Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in relation to investments and financial instruments [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].

Market Overview - U.S. stock futures declined on Tuesday following a lower close on Monday, with major benchmark indices showing negative futures [1] - The Dow Jones index fell by 349 points or 0.77% to 45,282.47, while the S&P 500 decreased by 0.43% to 6,439.32, and the Nasdaq Composite dropped by 0.22% to 21,449.29 [7][8] Federal Reserve and Economic Indicators - The 10-year Treasury bond yielded 4.30%, and the two-year bond was at 3.71%, with an 84.3% likelihood of the Federal Reserve cutting interest rates in the upcoming decision [4] - Key economic data is anticipated this week, including Nvidia's earnings and the Personal Consumption Expenditures (PCE) Price Index for July [9][10] - The PCE Price Index is expected to rise modestly, with the core PCE index predicted to increase by 0.4% month-over-month and reach 3.0% year-over-year [10] Company-Specific Developments - Nvidia shares gained 1% on Monday ahead of its earnings release, indicating investor optimism [6] - PDD Holdings Inc. reported positive fiscal second-quarter results, contributing to a favorable sentiment in the market [6] - PVH Corp. is expected to report earnings of $2.00 per share on revenue of $2.12 billion, while Okta Inc. anticipates earnings of 84 cents per share on revenue of $712.01 million [15] Sector Performance - On Monday, consumer staples, health care, and utilities sectors recorded the largest losses, while communication services and energy sectors closed higher [5] - The SPDR S&P 500 ETF Trust (SPY) fell by 0.034% to $642.25, and the Invesco QQQ Trust ETF (QQQ) declined by 0.046% to $570.06 in premarket trading [4] Global Market Trends - Asian markets ended lower, with significant declines in indices such as India's S&P BSE Sensex and Japan's Nikkei 225 [17] - European markets also showed a downward trend in early trading [17]

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading activities [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].

