<div id="readability-page-1"> <p><img src="https://imageproxy.pbkrs.com/https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="800" height="161" original-src="https://imageproxy.pbkrs.com/https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png"/></p> <h2>Breakfast News: June Rally Defies Fears</h2>  <h3>July 1, 2025</h3>  <div><table> <thead> <tr> <th colspan="2">Monday's Markets</th> </tr> </thead> <tbody> <tr> <td><strong>S&amp;P 500</strong><br/>6,205 <span>(+0.52%)</span></td> </tr> <tr> <td><strong>Nasdaq</strong><br/>20,370 <span>(+0.47%)</span></td> </tr> <tr> <td><strong>Dow</strong><br/>44,095 <span>(+0.63%)</span></td> </tr> <tr> <td><strong>Bitcoin</strong><br/>$107,625 <span>(+0.14%)</span></td> </tr> </tbody> </table></div> <div><p><img src="https://imageproxy.pbkrs.com/https://braze-images.com/appboy/communication/assets/image_assets/images/6863b91caccfb900668f5634/original.png/query-MTc1MTM2NTkxNQ?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="1024" height="1024" original-src="https://imageproxy.pbkrs.com/https://braze-images.com/appboy/communication/assets/image_assets/images/6863b91caccfb900668f5634/original.png/query-MTc1MTM2NTkxNQ"/></p><p>Source: Image Created by Jester AI.</p> </div> <h2>1. Nasdaq Now Positive YTD, European Stocks Excel</h2> <p>The S&amp;P 500 notched a 4.53% gain for June, with the Nasdaq up 5.86%, as investor risk sentiment improved with easing geopolitical tensions. The tech sector led the way, with June's 8.2% return matching the performance for the first half of the year, meaning all of the gains came during the last month.</p> <ul> <li><strong>&#34;We think this is going to be a broader recovery&#34;:</strong> Mike Wilson, chief investment officer at <strong>Morgan Stanley</strong> <span>(MS<span> 0.12%</span>)</span>, believes the market could head even higher in coming months, driven by more interest rate cuts from the U.S. Federal Reserve.</li> <li><strong>Steep U.S. dollar fall helps international stocks surge:</strong> In part thanks to the sharpest first half-year decline in the dollar since 1973, non-U.S. stocks have been outperforming. This includes Spain (+42.8%), Italy (+35.7%), and Germany (+35.2%).</li> </ul> <h2>2. Amazon Reaches Robot Milestone</h2> <p><strong>Amazon</strong> <span>(AMZN<span> -1.59%</span>)</span> has deployed its one millionth robot in operations, as it launches a new generative AI foundation model to improve robot fleet travel in a bid to further boost efficiency and profitability.</p> <ul> <li><strong>&#34;They're one step closer to that realization of the full integration of robotics&#34;:</strong> Reuben Scriven, a research manager at Interact Analysis, outlined the advancement of tech in recent years, with the business now on the cusp of using more robots than humans in its warehouses.</li> <li><strong>75% of Amazon's global deliveries are robot assisted in some way:</strong> Automation helps to improve productivity but does come with a concern of a shrinking workforce, with the number of employees per facility having fallen for the past five years.</li> </ul> <h2>3. EU Close to Agreeing Trade Deal</h2> <p>The European Union is becoming increasingly confident of striking a trade deal with the U.S. before the deadline next week, with reports the commission is happy to accept a universal 10% tariff rate if the U.S. lowers rates on key sectors.</p> <ul> <li><strong>Autos and steel in the spotlight:</strong> Autos and related parts currently have a 25% import levy, with steel and aluminum at 50%. Last year, the bloc exported $62.2 billion worth of cars and parts to the U.S., its largest destination, highlighting the key impact of any tariff on the sector.</li> <li><strong>Scenario planning ahead of trade deadline:</strong> Officials set out four potential scenarios ahead of July 9, including a potential timing extension, an unbalanced U.S. offer, and even the case of President Trump walking away from the talks completely.</li> </ul> <h2>4. Apple Considers External AI Help</h2> <p>Bloomberg reports <strong>Apple</strong> <span>(AAPL<span> 2.22%</span>)</span> is mulling using third-party AI technology to power a new version of Siri, with both Anthropic and OpenAI in the running as part of confidential discussions.</p> <ul> <li><strong>Major reversal could help to kick-start flailing AI effort:</strong> Apple has been behind the curve on AI, but tapping into third- party models could be a fast way to catch up with competitors. Fool analyst Jason Moser yesterday mentioned &#34;whatever leadership decides to do, time isn't their buddy; my suspicion is we'll see a partnership soon.&#34;</li> <li><strong>Apple denied motion to dismiss smartphone antitrust case:</strong> A U.S. federal judge rejected an appeal on a lawsuit raised last year alleging Apple makes it difficult for third-party devices to compete with its own, meaning it will now have to face the case.</li> </ul> <h2>5. Your Take</h2> <p>32 years ago yesterday, the first issue of The Motley Fool newsletter went into the mail to its first base of subscribers.</p> <p>If you were of working age in summer '93, where were you in your investing journey? Discuss with friends and family, or become a member to hear what your fellow Fools are saying.</p>                                                                            </div>

AAPL

AMZN

<p>The June rally in markets saw the S&P 500 gain 4.53% and the Nasdaq rise 5.86%, driven by improved investor sentiment and easing geopolitical tensions. Amazon deployed its millionth robot, enhancing efficiency, while the EU nears a trade deal with the U.S. Apple is considering third-party AI for Siri to catch up in the AI race. Overall, the market outlook remains positive with potential interest rate cuts from the Federal Reserve.</p>

- The S&P 500 and Nasdaq saw significant gains in June, driven by improved investor sentiment and easing geopolitical tensions, with the tech sector leading the way.  
- Amazon has deployed its one millionth robot, enhancing efficiency while raising concerns about workforce reduction, as 75% of its deliveries are now robot-assisted.  
- The EU is close to finalizing a trade deal with the U.S., considering a universal 10% tariff rate, while Apple explores third-party AI technology to enhance Siri amid ongoing legal challenges.  