Apple rebounds

Trump outlines sweeping new tariffs for dozens of trade partners (live updates), SEC debuts ‘Project Crypto’ to bring US markets ‘on chain’, Meta, Microsoft roar higher on strong earnings, Apple reports biggest revenue growth since 2021, and Figma more than triples in NYSE debut...

Good morning.

The Fast FiveTrump outlines sweeping new tariffs for dozens of trade partners (live updates), SEC debuts ‘Project Crypto’ to bring US markets ‘on chain’, Meta, Microsoft roar higher on strong earnings, Apple reports biggest revenue growth since 2021, and Figma triples in NYSE debut…

📌 This might be the most important investing broadcast of the year. Forecaster Porter Stansberry and Jeff Brown expose one of the most important and consequential financial stories in America today. They say it’s a coordinated, government-backed mobilization that’s funneling trillions of dollars into a tiny handful of companies. For more details, click here.  (ad)

Calendar: (all times ET) - Full Calendar

  • Today:
    Initial jobless claims, 8:30A
    PCE index, 8:30A
    PMI, 9:45A

  • Tomorrow:
    Factory orders, 10:00A

Your 5-minute briefing for Friday, Aug 1:

BEFORE THE OPEN

As of market close 7/31/2025.

Pre-Market:

US Investor % Bullish Sentiment:
↓ 36.78% for Week of JUL 24 2025

Previous week: 39.27%

Market Wrap:

• Futures dip: S&P -0.2%, Nasdaq -0.3%, Dow -43pts (0.1%)
• Amazon slides >6% on weak guidance; Apple up 2% on beat
• Trump issues new tariffs from 10% to 41%, plus 40% on transshipped goods
• S&P & Nasdaq fell for 3rd straight day after record intraday highs
• Big Tech strong, but macro & policy fears weigh
• Today: July jobs report due: +100K est., jobless rate to rise to 4.2%

EARNINGS

Here’s what we’re watching this week. (*) indicates before the bell

Bombshell new exposé from the two men who predicted the
rise of Amazon, Nvidia, Shopify, Tesla, and Bitcoin: 

A New National Emergency Is
Engulfing America

It’s not a war – not officially, not yet. But Washington is invoking emergency powers… issuing executive orders… and funneling trillions into a rapid economic mobilization.

To discover what’s really going on – and which stocks could be impacted – WATCH NOW

- from Stansberry Research

HEADLINES

The design software vendor is the latest technology company to go public in 2025, as the IPO markets show life after a multiyear lull.

The Securities and Exchange Commission on Thursday debuted “Project Crypto,” an initiative to modernize securities regulations to allow for crypto-based trading.

  • US stocks stall as early enthusiasm ebbs (more)

  • Trump outlines sweeping new tariffs for dozens of trade partners (live updates)

  • Investors react to Trump's new reciprocal tariffs announcement (more)

  • Trump seeks pitches from bank chiefs on Fannie, Freddie stock offerings (more)

  • Trump gives Mexico 90-day tariff reprieve as deadline looms (more)

  • Oil hits pause as traders parse Trump’s Russia threats, US data (more)

  • Meta, Microsoft roar higher on strong earnings as AI spending booms (more)

  • Apple reports biggest revenue growth since December 2021 (more)

  • Reddit shares jump as much as 20% on second-quarter sales/guidance beat (more)

  • Coinbase falls after revenue misses estimates on low volume (more)

  • Exxon, Chevron profits to drop to lowest point since pandemic (more)

  • Robinhood ‘hulk smashes’ earnings as push to diversify revenue pays off (more)

DEALFLOW

M+A | Investments

  • US Army signs up to $10B contract with Palantir

  • CSX working with Goldman Sachs to explore strategic options

  • Quick Custom Intelligence receives 8-figure investment from Curve Partners

VC

  • Anaconda, a provider of enterprise AI infrastructure and open-source tools, secured over $150M in Series C financing

  • fal, an infrastructure platform for real-time generative media, raised $125M in Series C funding

  • Carbyne, a provider of cloud-native emergency communications and response solutions, raised $100M in funding

  • Noma Security, a platform for AI and agent security, raised $100M in funding

  • SAFE, a cyber risk quantification and autonomous third-party risk management platform, raised $70M in Series C funding

  • Saphyre, an AI-powered software platform for automating finance operations and trading workflows, received $70M in Growth funding

  • Wallarm, a company specializing in API and AI security, raised $55M in funding

  • Augmodo, a spatial AI startup using wearable SmartBadges and 3D store mapping, raised $37.5M in Series A funding

  • Pacaso, a vacation-home marketplace, raised over $35M from more than 10,000 individual investors through a Reg A+ offering

  • Cline, an AI coding agent company, raised $32M in combined Seed and Series A funding

  • Stable, a layer 1 blockchain network for USDT, raised $28M in funding

  • MyPrize, a free-to-play social casino service, raised $21M in funding, at $250M valuation

  • PlayerZero, a predictive software quality company, raised $20M in Seed and Series A funding

  • Knit, an AI-powered platform to conduct consumer research, raised $16.1M in Series A funding

  • Echo Software, a startup building enterprise-grade software infrastructure, raised $15M in Seed funding

  • Daloopa, an AI-powered fundamental data platform provider, raised $13M in funding

  • Command Zero, an autonomous and AI-assisted cyber investigation platform, raised $10M in funding

  • Metaforms, an AI platform provider for market research agencies, raised $9M in Series A funding

  • Solidec, a clean chemical manufacturing company, raised $2M+ in Pre-Seed funding

  • Moonshine AI, a startup focused on developing voice AI solutions, raised an undisclosed amount in funding

CRYPTO

  • Saylor’s new $4.2B Bitcoin plan aims to reassure skeptics (more)

  • Monster week for crypto treasury firms with $8 billion buying blitz (more)

  • BlackRock ETF nabs $4 billion for a crypto trade beating Bitcoin (more)

BULLISH BITES

✍️ How Figma made design everyone’s business.

🏀 Why AI researchers are getting paid like NBA All-Stars.

🤖 The 10 jobs least and most threatened by AI.

👻 The era of ghosting job candidates is slowly ending.

DAILY SHARES

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