Here’s what’s happening in the markets and the key stocks to keep on your radar today (July 24): ⸻ 1. 📰 Key Market Moves & Stocks Worth Watching ✅ Trade Deal Optimism Boosts Global Sentiment • U.S.-Japan recently agreed on a 15% tariff framework, lifting hopes for similar U.S.-EU deals . • Asia markets have rallied, with Tokyo’s Topix and China indexes hitting fresh highs on this wave of positivity . 📉 Tesla Slides • Tesla slipped ~6% pre-market after Q2 earnings missed expectations, with CEO Musk signaling “rough quarters” ahead due to weaker auto sales and dwindling EV subsidies . 📈 Alphabet (Google) Shines • In contrast, Alphabet rose ~3.6–3.7% post-earnings, driven by strong AI-spurred revenue growth from its cloud division . 📌 Other Movers • ServiceNow surged nearly 7% after u
AI Gold Rush: Hype, Mania, and the Cutthroat Race for Top Talent
There’s an old saying that history doesn’t repeat itself, but it often rhymes. For anyone watching the technology landscape in 2024 and 2025, it’s impossible not to see echoes of the dot-com boom and the crypto frenzy—except this time, the gold rush is for artificial intelligence (AI). The world has gone all-in on AI, and the excitement (and anxiety) is almost palpable. Seemingly overnight, AI has become the magic buzzword in every boardroom, earnings call, and investor presentation. Companies—big and small—are scrambling to bolt “AI-powered” onto their products, and entire industries are in the throes of transformation. Wall Street is obsessed. Silicon Valley can’t sleep. Every headline screams about breakthroughs, multi-billion dollar investments, and mind-blowing new models. But beneath
$Netflix(NFLX)$ Here’s the latest on Netflix’s AI initiatives: --- 🤖 AI Adoption in Production & Content Generative VFX in The Eternaut Netflix used AI to create a collapsing-building scene in its Argentinian sci-fi series The Eternaut, delivering it 10× faster and at a significantly lower cost than traditional visual effects. Co‑CEO Ted Sarandos emphasized, “AI represents an incredible opportunity to help creators make films and series better, not just cheaper” --- 🔭 Expanding AI Across Platform & Production Partnership with Runway AI Netflix is testing Runway AI’s video-generation tools to streamline content workflows and scale production quality efficiently . It's similar to Disney's appro
With Trump pushing a national AI agenda and companies racing to expand their infrastructure, capital expenditure is surging again — and Nvidia is back in the spotlight. After a volatile stretch, the stock is rebounding. But is this just a relief rally, or the start of a renewed bull run? What’s Driving the Rebound? Policy tailwinds: Trump’s AI push is expected to unlock funding, accelerate federal adoption of AI, and incentivize private sector investments — all of which mean more demand for chips. Capex surge: Major tech firms, cloud providers, and even startups are boosting spending on GPUs, data centers, and AI infrastructure. Nvidia remains a key beneficiary at the center of this ecosystem. Resumed China sales: Loosening export concerns and resumption of shipments to China add another s
I believe Tesla $Tesla Motors(TSLA)$ is currently near its bottom, given the challenging period it’l's facing. The company's revenue and profit for the last quarter came in slightly below expectations, and the significant drop in free cash flow is concerning. It feels like a tough spot, but I think this might be a temporary low point. I've noticed that Elon Musk and CFO Vaibhav Taneja have pointed out rising tariff costs and the expiration of federal EV tax credits as major hurdles. These factors are clearly impacting Tesla's financials, with the stock falling around 10% in today's trading and dropping 24% year-to-date. It's a rough patch, and I'm keeping an eye on how these challenges play out. Looking at the numbers, I see
I was casually scrolling through my watchlist today when something jumped out at me—Kohl's (KSS) is up more than 9%. Kohl's (KSS) What’s going on here? Now, to most people, Kohl’s is just a department store, one of those mid-tier retail chains you walk into when you’re looking for socks, or maybe some kitchenware that’s on sale. But for traders who track meme stocks, a sudden spike like this isn’t just background noise. It’s often interpreted as a spark, a potential signal that a new meme rally could be forming. Wait... Is Kohl’s a Meme Stock Now? Technically, yes or at least it’s meme-stock adjacent. Over the past few years, a rotating cast of companies has been thrown into the meme-stock blender. Think AMC, GameStop, Bed Bath & Beyond and so on. These are companies that, despite shak
