Markets tumble on weak jobs report and new tariffs: All three main indices sank on August 1st after reports of a sharp slowdown in hiring and President Trump imposed sweeping tariffs on imports from numerous U.S. trading partners.
Apple tops Q3 estimates: Apple (AAPL) shares are rising after the company reported fiscal third-quarter results that beat on key metrics. It also gave a sales outlook that is stronger than expected.
Amazon stock plunges: Amazon (AMZN) stock plunged as cloud revenue failed to impress investors, and the company projected operating income in the current quarter that fell short of analysts’ estimates.
Drugmakers face pressure on pricing: Drug companies are facing pressure to lower US prices, aligning with broader calls for price reviews.
Federal Reserve interest rate expectations: In light of recent employment data, investors have stepped up their expectations for the Federal Reserve to lower interest rates later this year.
Key Stock Movers (August 01, 2025)
Apple (AAPL): Shares rose after strong fiscal Q3 results, beating on key metrics with a stronger-than-expected sales outlook.
Amazon (AMZN): Stock plunged due to cloud revenue failing to impress and a gloomy operating income forecast for the current quarter.
Meta Platforms (META): Surged after exceeding Q2 earnings expectations, benefiting from its advertising business and plans to increase AI investment.
Analyst Actions (August 01, 2025)
GDPNow Estimate Revised: The Federal Reserve Bank of Atlanta’s GDPNow model estimate for real GDP growth in Q3 2025 was revised down on August 1st, reflecting declines in personal consumption expenditures and private fixed investment growth.
Specific analyst upgrades/downgrades for individual equities were not prominently reported for August 1, 2025, in the available search results.
Economic Indicators & Trends (August 01, 2025)
U.S. Economic Growth: Preliminary estimates suggest U.S. GDP increased 3% annualized in the second quarter of 2025, rebounding from Q1.
Job Market: Recent data indicates a slowdown in hiring, with jobless claims remaining low but a spike in planned job cuts posing a risk.
Inflation: Major measures of inflation have ticked up in recent readings, likely reflecting initial impacts of tariffs implemented so far.
Global Trade & Tariff Updates (August 01, 2025)
Sweeping New Tariffs Enacted: President Trump signed an order imposing new tariffs on numerous trading partners and the European Union, with rates ranging from 10% to 41%. These duties are set to take effect on August 7th.
Specific Tariff Rates: New rates include 25% for India’s US-bound exports, 20% for Taiwan, 30% for South Africa, and 39% for Switzerland. Canada’s tariffs on Canadian goods increased from 25% to 35%.
Mexico’s Reprieve: The temporary 25% tariff on Mexico was extended for another 90 days, allowing for continued negotiations.
Global Market Reaction: Stock markets fell across Asia, Europe, and the US due to fears about the impact on the global economy and exacerbated by weaker-than-expected US jobs figures.
Global Affairs & Politics (August 01, 2025)
El Salvador: The National Assembly voted to end presidential term limits and extend terms from five to six years, allowing President Nayib Bukele to run indefinitely.
Earnings Recap (August 01, 2025)
Here are some of the recent earnings reports from August 01, 2025, and some still impacting the market from July 31, 2025.
Exxon Mobil (XOM) reported Q2 2025 earnings today, with earnings of $7.1 billion, or $1.64 per share.
Apple (AAPL) released its fiscal Q3 earnings yesterday (July 31), reporting revenue of $94.04 billion and EPS of $1.57, beating estimates.
Amazon (AMZN) released its Q2 earnings yesterday (July 31), reporting revenue of $167.7 billion and EPS of $1.68, topping Wall Street’s estimates.
Coinbase (COIN) released its Q2 earnings yesterday (July 31). Wall Street had mixed estimates for revenue and EPS.
Arthur J. Gallagher & Co. (AJG) released its Q2 earnings yesterday (July 31), with EPS of $2.33 (missing forecast of $2.36) and revenue of $3.17 billion (missing anticipated $3.21 billion).
Chevron (CVX) released its Q2 earnings yesterday (July 31), with EPS of $1.77 (surpassing forecast of $1.75) and revenue of $44.82 billion (falling short of anticipated $45.6 billion).
Enbridge (ENB) released its Q2 earnings yesterday (July 31), with EPS of $0.65 (exceeding forecast of $0.58) and revenue of $9.7 billion (surpassing anticipated $9.6 billion).
Colgate-Palmolive Company (CL) released its Q2 earnings yesterday (July 31), with EPS of $0.92 (surpassing forecast of $0.90) and revenue of $5.11 billion (exceeding anticipated $5.03 billion).
Dominion Energy (D) released its Q2 earnings yesterday (July 31), with revenue of $3.81 billion (a 9.3% YoY increase) and EPS of $0.75 (compared to $0.55 a year ago).
Upcoming Earnings Outlook
Monday, August 4: Cadence Design Systems Inc. (CDNS), Enterprise Products Partners LP (EPD), Fomento Economico Mexicano SAB (FMX), Hartford Insurance Group Inc. (HIG), Nucor Corp. (NUE), Revvity Inc. (RVTY), Southern Copper Corp. (SCCO), Welltower Inc. (WELL), Waste Management Inc. (WM)
Tuesday, August 5: AstraZeneca PLC (AZN), Boeing Co. (BA), Booking Holdings Inc. (BKNG), Electronic Arts Inc. (EA), Merck & Co. Inc. (MRK), Procter & Gamble Co. (PG), Royal Caribbean Cruises Ltd. (RCL), Spotify Technology SA (SPOT), Starbucks Corp. (SBUX), United Parcel Service Inc. (UPS), Visa Inc. (V)
Wednesday, August 6: Altria Group Inc. (MO), Arm Holdings PLC (ARM), Automatic Data Processing Inc. (ADP), Carvana Co. (CVNA), Meta Platforms (META), Microsoft Corp. (MSFT), Qualcomm Inc. (QCOM), Robinhood Markets Inc. (HOOD), UBS Group AG (UBS), Vertiv Holdings Co. (VRT)
Thursday, August 7: Abbvie Inc. (ABBV), Amazon.com Inc. (AMZN), Apple Inc. (AAPL), Coinbase Global Inc. (COIN), Comcast Corp. (CMCSA), KKR & Co. Inc. (KKR), KLA Corp. (KLAC), Shell PLC (SHEL), Southern Co. (SO)
Friday, August 8: Chevron Corp. (CVX), Colgate-Palmolive Co. (CL), Dominion Energy Inc. (D), Exxon Mobil Corp. (XOM), Motorola Solutions Inc. (MSI)
This Week’s IPOs
Heartflow (HTFL Proposed): Launched an IPO early today (August 1, 2025) to price next week, offering shares at a range of $15.00 to $17.00.
Asian Stock Market Performance (August 01, 2025)
Overall Decline: Asian markets broadly declined on August 1st.
South Korea (Kospi): Plunged 3.9%.
Japan (Nikkei): Fell around 0.7%.
Hong Kong (Hang Seng): Retreated around 1.1%.
India (Sensex): Closed 0.7% lower.
China (CSI 300): Down 0.11%.
European Stock Market Performance (August 01, 2025)
Overall Decline: European stocks ended lower on August 1st.
Germany (DAX): Dropped around 1.8%.
France (CAC 40): Fell around 2.1%.
Britain (FTSE 100): Slipped around 0.8%.
Europe (Stoxx 600): Down nearly 2%.
Reason for Decline: European shares slid to 4-week lows as US slapped tariffs on dozens of countries.
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