BEFORE THE OPEN

Pre-Market:

US Investor % Bullish Sentiment:
↑ 40.33% for Week of JUL 31 2025

Market Wrap:

• Futures edge up: Dow +29 (0.1%), S&P/Nasdaq +0.1%
• Trump hits imported chips with 100% tariff—US production exempt
• Apple jumps 3% post-close after $100B domestic investment pledge
• Yesterday: S&P +0.7%, Nasdaq +1.2%, Dow +81pts (0.2%)
• Trump raises India tariff to 50% over Russian oil ties
• Volatility at lowest levels since June 2024, per LPL
• Today: eyes on jobless claims, productivity data, and key earnings

EARNINGS

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

• Today: *Eli Lilly $LLY ( ▼ 14.14% ), *Warner Bros Discovery $WBD ( ▼ 7.27% )

  • Constellation Energy $CEG ( ▼ 0.61% ): expected EPS of $1.82 (+8.3% YoY) on $4.88B revenue (-10.7% YoY)

• FRI: Wendy's $WEN ( ▼ 0.8% )

See full calendar here »

A MESSAGE FROM INVESTORPLACE DIGEST

Don't Let The Recent Fed Decision Distract from
a Much Bigger Economic Reckoning

The past week was all about the Fed. But many don't realize that there is another economic shift happening behind the scenes, one that is unlike anything Louis Navellier has seen in his four decades on Wall Street.

He calls it The Economic Singularity.

We're talking about an economic transformation so profound it could create explosive wealth for those who understand it. But for those that don't, it could bring devastating financial consequences.

Make sure you know exactly what's coming and how to prepare for it the right way.

- sponsored by InvestorPlace Digest - 

HEADLINES

Apple Announces Fresh $100 Billion US Investment

US Tariffs Begin as Trump Widens Trade War

• Apple powers tech rally as Nasdaq, S&P 500 jump (more)

• Trump vows 100% tariff on chips, unless companies build in the US (more)

• Trump meets with Nvidia’s Huang as semiconductor tariffs near (more)

• India-US spat over trade and oil threatens wider fallout (more)

• Google commits $1 billion for AI training at US universities (more)

• Nvidia's 'most underappreciated' business is taking off (more)

• Airbnb issues upbeat outlook, plans $6 billion share buyback (more)

• Super Micro stock sinks 18% after earnings, outlook disappoint (more)

• DoorDash shares rise on earnings, revenue beat (more)

• OpenAI in Talks for Share Sale at $500 Billion Valuation (more)

  • OpenAI is giving ChatGPT to the government for $1 (more)

• Prudential Financial to pay $100 million in US FTC settlement (more)

• Next jobs downturn could mean an AI-induced purge of millions of workers (more)

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DEALFLOW

M+A | Investments

• Blackstone agrees to acquire Enverus in $6 billion‑plus deal

• Apollo Global to buy builder of large‑scale US data centers

• Opiniion acquires Rentgrata

• HSI acquires HandsHQ

• Datavant completes acquisition of Ontellus

• Snappt buys Trigo; secures $50M Growth financing

• First Due receives $355M strategic investment

• Slipstream receives investment from GreyLion Partners

VC

• Clay, an AI go-to-market development platform, raised $100M in Series C funding

• Rillet, an AI‑native ERP (enterprise resource planning) platform, raised $70M in Series B funding

• Chai Discovery, an AI company that predicts the interactions between biochemical molecules, raised $70M in Series A funding

• Stavtar Solutions, a SaaS provider for food service complex alternative management services, raised $55M in Series A funding

• Positive Development, a provider of developmental therapy for autistic children and their families, raised $51.5M in funding

• Tavily, a company building the search layer that connects AI agents to the real‑time web, raised $25M in funding including a $20M Series A

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

• Docyt, a leader in AI‑powered accounting automation, raised $12M in Pre‑Series B funding

• NuCicer, a company specializing in chickpea breeding and sustainable ingredient solutions, raised $11.5M Series A funding

• Kontext, an advertising platform for AI chatbots and GenAI apps, raised $10M in Seed funding

• Elion, an AI‑powered research and intelligence platform for healthcare technology, raised $9.3M in Seed funding

• August, an AI platform provider for midsize law firms, raised $7M in funding

CRYPTO

• Coinbase’s grip on crypto faces test in a market that won’t slow down (more)

• Bitcoin short-term holders ‘cooled off’ profit-taking as price sticks to $115K (more)

• Bitcoin's volatility disappears to levels not seen since October 2023 (more)

BULLISH BITES

🚨 “I'm Moving Millions for My Wealthy Clients” * 

⚔️ The AI showdown: How the US and China stack up.

🔥 Government data is under fire, but… it makes the world go ‘round'.

🤖 Google swears it isn’t destroying the web with AI search.

😰 Sorry, billionaires—there’s no escape.

DAILY SHARES

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