US stock futures tick higher ahead of July CPI data, expected to show core inflation rising to 3%. Markets hover near records, with the Nasdaq at a fresh high. Nvidia (NVDA) and AMD (AMD) reportedly agree to give the US 15% of China chip sales revenue in exchange for export licenses. Intel (INTC) CEO Lip-Bu Tan is set to meet with President Trump after calls for his removal over China ties. Citi raises its S&P 500 year-end target to 6,600, citing tax cut offsets to tariffs. Cava (⁠CAVA⁠) and On Holding (⁠ONON⁠) earnings are on deck, along with key IPOs CoreWeave and Circle. Paramount (PARA), Tesla (TSLA), and Coinbase (COIN) are trending.

Takeaways:

CPI data expected to tick up; Fed watching tariff impact on inflation

Nvidia, AMD to give US share of China chip sales for export clearance

Intel CEO meets Trump; Cava, On Holding earnings in focus; IPOs CoreWeave, Circle loom

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US stock futures point to gains, with the Nasdaq set for a new record despite fresh tariff headlines. Bank of America says investors pull billions from equities into cash, signaling caution. Gold prices hit a record after surprise US tariffs on Swiss bullion raised fears of global supply disruptions. President Trump will nominate top economic adviser Steven Myron to temporarily fill a vacant Federal Reserve board seat, a move seen as dovish and potentially crypto-friendly. Under Armour (UAA) plunges on weak guidance, Tesla (TSLA) disbands its Dojo AI supercomputer team, and Wendy’s (WEN) cuts its profit outlook.

Takeaways:

Nasdaq set to open at record; gold surges on surprise Swiss bullion tariffs

Trump taps Steven Myron for Fed seat; markets view pick as dovish, crypto-positive

Under Armour sinks, Tesla restructures AI team, Wendy’s profit guidance falls

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Intel (INTC) slides as President Trump calls for its CEO’s resignation over China ties, raising questions about US chip policy and future government subsidies. New US tariffs take effect, lifting the average rate to 15.2%—the highest since WWII. Apple (AAPL) secures tariff exemptions after pledging $100B in new US investments. Despite trade headwinds, stocks edge higher as S&P 500 earnings beat the top 80%. Disney (DIS), Duolingo (DUOL), Fortinet (FTNT), and Celsius (CELH) are among today’s notable movers.

Takeaways:

Intel CEO under pressure as Trump targets China ties, chip policy

US tariffs hit their highest level since WWII, and global trade partners respond

Stocks climb on strong earnings; Apple wins tariff break, Disney beats, Duolingo soars

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US stocks are mixed as investors weigh weaker economic data, Trump’s tariff threats, and the latest corporate earnings. Despite upbeat guidance, AMD (⁠AMD⁠) slips after saying its return to China is uncertain. Disney (DIS) beats estimates and strikes major NFL and WWE deals but trades lower on muted guidance. President Trump will soon appoint a new Fed governor as investors watch for clues on monetary policy. Apple (AAPL) pledges $100 billion in new US investment to sidestep tariffs. Novo Nordisk (NVO), Super Micro (SMCI), and Shopify (SHOP) are among today’s trending tickers.

Takeaways:

Stocks mixed as economic and tariff worries linger, Fed shake-up in focus

AMD falls on China uncertainty, Disney beats on earnings but slips on outlook

Disney strikes NFL and WWE deals, Apple commits $100B to US production

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US stocks rebound as hopes for September Fed rate cuts and strong corporate earnings lift sentiment. President Trump says he’ll ramp up India tariffs and is set to announce new pharma and chip tariffs. Palantir (PLTR) jumps after posting 48% revenue growth, fueling optimism for the AI trade. AMD (AMD) earnings are on deck. Caterpillar (CAT) warns of $1.5B in annual tariff costs, while consumer giants and Marriott (MAR) flag softer US growth. After recent exits, Trump is set to name new Fed and BLS chiefs, with investors eyeing Fed independence as a key issue.

