BEFORE THE OPEN

Pre-Market:

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

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

• Today: *Caterpillar $CAT ( ▼ 3.65% ), *DuPont $DD ( ▼ 0.39% ), *Gartner $IT ( ▲ 1.4% ), *Pfizer $PFE ( ▲ 0.65% ), *Yum! Brands $YUM ( ▲ 1.03% ), Advanced Micro Devices $AMD ( ▼ 3.53% ) 

• WED: *McDonald's $MCD ( ▲ 0.42% ), *Shopify $SHOP ( ▼ 0.18% ), *Walt Disney $DIS ( ▲ 0.63% ), Airbnb $ABNB ( ▲ 0.05% ), DoorDash $DASH ( ▼ 0.84% ), Duolingo $DUOL ( ▼ 7.72% ), Uber $UBER ( ▼ 2.3% )

• THU: *Eli Lilly $LLY ( ▲ 0.09% ), *Warner Bros Discovery $WBD ( ▼ 3.44% )

  • Constellation Energy $CEG ( ▼ 3.62% ): expected EPS of $1.82 (+8.3% YoY) on $4.88B revenue (-10.7% YoY)

• FRI: Wendy's $WEN ( ▲ 1.05% )

See full calendar here »

A MESSAGE FROM INVESTORPLACE DIGEST

”Biggest Social Security Change Ever”

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."

Go here to see the details because this is also creating an even bigger opportunity in the stock market »

HEADLINES

Wall Street is Warning Investors to Get Ready for Stocks to Drop

Tesla Gives Musk $30 Billion Award, Saying ‘Deal Is a Deal’

• 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)

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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

🚨 “Biggest Social Security change ever” * 

🤖 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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