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Welcome Back,

Market Headlines 👀 

• US President Trump reiterates 100% tariffs on semi-conductor chips being imported.

• US President Trump signs an executive order paving the way to add alternative assets like crypto into 401k accounts.

• US weekly jobless claims came in at 226k, a 7k increase week over week.

• US consumer credit increased at a rate of 2.3% for Q2.

• OpenAi launches its latest model and introduces Chatgpt-5.

• Apple (AAPL) announces a major $600b investment into expanding operations in the US.

• Amazon (AMZN) company’s driverless unit Zoox received federal clearance which could pave the way for robotaxi operations.

Earnings 💸

• The Trade Desk (TTD)

  • EPS: $0.41 meets (exp. $0.41)

  • Revenue: $694m beats (exp. $685m)

• Block (XYZ)

  • EPS: $0.87 beats (exp. $0.68)

  • Revenue: $6.05b misses (exp. $6.29b)

• Instacart (CART)

  • EPS: $0.41 beats (exp. $0.38)

  • Revenue: $914m beats (exp. $896m)

• Rocketlab (RKLB)

  • EPS: $(-0.13) misses (exp. $(-0.11))

  • Revenue: $144.49m beats (exp. $135.41m)

• Pinterest (PINS)

  • EPS: $0.33 misses (exp. $0.35)

  • Revenue: $998.2m beats (exp. $975.52m)

• Twilio (TWLO)

  • EPS: $1.19 beats (exp. $0.76)

  • Revenue: $1.23b beats (exp. $1.19b)

A note from Pacaso 📣

Former Zillow exec targets $1.3T market

The wealthiest companies tend to target the biggest markets. For example, NVIDIA skyrocketed nearly 200% higher in the last year with the $214B AI market’s tailwind.

That’s why investors are so excited about Pacaso.

Created by a former Zillow exec, Pacaso brings co-ownership to a $1.3 trillion real estate market. And by handing keys to 2,000+ happy homeowners, they’ve made $110M+ in gross profit to date. They even reserved the Nasdaq ticker PCSO.

No wonder the same VCs behind Uber, Venmo, and eBay also invested in Pacaso. And for just $2.90/share, you can join them as an early-stage Pacaso investor today.

Invest for $2.90/Share

_{Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.}

S&P 500 Heatmap 🔥 

Recap Around the Street 🧠

The Trade Desk earnings snapshot (contributed by Brad Freeman @Stockmarketnerd):

Uber earnings snapshot, from yesterday (contributed by Brad Freeman @Stockmarketnerd):

Market Preview 🎞️ 

• CPI next week!

Enjoy reading?👇

That’s all for this week, folks! We’ll be back around the same time Monday with a curated list of important news, economic data and market highlights. 

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