Takeaways:

Stocks rebound on Fed rate cut hopes, strong AI and tech earnings

Trump targets India, pharma, and chip tariffs; Fed leadership shake-up nears

Palantir surges on blowout results; Caterpillar, Marriott warn on tariffs, US demand

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US stocks bounce after last week’s sell-off sparked by weak jobs data and President Trump’s new tariffs. Investors now see an 87% chance of a Fed rate cut in September. Trump says he’ll soon name new leaders for the Federal Reserve and Bureau of Labor Statistics after firing the BLS chief and Fed Governor Kugler’s resignation. Tesla (TSLA) shareholders approve a $30B pay package for Elon Musk, while Harley-Davidson (HOG) names a new CEO and Boeing (BA) workers strike. Earnings optimism holds up the market, but August volatility is expected.

Takeaways:

Stocks rebound as traders bet on September Fed rate cut

Trump to appoint new Fed governor, BLS head after surprise exits

Tesla OKs Musk’s $30B pay deal; Harley names new CEO; Boeing faces strike

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Stocks slide as July’s jobs report comes in far below expectations and May/June job gains are sharply revised down. Unemployment ticks up to 4.2%. President Trump unveils sweeping new tariffs—Canada faces a 35% rate, Switzerland 39%, and more are on the way for key sectors. The moves raise average global tariffs to 18%. Amazon (AMZN) slumps after a disappointing forecast and cloud growth worries, while Apple (AAPL) jumps on strong China iPhone demand despite $800 million in quarterly tariff costs. Figma’s IPO surges, as well as those of Coinbase (⁠COIN⁠), Exxon (⁠XOM⁠), Chevron (⁠CVX⁠), and Moderna (⁠MRNA⁠), are trending.

Takeaways:

July jobs report disappoints, prior months revised sharply lower

Trump slaps new tariffs on dozens of countries, more coming for key sectors

Amazon drops on weak outlook; Apple rallies on China growth, Figma’s IPO soars

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US stocks jump as Microsoft (MSFT) and Meta (META) deliver blowout earnings, powering the Nasdaq and S&P 500 to new highs. Microsoft is nearing a $4 trillion market cap after Azure sales soar 39%. Meta raises its outlook and signals more massive AI spending. The Fed keeps rates steady for a fifth straight meeting, with Chair Powell sounding cautious on September cuts as inflation ticks up. Meanwhile, investors are shrugging off tariff fears as the US strikes more trade deals at lower rates than first feared. Apple (AAPL) and Amazon (AMZN) report after the bell.

Takeaways:

Microsoft, Meta earnings crush expectations, drive tech rally

Fed holds steady; September rate cut odds drop as inflation rises

Tariff risks ease as more trade deals settle at lower rates

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Stocks trade flat as investors await the Fed’s latest decision, with rates expected to remain unchanged for a fifth straight meeting. Second quarter GDP beats forecasts at 3%, while ADP payroll data shows hiring remains solid but is slowing. Market focus is on Meta (META) and Microsoft (MSFT) earnings after the bell, with AI spending and guidance under the microscope. Investors look for clues on whether Big Tech’s rally can continue and watch for signs of market risk as valuations stretch. Humana (HUM), Seagate (STX), and Palo Alto Networks (PANW) are trending.

Takeaways:

Fed expected to hold rates steady, signals caution on cuts

US GDP grows 3% in Q2; ADP payrolls steady but cooling

Meta and Microsoft earnings in focus as AI trade leads the market

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US stocks keep climbing, notching a sixth straight record close as investors focus on a wave of significant earnings, US-China trade talks, and the start of the Fed’s July meeting. Union Pacific (UNP) acquires Norfolk Southern (NSC) in an $85B deal, creating a transcontinental rail giant. Procter & Gamble (PG) warns of a $1B tariff hit and plans price hikes, while Boeing (BA) shows signs of a turnaround. UnitedHealth (UNH), Novo Nordisk (NVO), Baker Hughes (BKR), UPS (UPS), and SoFi (SOFI) are also in focus as more companies cite tariff impacts. The S&P 500 and Nasdaq continue their record streaks, but analysts debate whether markets are getting frothy.

Takeaways:

S&P 500 and Nasdaq hit new highs; Fed expected to hold rates steady

Tariffs pressure earnings: P&G, Stanley Black & Decker, Whirlpool warn of hits

Union Pacific buys Norfolk Southern in historic $85B rail merger

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