Amazon’s strongest cloud growth in years is giving the AI trade fresh momentum, even as Apple warns that chip shortages could limit device sales. Elsewhere, China’s factory slowdown is deepening, while Couche-Tard is making its biggest acquisition ever.
Iran Truth Exposed (Sponsored)
There’s a strategy behind the Iran war.
I know because I heard it directly in a closed-door meeting with a source whose connections run deep into global power networks.
He walked me through the real purpose and the massive deal tied to it.
Click here to see the strategy behind the Iran war.
Futures at a Glance📈
Futures are bouncing as Big Tech earnings pull buyers back in. Amazon is leading the rebound, while Apple’s results are getting a cooler reception. Chip stocks are doing the heavy lifting after a brutal midweek shakeout.
Want to make sure you never miss a pre-market alert?
Elite Trade Club now offers text alerts — so you get trending stocks and market-moving news sent straight to your phone before the bell.
Email’s great. Texts are faster.
You’ll be first in line when the market starts moving.
What to Watch
Earnings (Premarket):
• ExxonMobil Holdings Corporation [XOM]
• AbbVie Inc. [ABBV]
• Chevron Corporation [CVX]
• Linde plc [LIN]
• Sumitomo Mitsui Financial Group Inc. [SMFG]
• Eaton Corporation, PLC [ETN]
• Enbridge Inc. [ENB]
• Itaú Unibanco Holding S.A. [ITUB]
• Colgate-Palmolive Company [CL]
• NatWest Group plc [NWG]
Economic Reports:
• Employment Cost Index (Q2): 8:30 am
• Chicago PMI (Jul.): 9:45 am
• U. Michigan Final Consumer Survey (Jul.): 10:00 am
Elite Trade Club Insider
A Major Holder Bought $15.3 Million After A 73% Biotech Collapse
You’re looking at one healthcare technology company trying to prove its turnaround and one biotech stock after more than $1 billion in market value disappeared overnight. Elite Trade Club Insider readers are seeing the conviction split first: one CEO sold $10.5 million near the bottom of the range, while a major holder aggressively bought the clinical-data panic.
You’re reading the free version. Here’s what we held back.
Every day, insiders and institutions move millions before the market catches on. We surface the data behind those moves before the rest of the market sees it.
A subscription gets you:
The insider buys, options bets, and dark pool moves the free edition can't show you. Unlocked every weekday.
A Sunday Deep Dive that tells you where to look before Monday's bell rings.
The Friday Smart Money Brief: who bought, who sold, where the big options bets landed, and where institutions are hiding volume. Three data layers. One email.
A Monthly Insider Scorecard so you always know whether smart money is buying or selling the market.
Every past Insider edition, unlocked, on elitetrade.club. Go back and see what you missed.
$25/mo or $250/yr. 30-day money back guarantee. Cancel anytime. Founding member pricing: lock in $25/mo before we raise it.
Market Pulse
Tech Earnings Put the Global Rally Back on Track
Global stocks headed for a weekly gain after Microsoft and Amazon eased fears about the economics of AI spending, while South Korea staged a record rebound and European equities reached fresh highs. The Bank of Japan’s decision to hold rates kept currency volatility in focus, but strong cloud results gave investors a reason to step back into risk.
China’s Recovery Slips Back Into Contraction
China’s factory activity unexpectedly contracted in July as new orders weakened and domestic demand remained soft. High-tech manufacturing is still expanding, but weaker consumer goods, services, and construction data leave Beijing facing growing pressure to deliver more concrete stimulus.
Cloud & Big Tech
Amazon Turns AI Spending Into Its Fastest Cloud Growth in Years
Amazon reported its strongest AWS growth in more than four years and raised its annual capital-spending forecast to $220 billion. Free cash flow has turned negative, but booming cloud demand and a rapidly growing backlog suggest the company still lacks enough computing capacity rather than struggling to fill what it has built.
Apple’s Record iPhone Quarter Runs Into a Supply Wall
Apple shares fell after the company warned that advanced-chip shortages would constrain iPhone, Mac, and iPad growth. June-quarter iPhone revenue still reached a record, but investors are now weighing deferred sales, rising component costs, and whether expected price increases could weaken demand.
Chips & Devices
Samsung and SK Hynix Stage a Historic Comeback
South Korea’s Kospi jumped nearly 18% as Samsung Electronics surged 28% and SK Hynix gained 30%, marking the index’s largest one-day advance. Microsoft and Amazon’s strong cloud results reassured investors that AI infrastructure spending is producing real revenue, although the market remains far below its June peak.
Qualcomm’s Apple Problem Gets More Expensive
Qualcomm shares slid after higher memory costs and a faster-than-expected decline in Apple revenue weakened its profit forecast. The company plans double-digit price increases and expects strong growth from data centers, but that diversification may not arrive quickly enough to prevent near-term margin pressure.
Portfolio Risk Rising (Sponsored)
Wall Street banks are warning that the next market crisis could be unlike anything investors have seen in decades.
If Goldman Sachs and Morgan Stanley are right, portfolios could remain under pressure for 10 years or longer.
After repeated market shocks since 2022, some experts believe the instability could continue well into the 2030s.
