BEFORE THE OPEN

Pre-Market:

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

Market Wrap:

• Futures steady: Dow +46pts (0.1%), S&P flat, Nasdaq -0.1%

• S&P notches 11th record close of 2025

• Dow up 180 pts; Nasdaq lags as chip stocks slip

• Chipotle & Mattel (PM) on deck

• 85% of S&P 500 earnings so far have topped estimates

• Existing home sales report due this morning

EARNINGS

Here’s what we’re watching this week:

• Today: AT&T $T ( ▲ 1.2% ), Chipotle $CMG ( ▲ 0.76% ), Mattel $MAT ( ▲ 1.56% ), T-Mobile $TMUS ( ▲ 0.29% )

  • Alphabet $GOOGL ( ▼ 0.58% ) - $2.17 eps (+14.8% YoY) on $93.7B revenue (+10.6% YoY)

  • Tesla $TSLA ( ▲ 0.14% ) - $.44 eps (-15.4% YoY) on $22.7B revenue (-11% YoY)

• THU: American Airlines $AAL ( ▲ 1.44% ), Blackstone $BX ( ▲ 1.52% ), Honeywell $HON ( ▲ 1.14% ), Union Pacific $UNP ( ▲ 0.77% )

See full calendar here »

A MESSAGE FROM ALTIMETRY

Buffett Tells Trustee to Put 90% of Money in This One Stock?

In a surprising move, Warren Buffett (the world’s greatest investor, whose firm returned more than 5,000,000% gains), has instructed his trustee to put 90% of his personal money into one stock investment.

Buffett says regular folks should be in this stock, too.

A CPA and member of the Global CFA Institute explains how to use this stock to optimize your holdings.

-Joel Litman
Chief Investment Strategist, Altimetry

HEADLINES

Trump: Japan Deal Reached With Tariff Rate Set at 15%

Meme Stock Fever Is Spreading Like It’s 2021 With Kohl’s Soaring

• S&P 500 ekes out record close as traders react to latest earnings (more)

• US Treasuries gain for fifth day as Bessent supports Powell (more)

• Trump announces trade deals with the Philippines, Indonesia (more)

• US companies, consumers are paying for Trump's tariffs (more)

• US considering removing tax on capital gains on home sales (more)

• UN head calls for more green energy projects, fearing AI capacity limits (more)

• Trump met with Amazon’s Jeff Bezos at the White House last week (more)

• SpaceX warns investors Elon Musk could return to US politics (more)

• GM profit shrinks after $1.1 billion tariff hit (more)

• Lockheed profit dives 80% on $1.6 billion charge (more)

• Stargate advances with 4.5 GW partnership with Oracle (more)

• Microsoft poaches more Google DeepMind AI talent as it beefs up Copilot (more)

• Amazon to buy startup focused on AI wearables (more)

TOGETHER WITH TIMEPLAST

“Big Plastic” Hates Them

From water bottles to shrink wrap, Timeplast has a $1.3T market opportunity with its patented plastic that dissolves in water. But the clock is ticking to invest. You have until midnight, July 31 to become a Timeplast shareholder as they expand globally.

Invest in Timeplast now.

_{This is a paid advertisement for Timeplast’s Regulation CF Offering. Please read the offering circular at invest.timeplast.com.}

DEALFLOW

M+A | Investments

• Amazon to acquire Bee – AI wearable startup

• Billionaire Ortega buys stake in UK's PD Ports from Brookfield

• Lumotive receives investment from Amazon and ITHCA

VC

• AbsoluteCare, a company specializing in value‑based integrated health care, raised $135M in equity financing

• Yieldstreet, a private markets investment platform, raised $77M in new capital

• xLight, a company building lasers for the semiconductor industry, raised $40M in Series B funding

• Phlow, a pharmaceutical contract development and manufacturing organization (CDMO), raised $37M in Series C funding

• BetterComp, a provider of compensation management software, raised $33M in Series A funding

• Delve, an AI agents company, raised $32M in Series A funding

• Composio, a learning infrastructure using AI Agents, raised $25M in Series A funding

• Asylon, Inc., a provider of robotic perimeter security technology, raised $24M in Series B funding

• ValGenesis, a company specializing in digital validation lifecycle management, raised $16M funding

• Poseidon, a full-stack decentralized data layer built for AI training workflows, raised $15M in Seed funding

• Cooler Heads, a medical device company, raised $11M in Series A funding

• Nevoya, an electric trucking carrier, raised $9.3M in Seed financing

• ShelterZoom, a document security and digital ownership technology company, raised $6M in funding

• CandorIQ, an AI-powered platform for compensation and headcount planning, raised $4.8M in Seed funding

• Glīd Technologies, a company pioneering autonomous road-to-rail solutions within the first mile, raised $3.1M in Pre-Seed funding

CRYPTO

• Cathie Wood’s Ark bets on Tom Lee’s Ether treasury firm BitMine (more)

• US Senate Republicans release draft bill for crypto market structure (more)

• Bitcoin hitting $200K this year ‘very improbable,’ says analyst (more)

BULLISH BITES

📈 My mom has made 3,400% returns - here’s her 3-Stock Secret' * 

🥊 What Trump’s feud with Jerome Powell is really about.

🤖 OpenAI CEO Sam Altman warns of an AI ‘fraud crisis’.

🛍 How dupes turned online shopping upside down.

👞 A men’s guide to the best classic loafers.

DAILY SHARES

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