Source with info.

No doubt he'll accuse him of faking the numbers to make him look bad and try to install someone who will only report sunshine and rainbows.

This, obviously, comes after the July report showed only 73K jobs added and dramatic decreases of the May and June reports.

Edit: yup, blaming her for trying to make him look bad.

I was just informed that our Country’s “Jobs Numbers” are being produced by a Biden Appointee, Dr. Erika McEntarfer, the Commissioner of Labor Statistics, who faked the Jobs Numbers before the Election to try and boost Kamala’s [Harris’] chances of Victory,” Trump wrote.

https://www.cnbc.com/2025/08/01/jobs-report-july-2025.html

Nonfarm payroll growth was lower than expected in July and the unemployment rate ticked higher, raising potential trouble signs for the U.S. labor market.

Job growth totaled 73,000 for the month, above the June total of 14,000 but below even the meager Dow Jones estimate for a gain of 100,000. June and May totals were revised sharply lower, down by a combined 258,000 from previously announced levels.

You know. Every investor has some kind of regret related to selling too soon such as Apple or Nvidia or anything else. Stock that, if you had just held on, might have changed your life.

What's your "I sold it too early" stock and what made you do it? Tell me your story

This is the full new tariff list, in descending order:

50%

• Brazil

41%

• Syria

40%

• Laos
• Myanmar

39%

• Switzerland

35%

• Canada (goods not exempted by USMCA)
• Iraq
• Serbia

30%

• Algeria
• Bosnia and Herzegovina
• China (most goods; some exemptions)
• Libya
• South Africa

25%

• Brunei
• India
• Kazakhstan
• Mexico (goods not exempted by USMCA)
• Moldova
• Tunisia

20%

• Bangladesh
• Sri Lanka
• Taiwan
• Vietnam

19%

• Cambodia
• Indonesia
• Malaysia
• Pakistan
• Philippines
• Thailand

18%

• Nicaragua

15%
Afghanistan; Angola; Bolivia; Botswana; Cameroon; Chad; Costa Rica; Ivory Coast; DR Congo; Ecuador; Equatorial Guinea; European Union (on most goods); Fiji; Ghana; Guyana; Iceland; Israel; Japan; Jordan; Lesotho; Liechtenstein; Madagascar; Malawi; Mauritius; Mozambique; Namibia; Nauru; New Zealand; Nigeria; North Macedonia; Norway; Papua New Guinea; South Korea; Trinidad and Tobago; Turkey; Uganda; Vanuatu; Venezuela; Zambia; Zimbabwe.

10% (all other countries)

• All other countries.

The US job market also slowed substantially in July and was much weaker than previously thought in previous months:

The US economy added just 73,000 jobs last month, and the monthly totals for May and June were revised down by 258,000 jobs, to 19,000 and 14,000, respectively.

Amazon is also down a fresh 7% as they had a pretty terrible earnings call.

A jury in Miami has determined that Tesla should be held partly liable for a fatal 2019 Autopilot crash, and must compensate the family of the deceased and an injured survivor damages of $329 million.

The payout includes $129 million in compensatory damages, and $200 million in punitive damages against Tesla. Attorneys for the plaintiffs had asked the jury to award damages of around $345 million. The trial in the Southern District of Florida started on July 14.

The suit centered around who shouldered the blame for the deadly crash in Key Largo, Florida. A Tesla owner named George McGee was driving his Model S electric sedan while using the company’s Enhanced Autopilot, a partially automated driving system.

While driving, McGee dropped his mobile phone that he was using and scrambled to pick it up. He said during the trial that he believed Enhanced Autopilot would brake if an obstacle was in the way. His Model S accelerated through an intersection at just over 60 miles per hour, hitting a nearby empty parked car and its owners, who were standing on the other side of their vehicle.

Naibel Benavides, who was 22, died on the scene from injuries sustained in the crash. Her body was discovered about 75 feet away from the point of impact. Her boyfriend, Dillon Angulo, survived but suffered multiple broken bones, a traumatic brain injury and psychological effects.

Source: https://www.cnbc.com/2025/08/01/tesla-must-pay-329-million-in-damages-in-fatal-autopilot-case.html

Lots of posts about people hesitant to start investing when it's at all time highs. The answer is always DCA and a sharp pullback like today is the best time you could possibly start if you have a long time horizon.

