Read This Before Markets Open Tomorrow

The Big Stories You Missed While Touching Grass (Or Not)

Happy Sunday, Nut Fam 🌞🌰
While the markets took a breather, the business world did anything but. From online casinos quietly becoming state cash machines, to Eli Lilly body-slamming Ozempic, to Disney shaking hands with AI, this week had main character energy.

Grab a coffee ☕ (or a nap), and let’s unpack the stories that mattered - without the weekday rush.

🏭 Business Nuts - Sunday Deep Dive

🎰 Online Casinos Quietly Became the Biggest Tax Jackpot

Sports betting stole the spotlight. Slots stole the money.

Lawmakers once pitched sports betting as a budget fix. Turns out, the real revenue monster is online casinos — the digital slot machines quietly humming in the background.

Last year:

• 7 states with online casinos generated $2.1B in tax revenue

• 30 states with sports betting apps brought in $2.9B, despite far wider adoption

Pennsylvania tells the whole story:

• $1.05B from online casinos

• Just $188M from sports betting

🧠 Why casinos always win

• Slot spins every 2 seconds

• Sports bets take hours or days

• Faster losses = higher tax yield

But there’s a cost.
Online casino games now account for 40% of calls to Pennsylvania’s gambling hotline — more than physical casinos or sportsbooks.

🟡 Sunday Take: Online casinos are fiscal gold… with a social bill coming due.

Together With SEO Zilla

Let AI Transform Your SEO: Publish Articles That Rank Every Day

SEOZilla uses always-on AI agents to generate and publish SEO-optimized articles automatically, helping increase organic traffic while you focus on running your business. Try a free article or use code SUPER50 for 50% off your first month, with a full money-back guarantee.

💊 Health & Markets - Sunday Spotlight

🥊 Eli Lilly Just Landed the Heaviest Punch in the Weight-Loss Wars

Ozempic might need a breather.

Eli Lilly ($LLY) didn’t just move ahead this week — it changed the game.

Its experimental drug retatrutide showed:

• 28.7% average body-weight loss

• Compared to 21% for Zepbound

• And 15% for Wegovy

Novo Nordisk’s stock is down 48.7% from its peak.
Lilly’s? Up 30% in 2025 — and already a $1 trillion company.

🔬 The science edge

Retatrutide targets three hormones, not two:
GLP-1 + GIP + glucagon — a metabolic triple threat.

Side effects exist (nausea caused ~18% dropouts), but Lilly says higher-BMI patients tolerate it better.

And Lilly isn’t slowing down:

• $6B new Alabama manufacturing plant

• $27B+ committed across four U.S. facilities

🟢 Sunday Take: This isn’t a drug race anymore — it’s a dynasty being built.

🎬 AI & Media - Sunday Curveball

🏰 Disney Did the Unthinkable: It Licensed Mickey to ChatGPT

When the IP fortress opens the gates.

In a move nobody predicted five years ago, Disney signed a $1B deal with OpenAI, letting ChatGPT and Sora legally use 200+ characters from Disney, Marvel, Pixar, and Star Wars.

Yes — you can now make AI videos with Ariel, Iron Man, or Buzz Lightyear without a lawsuit.

🤯 Why this matters

This is the same Disney that:

• Wrote modern copyright law

• Sued Etsy sellers over Baby Yoda

• Took Midjourney to court

Yet now?

• Some Sora videos will appear on Disney+

• ChatGPT rolls out internally for Disney staff

Disney even sent a cease-and-desist to Google — signaling OpenAI is Hollywood’s chosen AI partner.

🟣 Sunday Take: Disney didn’t surrender its IP — it monetized the future on its own terms.

🥤 Consumer & Culture - Sunday Reset

🧃 Coca-Cola Names a New CEO (And Plays the Long Game)

Coca-Cola tapped longtime COO Henrique Braun as its next CEO, inheriting a company that’s winning… but facing a cultural shift.

The scoreboard:

• Coke = America’s #1 soda

• Sprite just beat Pepsi for #3

• Global scale softened trade-war blows

But health-conscious, price-sensitive consumers are changing the rules.

So Coke is adapting:

• Buying non-soda brands (Fairlife, Topo Chico, BodyArmor)

• Rolling out smaller, cheaper packs

• Growing water, coffee, tea & sports drinks (+3%)

🟢 Sunday Take: Coke isn’t chasing trends — it’s outlasting them.

🚀 Space & Markets - Sunday Wildcard

🌕 SpaceX Might Launch the IPO Market Into Orbit

Mars can wait. Wall Street can’t.

SpaceX is reportedly planning a $30B IPO at a staggering $1.5T valuation, targeting mid-to-late 2026.

That alone could redefine public markets.

And it wouldn’t be alone:
Potential 2026 IPOs include OpenAI, Anthropic, Stripe, Databricks, ByteDance, and more.

Wall Street estimates $2.9T worth of private companies could go public.

🟢 Sunday Take: If SpaceX launches, the IPO window blows wide open.

There’s a reason mobile home parks are getting so much institutional love

They remain one of the key affordable-housing sources nationally, have limited supply and high tenant retention (10-12Y). Investors can see tremendous upside with professionally-managed MHP portfolios such as Vintage Capital’s, which targets a 15-17% IRR and makes monthly distributions. Invest directly in individual deals or via a 10+ property fund. 1031s also available.

📰 Sunday Brief - Other News

• 🛢️ Oil prices slide as the IEA warns of a massive supply surplus next year

• 📺 Pay-TV adds subscribers for the first time since 2017

• 💼 Job openings rise, but hiring slows and quits hit a 5-year low

• 🥤 PepsiCo cuts 20% of U.S. products under Elliott pressure

🌰 Thanks for Reading - Sunday Edition

That’s your Cash Nut Sunday Special 🌰
Less noise. More signal. Bigger picture.

Enjoy the rest of your Sunday — and we’ll be back in your inbox tomorrow with the regular daily crunch 💰

Free in-network ATM withdrawals: Withdraw cash from 40,000+ ATMs with no fees.

Cash App reimburses ATM fees for all in-network withdrawals when you deposit at least $300 monthly of Qualifying Deposits into Cash App, or spend $500 or more in Qualifying Purchases using your Cash App Card or Cash App Pay in a calendar month. Service fees may apply. See terms https://cash.app/legal/us/en-us/tos) for more details.

Required Disclaimer

Cash App is a financial services platform, not a bank. Banking services provided by Cash App’s bank partner(s). Prepaid debit cards issued by Sutton Bank,