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CLOSING BELL
Thursday Means Record Highs

The S&P 500 hit fresh records at the 6,300 mark on further signs the economy is in good shape, and earnings are showing growth is on the way. The Nasdaq reached a record high close, driven by the strength of the tech sector.

Retail sales grew in June, and consumers showed no signs of penny pinching or trade worries. U.S. unemployment applications fell for a fifth week in a row.

Earnings from chip-making giant TSM showed a record quarterly profit, and it rose alongside PepsiCo on better-than-expected results. The House passed the GENIUS Stablecoin Bill, and Netflix fell after the bell, despite posting an after-hours beat and raise. 👀

Today's issue covers Netflix posted a beat, but was it enough? PLUS: Uber annouced a self-driving deal with Lucid, and more. 📰

With the final numbers for indexes and the ETFs that track them, 9 of 11 sectors closed green, with financials $XLF ( ▲ 0.96% ) leading and health care $XLV ( ▼ 1.14% ) lagging.

S&P 500 $SPY ( ▲ 0.61% ) 6,297

Nasdaq 100 $QQQ ( ▲ 0.81% ) 23,078

Russell 2000 $IWM ( ▲ 1.31% ) 2,253

Dow Jones $DIA ( ▲ 0.65% ) 44,484

STOCKS
Netflix Beat, Raised Ad Sales, But Stock Might Take A Breather 🫁 

Netflix reported right after the bell, and fell slightly, despite showing a 16% growth in revenue for the past quarter. Net profit rose 46%, but investors may not have cared and instead looked at margins.

The streaming giant, now valued more than Warner Bros and Disney combined, reported a flying 34% margin in the second quarter, but that climb might not hold. In the forward-looking guidance, the firm stated that it expected a full-year operating margin of 29.5%, and following this blockbuster quarter, Wall Street at least sought 29.7%.

The stock had six quarters in a row with double-digit revenue growth numbers, and Netflix expects ad revenue to double this year. Still, the stock might take a pause from its rocketing climb: while consumer staples and trade-affected stocks flubbed over the spring, digital services like Netflix flew. In the dog days of summer, it might be time for a pause before more growth.

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COMPANY NEWS
Uber Inks A Self-Driving Deal, But Not With Musk

Lucid was the real winner Thursday, after a report that they would team up with Nuro for a robotaxi program on the Uber app, with a $300M investment and the planned deployment of 20k Lucid cars with Nuro self-driving tech.

$UBER ( ▼ 0.28% ) fell on the price tag of the deal, while $LCID ( ▲ 36.25% ) had a great day. The investment will come from Uber subsidiary SMB Holding. The deal may serve as a framework for future self-driving plans: a tech company with point-of-sale app skills, a forward-thinking car manufacturer, and a self-driving startup with something to prove.

Together, they hope to deploy in a ‘major American city’ next year to start offering service exclusively.

It’s also a sign the self-driving race is heating up even more. Waymo, Google's self-driving baby, partnered with Jaguar and Volvo to build out its fleet, going head-to-head in a race with Tesla this week to see who can show the most impressive charted area graph of Austin, TX.

The Lucid Nuro deal is one of a dozen Uber partnerships with self-driving vehicle firms, and shows Uber is choosing to invest in other companies’ automation tech, rather than try to build it in-house. Nuro claims 1.4M miles of self-driven miles so far, mostly out of Las Vegas, NV. 🤖 

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POPS & DROPS
Top Stocktwits News Stories 🗞️ 

PepsiCo removed artificial colors from its Lay’s and Tostitos products, though retail investors remain cautious amid broader scrutiny of ingredient transparency. Read more

Abbott issued a disappointing Q3 earnings forecast, sparking investor concerns over slowing growth and market headwinds. Read more

GE Aerospace saw a spike in retail chatter as its Q2 revenue soared, driven by strong aviation demand and upbeat financial performance. Read more

United Airlines stock slipped in after missing Q2 revenue estimates and issuing a tepid outlook for 2025. Read more

Unity Software surged as Wall Street anticipated a revival in ad tech, boosting confidence in its monetization platform and revenue outlook. Read more

Top 3 automotive companies saw retail chatter surge on Stocktwits as traders reacted to bullish sentiment and sector momentum. Volcon, Magna, and ECD were climbing. Read more

TSMC stock is eyeing a fresh record after its Q2 results beat estimates, driven by surging AI chip demand and strong foundry performance. Read more

Trump imposed a 93.5% tariff on Chinese graphite imports, escalating trade tensions and signaling tougher U.S. industrial policy moves. Read more

Robot Consulting revealed its IPO listing price, spotlighting investor interest in automation and AI-driven enterprise solutions. Read more

OpenAI will let users shop online using ChatGPT agents, unlocking new commercial applications for AI-powered assistants. Read more

Rivian stock jumped after the company selected Atlanta as its East Coast headquarters, reinforcing its expansion strategy and regional commitment. Read more

Pagaya earned praise from retail traders for its Q2 guidance, driving a 46% spike in community chatter over a 24-hour window. Read more

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

PRESENTED BY STOCKTWITS
Stocktwits Acquires Thematic. Here’s Why That Matters.

📢 Big news: Stocktwits has acquired Thematic, an AI-native research platform. This is a major step forward in how we help investors discover ideas, screen for opportunities, and act with confidence.

By combining Thematic’s AI tools with years of market conversations and sentiment trends, we’re creating a smarter investing experience, one that surfaces personalized insights right when they matter most.

What’s coming:

→ AI-native search

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→ Stream summaries

→ Institutional-grade index builder

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More to come soon.

WHAT’S ON DECK
Tomorrow’s Top Things 📋

Economic data: Building Permits (8:30 AM), Housing Starts (8:30 AM), Michigan Consumer Expectations (10:00 AM), Michigan Consumer Sentiment (10:00 AM), Atlanta Fed GDPNow (11:30 AM) 📊

Pre-Market Earnings: 3M ($MMM), American Express ($AXP), SLB ($SLB), Charles Schwab ($SCHW), Ally Financial ($ALLY). 🛏️

P.S. You can listen to all of these earnings calls and more straight from the Stocktwits app or website. You’ll find them on the calendar page and individual symbol pages once they’re set to begin! We’ll see you there. 👍

Links That Don’t Suck 🌐

🏠️ Homebuilders are slashing prices at the highest rate in 3 years

📺️ Shares of high fructose syrup producer ADM fall after Trump says Coca-Cola agrees to use real cane sugar

⚠️ House sends stablecoin bill to Trump's desk, capping string of 'crypto week' victories

😨 Here’s where Walmart prices are changing — and staying the same — as Trump’s tariffs hit

👀 Kevin Warsh touts ‘regime change’ at Fed and calls for partnership with Treasury

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