🧠 Berkshire takes stake in UnitedHealth / US gov may take stake in Intel

🕊️ No paywalled articles.

🏛️ Financial News

• Consumer Price Index 🛍 CNBC: Consumer prices rise 2.7% annually in July, less than expected amid tariff worries 

• Producer Price Index 🏭 CNBC: US producer inflation heats up as goods, services prices soar 

• Home Mortgages 🏡 CNBC: US 30-year mortgage rate dropped last week, refi applications surged   

• US Tariffs 🗽 CNBC: Trump extends China tariff deadline by 90 days 

  • CNBC: Trump says semiconductor tariffs coming soon, could reach 300% 

• 🧠 Upgrade your PortfolioGPT account Get an ad-free experience, unlimited credits, backtesting, forward guidance and real-time Yahoo! Finance data.

📊 Global Markets

• S&P 500 $VOO ( ▲ 0.01% )🌍 CNBC: S&P 500 closes lower Friday, but logs its second weekly gain 

  • Reuters: Dow briefly hits record high on UnitedHealth's gains; data in focus  

• Russel 2000 $IWM ( ▲ 0.74% )🌍 CNBC: Small-caps tumble on hot inflation print 

• IPO Market $IPO ( ▼ 0.63% ) 🚀 CNBC: IPO performance vs. S&P 500 since April market low? It’s not even close 

• Europe Markets $STOXX ( 0.0% ) 🏰 CNBC: European shares forge ahead after record highs on Wall Street 

  • CNBC: Powerful new AI models knock the wind out of European adopter stocks 

  • CNBC: Spain's Ibex-35 conquers 15,000 points and reaches the highest level since 2007

• China GDP 🐉 CNBC: China's July factory output, retail sales growth slump in blow to economic momentum

• 🌍 Increase global exposure with Index GPT Generate index portfolio ideas to gain exposure to the largest indices in and outside the US, such the Eurozone, Germany, UK, France, China (Shanghai), India more.

🏦 Financials, Crypto & Real Estate

• Private Equity : Holding Company $BERK ( ▼ 0.56% ) 👴 CNBC: Warren Buffett’s Berkshire Hathaway reveals new stake in beleaguered insurer UnitedHealth 

• Real-Estate : Technology $OPEN ( ▲ 1.25% ) 🏡 CNBC: Opendoor stock pops 10% as CEO resigns following investor pressure campaign

• Crypto : Stablecoin $CRCL ( ▼ 2.63% ) 💱 CNBC: Circle shares fall after stablecoin issuer says it will offer 10M shares

• Crypto : $ETH.X ( ▲ 0.06% ) 💎 Sherwood by Robinhood: Nearly a quarter of recorded inflows into US spot ethereum ETFs happened this week

• 📊 Avoid single-stock exposure with Sector ETF GPT Generate sector-specific portfolio ideas, such as technology, discretionary, health care and more.

🛍 Staples & Discretionary

• Media : Studios $PSKY ( ▲ 2.52% ) 🎪 Reuters: Paramount wins exclusive US rights for UFC in $7.7B deal 

•  Retail : eCommerce $AMZN ( ▼ 1.3% ) 🛒 CNBC: Amazon adds perishable foods to same-day delivery in 1,000 cities to take on Instacart, Walmart 

• Restaurants : Fast Casual $CAVA ( ▲ 0.46% ) 🌯 CNBC: Cava stock plummets after company lowers forecast on disappointing same-store sales growth

• Travel : Technology $ABNB ( ▼ 1.05% ) 🏡 CNBC: Airbnb now lets you ‘pay later’ on vacation rentals 

• Apparel $HBI ( ▲ 1.03% ) 👖 CNBC: Canada’s Gildan to buy Hanesbrands for $2.2B to expand basic apparel business 

• Healthcare : Insurers $UNH ( ▲ 1.83% )⚕️ Reuters: UnitedHealth surges after Warren Buffett bets on recovery  

• Healthcare : Compounders $HIMS ( ▼ 9.21% ) 💊 CNBC: Hims falls after report FTC is investigating its business practices 

• Agriculture : Manufacturing $DE ( ▲ 0.23% ) 🚜 CNBC: John Deere forecasts $600M in tariff impacts this year

• Airlines $BA ( ▼ 0.52% )✈️CNBC: Boeing’s July aircraft deliveries tumble 20% from June, trailing Airbus

Start learning AI in 2025

Keeping up with AI is hard – we get it!

