Tesla is moving its Cybercab closer to real-world deployment, while RTX secured a massive multiyear missile contract that adds unusual visibility to its defense backlog. At the same time, fresh warnings from Europe are putting more attention on whether AI valuations have moved too far ahead of fundamentals.
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Futures at a Glance📈
Futures are sliding as rising oil prices and bond yields put pressure on stocks, with tech taking the brunt of the early selling. Fading hopes for a U.S.-Iran breakthrough are reviving inflation worries, while traders also have Home Depot earnings and fresh housing data on deck.
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What to Watch
Earnings (Premarket):
· Home Depot, Inc. [HD]
· BHP Group Limited [BHP]
· Baidu, Inc. [BIDU]
· Amer Sports, Inc. [AS]
· Klarna Group plc [KLAR]
Earnings (Aftermarket):
· Keysight Technologies Inc. [KEYS]
· Sociedad Quimica y Minera S.A. [SQM]
· ZTO Express (Cayman) Inc. [ZTO]
· Toll Brothers, Inc. [TOL]
· Jack Henry & Associates, Inc. [JKHY]
Economic Reports:
· Housing starts (July): 8:30 am
· Import prices (July): 8:30 am
· Industrial production (July): 9:15 am
· Capacity utilization (July): 9:15 am
· Pending home sales index (July): 10:00 am
Elite Trade Club Insider
A Big Pharma CEO Just Put $1 Million Of His Own Money Into The Stock
You’re looking at one mature healthcare giant where the CEO just made a rare seven-figure open-market purchase and one software company still digesting a massive post-earnings rerating. Elite Trade Club Insider readers are seeing the distinction underneath the filings: one executive voluntarily committed fresh capital, while roughly $1.5 million of software-insider selling was mostly tied to taxes and vested stock.
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Market Pulse
Chips and Software Are Suddenly Trading Like Different Markets
Wall Street finished Monday lower, but the headline indexes hid a sharp rotation underneath. Semiconductor stocks advanced while software shares sold off, showing how the market is becoming more selective about where it wants AI exposure as attention shifts toward upcoming retail earnings and the health of the U.S. consumer.
Emerging Markets Are Winning Back Global Capital
War, tariffs, and AI volatility have done surprisingly little to derail the flow of money into emerging markets. Stronger foreign-exchange reserves, deeper domestic capital markets, and a desire to diversify away from U.S. assets are making countries across Latin America, Africa, and Asia look more resilient than they did during previous periods of global stress.
AI & Mobility
Tesla’s Cybercab Is Getting Close to Its Real-World Test
Tesla is preparing to begin rolling out its purpose-built Cybercab in Austin as soon as this month, according to The Information. Employee rides on public roads would come first before the vehicles join Tesla’s existing robotaxi service, moving the autonomous-driving story closer to the point where execution matters more than demonstrations.
The ECB Thinks the AI Trade May Be Getting Ahead of Itself
A European Central Bank blog argued that a correction in richly valued U.S. technology stocks is increasingly likely, even if AI ultimately delivers on its economic promise. The concern is not that the technology fails, but that current stock prices already assume an extremely favorable profit trajectory that could become difficult to meet.
Defense & Technology
Raytheon Lands a $22.9 Billion Production Deal
The U.S. military awarded RTX’s Raytheon unit a seven-year contract worth $22.9 billion to dramatically increase Tomahawk missile production. The agreement could eventually lift annual output above 1,000 missiles from roughly 60 today, giving RTX unusually strong long-term visibility as governments rebuild depleted defense inventories.
The Pentagon’s AI Push Creates a New Class of Startups
Defense-tech startup Smack Technologies raised $61 million to accelerate production of military AI software and develop wearable battlefield hardware. Pressure from the Pentagon to diversify its AI suppliers is opening the door for smaller companies to compete for spending that might previously have flowed primarily toward established defense contractors and major technology platforms.
Elon’s Hidden Plan (Sponsored)
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Consumer & Trade
A2 Milk’s China Problem Hits the Bottom Line
New Zealand’s a2 Milk reported a 44% decline in annual net profit after supply chain problems disrupted its infant formula business in China. Management also expects slower growth in the new fiscal year, highlighting how quickly lost shelf availability can translate into market-share pressure when consumers have plenty of competing brands to choose from.
The U.S. and Canada Try to Rescue the Auto Trade
Washington and Ottawa are negotiating a potential reduction in U.S. tariffs on Canadian vehicles ahead of another important trade deadline. Cutting the current 25% auto tariff could ease pressure on deeply integrated North American manufacturing networks, although disagreement over how much Canadian and Mexican content qualifies for deductions remains unresolved.
Healthcare
Argenx Finds Another Market for Its Blockbuster Drug
Argenx said Vyvgart succeeded in a late-stage autoimmune myositis study, potentially expanding the drug beyond its existing neurology franchise and into rheumatology. The successful trial strengthens Argenx’s strategy of turning one proven treatment into a broader autoimmune platform rather than relying on a constant stream of entirely new drugs.
EyePoint Learns How Brutal a Phase 3 Miss Can Be
EyePoint Therapeutics shares collapsed after its experimental eye drug missed the main goal of a late-stage trial. The company still believes a second study could support an eventual FDA application, but the setback makes its attempt to challenge Regeneron’s blockbuster Eylea significantly more difficult.
Trivia: JPMorgan created one of the most consequential financial instruments of the modern era in 1994. What was it?
- The first algorithmic high-frequency trading system used on the NYSE
- The credit default swap — originally designed to move Exxon's debt risk off JPMorgan's balance sheet
- The first collateralized debt obligation (CDO) sold to retail investors
- The mortgage-backed security rating methodology later adopted by all three agencies
Movers and Shakers
Amylyx Pharmaceuticals [AMLX]: Premarket Move: +21%
Amylyx surged ahead of today’s pivotal Phase 3 LUCIDITY readout for avexitide, its experimental treatment for post-bariatric hypoglycemia. The data are the company’s biggest near-term catalyst, with management scheduled to discuss the topline results.
Haemonetics [HAE]: Premarket Move: +7%
Haemonetics climbed after signing a new non-exclusive U.S. supply agreement with CSL Plasma. CSL can deploy Haemonetics’ NexSys PCS systems with Persona PLUS and purchase related disposables at its U.S. plasma centers, reopening an important commercial channel for the medical-device company.
Fabrinet [FN]: Premarket Move: −10%
Fabrinet fell even after record quarterly revenue topped Wall Street forecasts, as investors focused on the cost of expanding capacity for AI and data-center customers. Gross margin slipped 30 basis points and free cash flow swung to negative $37 million as spending increased on facilities in Thailand and California.
Gold Before Change (Sponsored)
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Everything Else
💰One utility has paid a dividend every quarter for 96 consecutive years. These 7 stocks are built to keep rewarding shareholders through any market cycle.
🏦 Most economists expect the Fed to hold rates steady through the end of 2026 as softer jobs, inflation and retail data offset pressure from higher energy prices.
🛍️ A surprise decline in U.S. retail sales is putting extra attention on upcoming results from Walmart and Home Depot for clues on whether consumer spending is weakening more broadly.
📈 Long-term government bond yields are climbing around the world as fiscal concerns, higher oil prices and expectations for tighter policy in Japan push borrowing costs higher.
🤖 Big money managers are looking beyond the largest AI names for the next wave of winners as concerns about massive capital spending begin to fade.
🏠 Walmart and Home Depot take center stage this week as retail earnings offer a fresh read on household spending after July sales unexpectedly declined.
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Elite Trade Club
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