BEFORE THE OPEN

Pre-Market:

US Investor % Bullish Sentiment:
↓ 39.27% for Week of JUL 17 2025

Market Wrap:

• Futures mixed: Dow +35pts (0.08%), S&P -0.01%, Nasdaq -0.08%

• S&P, Nasdaq close at fresh record highs Monday

• Big earnings week ahead: PM, LMT today; GOOGL, TSLA Wed

• 85% of S&P 500 reports so far have beat estimates

• AI, tariffs, and macro outlook in focus for earnings calls

• Powell speaks this morning — market watching closely

• Valuation concerns grow after sharp 2025 rebound

EARNINGS

Here’s what we’re watching this week:

• Today: Capital One $COF ( ▲ 0.71% ), General Motors $GM ( ▼ 8.12% ), Lockheed Martin $LMT ( ▼ 10.81% )

  • Coca-Cola $KO ( ▼ 0.59% ) - $.84 eps, unchanged on a YoY basis, on $12.6B revenue (+2.4% YoY)

• WED: AT&T $T ( ▲ 0.15% ), Chipotle $CMG ( ▼ 0.15% ), Mattel $MAT ( ▲ 0.05% ), T-Mobile $TMUS ( ▲ 0.27% )

  • Alphabet $GOOGL ( ▲ 0.65% ) - $2.17 eps (+14.8% YoY) on $93.7B revenue (+10.6% YoY)

  • Tesla $TSLA ( ▲ 1.1% ) - $.44 eps (-15.4% YoY) on $22.7B revenue (-11% YoY)

• THU: American Airlines $AAL ( ▲ 1.46% ), Blackstone $BX ( ▲ 1.61% ), Honeywell $HON ( ▲ 0.58% ), Union Pacific $UNP ( ▲ 1.5% )

See full calendar here »

A MESSAGE FROM INVESTORPLACE

This Isn’t About Politics. It’s About Your Financial Future —

The video Louis Navellier just recorded from his Palm Beach estate may be the most important of his entire career.

Because what he's seeing right now isn't just another market correction. It's something far more profound.

And it starts with what President Trump's new tariffs and the DOGE initiative are really setting in motion. What looks like routine policy is actually the catalyst for the most aggressive wealth transfer in modern American history. This isn't about politics. It's about your financial future.

HEADLINES

CBO: Trump Tax Law to Add $3.4 Trillion to US Deficits

Bessent Calls for Probe Into 'The Entire Federal Reserve Institution'

• S&P and Nasdaq hit record highs, lifted by Alphabet (more)

• S&P 500 signals the US stock rally momentum is waning (more)

• Morgan Stanley stays bullish on US stocks (more)

• Day-trading restraints to be loosened under proposed rule change (more)

• Study: More Americans shift money from checking/savings to accounts with investment income (more)

• Dollar indecisive as investors await more tariff clarity (more)

• Oil edges lower as trade war concerns increase worries about fuel demand (more)

• Homebuilders head into back half of 2025 with rising costs, tariff uncertainty (more)

• Hack on Microsoft product hits global businesses and governments (more)

• Polymarket set for US return after deal to buy tiny exchange (more)

• Figma aims at $16.4B valuation as tech IPOs bounce back (more)

• UK and OpenAI sign new strategic partnership (more)

• LVMH-backed investor group takes 20% stake in private jet company Flexjet (more)

• Crypto-linked stocks advance after Trump signs stablecoin law (more)

• Berkshire-owned BNSF taps bankers for its own rail acquisition (more)

• Goldman Sachs is looking for big acquisitions (more)

• Citi joins Goldman in asking junior bankers to reveal if they accepted other jobs (more)

DEALFLOW

M+A | Investments

• Blackstone to acquire Vista’s remaining stake in Cvent for $1.3 B

• KKR to buy British precision firm Spectris for £4.1 B

• Citi and Barclays back Advent buyout of Reckitt’s Homecare unit for $4.8 B

• HealthLink acquires MediBridge

• SLB’s $8 billion acquisition of ChampionX cleared by UK regulator

• QuantumGrid receives $15M strategic investment from EnergyCo Ventures

VC

• GrowFirst, an agricultural tech platform connecting growers with retailers, closed a $40M growth equity round

• Alix, a wealth transfer platform, raised $20M in Series A funding

• Fortuna Health, a consumer Medicaid navigation platform, raised $18M in Series A funding

• BrightAI, adaptive AI modeling tools for manufacturing processes, raised $12M in a Series A funding round

• EcoSentry, AI-powered environmental monitoring systems, secured $5M in seed capital

• Nexxa.ai, an AI-native company supporting industrial engineers that operate in digital environments, raised $4.4M in Pre-Seed funding

• LeadStory, an on-demand personalized news streaming platform, raised $2.75M in Seed funding

• Litero AI, an EdTech platform, raised $800K in Pre-Seed funding

CRYPTO

• Trump Media buys $2 billion in Bitcoin for crypto treasury plan (more)

• Michael Saylor’s Strategy owns 3% of Bitcoin in circulation after latest purchase (more)

• Ethereum is surging, and more companies (more)

• BitGo confidentially files for US IPO as Trump embraces crypto (more)

BULLISH BITES

🚨 “I'm moving millions for my wealthy clients” * 

🇨🇳 Why China’s $167 billion mega-dam project in Tibet is so controversial.

🌴 In-N-Out heiress leaves California for Tennessee: 'Doing business is not easy here'

💸 8 dumbest things smart people waste money on.

👙 Why luxury hotels are selling everything from rocking chairs to swimming trunks.

DAILY SHARES

Have a comment or suggestion?
💌 Send us a message

Not on the list? Subscribe »