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CLOSING BELL
Friday Ends With A Five-Day Streak

The market closed with fresh all-time highs, right before the biggest earnings week yet. All major indexes hit closing records Friday, as the market priced in the first major tech earnings, Fed interest rate drama, and the promise for better things to come next week.

The retail stock rally this week has some worried. Goldman Sachs said Thursday that its Speculative Trading Indicator, which in part tracks overconfidence, is at its highest since the dot-com bubble and the post-COVID stock explosion that brought GME fans together.

At the end of the week, ‘DOARK,’ or $DNUT ( ▲ 2.55% ) $KSS ( ▼ 6.16% ) $OPEN ( ▲ 4.96% ) $AEO ( ▲ 4.08% ) and $RKT ( ▲ 0.94% ) were higher, but not at their intra-week highs of +40% or +120% at the height of their craze. $BUZZ ( ▼ 0.19% ), an ETF that tracks social media mentioned tickers, is up 30% so far this year. 👀

Today's issue covers  Hoka maker reports send stock running, Trump talks stim checks in Scotland, and more. 📰

With the final numbers for indexes and the ETFs that track them, 9 of 11 sectors closed green, with materials $XLB ( ▲ 1.18% ) leading and communications $XLC ( ▼ 0.93% ) lagging.

S&P 500 $SPY ( ▲ 0.42% ) 6,388

Nasdaq 100 $QQQ ( ▲ 0.24% ) 23,272

Russell 2000 $IWM ( ▲ 0.37% ) 2,261

Dow Jones $DIA ( ▲ 0.43% ) 44,901

STOCKS
Hoka Maker Stock Runs Higher On Healthy Sales 👟 

Deckers Outdoors, maker of the Hoka shoe brand, flew 11% Friday. It wasn’t as impressive as other one-day stock jumps this week, but it was enough to catch retail attention, and the stock worked its way up the Stocktwits trending list.

The firm reported revenue in its first quarter that jumped 17% to nearly $1B, and Hoka sales climbed 20% to $653M. UGG sales, not to be left out as a fad of the past, also climbed 19% to $265M.

The firm expects second-quarter revenue upwards of $1.4B, with a midpoint right at analyst expectations. CEO Stefano Caroti said they have identified execution issues in the first half of the year.

“We're implementing changes that include adjusting product life cycles to ensure a steady and balanced introduction of new products across key categories, timed to coincide with major shopping periods,” Caroti said on the earnings call.

According to analysts’ notes on Friday, that is exactly what the market wanted to hear. A Raymond James note said that the shoe maker would space out its future design launches, targeting shopping periods such as the Christmas season. Truist analysts also said the direct-to-consumer business was showing signs of improvement.

The company makes 20% of its goods in Vietnam, and said it expects a $185M rise in production costs this year due to tariffs that it will slowly pass on to consumers through price increases.

After losing nearly half of its value, the stock enjoyed an ‘Extremely Bullish’ sentiment after earnings on Stocktwits.

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TRADE NEWS
Trump Flys To Scotland And Talks Stim Package 😮 

It was a busy week for trade news, even though the market no longer prices in every tariff headline with a sudden drop or climb.

On Friday, the president said that the U.S. and China are close to a deal, and that there is so much money coming in from current taxes that he considered sending out stimulus checks. 👀 

The last time the government handed out checks, retail excitement sent GME into a short squeeze. Could you imagine what would happen this time around, when short squeezes seem like an everyday occurrence?

At the same Scotland press conference, President Trump said that talks with China are going well, but gave the deal with the EU a 50/50 chance, even though both sides have threatened to fall into a 30% vs. 30% tariff fight if nothing changes before Aug. 1.

The U.S. dollar rebounded after the President reported that his televised visit to the Fed, which featured an awkward confrontation with FOMC Chair Powell, went well, and he believes next week’s FOMC meeting will also proceed smoothly. Here’s to hoping. 🤞 

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POPS & DROPS
Top Stocktwits News Stories 🗞️ 

Tesla reported a 13.5% drop in Q2 deliveries and warned of “rough quarters” ahead, but retail sentiment surged as Musk teased robotaxi expansion and a cheaper model. Read more

Intel warned it may abandon its foundry ambitions without securing major customers, triggering retail skepticism even as sentiment flipped “extremely bullish” on Stocktwits. Read more

Charter saw retail sentiment spike to “extremely bullish” despite mixed Q2 results and a 117K drop in internet subscribers, as traders focused on strong cash flow and mobile growth. Read more

Advance Auto Parts launched a $1.5B debt offering to boost liquidity, but retail sentiment stayed bearish despite Wall Street support and a 950% spike in message volume. Read more

Volkswagen CEO Oliver Blume expressed optimism that $7B in U.S. investments could help secure a better tariff deal with Trump after a $1.5B hit from current trade policies. Read more

Coursera and Boston Beer saw retail chatter spike 5,500% and 2,800% post-earnings, while Fitell held bullish sentiment despite no fresh news. Read more

Centene posted a surprise Q2 loss despite beating revenue estimates, but retail sentiment flipped bullish as shares rebounded over 4% intraday. Read more

C3.ai surged in retail chatter after CEO Thomas Siebel announced plans to step down due to health issues, triggering a formal search for his successor. Read more

Paramount secured FCC approval for its $8B merger with Skydance, advancing the deal amid political concessions and sparking rumors of co-CEO Chris McCarthy’s exit. Read more

Don’t miss a story! Follow @StocktwitsNews for a live feed in real time. ✍️ 

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