🧠 New Tariffs on Gold, Chips, India / Nvidia dominates S&P 500 more than any company in 44 years

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🏛️ Financial News

• Federal Reserve 💵 CNBC: Trump to nominate top economic aide Stephen Miran to Federal Reserve board 

• US Tariff Revenue 💵 US expects $50B/mo in tariff revenues, US Commerce chief Lutnick says

  • CNBC: Gold futures trade off highs as White House to issue clarification on bullion tariffs 

  • AP News: Trump raises India tariffs to 50% over Russian oil purchases 

  • AP News: EU will delay planned U.S. tariffs for six months to allow for trade talks 

  • CNBC: China’s July exports top expectations, rising over 7%; imports record biggest jump in a year 

• Consumer : Sentiment 🛍 Reuters: Stressed US low-income shoppers hunt for smaller packs, restaurant meals under $5 

•  Artificial Intelligence 🤖 CNBC: Survey: AI is already impacting the labor market, starting with young tech workers, Goldman economist says

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🏦 Financials & Real Estate

• Administration 🏛️ CNBC: Trump signed executive order barring discriminatory 'debanking'

• IPO : Crypto Brokerage 💱 Reuters: Peter Thiel-backed Bullish seeks up to $4.2B valuation in US IPO

• Private Credit 💼 CNBC: Investors cool towards private credit and passive equities, Goldman Sachs says

• Retirement : 401k 🏖️ Rueters: Trump signs executive order easing access to alternatives in 401(k)s

• FinTech : Payments $XYZ ( ▼ 0.32% ) 💱 CNBC: Block shares pop on full-year guidance boost

• Real-Estate : Technology $Z ( ▼ 0.19% ) 🏡 Geekwire: Zillow revenue up 15% to $655M as mortgage and rentals business drive growth 

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🧳 Discretionary

• Travel $EXPE ( ▲ 0.12% )  🧳 Geekwire: Expedia stock soars as B2B momentum fuels Q2 revenue growth

• Travel : Lodging $ABNB ( ▲ 0.37% )  🎯 CNBC: Airbnb beats on top and bottom lines for second quarter

• Transports : Consumer $UBER ( ▲ 1.31% ) 🚖 CNBC: Uber beats on revenue, announces $20 billion stock buyback

• Transports : Consumer $LYFT ( ▲ 8.21% ) 🚕 CNBC: Lyft’s revenue miss clouds upbeat bookings forecast on European expansion 

• Sports Betting  $DKNG ( ▲ 2.91% ) 🏈CNBC: DraftKings reports Q2 revenue growth of 37% to $1,513M 

• Social Media $SNAP ( ▲ 0.99% ) 🤳 CNBC: Snap shares plummet after weak second-quarter revenue metric

• Social Media $PINS ( ▼ 1.57% ) 📍 CNBC: Pinterest stock falls after earnings miss 

• eCommerce $SHOP ( ▼ 1.94% ) 🛒 Guru Focus via Yahoo! Finance: Shopify explosive Q2 earnings sends shares skyrocketing  

• Media : Digital Ads $TTD ( ▲ 2.68% ) 🎯 Sherwood by Robinhood: The Trade Desk plunges on tepid Q3 outlook and CFO transition 

• Mobile Apps : Digital Ads $APP ( ▲ 1.23% ) 📱 CNBC: AppLovin CEO sees benefits from Apple-Epic fallout as stock pops on earnings

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🌯 Restaurants & Healthcare

• Restaurants : Fast Casual $MCD ( ▼ 0.01% ) 🍟 CNBC: McDonald's Q2 earnings and revenues beat estimates, as stock rises 

• Restaurants : Fast Casual $YUM ( ▲ 0.96% ) 🍗 CNBC: Yum Brands Q2 earnings miss estimates as Pizza Hut, KFC struggle 

• Restaurants : Dining $TXRH ( ▼ 0.04% ) 🥩 AP News: Texas Roadhouse falls after Q2 earnings miss, and profitability squeezed despite higher sales 

• Restaurants : Food Delivery $DASH ( ▲ 0.23% ) 🌯 CNBC: DoorDash shares rise on Q2 earnings, revenue beat 

• Restaurants : Technology $TOST ( ▲ 0.35% )🍽️ CNBC: Toast Q2 earnings beats expectations 

• Consumer : Beauty $ELF ( ▼ 2.7% ) 💄 CNBC: E.l.f. Beauty’s profits fall 30% as China tariffs weigh on bottom line 

• Healthcare : Pharmaceuticals $PFE ( ▲ 0.12% ) 💊 Reuters: Pfizer hikes 2025 profit outlook on cost-cutting program, strong Q2 results 

• Energy : Oil & Gas $BP ( ▲ 0.55% )🛢️ CNBC: BP CEO hails exploration discovery boon after surprise profit beat

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🌐 Technology

• Semi-conductors 🧇 CNBC: Trump vows 100% tariff on chips, unless companies are building in the US

  • Sherwood by Robinhood: Apple jumps after Trump says Apple and other firms that build in the US will avoid chip tariff  

  • CNBC: Trump’s ‘100% chip tariffs’ hit Japan’s giants, but Samsung and TSMC rise on US bets

• Semi-conductors $INTC ( ▲ 2.93% ) 🧇 Reuters: Trump calls on 'highly conflicted' Intel CEO to resign over China ties 

• Technology $AAPL ( ▼ 0.51% ) 🍎 CNBC: Apple and Trump detail $100B US spending expansion, including $2.5B for an iPhone glass factory

  • CNBC: How Tim Cook convinced Trump to drop made-in-USA iPhone — for now 

• Semi-conductors $NVDA ( ▼ 0.86% ) 🧇 Sherwood by Robinhood: Nvidia is dominating the S&P 500 more than any company in at least 44 years 

• Semi-conductors $AMD ( ▼ 1.9% ) 🧇 Reuters: AMD reports weaker-than-expected data center results, even as revenue tops estimates 

• Hardware $SMCI ( ▼ 0.26% )🗄️ CNBC: Super Micro shares plunge on weak results, disappointing guidance 

• Data : Security $PLTR ( ▼ 2.13% )🛡️ CNBC: Palantir tops $1B in revenue for the first time, boosts guidance  

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📅 We’ll be back next Saturday to recap the week’s financial news that keeps you informed on your personal wealth journey.

Thanks to The Motley FooI for sponsoring this week’s issue, a great resource for learning about alternative assets.

✨ Happy Unprompting,

Rawee
[email protected]

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