Did a friend forward you this message? Sign up here so you get them all! |
|
|
S&P 500
7,458
(-1.01%)
Nasdaq
25,520
(-1.4%)
Dow
52,146
(-0.77%)
Bitcoin
64,003
(-0.22%)
|
|
|
|
|
|
|
|
|
|
|
|
1. What to Watch in Tech Over the Week Ahead |
-
Tesla (NASDAQ:TSLA) leads off the latest tech-stock earnings season with second-quarter results Wednesday. Wall Street expects a revenue rise of around 12% year over year (YoY), with investors likely to focus increasingly on robotaxis, Optimus robotics, and further AI integration – while keeping tabs on SpaceX (NASDAQ:SPCX).
-
Alphabet (NASDAQ:GOOG), a Rule Breakers Foundational Stock, also reports Q2 the same day, following a 22% YoY revenue jump in the previous quarter. Management offered no formal guidance at the time, but analysts expect a similar rise again this quarter.
-
IBM (NYSE:IBM) also posts Wednesday, after the Hidden Gems rec released selected Q2 figures on July 14. With revenue up just 1% and below analysts’ expectations, the stock dropped 25% on the day.
-
Intel (NASDAQ:INTC) – a Stock Advisor rec by Team HG, and up 158% year to date – is due to report Thursday. The CPU specialist is looking to ramp up its newest manufacturing processes, though investors should watch margins.
|
|
|
2. Stock Futures Gain After Rough Week for Chips |
Chip-stock storms once again pushed markets down, with the Nasdaq falling 2.9% over last week and the S&P 500 falling 1.6%. Both are still up year to date, by 9.8% and 8.9% respectively. Despite escalating hostilities between the U.S. and Iran, S&P 500 and Nasdaq futures rose 0.2% and 0.4% respectively this morning. |
-
Pressure off the Federal Reserve, for now: After last week’s consumer price index (CPI) print showed annual inflation softening to 3.5% in June from the expected 3.8%, investors should watch S&P Flash estimates of the purchasing managers' indexes (PMI) for services and manufacturing on Friday. Both are predicted to be above 50, signaling expansion.
-
West Texas Intermediate approx $83 per barrel: Oil prices are ticking up once more as the Middle East temperature rises again, though we’re still some way below the year’s peaks of well over $100 per barrel.
|
3. GameStop Versus eBay, Round Two? |
GameStop (NYSE:GME) has built up a 9.8% stake in Team Rule Breakers and Dividend Investor rec eBay (NASDAQ:EBAY), a Friday regulatory filing showed, approximately doubling its holding since May’s rejected offer for the online auction giant. At the time, eBay’s management described the $56 billion hostile bid as “neither credible nor attractive.”
|
-
“I want to own eBay – that’s all I’ve been thinking about”: GameStop CEO Ryan Cohen hasn’t been dissuaded from his bold ambition, even with eBay valued at around five times the market cap of the video game retailer, as he added “we’re coming for eBay one way or another.”
-
“There doesn't appear to be much in this offer that would entice eBay's shareholders to take it seriously”: Speaking of May’s offer (of half cash and half GME stock), Fool analyst Buck Hartzell noted GameStop only had $9 billion in cash, and over $4 billion in debt.
|
|
|
4. More Q2 Earnings You Won’t Want to Miss |
-
Domino's Pizza (NASDAQ:DPZ) posted a 3.0% increase in global retail sales this morning, continuing its modest growth from Q1, as CEO Russell Weiner said, “I believe order growth is the most important driver of long-term success.” New store openings reached 209 in the quarter, with 183 international. The Dividend Investor rec – which has raised its dividend for 14 consecutive years – jumped over 6.5% in response.
-
ServiceNow (NYSE:NOW) will reveal its latest quarterly figures Wednesday after beating forecasts so far this year. But the Team HG recommendation has been falling on market worries about the threat from AI to traditional software developers.
-
American Express (NYSE:AXP) – a Team RB rec – closes out the week with a Friday report, following a first quarter that saw double-digit gains in revenue and earnings over Q1 2025, lifted by premium card member spending.
|
|
|
5. Today’s Take: The Private Company I’d Buy |
|
|
|
[Stripe] powers the billing behind major AI companies like OpenAI and Anthropic, so as AI apps and agents multiply, Stripe profits. It's profitable and cash-rich, which is rare for a private company its size. |
— MEILIN QUINN • TEAM HIDDEN GEMS |
|
|
If your portfolio comprised just Tesla, Alphabet, and Intel, and you bought each of them at the start of the year with the same amount of money, and had to buy more shares in one, completely close your position in another, and hold the final stock, what are you choosing to do and why?
Debate with friends and family, or become a member to hear what your fellow Fools are saying!
|
|
|
|
|
Have an Appetite for More? |
Every market day at 9 a.m. Eastern, join our analysts for The Morning Show as they discuss the news, trends, and market happenings.
Watch The Morning Show
|
|
|
How did you like this email? |
If you have any questions, check out our Help Center here.
The Motley Fool, its directors, employees, contractors or staff may own positions in the companies mentioned in this email. For more details, please see our disclosure policy.
The Motley Fool
2000 Duke Street
Alexandria, VA 22314
Manage your email settings.
Copyright 2026 The Motley Fool. All rights reserved.
|
|
|
|
