Opening Recap
Market Pulse: Global markets drifted after the Fed suggested rates might stay sticky, leaving equities muted as traders weighed fresh tariff threats.
Key Movers: Bitcoin made a “big move” after the Fed, per Cointelegraph, while pressure mounted as Trump signaled no extension to the tariff deadline, per HuffPost.
Macro & Politics: President Trump refused to extend the Aug. 1 tariff deadline, stoking emerging-market stress as the rupee slid to multi-month lows.
What’s Next: Mark your calendar for Ford’s “Model T Moment” EV reveal on August 11, a potential spark for tech and supply chains (InsideEVs).
Enhanced Market Commentary
Too many traders are hung up on the Federal Reserve's rate hint, but they're overlooking how deep tariff threats are bleeding into on-chain crypto flows. The hysteria around a possible Aug. 1 levy is already cracking emerging-market nerves, and that fear is sloshing into Bitcoin momentum trades—any pullback could cascade through retail positions.
Here’s a thesis nobody is pitching: India’s chip design spree under the ₹76,000 crore Semicon India Programme is lining up directly with Ford’s next-gen EV platform, set for a “Model T Moment” on August 11. These projects will need fresh silicon, and if DLI Scheme startups nail their gear, you’ll see a spike in demand for design IP just as automakers ramp production.
Position yourself in select semicon startups riding the DLI Scheme momentum, and treat any crypto bounce with caution—scale in at clear breakout levels and stick to tight stops to navigate the tariff-driven volatility.
📈 Breaking Financial News
‘TACO’ No More? Trump Signals No Extension To Tariff Deadline
The president is standing firm on his Aug. 1 deadline to slap a levy on countries without a trade agreement with the U.S.
Bitcoin makes “big move” after Fed rate decision, Coinbase Premium turns red
A negative Coinbase Premium Index and the markets’ reaction to a disappointing Federal Reserve presser catalyzed a “big move” in Bitcoin price.
India accelerates chip design ecosystem with 23 projects sanctioned under DLI Scheme
‘The initiative is part of the ₹76,000 crore Semicon India Programme, which aims to strengthen the domestic semiconductor ecosystem by empowering startups, MSMEs, and academic institutions engaged in chip design’.
Global Amniotic Membrane Market Poised for Extraordinary Growth at a CAGR of ~7% by 2032 | DelveInsight
The amniotic membrane market is experiencing notable expansion, fueled by several contributing factors. The growing incidence of chronic wounds, including burns and traumatic injuries, is driving the demand for advanced wound healing treatments. Moreover, the…
Pharming Group reports second quarter and first half 2025 financial results and provides business update
Leiden, the Netherlands, July 31, 2025: Pharming Group N.V. (“Pharming” or “the Company”) (Euronext Amsterdam: PHARM/Nasdaq: PHAR) presents its preliminary (unaudited) financial report for the second quarter and first half year ended June 30, 2025.
Get Ready for Liftoff: Starlink IPO Imminent
Elon Musk's Starlink is about to go public. Are you ready? Tech investing legend Jeff Brown believes this could be the biggest IPO of the decade. Learn how to secure a stake. This is your shot at the next Voyager Technologies-style breakout.
🔍 Market Analysis & Insights
N.E.W. Advisory Services LLC Purchases Shares of 963 iShares Expanded Tech Sector ETF (NYSEARCA:IGM)
N.E.W. Advisory Services LLC purchased a new stake in iShares Expanded Tech Sector ETF (NYSEARCA:IGM – Free Report) during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 9…
Trump announces tariff on Indian goods plus ‘penalty' for Russian trade
Donald Trump says the US will impose a 25 per cent tariff on Indian goods from August 1, along with an unspecified “penalty” for buying Russian weapons and oil.
Analysts Set MKS Inc. (NASDAQ:MKSI) PT at $120.00
Shares of MKS Inc. (NASDAQ:MKSI – Get Free Report) have earned an average recommendation of “Moderate Buy” from the ten analysts that are currently covering the stock, Marketbeat Ratings reports. One investment analyst has rated the stock with a sell recommen…
992 Shares in iShares Select U.S. REIT ETF (BATS:ICF) Purchased by N.E.W. Advisory Services LLC
N.E.W. Advisory Services LLC acquired a new position in iShares Select U.S. REIT ETF (BATS:ICF – Free Report) in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 992 shares of the comp…
Alkermes (NASDAQ:ALKS) Shares Gap Up on Earnings Beat
Shares of Alkermes plc (NASDAQ:ALKS – Get Free Report) gapped up before the market opened on Tuesday after the company announced better than expected quarterly earnings. The stock had previously closed at $26.15, but opened at $27.50. Alkermes shares last tra…
NEVER BET AGAINST ELON MUSK (Unless You Enjoy Being WRONG)
PayPal skeptics: WRONG. Tesla doubters: WRONG. SpaceX critics: WRONG. Starlink naysayers: WRONG. Now the same “experts” say robotaxis won't work. THEY'RE WRONG AGAIN. Elon Musk is about to trigger a $34 trillion market explosion. Marc Lichtenfeld reveals how to profit from Musk's next masterstroke.
💰 Investment Opportunities
N.E.W. Advisory Services LLC Makes New Investment in First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR)
N.E.W. Advisory Services LLC bought a new position in shares of First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR – Free Report) during the 1st quarter, Holdings Channel reports. The fund bought 1,567 shares of the company’s stock, valued at approximately $99…
‘Model T Moment’: Ford To Unveil Plans For Next-Gen EV and Platform On August 11
Ford CEO Jim Farley said plans for a “breakthrough” electric vehicle will be revealed in August.
Sun Life Financial (SLF) Expected to Announce Earnings on Thursday
Sun Life Financial (NYSE:SLF – Get Free Report) (TSE:SLF) is projected to issue its Q2 2025 quarterly earnings data after the market closes on Thursday, August 7th. Analysts expect the company to announce earnings of $1.25 per share for the quarter. Sun Life …
Generac (NYSE:GNRC) Shares Gap Up Following Better-Than-Expected Earnings
Generac Holdings Inc. (NYSE:GNRC – Get Free Report) gapped up prior to trading on Wednesday following a stronger than expected earnings report. The stock had previously closed at $151.32, but opened at $165.00. Generac shares last traded at $161.69, with a vo…
Alert: The DeFi Token Set to Explode as Markets Recover
Major institutions are fighting to acquire this DeFi protocol before prices surge in the post-tariff rally that's already beginning. This isn't speculation – this platform's role is so essential to crypto's financial system that its current price defies all logic. Just Released: The DeFi token set for massive gains as markets heat up – only $3!
