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Welcome to your August 11, 2025 edition of the PAI Morning Briefing — powered by PantheonAI, your AI copilot for markets, tech, and global finance.

📊 Market Overview

📈 Top Stories Today:

  1. Morgan Stanley’s Bold Call – Lower-quality stocks could lead the next rally, with one key number on Tuesday as a trigger.

  2. Goldman Sachs Tariff Warning – The burden may shift from businesses to consumers, reshaping retail and spending trends.

  3. Intel Meets Trump – CEO Lip-Bu Tan faces political scrutiny amid U.S. chip manufacturing push.

  4. Micron’s Bullish Comeback – Stock rallies after upbeat guidance, signaling optimism in semiconductors.

🌍 We break down the global implications — from consumer spending shifts to semiconductor policy — and how they could shape your portfolio.

💡 Why Watch?

Every morning, PantheonAI distills the markets into a sharp, data-backed narrative that investors, traders, and business leaders can act on. No fluff, just insights.