Trade policy is back at the center of the market as new tariffs threaten margins and supply chains. Intel, Nokia, and Digital Realty are still benefiting from the AI buildout, while Lilly’s next obesity drug and surging defense backlogs keep the broader opportunity set moving.
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Futures at a Glance📈
Futures are stabilizing after a rough session for Big Tech. Tesla and Alphabet remain under pressure after their post-earnings selloff, but strength in Intel and other AI-linked names is helping steady sentiment. Traders now turn to fresh PMI data and another round of earnings for direction.
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What to Watch
Earnings (Premarket):
• American Express Company [AXP]
• NextEra Energy, Inc. [NEE]
• Verizon Communications Inc. [VZ]
• HCA Healthcare, Inc. [HCA]
• Canadian National Railway Company [CNI]
• SLB Limited [SLB]
• Charter Communications, Inc. [CHTR]
• Tenet Healthcare Corporation [THC]
Economic Reports:
• U.S. Flash Manufacturing PMI (Jul.): 9:45 am
• U.S. Flash Services PMI (Jul.): 9:45 am
• New Home Sales (Jun.): 10:00 am
Elite Trade Club Insider
Five Executives Moved $24 Million, And Then A Biotech Insider Sold Another $10.8 Million
You’re seeing two strong charts from the outside, where option exercises and planned sales are easy to dismiss as routine. Elite Trade Club Insider readers are seeing the detail that changes the signal: one leadership team retained a meaningful portion of its newly exercised stock, while one scientific chief sold nearly half a million shares — far more than he exercised — near a fresh yearly high.
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Market Pulse
Trump Rebuilds a Near-Global Tariff Floor
The White House imposed new tariffs on goods from 60 trading partners, replacing the temporary global levy that expired overnight. The duties cover nearly all U.S. imports and bring trade policy back to the center of the inflation, supply-chain, and corporate-margin outlook.
Jobless Claims Hit Their Lowest Level Since 1969
New applications for unemployment benefits unexpectedly plunged to a nearly 57-year low, reinforcing the picture of an unusually resilient labor market. Low layoffs give the Fed less reason to protect growth, while higher energy costs add another argument for keeping rate-hike risk on the table.
AI & Semiconductors
Agentic AI Gives Intel’s Turnaround Fresh Momentum
Intel crushed quarterly expectations and delivered an upbeat forecast as autonomous AI agents drove a surge in demand for data-center CPUs. The company is raising capital spending and moving ahead with its 14A manufacturing process, giving investors fresh evidence that its comeback may extend beyond a temporary chip shortage.
Nvidia Locks Down More U.S. Chip-Packaging Capacity
Nvidia and Amkor signed a $1.5 billion multiyear agreement to expand advanced semiconductor packaging and testing in the United States. Amkor shares jumped after hours as the deal highlighted how packaging capacity has become nearly as strategically important as the chips themselves.
Networks & Data Centers
Nokia’s AI and Cloud Sales Double
Nokia reported an earnings beat as sales to AI and cloud customers doubled, helping the company raise its full-year profit outlook. Its shift into fiber-optic equipment is turning the former mobile-phone leader into another infrastructure beneficiary, although supply shortages and rising memory prices remain constraints.
Digital Realty Proves the Data-Center Boom Has Legs
Digital Realty raised its annual cash-flow and revenue forecasts as leasing demand from cloud and AI customers remained strong. The update shows that even as investors question Big Tech’s spending returns, the companies supplying power-connected facilities are still converting the buildout into higher earnings.
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Healthcare & Biotech
Lilly’s Next Obesity Drug Moves Closer to the FDA
Eli Lilly reported positive results from two more late-stage trials of retatrutide, with the highest doses producing average weight loss above 20%. The triple-hormone treatment could raise the competitive bar for the obesity market, although investors will continue watching cardiovascular findings and tolerability ahead of a planned 2027 filing.
Thermo Fisher Signals a Broader Life-Sciences Recovery
Thermo Fisher Scientific raised its annual profit forecast after beating quarterly expectations as demand improved across each of its major businesses. The stock’s sharp rally suggests investors see the results as evidence that pharmaceutical research and laboratory spending are finally recovering from a prolonged slowdown.
Industrials & Defense
The New Honeywell Starts With a Forecast Raise
Honeywell Technologies raised its profit outlook in its first report as a standalone company, supported by strong building- and industrial-automation orders. Data centers, healthcare facilities, grid infrastructure, and semiconductor plants are giving the newly separated business several ways to participate in the current capital-spending cycle.
Defense Backlogs Reach Another Level
Lockheed Martin and RTX raised their 2026 forecasts as governments rushed to replenish weapons inventories. Their combined backlogs now exceed $500 billion, reinforcing the view that missiles, air defense, aircraft maintenance, and European rearmament remain multiyear industrial growth stories.
Trivia: Charles Ponzi's 1920 scheme is the most famous fraud in financial history. How much money did he make before it collapsed?''
Movers and Shakers
Tenet Healthcare [THC]: Premarket Move: +16%
Tenet surged after the healthcare operator topped second-quarter revenue estimates and raised its full-year outlook, supported by stronger same-facility revenue and disciplined expense management. Revenue reached $5.63 billion, adjusted earnings climbed 52% to $6.12 per share, and the board added another $2 billion to its share-repurchase authorization.
Amkor Technology [AMKR]: Premarket Move: +11%
Amkor jumped after the chip-packaging company signed a multiyear, $1.5 billion agreement with Nvidia to expand advanced semiconductor packaging and testing capacity in the U.S. Nvidia will provide upfront funding for the expansion, while the companies jointly develop packaging technologies for next-generation AI and accelerated-computing platforms.
Wise Group [WSE]: Premarket Move: −7%
Wise fell after the Office of the Comptroller of the Currency denied its application for a U.S. national trust bank charter, citing issues tied partly to a 2025 regulatory consent order. The decision does not affect Wise’s existing operations, and the payments company plans to submit a new application under the GENIUS Act framework.
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Everything Else
⚡ Small-cap breakouts often begin quietly, as subtle changes in volume, structure, and momentum start forming well before the move looks obvious.
🌍 Trump’s global tariff push is widening beyond trade imbalances to include forced-labor concerns, raising the risk of broader import restrictions.
🇨🇳 China is using APEC to promote open-source AI as it seeks greater influence over the rules shaping the global technology order.
🛒 Amazon is requiring sellers to label AI-generated people in product images following a new New York law, adding fresh disclosure requirements.
🖥️ Intel issued an upbeat quarterly outlook as strong AI-driven demand for server chips improved confidence in its data-center recovery.
💸 Alphabet’s rising cash burn is alarming investors as spending on chips and data centers keeps testing the limits of Big Tech’s AI boom.
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