The Week Ahead : July 28th - 1st August 2025

Highlights: Big Tech Earnings, Macro, META, HOOD, MSFT, UNH

If you find this article and my other work helpful then feel free to Buy me a Coffee. It’s the thought that counts.

I use Benzinga Pro for 90% of my research each day. I have recently subscribed to a LIFETIME subscription. This is available for a one off price of $1650. This is incredible value. If this is something you’d be interested in then shoot me an email ([email protected]) and I’ll put you in touch with the Rep to receive the agreed price. I couldn’t recommend it highly enough.

The Week Ahead

We’re heading into the big earnings week. About 35% of companies in the S&P 500 are reporting in the coming week. A lot of big tech and market leaders with lofty expectations are scheduled. My Highlights are below however there are so many this week that it’s really a matter of trying to comb through them each day and catch those that move well.

In terms of Macro we have a lot of economic reports. US GDP Reports Wednesday evening, US PCE Thursday morning, US Jobs Report Friday Morning. We will also have FOMC on Wednesday afternoon (rates are likely to be unchanged). There have been several announcements over the weekend including an EU/US Tariff deal and an extension on Chinese negotiations. These should be bullish but we’ve grinded up now for so long it’s difficult to know what triggers what.

We are super extended here, the big names are market movers and Wednesday in particular is incredibly packed between META, MSFT, HOOD etc. plus FOMC and US GDP that I would be cautious about what risk you have on overnight for Wednesday.

This is the busiest earnings week. Efficiency is super important this week and usually not overthinking things will work. Big news names will overshadow more nuanced ideas this week. Likely big cap will dominate the narrative.

Earnings Highlights

Monday :

(Before Market Open) - NGD

(After Market Close) - TLRY, WU, EXEL

Tuesday:

(Before Market Open) - UNH, SOFI, PYPL, BA, SPOT

(After Market Close) - MARA, V, EA, BKNG, SBUX, TDOC, NXT

Wednesday:

(Before Market Open) - VRT, TEVA, CLVT, HUM

(After Market Close) - HOOD, MSFT, APLD, EOSE, ARM, AUR, META, CLFT, QCOM, CVNA, TMDX

Thursday:

(Before Market Open) - WRD, RBLX, ABBV, MA

(After Market Close) - LIDR, AAPL, AMZN, RKT, COIN, MSTR, ENVX, RDDT, NET, LUMN, FSLR, ROKU

Friday:

(Before Market Open) - XOM, CVX, MRNA

Next weeks full earnings watchlist on TradingView can be accessed here.

Macro Events (Eastern Time)

Delayed Reaction Watchlists:

• Newsletter July 2025 - Watchlist

• Newsletter June 2025 - Watchlist

• Newsletter May 2025 - Watchlist

• Newsletter April 2025 - Watchlist

If you find this article and my other work helpful then feel free to Buy me a Coffee. It’s the thought that counts.

Have a Great Week!

Born Investor

Sources & Services I Use in my Trading:

• Finviz - Short Interest, Float, Articles, Fundamentals (Free)

• Benzinga Pro - News Source + News Squawk (Paid) - Email me for Lifetime Subscription for $1650

• Tradingview - Charting & Scanning (Paid)

• Koyfin - Fundamental Data (Paid)

• EarningsWhispers - Earnings Calendar (Free)

• Tradersync - Trade Journal (Paid)

_{PS: There are many ways to trade stocks in play. It does not have to be the one that keeps going straight up and sometimes it doesn’t even have to be day one of the catalyst. Everyone must find a setup, timeframe and method that works for them. This list is supposed to educate on the criteria I use and the methods in which I find Stocks in Play. Yours may differ and that is completely okay.}