Hello Capitalists,

Trump demands “complete give-up” from Iran after leaving the G7 early yesterday. Treasury Sec. Bessent announced some great news for the working class. Kraft just made a huge change to its food. Open AI scored a huge deal. Zyn nicotine pouches are making millions and America’s sports car just got a huge upgrade.

Let’s break it down for you:

• The Top Line Market Numbers:

• DOW: 42483.68 (⬇️0.07) 🔴 

• S&P: 6021.70 (⬇️0.19) 🔴

• NASDAQ: 19663.87 (⬇️0.19) 🔴

Trump demands "real end" to Iran/Israel war, total surrender from Tehran

President Donald Trump said he's seeking "a real end" to the Israel-Iran conflict, not just a cease-fire, and demanded a "complete give-up" by Tehran. He denied French President Macron's claim that he contacted Iran for peace talks, posting on Truth Social that if Iran "wants to talk, they know how to reach me" and should have "taken the deal that was on the table."

• Israeli Military Success: Israel confirmed killing Ali Shadmani, Iran's wartime chief of staff and most senior military commander, as part of ongoing Operation Rising Lion that has decimated Iran's military leadership. More than 20 senior Iranian military officers have been killed since the countries began exchanging missile fire on Friday, forcing thousands to flee Tehran.

• Escalating Military Campaign: Israel's operation involves bombing key nuclear and military sites deep within Iran and eliminating top scientists and Revolutionary Guard Corps leaders, with the military campaign expected to continue for possibly weeks. Iran has retaliated with ballistic missile barrages targeting densely populated Israeli areas, killing civilians.

• Nuclear Deal Deadline: The conflict comes at the end of a 60-day window Trump gave Iran to strike a nuclear deal that would eliminate its capabilities to produce nuclear weapons. Trump reportedly plans to offer Iran a "last chance" to accept a nuclear agreement amid Israel's ongoing attacks, while telling reporters he doesn't expect Israel to slow down its military operations.

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Quote of the Day:

Blue collar wages rise under Trump, largest increase in 60 years

Blue-collar workers have seen real wage growth of almost 2% in Trump's first five months of his second term, marking the largest increase for any administration in nearly 60 years. This represents a dramatic turnaround from the 1.7% decline recorded during Biden's first five months when inflation outpaced earnings.

• Unprecedented Presidential Performance: Trump is the only president since Richard Nixon in 1969 to record positive wage growth for blue-collar workers in his first five months, also achieving 1.3% growth in his first term. Every other administration has seen wage declines in comparable periods, with George H.W. Bush recording the worst drop at 3.0% in 1989.

• Key Economic Drivers: Treasury Secretary Scott Bessent attributes the wage surge to falling inflation, Trump's "emphasis on manufacturing," and efforts to remove illegal migrants from the workforce. Bessent argued that Biden's border policies created "pressure on wages" for working Americans by flooding the labor market with undocumented workers.

• Future Economic Boost: Trump's team expects a "double whammy" of lower inflation and accelerating wages once the "One Big Beautiful Bill" passes the Senate, potentially as early as July. The budget reconciliation bill includes "no tax on tips," eliminates federal income taxes on overtime pay for 80+ million hourly workers, and provides tax incentives for manufacturers to create up to 6 million blue-collar jobs in construction and manufacturing.

Trump leaves the G7 early as the group takes a hard line on Iran’s nukes

President Donald Trump attended the G7 Summit yesterday to convene with allied leaders, but abruptly left early as news broke of an escalating situation in the middle east.

• Immediately following Trump’s early exit he posted on Truth Social a grave warning to “evacuate Tehran,” the capital city of Iran.

• Support for Israel, Blame on Iran: The G7 threw their weight behind Israel, saying it has the right to defend itself, while pointing the finger at Iran as the main source of “instability and terror” in the Middle East, especially for its nuclear ambitions.

• Call for De-escalation: They’re urging everyone to cool it down, pushing for a resolution to the “Iranian crisis” and a broader chill-out in the region, including a ceasefire in Gaza to dial back the violence.

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Kraft bends the knee to RFK Jr and bans all artificial dyes in their foods

Kraft Heinz just announced they’re ditching artificial dyes in their U.S. products, it’s part of a bigger push to make our food safer and more natural. With pressure from the FDA and folks like Robert F. Kennedy Jr., this move hopes to set a trend for other food companies to follows.

