HAPPY FRIDAY TO THE STREET.
You know it’s a weird market when a streak of five straight record highs for the S&P 500 might just be the calm before the storm.
Here’s what's on the docket for next week. Amazon $AMZN ( ▲ 0.2% ), Apple $AAPL ( ▼ 0.3% ), Meta Platforms $META ( ▼ 2.27% ), and Microsoft $MSFT ( ▼ 0.59% ) all report earnings. The Fed meets on rates. And Trump’s tariff deadline hits next Thursday. (Unless he moves it. Again.)
It’s shaping up to be one of those “buckle up” weeks on Wall Street. So be sure to rest up this weekend — while you still can.
🟩 | US stocks continued to rise to end a winning week, buoyed by tech earnings and promising trade developments.
📈 | One Notable Gainer: HOKA-parent Deckers $DECK ( ▲ 2.55% ) surged after sprinting past earnings expectations to post record quarterly sales.
📉 | One Notable Decliner: Intel $INTC ( ▼ 3.66% ) sold off as investors received intel that the legacy chipmaker is halting production on two European plants.
Finally, read to the end for The Office deleted scene that never was…
— Brooks & Cas
Sponsored by Atlas Lithium
Atlas Lithium (NASDAQ: ATLX) — Poised to Dominate Brazil’s Lithium Valley as Global Demand Surges.
Atlas Lithium Corporation stands out as one of the most exciting lithium explorers on the NASDAQ, strategically positioned to capitalize on lithium’s explosive comeback. With a market cap of roughly $100 million, ATLX commands Brazil’s largest lithium exploration portfolio among publicly traded companies, spanning approximately 539 km² across the prolific Lithium Valley (LV) region in Minas Gerais — a globally recognized lithium hotspot!
Adjacent to or near large lithium deposits owned by industry giants boasting billion-dollar valuations, ATLX’s three flagship projects (Neves, Salinas, and Clear) are making significant progress toward production, including all necessary permits and the recent arrival of a fully paid, state-of-the-art modular Dense Media Separation lithium processing plant in Brazil.
This modular plant not only accelerates their path to becoming a low-cost, sustainable lithium producer but also positions ATLX at the forefront of Brazil’s emerging lithium industry.
Atlas Lithium Corporation (NASDAQ: ATLX) is positioned to become the “Mineral Resources Company for the Green Energy Revolution.”
Supported by a top-tier management team led by CEO Marc Fogassa, a highly educated and experienced leader who personally owns about 30% of outstanding shares, and a strategic partnership with global conglomerate Mitsui & Co. (which invested $30 million and secured offtake agreements), ATLX is solidifying its foothold in the green energy revolution. H.C.
Wainwright recently named ATLX a “Top Pick” for 2025, with a price target of $19, underscoring the company’s tremendous growth potential amid a global lithium supply-demand imbalance.
With its dominant land position in Brazil’s Lithium Valley, fully permitted projects, cutting-edge processing technology, and strategic global partnerships, ATLX is on track to become a premier lithium supplier powering the green energy revolution.
STOCK HEATMAPS
S&P 500 Heatmap. Credit: Finviz
All Stock Heatmap. Credit: Finviz
Global ADR snapshot. Credit: Finviz
Market Movers
TESLA, PALANTIR, CHARTER, TESLA
$TSLA ( ▲ 1.39% ) As Tesla Stock Sank On Earnings, Cathie Wood Loaded Up (IBD)
$PLTR ( ▼ 1.77% ) Palantir Stock Climb to Record High on Robust Sales and Major Army Contract (YF)
$CHTR ( ▼ 0.37% ) Charter Stock Is Tumbling 14%. Why Earnings Failed to Wow Investors. (Barron’s)
$CNC ( ▲ 1.76% ) Centene Reports Loss, Citing Rising Medical Costs (WSJ)
$NEM ( ▼ 0.48% ) Newmont Cost-Cutting Helps Boost Earnings as Gold Prices Rally (Bloomberg)
OVERHEARD ON THE STREET
CNBC: President Trump said he believes Federal Reserve Chair Jerome Powell is prepared to begin cutting rates.
Reuters: Trump said there is a 50-50 chance or less of reaching a trade deal with the EU, but claimed Brussels is eager to make a deal.
AP: The FCC officially approved Paramount’s $PARA ( ▼ 1.75% ) $8B merger with Skydance.
