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Market Analysis

63%
F&G: 40
EARLY RECOVERYYield: 0.74%
Today’s session reflected a cautious but still engaged market, where earnings and macro expectations drove targeted moves rather than broad capitulation. Mixed index performance, strength in quality and defensive names, and volatility in earnings reporters all point to an environment in which selectivity and discipline matter more than ever. As after-hours results and upcoming data unfold, investors should be prepared for further rotation and short-term swings, but those maintaining diversified, quality-focused portfolios remain positioned to navigate the current landscape while keeping an eye on longer-term opportunities.

Market Pulse

63% advancingEARLY RECOVERY phase
subscription 2.79%, advertising 2.73%commodity -0.65%, utility -0.37%

Fear & Greed

40fear

Outlook

Inflationary Pressures 30%Global Economic Slowdown 25%Monetary Policy Easing 20%

Sectors

Technology 1.70%, Health Care 1.40%Energy -1.84%, Other -0.25%

Bonds

3M:3.97%10Y:4.71%
Slope:0.74%(normal)

News

Creator of Anthropic's Claude Code wants you to stop micromanaging your AI
Creator of Anthropic's Claude Code wants you to stop micromanaging your AI
Earnings Next 30 Days
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Date
Company
Employee Outlook
Market Cap
Growth
Short %
Signals
Analysts Rating
Industry
Economic Events:
Sentiment:10%
Enterprise SaaS and legacy software vendors losing budget share as corporations redirect capex from software licensing to AI-grade computing infrastructure and data center buildout.+3.1%7↑ / 2↓     
Jul 27
Today
Durable Goods Orders MoM
Actual:0.3Forecast:2.5Previous:-4.5
Jul 29
2 days
Fed Interest Rate Decision
Actual:Forecast:3.75Previous:3.75
Jul 29
2 days
Fed Press Conference
Actual:Forecast:Previous:
Jul 30
3 days
GDP Growth Rate QoQ Adv
Actual:Forecast:2.1Previous:2.1
Jul 30
3 days
Personal Spending MoM
Actual:Forecast:0.3Previous:0.7
Jul 30
3 days
Core PCE Price Index MoM
Actual:Forecast:0.2Previous:0.3
Jul 30
3 days
Personal Income MoM
Actual:Forecast:0.3Previous:0.7
Aug 4
8 days
Upstart logo
Upstart (UPST)
upstart.com
0.56 +9%$2.65B65.30%31.22%2.1 BuyCredit Services
Aug 6
10 days
Datadog logo
Datadog (DDOG)
datadoghq.com
0.77 -2%$91.06B32.20%5.13%
1.5 Strong BuySoftware - Application
Aug 11
15 days
Super Micro Computer, Inc. logo
Super Micro Computer, Inc. (SMCI)
supermicro.com
0.50 +6%$18.68B122.70%17.94%2.8 HoldComputer Hardware
Aug 20
24 days
Workday, Inc. logo
Workday, Inc. (WDAY)
workday.com
0.42 -7%$36.01B12.60%4.28%2.0 BuySoftware - Application
Aug 25
29 days
Okta, Inc. logo
Okta, Inc. (OKTA)
okta.com
0.62 +2%$24.07B11.60%5.33%1.7 BuySoftware - Infrastructure
Aug 26
30 days
Nutanix logo
Nutanix (NTNX)
nutanix.com
0.65 -5%$15.47B13.50%4.96%2.1 BuySoftware - Infrastructure
Aug 26
30 days
Snowflake Inc. logo
Snowflake Inc. (SNOW)
snowflake.com
0.69 -4%$93.52B30.10%5.15%1.5 Strong BuySoftware - Application
Sep 2
37 days
Salesforce logo
Salesforce (CRM)
salesforce.com
0.71 +1%$143.97B13.30%7.15%
1.7 BuySoftware - Application
Sep 10
45 days
Adobe logo
Adobe (ADBE)
adobe.com
0.69 -1%$94.51B12.00%5.24%2.7 HoldSoftware - Infrastructure