Market Pulse: Yesterday’s session drifted between bullish notes and earnings anticipation, with tech names catching a bid, cyclicals chopping, and defensive stocks quietly drifting lower.
Key Movers: Research houses are painting Cloudflare, Monolithic Power Systems and AMETEK in bright colors with fresh price-target upgrades – but the debate over sustainable margins is just heating up.
Macro & Politics: Pundits remain fixated on Fed pivot chatter even as asset allocators reshuffle portfolios across yield plays, tech hedges and industrials under the surface.
What’s Next: Eyes turn to Tuesday’s earnings roll call featuring Adeptia, Olema Pharmaceuticals, Devon Energy, Bicycle Therapeutics, Minerva Neurosciences and Rayonier Advanced Materials.
📈 Breaking Financial News
Starbucks' problems may be too big to fix – TheStreet
Hedge fund manager has major doubts on Starbucks' turnaround plan.
Modine Manufacturing (NYSE:MOD) Shares Gap Up Following Better-Than-Expected Earnings
Modine Manufacturing Company (NYSE:MOD – Get Free Report) shares gapped up prior to trading on Thursday after the company announced better than expected quarterly earnings. The stock had previously closed at $113.62, but opened at $125.00. Modine Manufacturin…
Victims of mis-sold car finance set to get less than £950 per deal – BBC
The financial services regulator will consult on a redress scheme for motorists following a court ruling, though many drivers will be ineligible.
Twist Bioscience Corporation (NASDAQ:TWST) Sees Large Growth in Short Interest
Twist Bioscience Corporation (NASDAQ:TWST – Get Free Report) saw a significant increase in short interest during the month of July. As of July 15th, there was short interest totaling 10,750,000 shares, anincreaseof39,277.3% from the June 30th total of 27,300 …
Bitcoin – Why BTC is not in a price bubble, despite recent volatility
Market indicators point to controlled growth, with long-term holders staying firm.
Is the White House Sabotaging the Dollar?
Experts are warning that a new trade policy, dubbed the “Mar-a-Lago Accord,” could send the dollar into a tailspin. Are you prepared for the fallout? Millionaire trader Tim Sykes reveals a “weekend loophole” that could protect your wealth and even generate profits while the market is closed. Discover the Strategy
🔍 Market Analysis & Insights
Bicycle Therapeutics (BCYC) to Release Earnings on Tuesday
Bicycle Therapeutics (NASDAQ:BCYC – Get Free Report) is anticipated to post its Q2 2025 quarterly earnings results before the market opens on Tuesday, August 5th. Analysts expect Bicycle Therapeutics to post earnings of ($0.95) per share and revenue of $9.43 …
PEPG FINAL DEADLINE: ROSEN, LEADING INVESTOR COUNSEL, Encourages PepGen Inc. Investors to Secure Counsel Before Important August 8 Deadline in Securities Class Action – PEPG
NEW YORK, Aug. 03, 2025 (GLOBE NEWSWIRE) — WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of PepGen Inc. (NASDAQ: PEPG) between March 7, 2024 and March 3, 2025, both dates inclusive (the “Class Period”), of the impor…
Ford (F) Stock Price Prediction: Where Ford Could Be by 2025, 2026, and 2030
Analysts are saying that Ford could hit $17 by the year 2030. Bullish on Ford (F)? You can invest in Ford on SoFi with no commissions. If it’s your first…
Weekly Analysts’ Ratings Updates for Entegris (ENTG)
A number of research firms have changed their ratings and price targets for Entegris (NASDAQ: ENTG): 8/2/2025 – Entegris was downgraded by analysts at Wall Street Zen from a “hold” rating to a “sell” rating. 7/31/2025 – Entegris had its “overweight” rating re…
ICF International (NASDAQ:ICFI) Shares Gap Up After Earnings Beat
ICF International, Inc. (NASDAQ:ICFI – Get Free Report) shares gapped up prior to trading on Friday after the company announced better than expected quarterly earnings. The stock had previously closed at $83.89, but opened at $89.99. ICF International shares …
Dow Drops 540 Points, Oil Soars
Middle East conflict sends markets plunging, oil jumping 8.5%. Investors flee to gold, but Marc's found a better crisis hedge – monthly income from oil, not stocks. Full details to learn more here
💰 Investment Opportunities
Alphatec (NASDAQ:ATEC) Shares Gap Up on Better-Than-Expected Earnings
Alphatec Holdings, Inc. (NASDAQ:ATEC – Get Free Report) shares gapped up prior to trading on Friday after the company announced better than expected quarterly earnings. The stock had previously closed at $10.58, but opened at $11.98. Alphatec shares last trad…
Bitcoin firm Metaplanet kicks off August with first big buy
Metaplanet was the first public company to capitalize on the Bitcoin dip in August, scooping up 463 BTC at $114,900 a pop and bringing its holdings to 17,595 BTC.
Artificial Intelligence Stocks To Consider – August 1st
Super Micro Computer, Salesforce, and Snowflake are the three Artificial Intelligence stocks to watch today, according to MarketBeat’s stock screener tool. Artificial intelligence stocks are shares of publicly traded companies primarily engaged in developing,…
Jupiter Asset Management Ltd. Sells 514 Shares of Argan, Inc. (NYSE:AGX)
Jupiter Asset Management Ltd. reduced its stake in Argan, Inc. (NYSE:AGX – Free Report) by 3.3% in the first quarter, Holdings Channel.com reports. The institutional investor owned 15,188 shares of the construction company’s stock after selling 514 shares dur…
AMETEK (NYSE:AME) Price Target Raised to $215.00
AMETEK (NYSE:AME – Free Report) had its price target lifted by DA Davidson from $210.00 to $215.00 in a research note released on Friday, Benzinga reports. They currently have a buy rating on the technology company’s stock. DA Davidson also issued estimates fo…
[Urgent] Starlink Set For The Largest IPO In History?
He turned PayPal from a tiny, off-the-radar startup… to a massive $64 billion giant. Then, he did it again with Tesla… which is up more than 19,500% since 2010. For perspective, that turns $100 invested into almost $20,000! And now, Elon could be set to do it for the third and final time… with what might be his biggest breakthrough yet. And for the first time ever, you have the rare chance to profit BEFORE the upcoming IPO. Click here now for the urgent details on this hidden play.
Here’s what everyone’s missing: while the Street is hyping Cloudflare’s edge-security potential, the real pain point is tightening margins across legacy giants. Starbucks' stumbling turnaround plan (see TheStreet’s “Starbucks' problems may be too big to fix”) shows consumer staples aren’t immune to slumping discretionary spend. That disconnect could blow up complacent bulls.
Meanwhile, regulatory fallout from the mis-sold car finance scheme highlighted by BBC News is a sober reminder that government intervention can hit any sector, even wheel-based finance. Combine that with the tidal wave of short interest in Twist Bioscience (ETF Daily News reporting a 39,277.3% jump) and you have a thesis: when policy risk meets leveraged bets, you get fireworks.
Your move? Rotate some dry powder into names with cleaner charts and lower headline risk – lean into sectors beyond the hype, from modulated power plays like Modine Manufacturing to uncorrelated Bitcoin buys as Metaplanet just demonstrated. Keep some firepower ready, because volatility never takes a vacation.