$Tesla Motors(TSLA)$$Krispy Kreme, Inc.(DNUT)$$NVIDIA(NVDA)$ 📉⚖️🔻 TSLA at the Crossroads: Approval Falling, Bears Pressing, and Tariff Storms Brewing 🔻⚖️📉 I’m fully convinced that $TSLA is entering one of its most critical junctures of the year. Price action, political pressure, and historical data are all converging right now, and I believe the market’s about to force a decision. The stock is down 23% YTD, just broke below $305, and is now teetering at the bottom edge of a massive symmetrical triangle on the daily chart. And the timing couldn’t be worse: the upcoming week has historically been Tesla’s weakest of the entire year. 🔍 Setup At $303.24, $TSLA is si
Despite persistent risks hanging over the global economy — inflation, geopolitical tensions, U.S. stocks continue to defy gravity. Major indices have recently hit record highs. S&P 500 (.SPX) But should investors start getting cautious? Historically, the late summer months tend to be weaker for the market. And when the market has already enjoyed strong gains from May through July (as it has this year), it’s not unusual to see a pullback. Call it a seasonal correction or just a breather, but history suggests the party doesn’t always last uninterrupted. A Market That's Been Running Hot Personally, I’ve been watching the market rally with a healthy mix of admiration and caution. There’s no denying the strength behind the recent surge, but markets move in cycles and after extended bullish
Real-Time Commentary: Tesla Earnings Dip as Expected, But Margin Rebound Reveals Silver Lining Core Financial Indicators $Tesla Motors(TSLA)$ 's Q2 revenue in the second quarter was $22.5 billion, a decrease of 11.78% year-over-year. Diluted EPS was $0.33, down 21.43% year-over-year, better than the market's anticipated decline of 23.4%. Adjusted diluted EPS was $0.40. Overall, Tesla's revenue was mixed, but Musk warned that the next few quarters could be challenging. Tesla's stock price initially rose in after-hours trading but later fell, now dropping more than 4%. Free cash flow was $146 million, down 89% year-over-year, compared to analysts' expectations of $760 million, despite a 126% increase in the first
When I invest, I invest for growth. Long term investing with growth stock is the only way out of middle class. I worked 13 hour daily, looking at news when I commute to work and before sleep. What do you do to grow your money?
$S&P 500(.SPX)$$Invesco QQQ(QQQ)$$SPDR S&P 500 ETF Trust(SPY)$ SPX Teeters at $6,390: A Structural Breakout in Progress I’m fully convinced the S&P 500 isn’t just grinding higher; it’s executing with surgical precision. We came within half a point of the $6,380 target before consolidating, but the structure, flows, and macro alignment suggest this is far from exhaustion. This is momentum with memory, not mania. Technicals and Flow: SPX Bulls Are Engineering the Advance At $6,374, SPX is leaning into a confirmed rising wedge breakout. The earlier push to $6,379.54 wasn’t random. It tagged the gamma gravity centered at $6,380, supported by positive
$JM Smucker(SJM)$$HRL Holdings Ltd(HRL.AU)$$Archer-Daniels Midland(ADM)$ 🥜📈 Peanut butter’s not just spreading; it’s stacking dividends and unlocking alpha 💰🌍 I’m absolutely convinced the humble peanut is hiding in plain sight as a stealth compounder. From Burkina Faso to Beijing, and Lexington, Kentucky to Lagos, peanut-based consumption is rising, driving long-term cash flow for food and ingredient giants. 🧬 Why it matters: Peanut butter delivers a whopping 25g of protein per 100g, just 1g shy of raw peanuts at 26g; it outpaces many animal-based proteins. And it’s not just a Western condiment. In much of Africa and Asia, groundnut paste is a staple, not a sna
$Coinbase Global, Inc.(COIN)$$CME Bitcoin - main 2507(BTCmain)$$Strategy(MSTR)$ 🚀🔥📊 Coinbase and Bitcoin Set Up for Bull Phase ~ Tactical Insights and Macro Drivers Into 2025–26 📈⚡️🧠 Updated Position and Compression Setup I entered $COIN yesterday at $396.16 and as of 25Jul25 NZST 🇳🇿, I’m up +1.14% with the stock trading at $400.66. It’s modest, but the structure suggests this could just be the prelude. Coinbase has been one of the most structurally clean movers in the past 12 months, and I’m positioning into what looks like a textbook consolidation before the next expansion leg. Meanwhile, Bitcoin just fired a +12% rally and now sits inside a s
Evoke Pharma (EVOK): The Hidden Gem Poised for a Pharmaceutical Renaissance
