US PREMARKET ACTIONS: August 5, 2025
Futures Indices
- Dow Futures: +0.05%
- S&P 500 Futures: +0.15%
- Nasdaq 100 Futures: +0.28%
- US 10-Year Yield: 4.22% (+2bps)
Market Environment
US markets remain in the green this morning, buoyed by growing expectations of a rate cut as early as September, following last Friday’s weak employment data.
"Investors are increasing their bets on a September rate cut. The mood is also boosted by a strong earnings season so far," points out Jim Reid (Deutsche Bank).
Three macro releases on the agenda:
- Trade deficit expected at $61.5B
- Final Composite PMI for July (expected at 54.6)
- ISM Services (expected at 51.5)
UBS warns that current trade imbalances are being amplified by tariffs and boycotts, with no lasting structural effect.
Also to watch: upcoming appointments at the Bureau of Labor Statistics and the Federal Reserve Board of Governors.
Stocks to Watch
SolarMax Technology (SMXT) +70.97%
Stock soars after winning a $127M EPC contract for a battery project in Texas.
CRISPR Therapeutics (CRSP) -10.20%
Biotech disappoints with a Q2 miss. Ongoing concerns regarding its gene therapy partnership with Vertex.
Lemonade (LMND) +9.97%
Results far exceeded forecasts and strong outlook for IFP insurance. The market applauds.
DigitalOcean (DOCN) +8.81%
SME cloud specialist tops expectations and raises its 2025 guidance.
First Watch Restaurant Group (FWRG) +8.70%
Sales growth remains dynamic, well above expectations.
Palantir (PLTR) +7.13%
Excellent Q2 performance driven by strong adoption of its AI products. Wedbush calls it “hyper-growth.”
Zebra Technologies (ZBRA) +6.93%
Shares rise after the strategic acquisition announcement of Elo Touch Solutions for $1.3B.
Organon (OGN) +4.96%
Despite a revenue drop in Q2, upgraded annual guidance is reassuring. Women's health segment up 3%.
Pfizer (PFE) +2.00%
The pharmaceutical giant beat expectations in Q2 and raised annual guidance, citing strong year-to-date performance.
Have a great session everyone
Sylvain Mouilhaud: Stock Coach