Facing the gauntlet

S&P rally faces $11 trillion gauntlet of Big Tech earnings, Nvidia orders 300K H20 chips from TSMC on China demand, Fed expected to keep rates unchanged, Tesla signs $16.5 billion chip contract with Samsung, and Ray Dalio suggests putting 15% in Bitcoin, gold...

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Market Briefing
July 29, 2025

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Good morning.

The Fast Five → S&P rally faces $11 trillion gauntlet of Big Tech earnings, Nvidia orders 300K H20 chips from TSMC on China demand, Fed expected to keep rates unchanged, Tesla signs $16.5 billion chip contract with Samsung, and Ray Dalio suggests putting 15% in Bitcoin, gold…

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Calendar: (all times ET) - Full Calendar

  • Today:
    Consumer confidence, 10:00A
    Job openings, 10:00A

  • Tomorrow:
    GDP, 8:30A
    Pending home sales, 10:00A
    FOMC interest-rate decision, 2:00P
    Powell press conference, 2:30P

Your 5-minute briefing for Tuesday, July 29:

BEFORE THE OPEN

As of market close 7/28/2025.

Pre-Market:

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

Previous week: 39.27%

Market Wrap:

• Futures flat: S&P & Nasdaq +0.1%, Dow +6 pts
• S&P, Nasdaq notch fresh record closes Monday
• Trump announces 15–20% baseline global tariff rate
• Fed rate decision tomorrow; no change expected
• 150+ S&P 500 firms to report earnings this week
• Meta, Microsoft (Wed); Amazon, Apple (Thurs)
• Big week for jobs data: JOLTS, ADP, payrolls

EARNINGS

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

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HEADLINES

The S&P 500’s relentless advance to record highs faces a crucial test this week, with four technology behemoths worth a combined $11.3 trillion reporting earnings over a two-day stretch.

Orders represent switch from plan to just draw from stockpile. New orders add to inventory of 600,00-700,000 H20s, sources say.

  • Stocks dip, dollar steadies as tariff relief fades (more)

  • Wall Street just got a new high-water target for the S&P 500 (more)

  • Fed expected to keep rates unchanged as it sorts mixed economic data (more)

  • Deal with Trump prompts pushback in Europe (more)

  • EU-US trade deal could add up to $19B in pharma industry costs (more)

  • Lutnick sees likely 90-day extension of China trade truce (more)

  • Ex-BOJ deputy chief Nakaso sees 'cracks' in dollar's supremacy (more)

  • Fidelity says $4,000 gold possible as Fed cuts and dollar drops (more)

  • Oil jumps as Trump shortens Russia's deadline to end Ukraine war (more)

  • Tesla has signed a $16.5B chip contract with Samsung Electronics (more)

  • Apple to shutter a retail store in China for the first time ever (more)

  • Buffett's Berkshire sells one-third of VeriSign stake for $1.23B (more)

  • Spirit Airlines to furlough 270 pilots, demote 140 more (more)

  • Spotify's Lee Brown joins DoorDash as CRO (more)

  • Quantum computing firm IonQ hires former JPMorgan research head (more)

  • Richest Indonesian adds $20B to wealth on energy rally (more)

DEALFLOW

M+A | Investments

  • NiCE, an AI-powered customer experience company, acquired Cognigy

  • Nurocor receives $1M investment from Simulations Plus

  • BetterRX receives growth investment from BVP Forge

VC

  • MapLight Therapeutics, a clinical-stage biopharma company, raised $372.5M in Series D financing

  • BlinkOps, a security micro‑agents service provider, raised $50M in Series B funding

  • Farmers Business Network, a peer-to-peer farmer network and digital marketplace, raised $50M in funding

  • Dropzone AI, a provider of AI SOC analysts, raised $37M in Series B funding

  • Fable Security, a modern human risk management platform, raised $31M in funding

  • E2B, a provider of open-source cloud infrastructure specifically designed for AI agents, raised $21M in Series A funding

  • Two Prime, an SEC-registered investment advisor and institutional lender, received $20M in Equity investment

  • Root Evidence, a cybersecurity startup, raised $12.5M in Seed funding

  • Cambridge Terahertz, a company developing security-camera-sized terahertz scanners, raised $12M in Seed funding

  • Stone Point Capital, a private equity firm, closed its tenth flagship fund at $11.5B

  • Julius AI, an AI-powered data analyst, raised $10M in Seed funding

  • Overwatch Imaging, a provider of airborne imaging systems and intelligence automation software, raised $6M in funding

  • Nurocor, a provider of pharmaceutical cloud software, received a $1M investment from Simulations Plus

  • TakeUp, an AI-powered revenue optimization platform, raised an undisclosed amount in Series A funding

CRYPTO

  • Ray Dalio suggests putting 15% in Bitcoin, gold amid US ‘debt doom loop’ (more)

  • Wall Street is rewriting the rules of Bitcoin trading (more)

  • China crypto firm Bitmain plans first US factory in Trump gambit (more)

BULLISH BITES

🇺🇸 Trump trade deals prove access to the US still matters above all else.

📊 Five signs of a market bubble investors are tracking.

😱 Women’s ‘red flag’ app Tea is a privacy nightmare.

⛱ 11 cabana shirts that look as cool as they feel.

DAILY SHARES

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