See How to Defend Your Portfolio Now
Media & Telecom
Sony’s Entertainment Pivot Delivers a 40% Profit Jump
Sony raised its annual forecast after gaming and image sensors drove a better-than-expected increase in quarterly profit. The company has secured enough memory for this fiscal year and could receive another major boost when Grand Theft Auto VI arrives on consoles in November.
Kyivstar’s Digital Expansion Keeps Outrunning Expectations
Ukraine’s largest mobile operator raised its outlook for the second time this year after delivering double-digit earnings growth. Acquisitions across ride-hailing, healthcare, and energy helped digital revenue surge, giving the Nasdaq-listed company new growth engines beyond its traditional telecom network.
Deals & Infrastructure
Couche-Tard Makes Its Biggest Acquisition Ever
Alimentation Couche-Tard agreed to buy Polish convenience-store operator Zabka for approximately $8.7 billion. The deal adds roughly 13,000 stores across Poland and Romania, giving the Canadian retailer a major Central and Eastern European platform after its failed pursuit of Seven & i.
Holcim Raises Its Forecast as Infrastructure Demand Holds Up
Holcim upgraded its full-year guidance after quarterly sales and operating profit beat expectations. Demand for infrastructure projects and lower-carbon building materials is supporting growth, while increased use of recycled construction inputs is helping the company expand margins.
Trivia: Credit Suisse was one of the oldest and most storied banks in the world before its collapse. How long had it been in business?
Movers and Shakers
Amazon [AMZN]: Premarket Move: +12%
Amazon surged after AWS delivered its fastest growth in 18 quarters, with cloud revenue climbing 37% to $42.2 billion as demand for AI computing accelerated. The company also raised its 2026 capital-spending plan to $220 billion, signaling that capacity, not customer demand, remains the biggest constraint on its cloud expansion.
Marvell Technology [MRVL]: Premarket Move: +8%
Marvell climbed after the chipmaker announced a $250 million investment in India over the next three years. The company plans to double its local workforce and expand facilities in Bangalore and Hyderabad, strengthening its development capabilities across AI, cloud infrastructure, and advanced semiconductor technologies.
Roblox [RBLX]: Premarket Move: −17%
Roblox plunged after management forecast a 14%–18% year-over-year decline in third-quarter bookings, overshadowing second-quarter revenue growth of 36% to $1.5 billion. Daily active users reached 123 million, but weaker monetization per hour and difficult comparisons shifted investor attention toward the expected slowdown.
Very Bullish Signal (Sponsored)
Marc Chaikin’s system once flashed bearish on a little-known auto tech stock before it fell 35%.
Now that same system has flipped to “Very Bullish” after the company landed a major Nvidia-linked partnership tied to the future of self-driving cars.
Chaikin says this could be a better way to play the autonomous vehicle boom than Tesla.
See the ticker Chaikin is watching now.
Everything Else
🌱 Several under-the-radar small caps are beginning to develop, as early changes in positioning and momentum become easier to spot.
📈 Apple and Amazon shares moved in opposite directions after earnings, highlighting how differently investors are judging Big Tech spending.
🪙 Copper prices climbed as storms disrupted Chilean mines and AI infrastructure demand strengthened the outlook for the industrial metal.
🎮 Sony’s first-quarter profit jumped 40% and beat estimates, giving investors a stronger read on the company’s earnings momentum.
⚖️ Indian police opened a case against Meta’s local chief over Facebook posts involving Prime Minister Modi, adding to the platform’s regulatory pressure.
💸 OpenAI cut prices for smaller models as businesses scrutinize AI budgets more closely, intensifying competition around cost-efficient tools.
You Read This Far. Here's Where the Real Work Lives.
We run three live portfolios on Autopilot, and everything about them is public: every position, every allocation, every trade, visible the moment it happens.
We keep our own money in each one, because analysis you won't fund yourself is just content.
THE UNBREAKABLE STACK
Our growth book: durable software and cybersecurity names built to compound quietly for years.
THE HORMUZ PREMIUM
Our energy thesis: built for how that sector actually pays, over quarters, not headlines.
THE SQUEEZE
The defensive sleeve: staples and steady compounders, boring on purpose, built for the nights you'd rather sleep than watch futures.
And here's the part that makes it effortless: Autopilot does the trading for you. Connect the brokerage you already use (Robinhood, Schwab, Fidelity, and more) and every move we make gets mirrored in your own account automatically.
Your money never leaves your brokerage. It stays in your account, under your control, and you can override any trade or disconnect anytime. Autopilot even rebalances automatically when allocations drift, and you get a notification every time something happens.
No watching tickers. No timing entries. No fat-finger mistakes at market open. You pick the portfolio, we do the work, your account follows along.
Pick the one that fits your risk level, or run all three:
Live portfolios, real positions, our own capital at stake. Your funds stay in your own brokerage account. Past performance doesn't guarantee future results.
That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.
Best Regards,
— Adam Garcia
Elite Trade Club
Click here to get our daily newsletter straight to your cell for free.
P.S. Just like this newsletter, it's 100% free*, and you can stop at any time by replying STOP.
