13.7% in first half of 2026
- **Investing.com** — Barclays Names its Top Warehouse Automation Pick after Sector Selloff
- **Investing.com** — Blackstone’s QTS terminates Digital Gateway data center project in Virginia
- **Investing.com** — Chinese regulator proposes changes to refinancing rules for listed companies
- **Investing.com** — Why is Stellantis stock sliding today?