Opening Recap
Market Pulse: Tech names are extending gains after a slew of Q3 EPS upgrades and robust 13F disclosures, lifting broader market sentiment.
Key Movers: Marathon Digital’s Q3 EPS estimate was boosted by HC Wainwright, while heavyweights like Amazon.com and NVIDIA attracted fresh institutional stakes. Gap-ups in Reddit and Modine Manufacturing added fuel to the rally.
Macro & Politics: Canada weighing retaliation costs in trade talks adds a political undercurrent that could sway resource and industrial names, contrasting with Norfolk Southern’s merger shifts in Atlanta.
What’s Next: Watch for this week’s 2Q 13F filings and any fresh SEC guidance on crypto-assets to gauge where big money is rotating.
Market Commentary
What everyone’s missing is that Marathon Digital’s EPS bump (“Q3 EPS Estimate for Marathon Digital Boosted by Analyst,” ETF Daily News) and SharpLink’s $53.9 million ETH splurge (Cointelegraph) aren’t isolated signals—they’re a flashing beacon showing institutional conviction in crypto infrastructure, even as broader markets chase semiconductors. Most traders are zoned into chips thanks to Nvidia’s filings (“Hourglass Capital LLC Has $3.88 Million Holdings in NVIDIA Corporation,” ETF Daily News) and Susquehanna’s SIMO target hike, but skip the crypto undercurrents at your own damn risk.
No one links a $95 price target boost on Silicon Motion (“Susquehanna Increases Silicon Motion Technology (NASDAQ:SIMO) Price Target to $95.00,” ETF Daily News) with Nepali families reeling from taro inflation (“Taro Prices Soar! Nepali Families Face Food Bill Shock! #Nepal #Inflation,” Nep123.com), but the truth is policy and supply chains ripple far beyond trading floors. Canada’s push-and-shove on tariffs (“Canada Weighs Retaliation Cost as Analysts Warn Hitting Back Isn’t Worth It,” Biztoc.com) signals that protectionism can inflate input costs—just like that vegetable price hike—while semis firms battle the fallout in their fabs.
The takeaway is simple: lock in rapid wins on semiconductor momentum—thanks to BXM Wealth’s 17.8% NVIDIA boost (“BXM Wealth LLC Increases Stock Position in NVIDIA Corporation (NASDAQ:NVDA),” ETF Daily News)—and keep a wary eye on crypto until volume confirms that Marathon Digital reset and SharpLink’s ETH bet aren’t just hype. Then rotate proceeds into stocks with solid broker backing like Susquehanna’s newly minted SIMO bull case. That’s how you stay a step ahead instead of playing catch-up.
📈 Breaking Financial News
Q3 EPS Estimate for Marathon Digital Boosted by Analyst
Marathon Digital Holdings, Inc. (NASDAQ:MARA – Free Report) – Research analysts at HC Wainwright boosted their Q3 2025 EPS estimates for shares of Marathon Digital in a research report issued on Wednesday, July 30th. HC Wainwright analyst K. Dede now expects …
XRP eyes 20% surge in August, crypto returns to US: Hodler’s Digest, July 27 – Aug. 2
XRP is eyeing a 20% rebound in August, crypto companies are beginning to return to the United States, and other news. Hodler's Digest.
Taro Prices Soar! Nepali Families Face Food Bill Shock! #Nepal #Inflation
Taro Price Hike Today: Market Analysis and What It Means for You Hey foodies and budget-conscious shoppers! Have you noticed the price of taro climbing lately? Well, today’s news is a bit of a shocker: the wholesale price of taro has jumped up by a significan…
Amazon Spending $10 Billion on THIS…
Jeff Bezos is on a mission to dominate the AI revolution. And he's not afraid to spend BIG. Amazon is pouring billions into a little-known technology most investors are ignoring. But expert Jeff Brown thinks it could be the biggest opportunity of the decade.
🔍 Market Analysis & Insights
Amazon.com, Inc. (NASDAQ:AMZN) is Ninety One UK Ltd’s 7th Largest Position
Ninety One UK Ltd increased its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 9.2% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 5,725,899 shares of the e-commerce giant’s stock after purc…
Change coming down the tracks for Atlanta in Norfolk Southern merger
When the company announced plans in late 2018 to relocate to Atlanta from Virginia, there appeared to be nothing but clear tracks ahead.
Why Michael Saylor Calls Strategy's STRC Preferred Stock His Firm's ‘iPhone Moment'
Michael Saylor likens Strategy’s latest Bitcoin-backed preferred stock to Apple’s iPhone, calling STRC a breakthrough in corporate finance with massive market potential. What …
Hourglass Capital LLC Has $3.88 Million Holdings in NVIDIA Corporation (NASDAQ:NVDA)
Hourglass Capital LLC lifted its stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 1.1% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 35,780 shares of the computer hardware m…
SharpLink buys another $54M in ETH, now holds $1.65B worth of Ether
SharpLink added 15,822 ETH worth $53.9 million in its latest round of purchases, bringing its total holdings to $1.65 billion amid an aggressive accumulation strategy.
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
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…
BXM Wealth LLC Increases Stock Position in NVIDIA Corporation (NASDAQ:NVDA)
BXM Wealth LLC lifted its holdings in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 17.8% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 15,221 shares of the computer hardware maker’s stock after purchasing an additio…
Susquehanna Increases Silicon Motion Technology (NASDAQ:SIMO) Price Target to $95.00
Silicon Motion Technology (NASDAQ:SIMO – Get Free Report) had its target price lifted by analysts at Susquehanna from $90.00 to $95.00 in a report released on Friday,Benzinga reports. The brokerage currently has a “positive” rating on the semiconductor produc…
Reddit (NYSE:RDDT) Shares Gap Up on Better-Than-Expected Earnings
Reddit Inc. (NYSE:RDDT – Get Free Report) gapped up prior to trading on Thursday following a better than expected earnings announcement. The stock had previously closed at $149.33, but opened at $160.88. Reddit shares last traded at $156.69, with a volume of …
Avantax Advisory Services Inc. Boosts Stake in Oxford Industries, Inc. (NYSE:OXM)
Avantax Advisory Services Inc. increased its holdings in shares of Oxford Industries, Inc. (NYSE:OXM – Free Report) by 59.1% during the first quarter, HoldingsChannel reports. The fund owned 16,131 shares of the textile maker’s stock after buying an additiona…
Trump's “New Golden Age” Tech to Create $12 Trillion Boom?
Trump's about to prove everybody wrong. He's been ridiculed for his moves in the trade war… But everything is about to make perfect sense the moment people see Trump's “New Golden Age” tech. Because this little-known technology could ignite a $12 trillion manufacturing revolution… And early investors could see stratospheric gains. Click here to discover Trump's tech.
