BEFORE THE OPEN

Pre-Market:

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

Market Wrap:

• Futures edge up: Dow +41pts (0.09%), S&P +0.13%, Nasdaq +0.18%

• Tariff deadline looms: Aug. 1 called “hard deadline” by White House

• Last week: S&P +0.6%, Nasdaq +1.5% — new record highs

• 86% of S&P 500 companies reporting so far beat estimates

• Alphabet & Tesla report this week — key earnings test

• Leading indicators data due at 10am ET

• Verizon & Domino’s report today

EARNINGS

Here’s what we’re watching this week:

• Today: Domino’s Pizza $DPZ ( ▲ 4.05% ), Verizon $VZ ( ▲ 1.11% ) 

• TUE: 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 »

TOGETHER WITH PACASO

His First Venture Sold for $120M – This Time is Different

Austin Allison is familiar with using tech to disrupt real estate – his first venture, dotloop, was acquired for $120M. But despite bringing industry fame, one nagging regret remained.

"I always wished we gave retail investors the chance to invest in dotloop and share that success," Allison later said.

Now he’s doing just that. Austin built upon that experience to launch Pacaso, the co-ownership marketplace disrupting the $1.3T vacation home industry. And it’s working.

They’ve surpassed $110M in gross profit to date, including 41% YoY growth last year. They’ve earned backing from firms like Maveron and Greycroft. They even reserved the Nasdaq ticker PCSO. And unlike dotloop, you can become an investor in Pacaso as a private company.

Invest today at $2.90/share.

Invest in Pacaso today.

_{Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com.}

HEADLINES

Trump Threats Send Wall Street Hunting for Perfect Powell Hedge

‘Priced for Perfection’: Tariffs Loom Over Richly Valued Stocks

• The US economy is more fragile than it appears (more)

• EU to prepare retaliation plan as US trade stance hardens (more)

• Dollar rethink is pushing emerging world to sell more euro debt (more)

• Gold steadies as Fed officials express mixed views on rate cuts (more)

• US single-family homebuilding hits 11-month low; building permits slump (more)

• Crypto sector breaches $4 trillion in market value during pivotal week (more)

• Asia shares, yen look past Japan politics as earnings loom (more)

• Astronomer CEO resigns after viral Coldplay 'kiss cam' controversy (more)

• TSMC joins trillion-dollar club on optimism over AI demand (more)

• Nvidia CEO sells an additional $12.94 million worth of shares (more)

• Charles Schwab plans to launch Bitcoin, Ether spot trading (more)

• Chevron wins Exxon case but loses time, oil and billions (more)

• Neuralink filed as ‘disadvantaged business’ before being valued at $9 bln (more)

• Jack Dorsey’s Block is set to join S&P 500, replacing Hess (more)

DEALFLOW

M+A | Investments

• Chevron closes $55 billion acquisition of Hess

• RealPage acquires Livble

• Rokt acquires Canal

• ghSMART receives minority investment from KKR

VC

• Hadrian, a defense and aerospace manufacturing startup, raised $260M in funding co-led by Founders Fund and Lux Capital

• Radical AI, a NYC-based company building autonomous labs for materials R&D, raised $55M in Seed funding

• BrightAI, a company embedding AI into infrastructure monitoring, raised $51M in Series A funding co-led by Khosla Ventures and Inspired Capital.

• BiomEdit, an animal health biotech company, raised $18.4M in Series B funding led by Anterra Capital

• Folio, a financial operations platform for hospitality, raised $14M in Series A funding

• StrongestLayer, a cybersecurity company developing AI-native email security and human risk solutions, raised $5.2M in Seed funding

• Confident Security, a developer of technology enabling provably private AI interactions, raised $4.2M in funding

• Streamforge, an AI-powered business intelligence platform for the creator economy, raises $1.2M in funding

• Hootology, a market research platform, raised $1.1M in Pre‑Seed funding

• WattCarbon, an automated M&V platform for energy resources, raised an undisclosed amount in Seed extension funding

• StayTerra, a vacation rental management platform, received growth investment from Bessemer Venture Partners

• EPR Fireworks, an operations software for fire and emergency medical services agencies, received a Growth investment from Frontier Growth

CRYPTO

• Peter Thiel-backed crypto exchange Bullish files for IPO (more)

• Saylor signals Bitcoin buy as Strategy's stash climbs to over $71B (more)

• Spot Bitcoin ETFs gain $363M, extend 12-day inflow streak to $6.6B (more)

BULLISH BITES

🚨 NEW REPORT: White House to introduce “gold bonds”? * 

🥊 Trump meets toughest opponent: his own base.

🌎 Netflix is running out of worlds to conquer.

🤝 ‘48 hours in a day’: Gensler’s co-chairs on the case for power-sharing at the top.

🇨🇳 How Huawei ascended to become China’s ‘jack of all trades’ AI leader.

🥐 These croissants took a $500 ride to the Hamptons.

DAILY SHARES

Have a comment or suggestion?
💌 Send us a message

Not on the list? Subscribe »