Wall Street warning

Wall Street warns investors to get ready for stocks to drop, Tesla gives Musk $30 billion award, Trump admin posts guidance on tariff rollout, beaten-down carmakers smell fatter profits under Trump, Palantir soars on first $1 Billion revenue quarter...

Good morning.

The Fast FiveWall Street warns investors to get ready for stocks to drop, Tesla gives Musk $30 billion award, Trump admin posts guidance on tariff rollout, beaten-down carmakers smell fatter profits under Trump, Palantir surges on first $1 Billion revenue quarter…

📌 Trump is Fast-Tracking These 3 Companies: The Trump admin is planning to invest directly in a small sector of the stock market… And they just revealed the names of three potential targets  (ad)

Calendar: (all times ET) - Full Calendar

  • Today:
    US Trade Deficit, 8:30A
    ISM Services PMI, 10:00A

  • Tomorrow:
    none watched

Your 5-minute briefing for Tuesday, Aug 5:

BEFORE THE OPEN

As of market close 8/4/2025.

Pre-Market:

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

Previous week: 36.78%

Market Wrap:

• Futures modestly higher: Dow +48pts (0.1%), S&P & Nasdaq +0.1%
• Palantir +4% post-earnings; Hims & Hers -13% on miss
• Stocks rebounded Monday: S&P +1.5%, Nasdaq +2%, Dow +585 pts
• 80% of S&P names gained; Russell 2000 +2%
• Tuesday earnings: Pfizer, Yum! Brands, Fox, Snap, AMD, Rivian
• Trade deficit & purchasing data also ahead

EARNINGS

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

The Financial Times called this new Trump initiative "a big pot of money for the American people." And The Motley Fool said that it could "pave the way for the biggest Social Security change ever."

HEADLINES

A chorus of stock market prognosticators at some of Wall Street’s biggest firms is warning clients to prepare for a pullback as sky-high equity valuations slam into souring economic data.

The company described the "interim award" as "good faith" payment to honor Musk's more than $50 billion pay package from 2018 that was struck down by a Delaware court last year.

  • Indexes post biggest daily pct gains since May 27 in rebound from Fri selloff (more)

  • Trump says US to hike India’s tariffs over Russian oil buys (more)

  • Trump admin posts guidance on tariff rollout (more)

  • Dollar seen at risk from Trump’s moves to pick policymakers (more)

  • Electricity costs rise amid data center boom (more)

  • US equity funds see weekly inflows on trade deal optimism (more)

  • Eric and Trump Jr back firm aimed at 'revitalizing' US manufacturing (more)

  • Figma’s stock sinks more than 20% after last week’s IPO pop (more)

  • American Eagle stock soars after Trump hails Sydney Sweeney ad (more)

  • Palantir soars on first $1 billion revenue quarter (more)

  • Berkshire Hathaway's shares fall after $3.8 billion write-down (more)

  • Over 3,000 Boeing defense workers go on strike after rejecting contract (more)

  • Beaten-down carmakers smell fatter profits under Trump (more)

  • Harley-Davidson names Topgolf head as new CEO (more)

  • Rail customers urge regulators to block Union Pacific-Norfolk Southern deal (more)

TOGETHER WITH SHUTTERSTOCK

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DEALFLOW

M+A | Investments

  • Stat: Global M&A reaches $2.6T YTD as of August 1

  • Joby Aviation to acquire Blade's helicopter ride-share business for up to $125M

  • Palo Alto Networks to acquire CyberArk

  • Amphenol to acquire CommScope unit for $10.5 billion

  • Global‑e acquires ReturnGo

  • SAP to buy SmartRecruiters

  • Alveolus Bio receives investment from Shilpa Medicare

VC

  • Employee Navigator, a benefits admin & HR software platform, closed a $100M funding

  • GeoWealth, a proprietary asset management platform, raised $38 M in Series C funding

  • Conversion, a marketing automation startup, raised $28M in Series A funding

  • Still Bright, a copper extraction technology developer, raised $18.7M in Seed funding

  • Flyhomes, a real estate wholesale lending startup, raised $15M in Series D funding

  • Afaxys, Inc., a healthcare company serving the reproductive health needs, raised $8M in funding

  • Kerbz Adventures, a platform supporting motorsports events and organizers, raised $500K in Seed funding

CRYPTO

  • Michael Saylor’s Strategy makes its third-largest Bitcoin purchase ever (more)

  • CFTC to allow listed spot crypto trading on registered exchanges (more)

  • CoinDesk owner Bullish seeks up to $4.2 billion valuation in IPO (more)

  • Blockchain-based lender Figure files confidentially for US IPO (more)

BULLISH BITES

🤖 AI has ushered in Silicon Valley’s ‘hard tech’ era.

🚀 NASA’s fast-tracking plans to build a nuclear reactor on the moon.

🛒 Poll: Most US adults stressed by grocery costs.

💸 Don’t get ripped off. What to pay for stylish, quality menswear in 2025.

DAILY SHARES

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