July 22: Daily Updates

Published on 22 July 2025 at 14:26

Treasury Secretary Bessent said talks with China will be held next week in Stockholm. The market stayed near recent highs with slight moves. Yesterday, the index hit a new high at the open but then pulled back, closing above 6300 for the first time.

 

The intraday key level for SPY is around $628. If it opens below that, it may fall to the $625 area first. On the upside, it could test the $631.5 area. If it breaks through quickly, it may keep rising.

 

Major industrial stocks reported earnings:

GM: Profit fell year-over-year but beat expectations. GM said tariffs cut profit by $1.1 billion, and next quarter’s strike impact will cost another $4–5 billion. Stock down 2%.

RTX: Revenue and profit beat forecasts, but full-year profit guidance was cut. Tariffs will impact $850 million in profit. Stock down 1%.

NOC: Earnings beat and full-year guidance was raised. Stock up 4%.

LMT: Earnings missed badly with a pre-tax loss. Full-year guidance was sharply lowered. Stock down 8%.

 

In consumer stocks:

KO (Coca-Cola) beat earnings expectations, but stock dipped slightly.

PM (Philip Morris) missed revenue estimates, down 5%.

Two major homebuilders beat expectations: DHI +7%, PHM +5%.

TSLA opened its first restaurant in Hollywood.

 

Today, focus remains on major tech stocks.

GOOGL will report earnings after the close on Wednesday. The stock keeps rising but is near the lower edge of the February gap around $192 — a good place to hedge if already long.

AMZN is catching up ahead of earnings. It is near key resistance at $233 premarket — also a good hedge opportunity.

TSLA pulled back yesterday from the top of its triangle pattern. Wait patiently for its earnings report after the close tomorrow.

 

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