Good morning.
The Fast Five → Apple ends day as world’s most valuable company, chip rout deepens on circular funding, Fed likely to hold interest rates steady, Amazon targets SpaceX dominance, and the ETF crazy train is picking up speed...
📌 Murray Stahl was a legendary Wall Street money manager: He found a stock so unusual and powerful that it generated a 46,950% return between 2002 and 2026, according to Morningstar. Today I'm going to give you the name and stock ticker for this stock, because I believe the gains could be extraordinary in the next few years, too.
Get the details here »
(from Stansberry Research)
Calendar: Full Calendar »
Today:
Consumer Confidence, 10A
Tomorrow:
Federal Funds Rate, 2P
FOMC Statement, 2P
FOMC Press Conference, 2:30P
Your 5-minute briefing for Tuesday, July 28:
BEFORE THE OPEN
As of market close 7/27/2026.
Pre-Market:
Market Wrap:
Futures: Dow +15 (+0.03%), S&P -0.05%, Nasdaq -0.2%
Mon: Dow +261 (+0.51%), S&P +0.06%, Nasdaq -0.2%
Lower oil prices helped support the broader market
Chip stocks continued to pressure the Nasdaq
Markets await a pivotal week of megacap earnings
Fed decision takes center stage Wednesday
Focus shifts to consumer confidence and Coca-Cola, UPS, Boeing earnings
EARNINGS
Here’s what we’re watching today:
Today: *Boeing $BA ( ▲ 0.95% ), *Coca-Cola $KO ( ▲ 2.21% ), Ford $F ( ▲ 2.16% ), *UPS $UPS ( ▼ 1.6% ), Visa $V ( ▲ 1.91% )
WED: Chipotle $CMG ( ▲ 4.44% ), Meta $META ( ▼ 0.22% ), Robinhood $HOOD ( ▲ 0.78% ), Starbucks $SBUX ( ▲ 0.39% )
Microsoft $MSFT ( ▲ 1.94% ) - $4.24 EPS (+16.2% YoY) on $87.67B revenue (+14.7% YoY)
THU: Amazon $AMZN ( ▼ 0.31% ), Roblox $RBLX ( ▲ 1.83% ), Strategy $MSTR ( ▲ 7.61% )
Apple $AAPL ( ▲ 1.17% ) - $1.89 EPS (+20.4% YoY) on $108.89B revenue (+15.8% YoY)
FRI: *Dominion Energy $D ( ▼ 1.17% ), *Exxon $XOM ( ▼ 1.38% )
*Chevron $CVX ( ▼ 2.46% ) - $5.52 EPS (+211.9% YoY) on $61.46B revenue (+37.1% YoY)
The man CNBC calls "The Prophet" says:
"This is the most important retirement stock in America right now."
A little-known company that beat Apple, Amazon, and the S&P 500 — combined.
It doesn't drill for oil... build A.I. chips... or write code.
Yet the White House invoked emergency powers to protect what it controls — and one billionaire just put half his $9 billion fund into it.
Right now, it's trading at a rare discount.
- a sponsored message from Stansberry Research -
HEADLINES
Apple passed Nvidia on Monday for the title of world’s most valuable company, with the iPhone maker topping the AI chip firm at market close for the first time since April 2025.
A global selloff in semiconductor stocks deepened on Tuesday, as fresh signs of China’s progress in advanced chipmaking spooked investors.
Stocks close mixed as chip trade stumbles, oil eases (more)
Trump: There’s a ‘good chance’ of an Iran deal amid pause (more)
Trump: US has sold $13B of Venezuela oil since Maduro’s capture (more)
Kuwait signs $16B pipeline deal, despite Iran attacks (more)
China warns US against AI sanctions (more)
Fed is likely to hold interest rates steady (more)
Treasury yields tumble as Middle East tensions ease (more)
US core capital goods orders increase strongly in June (more)
Oil prices tumble, stock set to rise amid pause in US-Iran fighting (more)
Dollar hits one-month high on lingering chances of Fed hike (more)
SpaceX hits new low despite 'over the moon' Starship test (more)
Amazon targets SpaceX dominance (more)
Microsoft launches its first cybersecurity model, new agentic system (more)
LVMH second-quarter sales buoyed by US demand (more)
Porsche ramps up job cuts to 9,000 by 2035 (more)
Tyson Foods and JBS shares surge on Mexico cattle import news (more)
The ETF crazy train is picking up speed (more)
Carlyle strikes first deal in new defense push (more)
CME brings 23-hour futures trading to SpaceX, Micron and others (more)
Trump admin's proposed prediction market rule faces public pushback (more)
OpenAI’s Altman to meet with Senate Intel. Committee’s top Democrat (more)
DEALFLOW
M+A | Investments
DCC Energy to go private in $7.7B deal with KKR, Energy Capital
Expand Energy to buy gas firm Twin Eagle for $1.25B
SwiftConnect acquires HID SAFE
Goldman Sachs Alternatives buys control of Italian medtech firm Numantec
Apollo Global to invest $1.5 billion in Keppel oil rig fund
Apex Infusion receives investment
Bowe & Gant Electrical Services receives investment from Greenbelt Capital Partners
VC
Antares, a nuclear fission energy company developing microreactors for defense and space applications, raised $470M in Series C funding
Enigma, a physical AI company, raised $71M in Seed funding
World Foundation, a decentralized digital identity network, raised $52.5M through a private sale of its native WLD token
Abstract Security, an AI-powered streaming threat detection and composable SIEM platform, raised $25M in Series A extension funding
Cardinal Data Power, a developer of powered data center campuses, received a $20M investment from Empery Digital
Andrenam, developer of AI-powered underwater acoustic sensors and maritime surveillance networks, raised $18M in Series A funding
Dopl Technologies, a medical tech company developing a robotic ultrasound platform, raised $6.3M in Seed funding
Freight Hero, an AI company that manages back-office operations for freight brokers, raised $5M in Seed funding
Pilot Protocol, an internet network platform for AI agents, raised $4.5M in Seed funding
CRYPTO
Bitcoin ETFs post third straight weekly inflows despite $465M in late-week losses (more)
Strategy sells MSTR shares, buys back $25M in STRC preferred stock (more)
Kraken parent Payward acquires Magic Labs’ wallet business (more)
Cloud data firm Storj files for Chapter 11, extending week of crypto failures (more)
BULLISH BITES
📈 This beat Apple, Amazon & the S&P – COMBINED *
💸 Small businesses launch new Trump tariff challenge.
🤖 Google’s AI search is rapidly becoming the default.
💋 Central Park lawyers’ viral kiss sparks privacy debate.
🍷 The “Napa of the Midwest”.
DAILY SHARES
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