BEFORE THE OPEN

Pre-Market:

US Investor % Bullish Sentiment:
↓ 34.87% for Week of AUG 07 2025

Market Wrap:

• S&P futures +0.2%, Nasdaq +0.5%, Dow 14pts (-0.1%)

• Cava -22% AH on weak Q2, cut outlook; CoreWeave -9% on mixed Q2

• S&P, Nasdaq hit record closes; Dow +483pts (1.1%)

• Russell +3% on rate-cut bets; FedWatch shows 94% chance of Sept cut

• PPI report tomorrow to guide rate outlook; Jackson Hole next week

EARNINGS

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

• Today: 

  • Cisco Systems $CSCO ( ▼ 4.47% ) - earnings of $.98 eps (+12.6% YoY), on $14.6B revenue (+7.4% YoY)

• THU: *Deere $DE ( ▲ 2.08% ) , *Tapestry $TPR ( ▲ 5.28% ) 

See full calendar here »

A MESSAGE FROM ALTIMETRY

I'm a Futurist: Here are 3 Stocks Better than Nvidia

Nvidia's own customers could soon become fierce competitors, dethroning the AI Chip King. 

But there's a critical component that AI data centers need just as badly as chips. The demand is so massive that a single data center uses enough of it to stretch around the earth eight times. While the media hypes up AI chips, the smart money has found the next big thing. Discover Futurist Eric Fry's "Nvidia-killer" stock ideas—

HEADLINES

Inflation Ticks Higher as Trump's Tariffs Kick In

Trump Threatens Powell with ‘Major Lawsuit,’ Demands Rate Cut

• US stocks rally to records on hopes for cuts to interest rates (more)

• WH says chips deals could perhaps expand to other companies (more)

• US trade team will meet Chinese officials in next 2-3 months (more)

• US deficit grows to $291B in July despite tariff revenue surge (more)

• Dollar slips as US inflation data backs September rate cut (more)

• Cash held by US companies halved since 2021 amid high interest rates (more)

• BlackRock’s Rieder: CPI gives Fed justification for a half-point cut in Sept (more)

  • Investors double down on September Fed cut after CPI (more)

• Trump rebukes Goldman's Solomon over bank's tariff research (more)

• US selects 11 firms for program to fast-track small nuclear test reactors (more)

• Perplexity offers to buy Google’s Chrome browser for $34.5 billion (more)

• Sam Altman and Elon Musk lock horns, dragging Apple into the feud (more)

• Boeing’s July aircraft deliveries tumble 20% from June, trailing Airbus (more)

• Hims CEO reports $33M sale in largest insider trade (more)

• Iconic film company Kodak warns it may go out of business (more)

IN PARTNERSHIP WITH PACASO

Big investors are buying this “unlisted” stock

When the founder who sold his last company to Zillow for $120M starts a new venture, people notice. That’s why the same VCs behind Uber and eBay also backed Pacaso. They made $110M+ in gross profit to date. They even reserved the Nasdaq ticker PCSO. Now, you can join, too.

Invest for $2.90/Share

_{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

• Perplexity AI makes a $34.5B bid for Google’s Chrome browser

• Cardinal Health to buy Solaris Health for $1.9B

• Ecolab to acquire Ovivo's electronics unit for $1.8B

• Hubbell to acquire peer DMC Power for $825M

VC

• Gameto, a clinical‑stage biotech company developing therapies for reproductive health, raised $44M in Series C funding

• Squint, a manufacturing intelligence platform, raised $40M in Series B funding

• Profound, a platform that helps businesses control how they appear in AI responses, raised $35M in Series B funding

• Jump, a fan experience and sports tech startup, raised $23M in Series A funding

• Softwear Automation, an autonomous sewing tech company, raised $20M in Series B1 funding

• Amalgam Rx, a company enabling data-driven healthcare decision making, raised $20M in credit investment

• Inclined Technologies, a company optimizing the cash value in whole life insurance policies, raised $8M in Series B funding

• Dealops, an AI-native deal pricing platform, raised $7M in funding

• Albi, a restoration management software platform, received an undisclosed amount in Series B growth investment

CRYPTO

• Opendoor rallies as crypto influencer Pompliano buys shares (more)

• SEC’s Peirce says market will sort out winners in tokenization (more)

• Trump’s crypto ventures yield $2.4B since 2022 (more)

BULLISH BITES

📈 The AI chip trade is OUT. This is in… * 

💰 AI is creating new billionaires at a record pace.

⛳️ Golf carts have taken over suburbia. Cue the resistance.

🚘 This old-school supercar is a stunning antidote to automation.

🌴 Seth Rogen’s 5 favorite places in L.A.

DAILY SHARES

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