Sydney Sweeney Just Beat Salesforce

😎 Market Vibes

Happy Thursday - and no, you're not hallucinating. American Eagle is the hottest stock on the board, Salesforce is slipping after a beat, and a Trump-era Fed pick is promising neutrality like it's a TED Talk.

Let's unpack the earnings, the yields, and the weirdness.

👖 Markets powered by vibes and denim

• 🏛️ Fed Nominee Plays the Independence Card: Stephen Miran, tapped for a Fed Board seat, told lawmakers he'll defend central bank independence no matter who's in charge - even if it's Trump 2.0. Markets perked up, but traders still aren't sure if he's a hawk, a dove, or just a well-dressed wildcard.

• 💼 Salesforce Said the Quiet Part Out Loud: The Q2 numbers beat, but Q3 guidance flopped like a cold sales pitch. Shares down ~7% in extended trading as Wall Street wonders if the AI hype cycle has a pause button.

• 👖 American Eagle Goes Full Fashion Phoenix: AEO soared ~25% after doubling profits and flexing full-year strength. Turns out Travis Kelce and Sydney Sweeney can sell denim and dividends.

• 📊 Futures: Slightly Up, Vibes: Undecided: S&P and Nasdaq futures rose ~0.2% while the Dow hovered - traders waiting for the next labor data breadcrumb like it's a Fed-flavored trail mix.

• 👀 Bond Yields Blink First: 10-year Treasury yield dipped to 4.19% as weak jobs data rekindled rate cut fantasies. The bond market's anxiety is the equity market's pre-party.

^_[sponsored]

Congress just passed crypto's biggest win ever

Crypto history was made in July, and most people completely missed it.

Congress passed the GENIUS Act with a 308-122 vote—the first major crypto legislation in U.S. history. President Trump signed it into law, declaring America the "crypto capital of the planet."

Our FREE Crypto Revolution book shows you exactly how to position yourself for the institutional flood that's coming.

Claim your copy + $788 in bonuses (just cover s&h) >>

💸 Trade Talk

Salesforce's earnings beat came with a sting, shooting down in pre-market on weak forward guidance. Meanwhile, American Eagle reversed our expectations with a pop by leaning into edgy marketing, and the bond market is sighing with relief thanks to muted jobs data. All while Google keeps its Chrome crown-but regulators aren't letting it off the hook entirely.

🧠 Big Brain Energy

Stephen Miran told Congress he'll uphold Fed independence "regardless of who is president."
📏 A rare moment of bipartisan vibes - and a reminder that central bank credibility still matters (at least on paper).

^_[sponsored]

[Instant Cash Blueprint] How to collect upfront cash payouts

I’ve managed money for America’s wealthiest families, including Silicon Valley CEOs, tech entrepreneurs, even professional athletes. And today, I’m revealing my #1 income strategy for 2025. It’s perfect for today’s volatile markets. The great part is, each trade comes with an instant cash payout, as much as $100 to $1,000 upfront. Best of all, you can collect these payouts without owning a single share of stock. I’ve put all the details in an Investor Briefing called the Infinite Income Manifesto.

Click here now for your FREE COPY.
^{_{Clicking the link above will opt you into communication from TradeSmith, including the TradeSmith Daily daily E-Letter. (Privacy Policy)}}

🧨The Outrage Meter

American Eagle stock jumped 25%... because they sold more jeans and ran some good ads.
Meanwhile, actual tech companies are getting punished for "slowing growth" at $100B run rates. Retail is winning on vibes, slogans, and influencers - not fundamentals.

Turns out Gen Z can move markets.

🤔What Do You Think?

✌️ Thanks for vibing with us. Hit reply and let us know your take on today's market madness.

⚠️ WARNING: Market data is subject to rapid change. Verify current information before making trading decisions.

DISCLAIMER: Stocks and options trading have large potential rewards, but also large potential risk. You must be aware of the risks and be willing to accept them in order to invest in the stocks and options markets. Don't trade with money you can't afford to lose. This is neither a solicitation nor an offer to Buy/Sell stocks or options. No representation is being made that any account will or is likely to achieve profits or losses similar to those discussed in the linked report. The past performance of any trading system or methodology is not necessarily indicative of future results. All trades, patterns, charts, systems, etc., discussed in the linked report are for illustrative purposes only and not to be construed as specific advisory recommendations. Information contained in this correspondence is intended for informational purposes only and was obtained from sources believed to be reliable. Information is in no way guaranteed. No guarantee of any kind is implied or possible where projections of future conditions are attempted. For full disclaimer information, click here.