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🔔 The Opening Bell

Good morning.

The stock market didn’t play very nice yesterday, with all three major indices dropping by end of day. But not every stock was down—Palantir posted yet another exceptional day as it crossed the billion-dollar quarterly revenue threshold. The defense tech darling has quietly grown more valuable than Bank of America, Chevron, and Coca-Cola combined.

We’re less interested in daily market swings right now, though—in light of the volatility we’re seeing, today we want to equip you with tested investment strategies and long-term growth stock picks. 

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📰 Market Headlines

Stocks stumbled Tuesday as investors digested a fresh batch of earnings, tariff threats, and economic data.

  • The S&P 500 fell 0.5%, the Dow dipped 0.1%, and the Nasdaq dropped 0.7%.

Palantir (PLTR) stock jumped 7.8% after reporting quarterly revenue topping $1 billion for the first time. The company has now added about $321 billion to its market cap since joining the S&P 500 last September, making it larger than Bank of America, Chevron, and Coca-Cola.

President Trump accused major US banks of discriminating against him, claiming JPMorgan Chase and Bank of America denied him as a customer despite his "hundreds of millions" in deposits. The White House is reportedly drafting an executive order to fine banks found discriminating against customers on political grounds.

Things are getting choppy in the market, and it’s important to have a plan. Whether you’re looking to begin investing now or just need to reevaluate your strategy, we wanted to set you up for success. Here’s a three-step process to identifying your investing style, lining that up with key investing strategies, and some stock ideas based on your specific style of investing.

  1. Take this investing style quiz to determine what kind of investor you are. That’ll help determine the strategies you need to look at.

  2. Next, match your style to one or two of these investment strategies. You don’t have to go all-in on just one—feel free to mix and match based on your preferences and risk tolerance.

  3. Now check out these different stocks and ETFs as ideas for how to execute your strategy. These are just a start; feel free to find your own, and always do your own research.

😱 Fear and Greed Index

  • Markets have dipped back into fear—but they’re so close to greed at this point that it’s almost not worth distinguishing between the two.

  • Our take would be that markets are more timid than they were last week, and likely more sensitive to bad news. So let’s hope there’s less bad news, eh?

  • Interestingly, the last time that markets were in “extreme fear” was a year ago.

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🚚 Market movers

  • Match Group revenue beat Wall Street expectations, reporting $864 million against $853.6 million estimates.

  • AI audio unicorn ElevenLabs launched an AI music generator with commercial-use clearance.

  • Spotify hiked premium subscription prices across South Asia, the Middle East, Africa, Europe, Latin America, and the Asia-Pacific.

  • WhatsApp purged 6.8 million accounts linked to criminal scam centers.

  • AI startup Cognition laid off 30 employees just three weeks after acquiring rival Windsurf.

🪙 Crypto

  • The SEC clarified that liquid staking doesn't violate securities laws, easing concerns for participants and providers.

  • The CFTC explored allowing spot crypto trading on registered futures exchanges.

  • BNB dropped below $750 amid a broader sell-off, erasing recent corporate-fueled optimism.

🤖 AI/Future/Tech News

  • The US government added Google, OpenAI, and Anthropic to a list of approved vendors that can sell AI services to federal agencies.

  • OpenAI models landed on AWS for the first time, giving Amazon a much-needed boost in its cloud AI rivalry with Microsoft.

  • AI startup Clay raised $100 million in a new funding round led by Alphabet's CapitalG, more than doubling its valuation to $3.1 billion in just three months.

  • The White House considered chip tracking to curb AI hardware smuggling to China.

🌍 International Markets

  1. 🇦🇺 Australia slipped to 105th place out of 145 nations in Harvard University's economic complexity index.

  2. 🇻🇳 Vietnam's government push to ban gas-powered two-wheelers in parts of Hanoi sent Honda scrambling while local EV maker VinFast spotted a golden opportunity in the transition.

  3. 🇧🇩 A widespread extortion crisis in Bangladesh created a climate of fear for businesses, disrupted supply chains, and fueled inflation.

  4. 🇹🇭🇰🇭 Thailand risked losing $1.85 billion in trade with Cambodia this year, according to a Thai government estimate, as the border conflict brought commerce to a standstill.

🎤What you said last time

Lots of earnings this week and so far this season has been medium for everyone but the mag 7. And that's with the activity bump on Q2 from the import madness. Sideways to down unless we get a lot of surprises in earnings this week.

📊 Earnings

  • AMD reported mixed Q2 results, missing EPS but beating revenue estimates; shares fell over 4% despite a strong Q3 outlook.

  • Caterpillar saw an 18% drop in operating profit due to tariffs, leaving its stock largely flat.

  • Super Micro backed away from a lofty revenue target, causing shares to sink 12%.

  • Duke Energy posted its Q2 results, focusing on energy transition investments; shares remained stable.

  • Opendoor saw a 245% surge in July, driven by meme stock interest; shares lifted by 2.44%.

  • Upstart reported a 67% revenue surge in Q1, yet shares fell 17% post-earnings due to market skepticism.

📢 We want to hear from you

We love hearing from you, and we deeply appreciate your feedback.

📺 What to watch today

That’s all for today. Did I miss anything? Smash the reply button to let me know.

Cheers,
Brandon with Stefan & Wyatt

The information provided in Stocks & Income is for informational and educational purposes only and should not be construed as financial advice, investment advice, or a recommendation to buy or sell any securities. Stocks & Income is not a registered investment advisor, broker-dealer, or licensed financial planner. Always do your own research and consult with a licensed financial advisor before making any investment decisions. We may hold positions in or receive compensation from the companies or products mentioned. Disclosures will be made where applicable.

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