- Market Briefing
- Posts
- You're fired.
You're fired.
Trump fires Labor Statistics head - will announce Fed, Jobs Data replacements in coming days, job market worries takes center stage, Tim Cook tells employees Apple ‘must’ win in AI, and Wall Street’s invisible backbone turns 10...
Good morning.
The Fast Five → Trump fires Labor Statistics head - will announce Fed, Jobs Data replacements in coming days, job market worries takes center stage, Tim Cook tells employees Apple ‘must’ win in AI, and Wall Street’s invisible backbone turns 10…
📌 Have you seen this man on CNBC recently? He's even been featured on 60 Minutes twice. Now he's all over the news for his latest findings - a new technology that experts are saying could be bigger than electric vehicles, crypto, and even artificial intelligence. All the power players in Silicon Valley are rushing in... and he wants to show everyday folks how to get in, too. (ad)
Calendar: (all times ET) - Full Calendar
|
|
Your 5-minute briefing for Monday, Aug 4:
US Investor % Bullish Sentiment:
↑ 40.33% for Week of JUL 31 2025

Previous week: 36.78%
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 ( ▲ 0.48% ), *Wayfair $W ( ▼ 4.43% ), Hims & Hers $HIMS ( ▼ 0.16% ) , Palantir $PLTR ( ▲ 1.48% )
TUE: *Caterpillar $CAT ( ▼ 2.48% ), *DuPont $DD ( ▲ 0.11% ), *Gartner $IT ( ▼ 5.75% ), *Pfizer $PFE ( ▲ 1.25% ), *Yum! Brands $YUM ( ▲ 0.86% ), Advanced Micro Devices $AMD ( ▲ 5.69% )
WED: *McDonald's $MCD ( ▲ 0.08% ), *Shopify $SHOP ( ▼ 2.47% ), *Walt Disney $DIS ( ▼ 1.99% ), Airbnb $ABNB ( ▼ 8.02% ), DoorDash $DASH ( ▲ 5.0% ), Duolingo $DUOL ( ▲ 13.75% ), Uber $UBER ( ▲ 3.87% )
THU: *Eli Lilly $LLY ( ▼ 14.14% ), *Warner Bros Discovery $WBD ( ▼ 7.27% )
Constellation Energy $CEG ( ▼ 0.61% ): expected EPS of $1.82 (+8.3% YoY) on $4.88B revenue (-10.7% YoY)
FRI: Wendy's $WEN ( ▼ 0.8% )
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.
But hurry, this backdoor won't be open for much longer.
Whitney Tilson -Editor, Stansberry Research
HEADLINES
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.
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
BULLISH BITES
💼 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
Who did this?
— Not Jerome Powell (@alifarhat79)
5:39 AM • Aug 2, 2025
The new FAANG:
Figma
American Eagle
A Stablecoin Issuer
Nvidia
German Defense Contractors— Trung Phan (@TrungTPhan)
11:34 AM • Aug 1, 2025
What did you think of today's Briefing? |
Have a comment or suggestion?
💌 Send us a message
*sponsored message
Disclaimer: Market Briefing© is a news publisher. All statements and expressions herein are the sole opinions of the authors or paid advertisers. The information, tools, and material presented are provided for informational purposes only, are not financial advice, and are not to be used or considered as an offer to buy or sell securities; and the publisher does not guarantee their accuracy or reliability. Please conduct your own research and consult an independent financial adviser before making any investments. Neither the publisher nor any of its affiliates accepts any liability whatsoever for any direct or consequential loss howsoever arising, directly or indirectly, from any use of the information contained herein. Assets mentioned may be owned by members of the Market Briefing team.
Reply