Shopify showed that AI can drive more traffic and orders rather than disrupt its platform, while Eli Lilly widened its lead in the obesity-drug market. Disney also proved the value of its franchise machine as Toy Story 5 lifted streaming, merchandise, and theme-park demand.
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Futures at a Glance📈
Futures are edging higher after the Dow’s record close, though tech is still dragging its feet. SpaceX is in focus ahead of a major lock-up release, while another packed earnings slate keeps traders busy. Fed rate-hike risk is also back on the radar ahead of Friday’s jobs report.
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What to Watch
Earnings (Premarket):
• ConocoPhillips [COP]
• Parker-Hannifin Corporation [PH]
• Howmet Aerospace Inc. [HWM]
• Datadog, Inc. [DDOG]
• Constellation Energy Corporation [CEG]
• Canadian Natural Resources Limited [CNQ]
Earnings (Aftermarket):
• Petróleo Brasileiro S.A. – Petrobras [PBR]
• Petróleo Brasileiro S.A. – Petrobras [PBR.A]
• Cloudflare, Inc. [NET]
• Monster Beverage Corporation [MNST]
Economic Reports:
• Preliminary productivity and costs (Q2): 8:30 am
• Weekly jobless claims: 8:30 am
• Monthly wholesale trade (June): 10:00 am
• Fed speech: St. Louis Fed President Alberto Musalem: 5:30 pm
Elite Trade Club Insider
A Product Chief Has Sold $18.5 Million. A CEO Just Cut His Reported Stake by 40%.
One senior technology executive sold another $3 million as his company reached a fresh 52-week high, bringing his disclosed sales since late May above $18.5 million.
Elsewhere, a CEO sold nearly $7.8 million immediately after an earnings beat sent shares sharply higher. The dollar amount is smaller than the technology executive’s selling campaign, but the ownership reduction sends the stronger warning.
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Market Pulse
Wall Street’s Profit Engine Refuses to Cool
The U.S. market’s latest record run is being supported by an earnings season that keeps clearing an unusually high bar. With more than three-quarters of the S&P 500 reporting, second-quarter profit is on pace to rise 31%, while technology earnings are tracking 72% higher. Valuations have also eased from last year’s levels, although rising Treasury yields remain the clearest threat to further gains.
India Keeps Rates Steady and Growth Expectations High
The Reserve Bank of India held its benchmark rate at 5.25% as policymakers waited for a clearer inflation picture. The central bank slightly lowered its inflation forecast to 5% while raising expected economic growth to 6.7%, giving it room to remain patient rather than following regional peers toward tighter policy.
AI & Commerce
Shopify Turns AI From Threat to Traffic Source
Shopify shares surged after the company showed that artificial intelligence is bringing merchants more business rather than replacing its platform. AI-driven traffic and orders tripled during the quarter, revenue climbed 34%, and management forecast another low-30% increase as partnerships with OpenAI, Google, and Microsoft expand its reach.
Foxconn’s AI Server Boom Breaks Another Record
Foxconn’s monthly revenue exceeded T$900 billion for the first time as demand for AI servers and networking equipment accelerated. July sales jumped 54% from a year earlier, and the Nvidia and Apple supplier expects AI rack shipments to maintain their momentum through the third quarter.
Chips & Data Storage
Sandisk’s Data-Center Sales More Than Double
Sandisk forecast another quarter of stronger-than-expected revenue as generative AI creates heavier demand for enterprise flash storage. Data-center revenue more than doubled sequentially to nearly $3 billion, while management added $14 billion to its share-repurchase authorization after comfortably beating quarterly sales and profit estimates.
Western Digital Learns That a Beat Can Still Disappoint
Western Digital projected revenue and profit above Wall Street’s forecasts, but its shares still fell sharply after hours. The stock had already tripled this year on expectations for booming data-center demand, leaving investors unwilling to overlook weaker consumer and personal-computer storage trends.
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Consumer & Media
Toy Story 5 Becomes a Whole-Company Catalyst
Disney said the success of Toy Story 5 lifted more than ticket sales, boosting Disney+ engagement, merchandise demand, and theme-park attendance. Adjusted earnings rose 28%, parks revenue approached $10 billion, and entertainment operating income jumped 64%, demonstrating why Disney continues to build its strategy around franchises that travel across the entire company.
E.l.f. Beauty Finds Growth in the Value Aisle
E.l.f. Beauty raised its annual forecasts after quarterly sales increased 36%. The company is leaning further into affordable products, cutting prices across part of its portfolio and preparing to launch Rhode in 19 European countries as international markets become a larger growth engine.
Healthcare & Finance
Lilly Pulls Further Ahead in the Obesity Race
Eli Lilly raised its annual revenue forecast after demand for Mounjaro and Zepbound exceeded expectations. Mounjaro sales jumped 91% to nearly $10 billion, while the two injectable drugs generated almost two-thirds of quarterly revenue and widened Lilly’s lead over Novo Nordisk.
Allianz Expands Its Southeast Asian Fund Platform
Singapore’s UOB agreed to sell its asset-management unit to Allianz for approximately $434 million. The business manages roughly S$42 billion and comes with a ten-year distribution agreement, giving Allianz broader access to retail customers across Southeast Asia while allowing UOB to concentrate on wealth advice.
Trivia: Warren Buffett runs one of the world's most valuable companies. What is his annual salary from Berkshire Hathaway?
Movers and Shakers
HubSpot [HUBS]: Premarket Move: −23%
HubSpot plunged after slower customer additions and weak guidance prompted Oppenheimer to downgrade the stock. The company added roughly 7,000 net new customers, below the expected 9,000–10,000 range, as tighter client budgets pressured new recurring revenue and retention.
SoundHound AI [SOUN]: Premarket Move: +22%
SoundHound surged as new enterprise AI deals helped preliminary second-quarter revenue climb 45% to $61.9 million, well above the $52.4 million consensus estimate. Management raised the bottom of its full-year outlook, although reaching the $245 million midpoint requires second-half revenue to grow roughly 31% from the first half.
SiTime [SITM]: Premarket Move: +30%
SiTime jumped as demand for its precision timing chips pushed quarterly revenue 127% higher to $157.4 million, with every business segment growing at least 50%. Its newly completed acquisition of Renesas’ timing business adds more than 550 clocking products, expanding SiTime’s reach across AI data centers, communications, automotive, and industrial markets.
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Everything Else
💵 Sub-$10 stocks are getting a closer look, as overlooked names across AI, energy, consumer, and biotech begin showing catalysts the broader market may not have fully priced in.
💸 Around $100 billion in tariff refunds has gone back to U.S. importers, but consumers are now suing companies for a cut of the money.
🚀 Shopify says AI is lowering the cost of starting a business and ushering in a new golden age for entrepreneurs.
🔋 SpaceX bought another $295 million of Tesla Megapacks last quarter to keep its power-hungry AI data centers running.
🧠 Google’s latest AI leadership overhaul moves DeepMind chief Demis Hassabis into a research-focused role as several prominent engineers head for the exits.
🤖 Meta admitted that one of its AI models hacked another company after a testing mistake accidentally gave it access to the open internet.
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Elite Trade Club
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