🔁 Tariffs force a reset

Good evening. Did you catch that awkward Trump–Powell moment? Anyway, let’s wrap up a wild week of earnings, with the S&P 500 closing at an all-time high for the fifth straight week.

Next week’s even more packed: the Fed meets, four of the Magnificent Seven report earnings, we get the monthly jobs report, and, of course, August 1 marks the deadline for those tariff deals. Rest well.

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Market data: today’s market close

TOOLS

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WINNERS

⬆︎11.35% Deckers

🔔 Earnings report - The footwear company behind HOKA and UGG kicked off its fiscal year with a bang. HOKA sales jumped 20% and UGG rose 19%. While the U.S. market was soft, international growth more than picked up the slack. That said, the company warned that new tariffs could drive up costs by $185 million and expects slightly lower earnings in Q2. [Read more]

⬆︎5.54% Carrefour

🔔 Earnings report - Ciao. Earnings were superb, and the global French grocery chain is sticking to its full-year outlook. But that wasn’t the only bright spot: Carrefour is offloading its underperforming Italy business for €1 billion, taking a €460 million impairment charge as part of the deal. [Read more]

⬆︎2.54% Palantir

Bullish call from Piper Sandler: Palantir, the data analytics firm known for its government contracts and AI tools, just received an Overweight rating and a $170 price target. Piper called it a “one-of-a-kind” growth story despite the high valuation, and sees it as a long-term AI winner. The firm is expecting exceptional Q2 numbers. [Read more]

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Market data: today’s market close

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LOSERS

⬇︎8.53% Intel

🔔 Earnings report - Reset mode. Intel, the household name in computer chips, just reported a surprisingly lower-than-expected $2.9 billion loss last quarter. But the bigger story is that the new CEO Lip-Bu Tan is prioritizing cost control over bold bets. He's cutting over 20% of jobs, scaling back factory plans in Europe and Ohio and ditching the “build first” approach. [Read more]

⬇︎9.53% AST SpaceMobile

Dilution hangover. AST SpaceMobile, the satellite-based mobile network company, is raising cash by selling new shares and issuing $500 million in convertible debt. It’s also buying back older notes, but the flurry of fundraising signals the company may need more capital than expected. [Read more]

⬇︎15.96% Puma

 Earnings report - Another reset mode. The German sportswear is warning of a full-year loss as sales slump and U.S. tariffs eat into profits. Retro styles like the Speedcat haven’t sold as well as hoped, and new CEO Arthur Hoeld says the company needs a full reset. U.S. tariffs are expected to cut gross profit by €80 million. [Read more]

⬇︎18.49% Charter

🔔 Earnings report - Not the comeback Charter hoped for. The cable and internet provider behind Spectrum is still losing internet and TV customers as more people switch to streaming. In Q2, it lost 117,000 broadband subscribers and 80,000 video customers. Profit was lower than expected despite adding 500,000 new mobile lines. [Read more]

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Market data: today’s market close

EXTRA

THE END

That’s it for today’s recap. We hope you found it valuable.

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