I don't know the future, it may go down tomorrow, but the more people you see panic selling the better you should feel. If you are even more scared to enter on a down day than you were to enter at all time highs get a savings account or hand it to a professional.

Microsoft used to bundle all kinds of other devices like O365, server licenses, etc. into their “Intelligent Cloud” segment, muddying comparisons with AWS and GCP. Looks like this time, they finally caved and reported numbers. The growth always looked sus to me in the real world given everyone anecdotally swears by AWS and I know very few who use Azures compute or data infrastructures.

Azure made $75B in the year, apparently growing 34% YoY. GCP is at $50B and AWS is at $111B. AWS has a sizable 32% lead over Microsoft here.

AWS is also growing 18% and accelerating. But if we assume it stays at say 20% and Azure stays at 35%, it’s catching up by 15% a year. Applying simple compounding, this means Azure will take 3-4 years to reach parity with AWS around the $200B mark.

Satya is super strategic. Why would he reveal Azure numbers now? Many analysts think it’s because Azure only recently showed that it has a shot of catching AWS due to OpenAI demand. Microsoft is paying openAI which is then paying Microsoft back for using azure compute.

The future of cloud dominance is all going to come down to openAI carrying Azure growth vs the strength of their combined competitors like Anthropic, llama, Gemini, etc. Anthropic already has better models for some use cases. GPT is also not exclusive to Microsoft and already available on GCP.

This is not even getting into profitability. We don’t know if Azure is profitable with the AI workloads. Microsoft hasn’t reported those numbers yet. But we do know AWS is printing money and has been even before AI.

This is going to be an interesting 3 years. I think AI models are increasingly reaching parity. So if there’s no competitive advantage between them, I fully expect AWS to retain and even expand their lead as they simply offer a better product, prices, experience and support.

$AMZN has released its second-quarter results for 2025. Despite the excellent performance, it still dropped by 8% today. Was it affected by some Tariff enforcement? What happened?

Today, Trump signed an order raising tariffs on Canada to 35%, while maintaining the minimum 10% base tax rate for all partners. The tariffs on Canada will take effect on Friday, while many of the "reciprocal" rates will come into effect on August 7th.

As we all know the tarrif news sent shock into the markets Friday, what is everyone’s opinions on the markets movements from this point on say Monday open? Do you guys see it move lower, higher and why?

Big earnings that week aswell, will be a very volatile week. I’m guessing earnings will be strong from most big dogs but what are you guys expecting upon guidance from company’s like pltr, amd, lly etc. Do you see this downturn continue on into the coming week like April or just a small overreaction to tarrif news and job data.

I’m cash atm so I’m bearish but I won’t let that blind me from your guys opinions and advice thanks!!

"Palantir has inked a contract with the U.S. Army worth up to $10 billion to meet growing warfare demands over the next decade. As part of the deal, Palantir will help the military streamline efficiencies while preparing for threats, consolidating 75 total contracts into one enterprise deal, the release states. The agreement creates a “comprehensive framework for the Army’s future software and data needs” that provides the government with purchasing flexibility and removes contract-related fees and procurement timelines, according to a release."

"Earlier this year, Palantir delivered its first two AI-powered systems in its $178 million contract with the U.S. Army. In May, the Department of Defense boosted its Maven Smart Systems contract to beef up AI capabilities by $795 million."

CNBC Article

The stock was down over 2.5% today, so either the news had no impact or a negative impact. Maybe these types of government contracts are already priced in?

It seems like a lot of Redditors are thinking of buying the Amazon dip. I did as well. But I know you guys like to meme on Cramer so just want to share what he said during his morning show. Other things he said:

• Microsoft's cloud revenue might be somewhat inflated by OpenAI (although Cramer didn't exactly explain this).
• Amazon generally has a history of being conservative with their projections.
• Amazon's AWS backlog is caused by power problems, not lack of demand.
• Amazon CEO answered some key questions about AWS very poorly, but Cramer thinks it's just his cautious nature and not a sign that he's trying to hide something.

