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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 Five → 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 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
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Your 5-minute briefing for Tuesday, Aug 5:
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
Today: *Caterpillar $CAT ( ▼ 0.14% ), *DuPont $DD ( ▼ 0.58% ), *Gartner $IT ( ▼ 0.3% ), *Pfizer $PFE ( ▲ 1.44% ), *Yum! Brands $YUM ( ▼ 0.9% ), Advanced Micro Devices $AMD ( ▲ 0.21% )
WED: *McDonald's $MCD ( ▼ 0.8% ), *Shopify $SHOP ( ▼ 0.97% ), *Walt Disney $DIS ( ▼ 0.4% ), Airbnb $ABNB ( ▲ 0.83% ), DoorDash $DASH ( ▼ 4.35% ), Duolingo $DUOL ( ▼ 5.25% ), Uber $UBER ( ▼ 3.36% )
THU: *Eli Lilly $LLY ( ▼ 2.37% ), *Warner Bros Discovery $WBD ( ▼ 8.01% )
Constellation Energy $CEG ( ▼ 0.19% ): expected EPS of $1.82 (+8.3% YoY) on $4.88B revenue (-10.7% YoY)
FRI: Wendy's $WEN ( ▲ 1.31% )
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
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
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
friday = the market is cooked
monday = just kidding
— Douglas A. Boneparth (@dougboneparth)
3:30 PM • Aug 4, 2025
Someone connect Figma to Sydney Sweeney ASAP
— litquidity (@litcapital)
6:27 PM • Aug 4, 2025
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