Blockbuster deal

NFL acquires stake in ESPN in blockbuster deal with Disney, stocks fall as US services flash warning signals, bets on rate cuts sweep through the bond market, Trumps claims discrimination by banks, and countries scramble for deals with tariff deadline tomorrow...

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Good morning.

The Fast FiveNFL to acquire stake in ESPN in blockbuster deal with Disney (DIS reports before the bell), stocks fall as US services flash warning signals, bets on rate cuts sweep through the bond market, Trumps claims discrimination by banks, and countries scramble for deals with tariff deadline tomorrow…

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Calendar: (all times ET) - Full Calendar

  • Today:
    none watched

  • Tomorrow:
    Jobless Claims, 8:30A
    US Productivity, 8:30A
    Wholesale Inventories, 10:00A
    Consumer Credit, 3:00P

Your 5-minute briefing for Wednesday, Aug 6:

BEFORE THE OPEN

As of market close 8/4/2025.

Pre-Market:

US Investor % Bullish Sentiment:
↑ 40.33% for Week of JUL 31 2025

Previous week: 36.78%

Market Wrap:

• Futures flat: S&P -0.1%, Dow flat, Nasdaq -0.2% on AMD drop
• Snap -15% rev miss; AMD -5% EPS miss; Arista +14% beat
• S&P down 5 of last 6; Dow down 6 of last 7
• Tech lagged: Nasdaq -0.7%; small caps up: Russell 2000 +0.6%
• Today: Disney, Uber, McDonald’s, Airbnb, DoorDash, Lyft
• Fed speeches: Boston’s Collins, SF’s Daly

EARNINGS

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

The Mainstream Media is Wrong About A.I.— Again

The mainstream media got it wrong … yet again.

A.I. has recently turned the tech world on its head.

And the media jumped to hasty conclusions.

But as usual, there's one huge thing they missed.

And it could make a crucial difference for many investors.

Sincerely,
Eliza Lasky — Weiss Advocate

HEADLINES

President Trump's new deadline for trade deals lands Thursday, and this time, he says, there are no plans to delay hiking rates.

Disney’s ESPN has reached a landmark deal with the National Football League to acquire NFL Network and other media assets from the league in exchange for the NFL taking a 10% equity.

  • Stocks fall as US services flash warning signals (more)

  • Trump narrows Fed chair candidates to four (more)

  • Distrust in US inflation data threatens $2 trillion market (more)

  • Trumps claims discrimination by banks ahead of ‘debanking’ crackdown (more)

  • Trump threatens pharma tariffs of up to 250 percent (more)

    • New semiconductor tariff plan coming as soon as next week (more)

  • Bets on Fed rate cuts are sweeping through the US bond market (more)

  • US services activity flatlined in July, ISM data shows (more)

  • AMD reports weaker-than-expected earnings even as revenue beats (more)

  • Super Micro shares plunge 15% on weak results (more)

  • Caterpillar warns of $1.5B hit as tariffs to hurt profit more in second half (more)

  • High-grade firms finance new M&A with more equity and cash, less debt (more)

  • OpenAI releases lower-cost models to rival Meta, Mistral and DeepSeek (more)

IN PARTNERSHIP WITH PACASO

Former Zillow exec targets $1.3T

The top companies target big markets. Like Nvidia growing ~200% in 2024 on AI’s $214B tailwind. That’s why the same VCs behind Uber and Venmo also backed Pacaso. Created by a former Zillow exec, Pacaso’s co-ownership tech transforms a $1.3 trillion market. With $110M+ in gross profit to date, Pacaso just reserved the Nasdaq ticker PCSO.

Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.

DEALFLOW

M+A | Investments

  • Barcode scanner maker Zebra in $1.3B deal to buy Elo Touch

  • Ryan acquires LHL Property Auditors

  • Triv receives investment from MEXC Ventures

  • Elevate Patient Financial Solutions receives investment from Audax Private Equity and Parthenon Capital

  • Glassbox receives investment from Poalim Equity

VC

  • beatBread, a music funding platform, secured an additional $124M in credit and equity capital

  • Grasshopper, a digital bank services company, raised $46.6M in funding

  • Lyric raises $43.5M Series B for supply chain tech

  • Pantomath, an AI-powered automated data operations platform, raised $30M in Series B funding

  • ketteQ, a provider of adaptive supply chain planning solutions, raised $20M in Series B funding

  • D-Tools, a provider of business management software for the systems integration market, raised $12M in Series C funding

  • OffDeal, an investment banking platform provider, raised $12M in Series A funding

  • Jeh Aerospace, an aerospace manufacturing startup, raised $11M in Series A funding

  • OLarry, an AI-powered tax firm for new high-net-worth individuals and businesses, raised $10M in Series A funding

  • Raise Robotics, a startup that builds robots that automate hazardous tasks on construction sites, raised $7.8M in Seed funding

  • RunReveal, a security data platform provider, raised $7M in Seed funding

  • Wattch, a provider for commercial and distribution-scale solar and battery storage, raised $6M in Seed funding

  • Joinable Labs, a time-to-intelligence acceleration platform provider, raised $2M in Seed funding

  • Resolvd AI, a provider of a solution that automates complex reconciliation workflows, raised $1.6M in a Pre-Seed funding

  • CFEX, a provider of automated bilateral contract settlement technology, raised an undisclosed amount in new funding

CRYPTO

  • ‘Time is now’ for US to lead global crypto race, says CCI chief (more)

  • SEC's guidance on liquid staking tokens a win for DeFi, institutions (more)

  • Coinbase slides as crypto play takes double-digit fall from July record (more)

BULLISH BITES

🚀 How Palantir won over Washington—and pushed its stock up 600%.

💼 Summer rerun: How the job market slowdown mirrors 2024.

🤖 New study reveals which jobs are most at risk from AI.

🎾 The U.S. Open’s caviar chicken nuggets are back.

DAILY SHARES

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