Axios: The meme stock surge — led by American Eagle $AEO ( ▼ 1.0% ), GoPro $GPRO ( ▲ 5.19% ), and Krispy Kreme $DNUT ( ▲ 1.72% ) — signals rising risk appetite in the market.
BI: Tesla plans to launch its paid Robotaxi service in San Francisco this weekend with safety drivers onboard.
Tomorrow's Trade Idea, Today
GROWING INTEREST IN PINTEREST
Upgrade Signals Confidence
Morgan Stanley $MS ( ▲ 0.1% ) just made a new addition to its moodboard.
The bank has turned bullish on social media firm Pinterest $PINS ( ▲ 0.89% ), upgrading the stock to Overweight with a $45 price target that implies nearly 19% upside. Analyst Brian Nowak highlights three reasons in particular to buy:
GPU-driven innovation
Attractive valuation
Investor underappreciation of re-accelerating growth
Nowak believes Pinterest’s recent investments in AI and monetization tools are starting to pay off, setting the stage for stronger performance in the coming months.
Tech Growth Momentum
Pinterest is entering a new growth phase, according to the analyst, forecasting revenue growth of 17-18% in the second half of this year, which would beat the market consensus.
Its efforts in GPU and generative AI-enabled enhancements appear to be driving better user engagement and monetization, positioning it as a potential standout among tech peers.
Historically, tech companies with accelerating top-line growth and expanding margins have outperformed the market. Nowak believes Pinterest could follow a similar trajectory.
Market Reaction
Pinterest’s stock has already surged about 24% YTD. Investor optimism has been reinforced by broader Wall Street sentiment, with 32 of 41 analysts covering the stock rating it a Buy or Strong Buy, according to LSEG data.
With Q2 earnings right around the corner, analysts and investors alike are interested to see whether Pinterest can meet the high expectations.
Sponsored by Atlas Lithium
Why Investors Should Pay Attention: Lithium Has a Critical Role in the Energy Transition & ATLX’s Unique Growth Trajectory Could Place it at the Forefront.
Lithium demand is expected to skyrocket over the next decade as electric vehicles (EVs) and renewable energy storage reshape the global economy. The US government and industry leaders emphasize securing domestic and allied lithium supplies, placing companies like Atlas Lithium Corporation (NASDAQ: ATLX) in the spotlight.
The Lithium Valley in Brazil benefits from year-round mining, favorable infrastructure, and government fast-tracking — advantages that ATLX is uniquely positioned to exploit with its extensive mineral rights and fast-moving projects. The company’s key Neves Project has all permits in place and will leverage a cutting-edge, eco-friendly processing facility, promising a lean environmental footprint alongside operational efficiency.
ATLX’s projects also benefit from proximity to established lithium mines like Sigma Lithium’s $1.2 billion market cap operation, providing a clear benchmark for valuation growth. With growing global consolidation in lithium mining, strategic investments by industry titans, and an experienced, heavily invested management team, ATLX offers investors a compelling entry point before the company scales production and reaps the rewards of the lithium boom.
With analyst price targets ranging up to $30, the upside is significant for this emerging lithium leader!
Don’t miss the opportunity to add Atlas Lithium (NASDAQ: ATLX) to your portfolio as the lithium market heats up.
ON OUR RADAR
WSJ: Japan pledged $550B to support US infrastructure projects selected by Trump, advancing his push for a US sovereign fund.
Bloomberg: Microsoft $MSFT ( ▼ 0.59% ) is investigating whether a cybersecurity alert program inadvertently tipped off Chinese hackers in the SharePoint breach.
CNBC: A proposed bipartisan bill would cut corporate taxes for companies that give at least 5% of their stock to their lowest-paid 80% of employees.
The Verge: Discover all of the provisions (and fine print) in Trump’s new AI plan.
CNN: Meta $META ( ▼ 2.27% ) is spending billions to lead the AI race, offering massive pay packages to top talent. Here’s who it’s hiring.
STREET TWEET
When the intern walks you through the DCF he put together and it shows gross profit larger than revenue
— #litquidity (#@litcapital)
8:57 PM • Jul 24, 2025
JPow’s face says it all.
The math was not mathing.
THURSDAY’S POLL RESULTS
Are you bullish or bearish on AvePoint $AVPT ( ▲ 1.2% ) over the next 12 months?
▇▇▇▇▇▇ 🐂 Bullish
▇▇▇▇▇▇ 🐻 Bearish
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