Good morning.
The Fast Five → Big Tech earnings slam into a market in revolt, Fed faces growing pressure to hike rates, US bond yields face pressure, power grids reach tipping point, and CXMT skyrockets 470% in Shanghai debut…
📌 World’s Largest Investors Are Moving Their Money (Not Into AI) →
(from Stansberry Research)
Calendar: Full Calendar »
Today:
None watched
Tomorrow:
Consumer Confidence, 10A
Your 5-minute briefing for Monday, July 27:
BEFORE THE OPEN
As of market close 7/24/2026. Bitcoin as of 7/26/2026.
Pre-Market:
Market Wrap:
Fri: Dow +236 (+0.46%), S&P +0.05%, Nasdaq -0.64%%
Apple helped lift the Dow despite tech weakness
Oil fell as reports raised hopes for diplomacy
Chip stocks remained under heavy selling pressure
Investors weighed escalating U.S.-Iran tensions
Markets stayed cautious ahead of the weekend
Week: Dow -0.4%, S&P -0.6%, Nasdaq -2.1%
EARNINGS
Here’s what we’re watching today:
TUE: *Boeing $BA ( ▲ 0.14% ), *Coca-Cola $KO ( ▲ 1.33% ), Ford $F ( ▲ 1.56% ), *UPS $UPS ( ▲ 0.61% ), Visa $V ( ▲ 1.18% )
WED: Chipotle $CMG ( ▼ 0.69% ), Meta $META ( ▼ 1.8% ), Robinhood $HOOD ( ▼ 6.57% ), Starbucks $SBUX ( ▲ 0.04% )
Microsoft $MSFT ( ▲ 0.03% ) - $4.24 EPS (+16.2% YoY) on $87.67B revenue (+14.7% YoY)
THU: Amazon $AMZN ( ▼ 0.66% ), Roblox $RBLX ( 0.0% ), Strategy $MSTR ( ▼ 2.09% )
Apple $AAPL ( ▲ 3.53% ) - $1.89 EPS (+20.4% YoY) on $108.89B revenue (+15.8% YoY)
FRI: *Dominion Energy $D ( ▼ 0.5% ), *Exxon $XOM ( ▲ 0.03% )
*Chevron $CVX ( ▲ 0.19% ) - $5.52 EPS (+211.9% YoY) on $61.46B revenue (+37.1% YoY)
"A Dangerous Financial Plan Unfolding in D.C.
Could Cost You 40% of Your Wealth"
Former Goldman Sachs executive who traded through Black Monday warns this plan is all written down in black and white, spearheaded by a financial insider who infiltrated the Federal Reserve...
It's gone "viral" in the hedge fund circles… and yet practically nobody on Main Street understands this financial shock playing out across America.
He lays out all the evidence... plus a detailed roadmap for exactly what to do. (And it doesn't require shorting... options... or perfectly "timing the market.") Y
- a sponsored message from Stansberry Research -
HEADLINES
Investors are worrying about the spending of technology giants and are no longer interested in rewarding them for lavish spending on AI.
Investors have boosted their bets the central bank could hike at this week’s meeting.
Stock futures climb, oil prices fall as US and Iran pause attacks (more)
US, Iran extend pause in strikes as Oman holds Hormuz talks (more)
US bond yields face pressure (more)
Corporate America is the most optimistic it's been in 15 years (more)
Power grids reach tipping point as weather, data centers stress networks (more)
Oil prices ease after US and Iran pause their attacks (more)
China's Moonshot, Z.AI, and DeepSeek are challenge US AI labs (more)
China memory chipmaker CXMT skyrockets 470% in Shanghai debut (more)
Nvidia to acquire $1 bln of new shares of South Korea's Naver (more)
United Airlines explored merger with Delta before talks ended (more)
Sam Altman says we are in the singularity: 'This is the moment' (more)
Shein flags tariff hits after posting quarterly loss ahead of Hong Kong IPO (more)
Brown-Forman rejects Sazerac approach (more)
Some high-earning investors will soon owe taxes on years of deferred capital gains (more)
DEALFLOW
M+A | Investments
HSBC sells Singapore insurance unit to Allianz in $2.1B deal
UK's Reckitt to sell Russia hygiene business, expects $233M hit
Merit receives minority investment from SEMCAP Beauty & Wellness
VC
AegisAI, an email security platform powered by autonomous AI defense agents, raised $36M in Series A funding
Prosper Medical, an AI-powered concierge primary care platform, raised $16M in financing
imagi, a safe AI education layer for K-12 schools, raised $4.5M in Seed funding
CRYPTO
BULLISH BITES
🔎 The US gov invested $27B in corporate stakes. Good luck finding them.
💰 How AI wealth could be distributed to all Americans.
👻 The dotcom bubble haunts Gen X stock portfolios closing in on retirement.
🏎️ Your car lives where?
DAILY SHARES
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