BEFORE THE OPEN

Pre-Market:

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

Market Wrap:

• Futures flat: S&P & Nasdaq near unchanged, Dow +15 pts (0.1%)
• Wall St. coming off worst week in months: S&P -2.4%, Dow -2.9%, Nasdaq -2.2%
• Trump’s new tariffs (10–41%) renew inflation & slowdown fears
• July jobs miss dims rate cut hopes for September
• August seasonally weak: worst month for Dow since 1988

EARNINGS

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

• Today: *Tyson Foods $TSN ( ▲ 2.09% ), *Wayfair $W ( ▼ 1.14% ), Hims & Hers $HIMS ( ▼ 4.01% ) , Palantir $PLTR ( ▼ 0.89% ) 

• TUE: *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 STANSBERRY RESEARCH

Microsoft Did What?

On Wednesday, July 30, Microsoft announced a development that could change the world forever.

It broke ground on the site of an advanced power system that could generate virtually LIMITLESS energy.

This power source could trigger an energy market shock... supercharge the AI revolution... and save homeowners tens of thousands of dollars.

Microsoft founder Bill Gates says that it "has the potential to be an abundant, carbon-free power source."

No wonder he's investing in not one... not two... but four startups in this space.

These types of opportunities are usually reserved for wealthy, accredited investors.

However – thanks to a little-known "backdoor" I've discovered – you can invest in this phenomenon, too.

Go here to get its name and ticker symbol at NO COST.

But hurry, this backdoor won't be open for much longer.

Whitney Tilson -Editor, Stansberry Research

HEADLINES

Trump to Announce Fed, Jobs Data Replacements in Coming Days

Tim Cook Tells Employees Apple ‘Must’ Win in AI

• Dow, S&P, Nasdaq futures climb with tariffs and jobs data in focus (more)

• The dominant economic narrative has been revised (more)

• Job market worries take center stage as earnings season rolls on (more)

• Trump fires Labor Statistics head, prompting concerns about data (more)

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

• CEOs globally brace for tariff turmoil with a new game plan (more)

• Dollar steadies after tumble as investors eye imminent Fed cuts (more)

• OPEC+ leaves traders with cliffhanger as stormy chapter ends (more)

• China pushes back at US demands to stop buying Russian and Iranian oil (more)

• Buffett’s Berkshire hit with $3.8 billion Kraft Heinz charge (more)

• Delta Air assures US lawmakers it will not personalize fares using AI (more)

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

TOGETHER WITH PACASO

From Italy to a Nasdaq Reservation

How do you follow record-setting success? Get stronger. Take Pacaso. Their real estate co-ownership tech set records in Paris and London in 2024. No surprise. Coldwell Banker says 40% of wealthy Americans plan to buy abroad within a year. So adding 10+ new international destinations, including three in Italy, is big. They even reserved the Nasdaq ticker PCSO.

Invest for $2.90/Share

_{Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.}

DEALFLOW

M+A | Investments

• DTN acquires Grain Discovery

• 2X acquires Outbound Funnel

• Corsha receives investment from Cybernetix Ventures

• YearOne receives investment from Accenture Ventures

VCf

• QuNorth, a company connecting multiple smaller quantum processors into a unified system, raised $93M in funding

• SiMa.ai, a provider of physical-AI hardware/software, raised $85M in funding

• BioConsortia, develops microbial technologies for sustainable agriculture and raised $15M in funding to expand its R&D capabilities

• Deep Cogito, a startup delivering AI-powered SaaS solutions, raised $13M in a Seed funding round to fuel product expansion

• Nebulock, an AI-powered threat hunting platform, raised $8.5M in funding

• Merso, a company building an AI‑powered lending infrastructure for digital assets, raised $3M in Seed funding

• KredosAi, a startup delivering AI-native customer engagement solutions, raised undisclosed seed funding

• Yarbo, a maker of autonomous yard robots, raised Series in B+ funding

• Plutus Technology Solutions, an agentic AI platform for the insurance industry, secured undisclosed Pre‑Seed investment to scale its solution

CRYPTO

• Ethereum turns 10: From scrappy experiment to Wall St’s invisible backbone (more)

• Crypto pulls back to three-week low after record-breaking July (more)

• Strategy expands STRC offering twice in two weeks (more)

• Trump momentum drives stablecoin urgency in Asian financial hubs (more)

BULLISH BITES

🚨 Prepare now for Trump's energy shock. * 

💼 Here’s where the jobs are in this slowing economy.

🤖 AI slop is ruining all of our favorite places to scroll.

🛩 How flying on a private jet became the No. 1 marker of real wealth.

🏎 Test drive: The $380K Lamborghini Temerario has big shoes to fill.

DAILY SHARES

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