That’s why over 1M professionals read Superhuman AI to stay ahead.

• Get daily AI news, tools, and tutorials

• Learn new AI skills you can use at work in 3 mins a day

• Become 10X more productive

Sign up and start mastering AI

🌐 Technology 

• Technology 🌐 CNBC: How Big Tech is paying its way out of Trump’s tariffs 

  • Sherwood by Robinhood: Big Tech is turning into Big Energy

• Semi-conductors $NVDA ( ▼ 0.67% ) 🧇 CNBC: Nvidia, AMD to pay 15% of China chip sale revenues to US, official says 

  • CNBC: China warns companies against using Nvidia and AMD chips, report says 

• Technology $AAPL ( ▲ 0.35% ) 🍎 CNBC: Trump just handed Apple a huge fiscal Q4 gift 

• Autos : EV $TSLA ( ▼ 1.42% ) 🔌 Sherwood by Robinhood: Tesla sales jumped from June to July but were down year over year 

• Semi-conductors $INTC ( ▼ 1.26% ) 🧇 CNBC: Intel stock climbs 7% on report Trump administration is considering stake   

  • CNBC: Trump flip-flops on Intel CEO, calls him ‘success’ days after demanding resignation  

• Semi-conductors : Manufacturing $AMAT ( ▼ 2.71% ) 🍽️ StockStory via Yahoo! Finance: Applied Materials shares sink 10% on light forecast amid macroeconomic uncertainties 

• Networking : Hardware $CSCO ( ▲ 0.03% ) 🌐 CNBC: Cisco reports narrow earnings beat, issues inline forecast for the year 

• Hyperscalers : GPUs $CRWV ( ▼ 2.33% )🗄️ CNBC: CoreWeave tanks 20% after posting wider-than-expected loss ahead of lock-up expiration

• 🧠 Join the 2200+ PortfolioGPT users Generate portfolio ideas to quickly get started on your personal wealth journey for $3/mo or $27/annually (25% off).

🦾 Artificial Intelligence

•  AI Founders 👥 Fortune via Yahoo! Finance: AI is creating billionaire’s at a record pace: There are already 498 AI unicorns—and they’re worth $2.7T 

• Frontier LLMs : OpenAI 🤖 CNBC: OpenAI in talks to sell around $6B in stock at roughly $500B valuation 

  • Gizmodo: As People Ridicule GPT-5, Sam Altman Says OpenAI Will Need ‘Trillions’ in Infrastructure 

  • CNBC: GPT-5′s rollout fell flat for consumers, but the AI model is gaining where it matters most 

• Frontier LLMs : Anthropic 🤖 Reuters: Anthropic is giving Claude to the U.S. government for $1 as AI companies try to win key agencies 

• Frontier LLM Wrappers 🦾 CNBC: Perplexity offers to buy Google’s Chrome browser for $34.5B 

  • Sherwood by Robinhood: OpenAI wants to buy Chrome, too 

• AI Adoption : Transports 🚚 WSJ via MSN: Texas highways have a new nighttime creature: autonomous trucks

• 📧 Subscribe to Unprompted Invest beyond Nvidia in the $15T global AI market, from infrastructure, ingest & training, and inference (Coming soon)

We’ll be back next Saturday morning to recap the week’s financial news.

Thanks to Superhuman AI Newsletter for sponsoring.

✨ Happy Unprompting,

Rawee
[email protected]

_{PortfolioGPT may earn commission or revenue on some items through the affiliate links in this newsletter.}