• Kraft Heinz is removing FD&C artificial dyes from all U.S. products by the end of 2027, affecting brands like Crystal Light, Kool-Aid, MiO, Jell-O, and Jet-Puffed, with no new products containing these dyes starting immediately.

• The decision follows FDA pressure and aligns with the “Make America Healthy Again” platform, spurred by concerns over synthetic dyes like Red No. 3, which was banned in January 2025 for causing cancer in lab animals.

• About 90% of Kraft Heinz’s U.S. products already use natural or no colors, building on past changes like removing artificial colors from Kraft Mac & Cheese in 2016, though it’s unclear how duller colors might impact consumer appeal.

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Open AI just scored a $200 Million contract with the Department of Defense

OpenAI, the folks behind ChatGPT, just scored a $200 million contract with the U.S. Department of Defense. This is huge because it shows how AI is becoming a key player in military and government operations, and it’s OpenAI’s first official step into this space.

• OpenAI’s New Defense Role: The one-year, $200 million contract tasks OpenAI with building prototype AI tools to tackle national security challenges, like improving cyber defense and streamlining admin tasks for the military.

• Partnership Power-Up: This follows OpenAI’s collaboration with defense tech startup Anduril, announced in December 2024, to deploy advanced AI for security missions, signaling a strategic pivot toward military applications.

• OpenAI for Government Initiative: The contract kicks off OpenAI’s new “OpenAI for Government” program, offering custom AI models to U.S. agencies while sticking to strict usage policies that ban weapon development or harm.

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Costco leads a gas powered charge in to the EV heartland of California

Costco is shaking things up with a brand-new, first-of-its-kind stand-alone gas station in California. This move shows how serious Costco is about giving members affordable fuel options, especially after their record-breaking gas sales. Here’s the quick rundown:

• First Stand-Alone Gas Station: Costco is set to open a massive 40-pump gas station in Mission Viejo, California, by spring 2026, replacing a former Bed, Bath & Beyond store, and it’s exclusively for members.

• No Convenience Store, Just Fuel: Unlike typical Costco gas stations, this one won’t have a retail space or food court, focusing purely on providing Kirkland-brand gas at competitive prices.

• Strategic Expansion: Located 2.5 miles from a nearby Costco warehouse, this station aims to ease parking lot congestion and cater to members who just want a quick, cheap fill-up.

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The $3.9B Zyn revolution is affecting more than just Philip Morris’s share price.

Philip Morris International’s stock is making headlines, it’s all about their smokeless nicotine product, Zyn, which is taking the U.S. by storm. This isn’t just a win for the company—it shows how consumer habits are shifting away from traditional cigarettes toward alternatives, and it’s boosting not just Philip Morris but even convenience stores stocking Zyn.

• Zyn’s Explosive Growth: Philip Morris’s Zyn nicotine pouches drove a 53% surge in U.S. shipments, hitting 202 million cans in Q1 2025, fueling a 15% revenue increase for smoke-free products to $3.9 billion.

• Stock Hits Record High: The Zyn boom pushed Philip Morris’s stock to an all-time high, with a 50% year-to-date gain, and Wall Street analysts, like those at BofA, see more growth ahead with a $200 price target.

• Retail Ripple Effect: Convenience stores like Casey’s and Murphy USA are reshaping shelves to meet Zyn demand, seeing higher margins and offsetting cigarette sale declines, proving Zyn’s market impact.

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America’s favorite sports car just became America’s 1000 horsepower Supercar.

Buckle up! General Motors just dropped a bombshell with the 2026 Chevrolet Corvette ZR1X, a hybrid hypercar that’s pushing the boundaries of what an American sports car can do. This isn’t just another Corvette—it’s a game-changer that blends insane power with cutting-edge tech, showing GM’s serious about competing with the world’s top supercars. Here’s the lowdown in three quick points:

• Unreal Performance: The ZR1X hits 0-60 mph in under two seconds and tops out at 233 mph, thanks to a twin-turbo V-8 engine pumping out 1,064 horsepower, plus an electric axle adding 186 horsepower for all-wheel-drive grip.

• Hybrid Muscle: Building on the Corvette E-Ray’s hybrid tech, the ZR1X combines electrification with raw power, offering faster acceleration than the standard ZR1 while keeping that iconic Corvette roar.

• Broadening the Corvette Family: Available as a coupe or convertible, it’s part of GM’s expanded Corvette lineup, ranging from the $70,000 Stingray to this high-end beast, with pricing to be announced closer to its late-2025 release.

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