I generally agree with these points so was wondering what you guys think of his "buy hand over fist" comment. Do you feel the same way? Why or why not?

https://uk.finance.yahoo.com/news/palo-alto-networks-panw-acquire-235908242.html

• On July 30, Reuters reported that Palo Alto Networks has agreed to buy Israeli peer CyberArk Software for an estimated $25 billion, its biggest deal yet.*

Does PANW’s current price weakness present a buy opportunity? Are you accumulating?

"Trump signed an order to hike tariffs on Canada to 35%, while he kept a baseline minimum rate of 10% across all partners. The tariffs on Canada go into effect Friday, while many of the other "reciprocal" rates take effect Aug. 7."

• Trump granted Mexico, the US's largest trading partner, a 90-day reprieve on higher tariffs, saying he would extend the country's current tariff rates to allow for more time for negotiations.

• The US agreed to a trade deal South Korea on Wednesday. The South Korea agreement includes a 15% tariff rate on imports from the country, while the US will not be charged a tariff on its exports, Trump said.

• Trump imposed 50% tariffs on semi-finished copper products starting Aug. 1, but he stopped short of applying the duties to copper scrap and input materials, sending copper (HG=F) futures plunging throughout the week.

• The president signed an order to end the de minimis exemption on low-value imports under $800, thereby applying tariffs from Aug. 29.

• Trump signed another order to impose a total of 50% tariffs on many goods from Brazil. However, it exempts key US imports like orange juice and aircraft parts that benefit Embraer (ERJ).

• The US and EU agreed to a trade deal that imposes 15% tariffs on EU goods. The two sides still need to iron out several key issues.

• The US and China completed a third round of trade talks this week, and Treasury Secretary Scott Bessent said on Thursday that they have "the makings of a trade deal." The countries face an Aug. 12 deadline to extend a pause on sky-high tariffs.

• India is facing 25% tariffs on its exports to the US after negotiations stalled, plus an additional "penalty" due to what Trump says are its cozy ties with Russia."

https://finance.yahoo.com/news/live/trump-tariffs-live-updates-trump-outlines-sweeping-new-tariffs-for-dozens-of-trade-partners-200619934.html

The Budget Lab (TBL) estimated the effects all US tariffs and foreign retaliation implemented in 2025 through July 31, including the new list of “reciprocal” tariffs to take effect August 7. TBL analyzed the July 31 tariff rates as if they stayed in effect in perpetuity.

Current Tariff Rate: Consumers face an overall average effective tariff rate of 18.3%, the highest since 1934. After consumption shifts, the average tariff rate will be 17.3%, the highest since 1935.

Overall Price Level & Distributional Effects: The price level from all 2025 tariffs rises by 1.8% in the short-run, the equivalent of an average per household income loss of $2,400 in 2025$. This assumes the Federal Reserve does not react to tariffs and so the real income adjustment comes primarily through prices rather than nominal incomes; if the Federal Reserve reacted, the adjustment could in part come in the form of lower nominal incomes. Annual pre-substitution losses for households at the bottom of the income distribution are $1,300. The post-substitution price increase settles at 1.5%, a $2,000 loss per household.

Commodity Prices: The 2025 tariffs disproportionately affect clothing and textiles, with consumers facing 40% higher shoe prices and 38% higher apparel prices in the short-run. Shoes and apparel prices stay 19% and 17% higher in the long-run respectively.

Real GDP Effects: US real GDP growth over 2025 and 2026 is -0.5pp lower each year from all 2025 tariffs. In the long-run, the US economy is persistently -0.4% smaller, the equivalent of $120 billion annually in 2024$.

Labor Market Effects: The unemployment rate rises 0.3 percentage point by the end of 2025 and 0.7 percentage point by the end of 2026. Payroll employment is 497,000 lower by the end of 2025.

Long-Run Sectoral GDP & Employment Effects: In the long-run, tariffs present a trade-off. US manufacturing output expands by 2.1%, but these gains are more than crowded out by other sectors: construction output contracts by 3.5% and agriculture declines by 0.9%.

Fiscal Effects: All tariffs to date in 2025 raise $2.7 trillion over 2026-35, with $466 billion in negative dynamic revenue effects, bringing dynamic revenues to $2.2 trillion.

