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- 📈 Eli Lilly's Weight-Loss Goldmine
📈 Eli Lilly's Weight-Loss Goldmine
Apple Commits $600B Manufacturing Investment, McDonald's Q2 Profit Jumps 11%, Airbnb Shows Consumer Spending Resilience, ConocoPhillips Reports Q2 Results, Dividend, Peloton Beats Earnings, Cuts Jobs
Evelio Silvera
August 07, 2025
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Good morning.
⚡ The Fast Five → Apple Commits $600B Manufacturing Investment, McDonald's Q2 Profit Jumps 11%, Airbnb Shows Consumer Spending Resilience, ConocoPhillips Reports Q2 Results, Dividend, Peloton Beats Earnings, Cuts Jobs
🔎 Market Trends → Wall Street ends higher with Nasdaq up more than 1%, led by Apple; US Futures Point to Gains at the Open
And now…
⏱️ Your 5-minute briefing for Thursday, August 7, 2025:
MARKET BRIEF
Before the Open
As of market close 08/06/2025.
Pre-Market
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Fear & Greed
Markets in Review
Chip Shock or Strategic Bet? Market Inches Higher After Trump’s 100% Tariff Threat
The S&P 500 closed up 0.7% Wednesday, with the Nasdaq surging 1.2% and the Dow adding 81 points. Futures edged higher late evening as investors priced in fresh policy headlines.
The Big Picture:
Markets brushed off tariff drama after President Trump announced a 100% tariff on imported semiconductors, with exemptions for U.S.-based chipmakers. While headlines may sound punitive, this move could accelerate a domestic chip manufacturing renaissance.
The announcement coincided with Apple (AAPL) unveiling another $100 billion commitment to U.S. supply chains, pushing shares up another 3% after-hours. Add that to February’s $500B pledge, and Cupertino’s clearly playing the long game—with bullish investors likely to follow.
Behind the drama? Geopolitical chess. Trump’s additional 25% tariff on India, citing Russian oil ties, shows he’s serious about realigning global trade. But the market? Still focused on earnings momentum and low volatility.
Market Movers:
Apple (AAPL) soared +8% in total across the session and after-hours. Its domestic investment narrative shields it from tariffs and makes it a poster child for policy-aligned growth.
Rogers Corp (ROG) jumped 11% in extended trading after activist investor Starboard Value boosted its stake to over 9%, eyeing a turnaround in the underperforming engineering firm.
Duolingo (DUOL) spiked 14% after raising Q3 guidance and crushing estimates, showing that edtech isn’t just surviving—it's thriving.
What They’re Saying:
“Volatility across major asset classes is currently sitting at unusually low levels.” — Kristian Kerr, LPL Financial
WHAT WE’RE WATCHING
Events
Today: Department of Labor - Unemployment Claims - 8:30am
Why You Should Care: Although it's generally viewed as a lagging indicator, the number of unemployed people is an important signal of overall economic health because consumer spending is highly correlated with labor-market conditions. Unemployment is also a major consideration for those steering the country's monetary policy;
Earnings Reports
Today: Toyota, Monster Beverage, Eli Lilly, Motorola Solutions, Block (formerly Square), Take-Two Interactive
Tomorrow: Under Armour, Wendy’s, fuboTV
MARKET BRIEF
Leading News
Eli Lilly's Weight-Loss Goldmine Just Got Heavier
Photo Credit: Scott Olson | Getty Image
Why it matters:
America's appetite for shedding pounds is driving LLY to unprecedented heights, validating the thesis that healthcare innovation can mint money faster than the Federal Reserve.
Zoom Out:
The pharmaceutical giant delivered a masterclass in earnings execution Thursday, with Q2 adjusted EPS of $6.31 crushing estimates of $5.57. Revenue surged 38% to $15.56 billion, powered by Mounjaro and Zepbound sales that would make crypto bros weep with envy.
Here's the kicker: Management raised 2025 guidance to $60-62 billion in sales, up from $58-61 billion. That's not just confidence—it's the sound of cash registers singing in harmony across America's weight-loss journey.
The stock initially stumbled on disappointing obesity pill trial data, reminding us that even the best growth stories face speed bumps. Smart money sees this as a buying opportunity in a secular megatrend.
Key Insights:
Mounjaro raked in $5.2 billion (up 68% YoY), while Zepbound delivered $3.38 billion (up 172%)—numbers that make traditional pharma pipelines look pedestrian
Volume growth of 46% in the U.S. signals genuine demand expansion, not just price hikes—a sustainable foundation for long-term wealth creation
The GLP-1 market could reach $100 billion by 2030, positioning Lilly as the pickaxe seller in healthcare's gold rush
Market Pulse:
"Tirzepatide will likely become the best-selling drug in the industry in its third year," CEO David Ricks told CNBC, channeling the quiet confidence of a poker player holding pocket aces.
Bull’s Take:
Lilly isn't just riding the weight-loss wave—it's creating the tsunami. For patient investors, this represents a rare convergence of demographic destiny and pharmaceutical dominance.
Headlines
Apple Boosts Investment in U.S. Manufacturing to $600B, Easing Tariff Pressures (link)
McDonald’s net income increases 11% to $2.25bn in Q2 2025 (link)
Airbnb’s Results Show Consumer Resilience as Platform Eyes Uncertainty (link)
ConocoPhillips announces second-quarter 2025 results and quarterly dividend (link)
Peloton jumps after revealing Q4 earnings beat, more layoffs (link)
CRYPTO
Fear & Greed
Headlines
Big investors are buying this “unlisted” stock
When the founder who sold his last company to Zillow for $120M starts a new venture, people notice. That’s why the same VCs who backed Uber, Venmo, and eBay also invested in Pacaso.
Disrupting the real estate industry once again, Pacaso’s streamlined platform offers co-ownership of premier properties, revamping the $1.3T vacation home market.
And it works. By handing keys to 2,000+ happy homeowners, Pacaso has already made $110M+ in gross profits in their operating history.
Now, after 41% YoY gross profit growth last year alone, they recently reserved the Nasdaq ticker PCSO.
Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.
All content provided by Investor Lookout and Bull Street is for informational and educational purposes only and should not be taken as trading or investment recommendations.
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