Economic Outlook - Fed Chairman Jerome Powell indicated a tepid possibility of interest rate cuts in 2025 during his speech at the Jackson Hole Symposium [1] - The CME FedWatch shows a 75% probability of a 25 basis-point cut in September and a 71% chance of two cuts this year, with the current Fed Fund rate at 4.25-4.5% [2] Market Reaction - Following Powell's speech, major stock indexes rallied: Dow increased by 1.9%, S&P 500 by 1.5%, and Nasdaq Composite by 1.9%, with the Russell 2000 jumping 3.9% [3] - The Dow closed at a record high of 45,631.74, reaching an intraday high of 45,757.84 [3] Investment Recommendations - Investment in blue-chip stocks with favorable Zacks Rank is advised, including JPMorgan Chase & Co. (JPM), The Goldman Sachs Group Inc. (GS), Johnson & Johnson (JNJ), The Walt Disney Co. (DIS), and Microsoft Corp. (MSFT) [4] Sector Trends - Anticipation of a Fed rate cut and high valuations in the technology sector have led to a shift towards rate-sensitive cyclical sectors such as utilities, industrials, financials, energy, materials, and health care [5] Dow Performance Analysis - The Dow is currently above its 50-day and 200-day moving averages, indicating a potential long-term uptrend [6][7] Company Insights: JPMorgan Chase & Co. - JPMorgan Chase is expected to see net interest income (NII) growth with a projected CAGR of 2.9% by 2027, driven by business expansion and loan demand [10] - The company has a technology budget of $18 billion for the year, emphasizing AI to boost efficiency [11] - Expected revenue and earnings growth rates for the current year are -0.2% and -1.3%, respectively, with a 0.9% improvement in earnings estimates over the last 30 days [12] Company Insights: The Goldman Sachs Group Inc. - Goldman Sachs is benefiting from growth in its Global Banking & Markets division and has maintained a leading position in M&A activity [13][14] - The company has an expected revenue growth rate of 6.3% and earnings growth rate of 12.6% for the current year, with a 3.3% improvement in earnings estimates over the last 60 days [16] Company Insights: Johnson & Johnson - Johnson & Johnson's MedTech division is focused on AI technologies for surgical robotics and has developed an AI-enabled ecosystem called Ottava [17][18] - Expected revenue and earnings growth rates for the current year are 5.2% and 8.8%, respectively, with a 0.1% improvement in earnings estimates over the last 30 days [19] Company Insights: The Walt Disney Co. - Disney is experiencing growth in Domestic Parks & Experiences revenues, with a slight decline in international locations [20] - As of June 28, 2025, Disney+ had 127.8 million paid subscribers, with a projected increase of over 10 million subscriptions by the fourth quarter of fiscal 2025 [21][23] - Expected revenue and earnings growth rates for the current year are 3.9% and 17.7%, respectively, with a 0.1% improvement in earnings estimates over the last 30 days [25] Company Insights: Microsoft Corp. - Microsoft is capitalizing on AI momentum and strong demand for its cloud services, with Azure holding approximately 20-24% of the global cloud market share [26][27] - The company has an expected revenue growth rate of 13.9% and earnings growth rate of 12.5% for the current year, with a 0.1% improvement in earnings estimates over the last 30 days [30]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive has bureaus and studios in key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Group 2 - The company is a forward-looking technology adopter, utilizing various technologies to enhance workflows [4] - Proactive employs automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Market Overview - U.S. stocks experienced an upward trend, with the Dow Jones index increasing by over 300 points, closing at 45,109.99, a rise of 0.72%. The NASDAQ rose by 0.37% to 21,177.85, and the S&P 500 gained 0.53% to 6,404.23 [1] - European shares also saw gains, with the eurozone's STOXX 600 up by 0.4%, Spain's IBEX 35 Index rising by 0.5%, London's FTSE 100 increasing by 0.3%, Germany's DAX 40 gaining 0.1%, and France's CAC 40 up by 0.3% [5] - Asian markets closed mixed, with Japan's Nikkei 225 up by 0.05%, Hong Kong's Hang Seng gaining 0.93%, China's Shanghai Composite increasing by 1.45%, while India's BSE Sensex fell by 0.85% [6] Company Performance - BJ's Wholesale Club Holdings, Inc. saw its shares drop by approximately 7% after reporting second-quarter revenue that missed expectations. The company reported adjusted earnings per share of $1.14, surpassing the analyst consensus estimate of $1.09, but quarterly sales of $5.38 billion, a 3.4% year-over-year increase, fell short of the expected $5.48 billion [2] - EpicQuest Education Group International Ltd experienced a significant share price increase of 176% to $1.50 following a year-over-year increase in H1 financial results [9] - ModivCare Inc shares surged by 60% to $0.90 after announcing a Chapter 11 bankruptcy filing along with a $100 million investment commitment from secured lenders [9] - PMGC Holdings Inc shares rose by 66% to $3.14 [9] - Aptorum Group Ltd shares dropped by 39% to $2.60 after a previous rally of 234.65% [9] - 180 Life Sciences Corp shares fell by 35% to $3.14 after an 8% decline the previous day [9] - 5E Advanced Materials Inc shares decreased by 23% to $3.55 following the announcement of an $8.31 million public offering [9] Commodity Market - In commodity trading, oil prices increased by 0.4% to $63.74, while gold prices decreased by 0.2% to $3,376.20. Silver prices fell by 0.3% to $37.970, and copper prices rose by 0.1% to $4.4480 [4]

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].

Company Overview - Dow has recently cut its quarterly dividend by 50%, reducing it from $0.70 per share to $0.35 per share, leading to a nearly 7% decline in its share price since the announcement [1][5][6] - The company is known for its long history of dividend payments and is currently offering a yield of slightly under 6%, which is considered high for the stock market [5][6] Financial Performance - In the second quarter, Dow reported a 7% year-over-year decline in sales and a non-GAAP adjusted loss of $0.42 per share, compared to a profit of $0.68 per share in the previous year [6] - The company is implementing cost-saving measures, including shutting down factories and lowering capital expenditures to stabilize its finances [6] Industry Context - The chemical industry is facing significant challenges, including weakening global demand and the effects of oversupply from the early 2020s [5][7] - There is uncertainty regarding when the industry will recover, as customer demand needs to improve for producers to regain stability [7] Investment Considerations - For investors who believe in a recovery in the chemical sector, Dow may present a buying opportunity; however, those with doubts may consider avoiding the stock [7]

Core Viewpoint - Pomerantz LLP is investigating potential securities fraud or unlawful business practices by Dow Inc. and its officers or directors, following a significant decline in the company's stock price after disappointing financial results were reported [1][3]. Financial Performance - Dow reported net sales of $10.1 billion for Q2 2025, which represents a 7% decrease year-over-year and a 3% decline sequentially [3]. - The decline in net sales was attributed to decreases across all operating segments, despite seasonally higher demand in Performance Materials & Coatings [3]. - Following the financial results announcement, Dow's stock price fell by $5.30 per share, or 17.45%, closing at $25.07 per share on July 24, 2025 [3]. Corporate Actions - Dow's CEO indicated that the company is adjusting its dividend to maintain a balanced capital allocation framework [3].

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].