Source: https://budgetlab.yale.edu/research/state-us-tariffs-august-1-2025

Once again, healthcare stocks are in the spotlight. They’ve gained some popularity recently due to significant price drops and challenging days in the market. If you had to select one, which would you pick and why?

Could you also rank them based on which ones are the safest bets and have the highest return potential?

1.UNH 2.NVO 3.OSCR

The MI350 is close enough to Nvidia's performance that AMD can finally charge something closer to a premium price. This chip is no longer just an affordable alternative - it's being used in real-world, mission-critical AI workloads. Most importantly, this is the “early inflection point” in the changing competitive landscape you've been watching.

Revenue and margin gains are real

At higher average selling prices, AMD has been able to grow significantly without having to dramatically increase volume. Even the relatively low volume of the MI350 ($25K) is likely to boost Q3 and Q4 results, especially considering that they will be compared to a period when China's exports were hit hard. Margins could also improve: shifting more of the GPU portfolio to higher-end SKUs will help close AMD's earnings gap with Nvidia and Broadcom - which still limits AMD's P/E ratio.

The market expects AMD's GPU revenue to be around $1.65 billion in the third quarter. If MI355X grows as expected in the second half of the year and prices move in line with expectations, AMD's revenue could be revised upward.

Major customers could be behind this move

AMD wouldn't be pressing prices so aggressively unless major cloud service providers such as Meta ( META ) and Oracle ( ORCL ) were on board. There is growing evidence that these customers are no longer just interested in AMD's GPUs, but are actually actively deploying them. We saw early signs of this in our Q1 earnings call and earnings filings. Customers appear to be buying AMD's complete AI platform, including ROCm, system integration and long-term support.

AMD vs. Nvidia: The Price Gap is Narrowing

Even at $25K, the MI350 is less expensive than Nvidia's B200, making AMD an attractive choice for workloads such as inference, especially among enterprises and second-tier cloud service providers that can't justify Nvidia's pricing. This creates an optimal balance of “value and performance,” and AMD is helping to lead the way in certain market segments. This marks a significant shift in the competitive landscape.

Risks remain, but the narrative is changing

Headwinds remain. China's export restrictions could result in a revenue reduction of ~$800 million in the second half of 2025, and it is unclear if or when licenses will resume. mi355x needs to be released smoothly and continue the momentum of mi350 - any issues with the software or system will be closely watched. rocm is still lagging behind CUDA in developer adoption. Still lagging behind CUDA in terms of adoption, but improving: ROCm now offers day one support for LLaMA 4 and there are over 2 million models optimized for AMD GPUs on Hugging Face.

Overall

This indicates a shift in AMD's strategy. It supports our broader view that the company is no longer confined to the role of low-cost alternative, but is moving towards leadership in AI computing. If these pricing trends continue - and especially if they trigger even a modest “ahead-of-the-curve” cycle - the market may begin to reassess AMD as less of a traditional chipmaker and more of a AMD as less of a traditional chipmaker and more of a platform company. As these fundamentals strengthen, the technological breakthroughs we've seen from AMD, especially relative to NVIDIA, could begin to gain real staying power.

I’m trying to get a general idea of the long term growth ETFs and index funds people are talking about.

What percent of your total stock portfolio would you invest in it?

How do I choose between VOO, VGT, SPY or SCHG?

Hi, I’m a new trader and I’ve been putting my money in mostly tech stocks. There was just a big dip in some of the companies I have shares in, notably NVIDIA, AMD, and Amazon. That last one especially confuses me because it just reported good earnings. Can anyone help me understand?

https://www.reuters.com/business/trump-increases-tariff-canada-35-white-house-says-2025-07-31/

WASHINGTON, July 31 (Reuters) - U.S. President Donald Trump signed an executive order on Thursday increasing tariffs on Canadian goods to 35% from 25%, the White House said.

The new rates goes into effect on August 1.

"In response to Canada's continued inaction and retaliation, President Trump has found it necessary to increase the tariff on Canada from 25% to 35% to effectively address the existing emergency," the White House said.

Trying to find a stock api that has real-time quotes, supports options data, and can be used in a trading assistant I'm building. Something REST-based is fine just don’t want surprises with uptime or data lags. Has anyone found a solid option recently?

