Good MorningThis could be the busiest—and most market-moving—week of 2025. With the FOMC meeting, Q2 GDP, and July PCE inflation data all arriving midweek, markets are bracing for potential policy and rate outlook shifts. The Fed isn’t expected to cut rates yet, but any surprises in inflation or growth could quickly shift expectations. Trade headlines and the Aug. 1 tariff deadline only add to the uncertainty.
Meanwhile, roughly 50% of the S&P 500 will have reported earnings by week’s end, including heavyweights like Microsoft, Amazon, Apple, Starbucks, and ExxonMobil. So far, results and guidance have been strong, but with stocks near highs, expectations are elevated. Any misses could shake the market, making this a pivotal week for direction. Featured: It’s one of Trump’s biggest holdings. Do you own it? (Ad) 
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Technology | |
For the second quarter in a row, artificial intelligence (AI) tech stock Pegasystems (NASDAQ: PEGA) crushed expectations.
Shares soared 14% on July 22 as the company eclipsed Wall Street analyst forecasts.
The company’s GenAI Blueprint product is gaining serious traction, putting the fir... Read the Full Story |
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From Our Partners | | Gold just broke another record - a classic flight-to-safety signal that the smartest money on Wall Street is already acting on. With the NASDAQ pricing in optimism over fundamentals and global tensions continuing to rise, a market correction could arrive without warning.
Our research team just released a free crash-protection guide identifying which stocks and sectors can hold strong even when the broader market crumbles. | | Download your free crash protection guide today |
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Retail/Wholesale | |
It’s no secret that the retail sector is now one of the most forgotten areas of the market, whether it is because artificial intelligence (AI) names have taken the bulk of the attention—and capital—in the entire industry, or whether ongoing trade tariff negotiations have pushed i... Read the Full Story |
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Construction | |
The S&P 500 has experienced a broad rally over the last three months, but not every sector has participated in the uptrend. In fact, some sectors have been struggling in the face of stiff headwinds from regulators and macroenvironmental factors.
Homebuilders have yet to join the market rally ... Read the Full Story |
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From Our Partners | | Nancy Pelosi's portfolio gained 71 percent in 2024 while the S&P 500 returned just 28 percent. In 2023, she earned 65 percent while the broader market gained 24 percent. Researchers say congressional leaders outperform rank-and-file lawmakers by up to 47 percent annually.
Now a new opportunity may dwarf any single stock trade. The U.S. still carries 8,133 tonnes of gold on its books at a price frozen since 1973 - and a single executive order could change that. A free guide called The Great Gold Reset explains how everyday investors can position themselves now. | | Claim your free Great Gold Reset report and see how to position yourself |
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Markets | |
Fresh off all-time highs above $120,000, Bitcoin has had an incredible run in the last year with a price increase above 80%. The potential for a more favorable regulatory environment may have helped drive these gains and could also inspire once-cautious investors to take the crypto plunge.
Still,... Read the Full Story |
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Basic Materials | |
Most investors can agree that the industrial sector's current state is one of neglect, as most of the attention (and capital) has shifted to the more exciting stories in the artificial intelligence race in today’s market. This means that a potential rotation could be triggered in the future,... Read the Full Story |
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From Our Partners | | Luke Lango - who helped readers find AMD before a 13,500% rise and Nvidia before 5,000% - says Elon Musk is now targeting the biggest industry of his career, one he has pursued for 27 years.
More than $1 billion is already moving because of what Musk is doing. Lango has identified the stocks he believes are best positioned to benefit as this plays out. | | See Lango's full research and the stocks he's watching now |
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Energy | |
Baker Hughes (NASDAQ: BKR) won't be a name that comes to mind in the context of rising global defense budgets. However, the company’s recent earnings report shows why Baker Hughes may have an unrealized advantage as energy infrastructure, digital automation, and drone warfare become increa... Read the Full Story |
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Technology | |
The S&P 500 is the benchmark index used by most investors. In fact, the SPDR S&P 500 ETF Trust (NYSEARCA: SPY) is one of the most widely held index funds for passive investors. Investing in the SPY has been a good strategy in the last few years as mega-cap technology stocks dominated the m... Read the Full Story |
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Technology | |
Qualcomm (NASDAQ: QCOM) heads into its third-quarter earnings report on July 30, and Wall Street will be watching closely. For years, the company has served as a key indicator for the health of the mobile industry, with its fortunes closely tied to smartphone sales.
However, investors who focus... Read the Full Story |
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Technology | |
Investors continue to invest in technology stocks, particularly those with an artificial intelligence (AI) theme. However, for some investors, their choice of stocks to buy may be based on FOMO (fear of missing out) rather than allowing a deeper understanding of what’s happening in the tech ... Read the Full Story |
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Technology | |
ServiceNow’s (NYSE: NOW) Q2 results and guidance update are a wow moment for investors and an eye-opener for those waiting on AI’s second wave. The second wave, the rise of agentic services and the application of AI, is expected to be a larger, faster-growing, and longer-sustained ra... Read the Full Story |
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Monday's Early Bird Stock Of The Day QuantumScape Corporation, a research and development stage company, focuses on the development and commercialization of solid-state lithium-metal batteries for electric vehicles and other applications. The company was founded in 2010 and is headquartered in San Jose, California. | | View Today's Stock Pick |
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