Market Performance & Sentiment - The market absorbed negative news well and continued to rally, which was impressive and surprising [2][3] - Managed care was likely the most hated group in the entire market, and healthcare in general is out of favor [4][5] - A sentiment shift in healthcare is possible, but it remains to be seen if it continues [5] Geopolitics - The market continues to shrug off geopolitics [6] - A wholesale ceasefire is unlikely, and a partial ceasefire is possible [7] - Aggressive secondary sanctions on China, large buyers of Russian oil, would be a real big negative, but are unlikely [8][9] Federal Reserve & Economic Outlook - Powell's speech will be most important next week [9][10] - The Fed is at a critical and difficult time [10] - July's jobs report was disappointing, while inflation numbers point to upside pressure [10] - Powell will likely sound dovish acknowledging the jobs report, but also acknowledge inflation numbers, indicating an uncertain outlook [11] - A rate cut in September is likely, but what happens beyond that is uncertain [11]

Core Insights - Terreno Realty Corporation (NYSE: TRNO) is actively acquiring properties at premiums, indicating a robust investment strategy focused on coastal assets [1] Group 1: Company Strategy - The company maintains a long-term investment philosophy centered on purchasing coastal assets, which is seen as a sound strategy for growth [1] Group 2: Investment Opportunities - The investing group "Value In Corporate Events" provides members with actionable insights on major corporate events such as IPOs, mergers & acquisitions, and earnings reports, aiming to identify the best investment opportunities [1]

US stocks posted gains to kick off the last session of a week during which investors received a slew of earnings reports and tariff updates https://t.co/B8F8c9fDn1 ...

Group 1 - The article promotes a premium service called "Value in Corporate Events" that focuses on major corporate events such as earnings reports, M&A, and IPOs, providing actionable investment ideas [1] - The service aims to cover 10 major events each month, targeting the identification of the best investment opportunities [1] - The analyst has a beneficial long position in UFPT shares, indicating a personal investment interest in the company [1] Group 2 - The article does not provide specific financial data or performance metrics related to any companies or industries [2]

Market Trends - European stocks experienced gains following positive earnings reports [1] Corporate Performance - Corporate results were released on one of the busiest days of the year [1]

Market Performance - The S&P 500 reached a record closing high of 6309, up from 6305 the previous day [1] - The Dow increased by 179 points (+0.40%), while the Nasdaq decreased by 81 points (-0.39%) [1] - The small-cap Russell 2000 led the major indexes with a gain of 17 points (+0.79%) [1] Homebuilders Sector - Homebuilders had a strong trading day, with D.R. Horton (DHI) and Pulte Home (PHM) exceeding earnings expectations [2] - DHI's gross margins were better than anticipated, leading to a share price increase of +16.8% [2] - Pulte reported an increase in new orders, resulting in an +11.8% rise in shares [2] - The iShares Home Construction ETF (ITB) advanced by +7.88% [2] Interest Rate Expectations - Improved market sentiment is linked to expectations of a potential decrease in interest rates by the Federal Reserve [3] - High interest rates have kept mortgage rates elevated, limiting entry-level homebuyers' market access [3] - Current expectations suggest that high mortgage rates may soon decline [3] Earnings Reports - Texas Instruments (TXN) reported Q2 earnings of $1.41 per share, exceeding the Zacks consensus by 9 cents, with revenues of $4.45 billion surpassing expectations of $4.31 billion [4] - Despite the strong quarterly performance, Texas Instruments shares fell by -7% in late trading [4] - Capital One Financial (COF) reported earnings of $5.48 per share, significantly above the anticipated $3.83, with revenues of $12.49 billion exceeding expectations of $12.22 billion [5] - Capital One's shares rose by +1.5% following the earnings announcement [5] Upcoming Economic Indicators - Existing Home Sales for June are projected to slightly decrease to 4.0 million seasonally adjusted, annualized units, marking a return to levels not seen since October of the previous year [6] - The Northeast region experienced the fastest growth in the previous report, with an increase of +4.2% [6] Anticipated Earnings Reports - A significant number of earnings reports are expected, including major companies such as Alphabet (GOOGL) and Tesla (TSLA), along with IBM, Chipotle, Southwest Airlines, ServiceNow, and Las Vegas Sands [7]

Major U.S. equities indexes were mixed Tuesday as investors reacted to the latest earnings reports and prepared for Big Tech results due tomorrow. https://t.co/5heI9swMWU ...

Group 1 - The article promotes a premium service called "Value in Corporate Events" that focuses on major earnings events, M&A, IPOs, and other significant corporate events with actionable investment ideas [1] - The service aims to provide members with opportunities to capitalize on various corporate events, covering 10 major events a month to identify the best investment opportunities [1] Group 2 - The article includes a disclosure stating that the author has no stock or derivative positions in any mentioned companies and does not plan to initiate any positions within the next 72 hours [2] - It emphasizes that past performance is not indicative of future results and that no specific investment recommendations are provided [2]

Hey, I'm Kramer. Welcome to Mad Money. Welcome to Craig America. People make friends. I'm just trying to make you some money. My job is not just to entertain, but to educate and to teach you to be a better investor. So call me at 1800743 CBC or tweet me at Jim Kramer. Tonight I want to share some of my accumulated wisdom and there's a lot to accumulate in this business. There are so many different things you need to balance in order to be a great investor that it can be hard to keep track of everything. Now ...

Core Insights - The article promotes a premium service called "Value in Corporate Events" that focuses on major corporate events such as earnings reports, mergers and acquisitions (M&A), and initial public offerings (IPOs) [1] Group 1 - The service aims to provide actionable investment ideas and opportunities for its members [1] - It covers approximately 10 major events each month, targeting the identification of the best investment opportunities [1] - The service is designed to assist members in capitalizing on significant corporate events and changes in capital allocation [1]