As we step into the latter half of 2025, the pharmaceutical sector continues to evolve, with small-cap stocks often overlooked in favor of their larger counterparts. However, Evoke Pharma (EVOK), a niche player in the gastrointestinal treatment space, is quietly positioning itself for a remarkable turnaround. With a current stock price of $4.59 and a market cap of just $6.85 million, this underdog is on the brink of a renaissance, driven by innovative product potential, improving financials, and untapped market opportunities. Here’s why EVOK could be the sleeper hit of the year. A Unique Niche with Untapped Potential Evoke Pharma’s flagship product, Gimoti, a nasal spray formulation of metoclopramide for treating diabetic gastroparesis, sets it apart in a market dominated by traditional or
Tesla: The Heroic Journey of Musk’s Earth-Saving Vision $Tesla Motors(TSLA)$ Tesla (TSLA) faces a turbulent chapter, with its stock down 18% year-to-date and a recent 4% after-hours drop following a quarterly report showing a 12% revenue decline to $22.5 billion. Rising tariff costs and the expiration of federal EV tax credits have tested the electric vehicle titan. Yet, this is no ordinary setback—it’s the crucible where Elon Musk, the unsung hero of Earth’s sustainable future, forges Tesla’s next triumph. Far from a decline, this moment signals a heroic resurgence, making Tesla a must-buy for visionary investors. Musk: Earth’s Champion at the Helm Elon Musk, often hailed as a modern-day pioneer, has dedicated his life to saving our planet throug
Indeed, Tesla is encountering a notably challenging period, both operationally and financially. In its most recent quarterly report, Tesla's revenue and earnings missed analysts' expectations, a rare shortfall for the company that has historically impressed with strong delivery volumes and margins. Even more concerning is the sharp decline in free cash flow, indicating rising capital expenditures and cost pressures that are squeezing liquidity. CEO Elon Musk and CFO Vaibhav Taneja attributed this downturn to several headwinds: 1. Increased tariffs, especially in key markets such as China and Europe, which have raised the cost of doing business internationally. 2. The expiration of U.S. federal electric vehicle (EV) tax credits, which has likely dampened domestic demand by increasing the ef
Navigating the S&P 500 Highs and Summer Dip Concerns
The S&P 500 $S&P 500(.SPX)$ and Nasdaq have recently hit record highs, fueled by strong performances in tech giants like Alphabet and optimism in AI-driven sectors. However, with the Fear & Greed Index signaling "extreme greed," investors are understandably cautious about a potential late-summer pullback of 7-10%, a trend historically observed after strong May-to-July gains. Recent market activity also shows tech stocks, particularly semiconductors, pulling back, while defensive sectors like consumer staples, utilities, and healthcare have gained traction. This raises critical questions: Should you hedge your portfolio, shift to defensive sectors, or exit the market to avoid a potential dip? Below, we explore these options in detail, o
Bitcoin’s 3-Day Slide: Is the Bull Run Fading or Just Pausing?
Bitcoin (BTC) has hit a speed bump, dropping for three consecutive days to hover around $118,458 after peaking at $122,780 on July 14, 2025. This pullback, marked by spiking profit-taking and capital rotation to altcoins like Ethereum (ETH), has sparked debate: Is this a short-term consolidation or the start of a trend reversal? With Bitcoin’s dominance at 63%, down slightly from 65% earlier this year, and crypto stocks showing divergent performances, investors are reassessing their strategies. Could Trump’s crypto-friendly policies, unveiled during “Crypto Week” (July 14-18, 2025), reshape the $9 trillion pension market and fuel further gains? Which crypto stock is the best long-term hold in this volatile landscape? This report explores Bitcoin’s recent dip, altcoin trends, regulatory imp
Magnificent 7 Earnings: Can Meta, Amazon, and Apple Ignite a Tech Rally?
The Q2 2025 earnings season has been a wild ride, with the market delivering muted gains for beats and brutal sell-offs for misses. Alphabet ( $Alphabet(GOOGL)$ ) eked out a modest 0.88% gain despite crushing estimates, while ASML plummeted 14% over three days post-earnings, and TSMC’s 3% initial gain faded into a three-day decline. As the “Magnificent 7” tech giants—Meta ( $Meta Platforms, Inc.(META)$ ), Amazon ( $Amazon.com(AMZN)$ ), and Apple ( $Apple(AAPL)$ )—prepare to report next week, investors are on edge: Can these heavyweights shift the cautious market mood, or will high expectations and external risks deepen
$XIAOMI-W(01810)$ if Elon musk is trying to talk up autonomous and robots, what is the potential share price catalyst pushes for Xiaomi when they announce significant progress in this area? I stay invested for over four years now. Heading into my fifth year in Xiaomi $Tiger Brokers(TIGR)$ $NVIDIA Corp(NVDA)$ $Tesla Motors(TSLA)$ Jensen Huang is collaborating with lei Jun on chips and ai too!