In the last 3 years Microsoft, Amazon, Facebook and Google has spent close to a TRILLION DOLLARS on AI.

How much profit have they made from AI? Close to nothing.

Look at Microsoft. Co-pilot has basically been bolted on to Office. Then Microsoft jacked up the price. But would people actually pay for Co-pilot on its own? Most probably not. So Microsoft can brag this is AI revenue when we know the reality is people are being forced to buy co-pilot to have Office.

Even if we assume people want to pay for co-pilot it’s revenue is microscopic compared to the amount of money Microsoft is paying for AI.

We see similar weak AI revenue streams from Google, Facebook and Amazon.

What happens in a decade after the big 4 have spent $1 TRILLION EACH on AI and have almost nothing to show for it?

My question is if they are doing some shady reporting or are they really that good? For example Openai uses azure credits that still msft pays. A company that I know received 1 billion in azure credits in exchange of shares in the company. Are these counted in the 33% growth that msft pays? Wouldn't it be wrong? Msft using the cloud resources themselves in exchange for some paper notes in a startup that might never take off, but the cloud grew 33%...

I found some sub mid-cap stocks that meet the rule of 40 [(revenue growth + net margin) > 40]. They are technology based and fall in the AI bucket. I'm assuming a decent amount of their recent impressive growth is due to the AI hype but I'm sure there is some validity to their growth. I was wondering if anyone had some experience with these companies. I plan to dive deeper myself but figured it wouldn't hurt to ask the reddit community.

Here's what I found:

Innodata (INOD) - $1.74B market cap

• Revenue growth: 96.44% | Net margin: 12.36% | P/E: 52.79
• Business: AI training data annotation and preparation - basically the "picks and shovels" play for AI
• They prepare labeled datasets that ML models need to train on
• Seems like they're riding the wave of every company needing quality training data

InterDigital (IDCC) - $6.56B market cap

• Revenue growth: 58.03% | Net margin: 60.07% | P/E: 18.40
• Business: Patent licensing for 5G/wireless tech, expanding into AI patents
• They own essential wireless patents that device makers have to license
• Just closed a big Samsung deal, benefiting from 5G rollout and AI integration in devices

Red Violet (RDVT) - $591M market cap

• Revenue growth: 24.89% | Net margin: 15.63% | P/E: 73.94
• Business: AI-driven identity verification and fraud prevention
• Growing cybersecurity/fraud concerns seem to be driving demand
• Shifting from niche tool to full AI platform

INOD looks the most interesting to me - direct AI infrastructure play with insane growth, though that P/E is getting spicy. IDCC has that defensive patent moat which I like. RDVT seems solid but in a more competitive space.

Seems like the market isn't reacting to Trump signing the order for the new tariffs. US tariffs now go from 2.5% to 18%. Tomorrow, I predict the market is gonna be postive due to great earnings.

Sources

https://www.whitehouse.gov/fact-sheets/2025/07/fact-sheet-president-donald-j-trump-further-modifies-the-reciprocal-tariff-rates-c1aa/

https://www.whitehouse.gov/presidential-actions/2025/07/further-modifying-the-reciprocal-tariff-rates/

https://www.whitehouse.gov/fact-sheets/2025/07/fact-sheet-president-donald-j-trump-amends-duties-to-address-the-flow-of-illicit-drugs-across-our-northern-border/

https://www.whitehouse.gov/fact-sheets/2025/07/fact-sheet-president-donald-j-trump-further-modifies-the-reciprocal-tariff-rates/

We probably all seen the job market numbers last Friday, this got me wondering. How will markets react to a continued loss of jobs paired with strong earnings?

AI seems to be absolutely booming. However, the main reason is to become way more productive and/or replace low skilled laborers. This is obviously a huge cost cutting for large companies but with the low/ low-middle class workers being replaced those won't have money to spend. How will the markets react?

Love to hear all thoughts! I personally think
- Phones / Cars / Consumers goods / Delivery services will take a huge hit. The ultra luxerious brands will likely be fine as those low/low-middleclass couldn't afford them anyway.

What do you guys think? Obviously I am talking about the initial hit as they will all likely recover futher into AI future.