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Friday, July 25

Noteworthy macro moves today: Bitcoin -1.7%. Gold -0.9%. 

Recent market movements are significantly influenced by the upcoming Federal Reserve monetary policy meeting scheduled for July 30, where expectations lean towards maintaining current interest rates. This sentiment is bolstered by recent economic data indicating a resilient labor market; initial jobless claims fell to 217,000—lower than anticipated—and while durable goods orders showed a decline of 9.3% in June against forecasts of a sharper drop, they still reflect underlying business investment trends.

In Europe, trade negotiations between the United States and European Union have garnered attention as both parties approach an agreement that could impose lower tariffs on EU imports into the U.S. compared to previous proposals. The German Ifo Business Climate Index rose slightly but missed expectations at 88.6 for July versus predictions of 89.0—a sign that optimism among businesses remains cautious amid ongoing geopolitical tensions.

Additionally, President Trump's visit to the Federal Reserve has reignited discussions about potential political pressures affecting central bank independence and future rate decisions amidst rising inflation concerns linked with tariff impacts from international trade policies.

Bitcoin (BTC/USD) [-1.7%]
Bitcoin has seen a decline today, dropping below 117,000 due to increased whale selloffs. The overall cryptocurrency market is experiencing volatility, with significant movements in other cryptocurrencies like XRP affecting liquidity conditions. Social media discussions noted that Bitcoin slipped to 115,000, reflecting a notable decline alongside other major cryptocurrencies and coinciding with a stall in the Dow Jones index rally. A dormant wallet, inactive for over 14 years, transferred approximately 3,962.62 BTC valued at around $468.67 million to a new address. Additionally, Galaxy Digital moved about 30,000 BTC worth approximately $3.9 billion to exchanges while retaining around 11,500 BTC. Corporate exposure to Bitcoin has increased, with Fidelity reporting that 35 public companies now hold over 1,000 BTC each, totaling nearly 900,000 BTC. Despite the price drop, a whale made a substantial bet on Bitcoin reaching 200,000 by year-end.

CNC | -10.9% | -1.4B
Centene Corp | Managed Health Care
Centene Corporation reported its Q2 2025 results, revealing an adjusted loss per share of $0.16, which was below the consensus estimate of $0.23. Total revenue for the quarter reached $48.74 billion, exceeding expectations of $44.24 billion. The company experienced a significant decline in net earnings, reporting a loss of $253 million compared to a profit of $1.15 billion in the prior year. Premium and service revenues increased by 18% year-over-year to $42.5 billion. The health benefits ratio rose to 93.0%, indicating soaring medical costs. Amid these mixed results, Baird lowered its price target on Centene from $68 to $28 while maintaining a Neutral rating. Additionally, Centene has withdrawn its financial guidance for 2025 due to challenges such as declining Medicaid and Medicare membership. Following the earnings report, shares fell sharply, reflecting concerns about the company's future performance.

INTC | -8.1% | -7.2B
Intel Corp | Semiconductors
Intel Corp reported its second-quarter 2025 financial results, revealing revenue of $12.86 billion, exceeding analyst expectations of $11.91 billion. However, the company recorded an adjusted loss of $0.10 per share, missing the consensus estimate for a profit of $0.01 per share. Intel anticipates third-quarter revenue between $12.6 billion and $13.6 billion, with an expected GAAP EPS loss of $0.24, compared to a loss of $0.18 estimated by analysts. The company also announced a workforce reduction of approximately 15% and the halting of manufacturing projects in Germany and Poland, consolidating operations in Costa Rica into larger sites in Vietnam and Malaysia. Social media discussions highlighted concerns regarding factory project cancellations and previous spending critiques, contributing to a notable decline in pre-market trading.

EW | +8.3% | +4.1B
Edwards Lifesciences Corp | Health Care Equipment
Edwards Lifesciences Corp has experienced a notable increase in its stock price, rising significantly since Thursday. Analysts have raised their price targets following the company's robust financial performance, with Mizuho and Barclays adjusting theirs to 95, Wells Fargo to 84, and Canaccord Genuity to 81. The firm reported Q2 net sales of 1.53 billion, exceeding the consensus estimate of 1.49 billion, marking an 11.9% increase from the previous year. This growth was largely driven by strong sales of Transcatheter Aortic Valve Replacement (TAVR) products. Additionally, Edwards Lifesciences raised its full-year guidance for FY2025 sales to a range of 5.9 billion to 6.1 billion, up from previous expectations. The company also reported Q2 earnings per share of 0.67, surpassing the anticipated 0.62.

CHTR | -10.8% | -5.3B
Charter Communications Inc | Cable & Satellite
Charter Communications reported its Q2 earnings, revealing an EPS of 9.18, which fell short of the analyst consensus estimate of 9.58 by 0.40. The company's revenue for the quarter was 13.77 billion, matching expectations. Notably, Charter lost 117,000 total Internet customers during the second quarter. Furthermore, the company revised its 2025 capital spending outlook down to 11.5 billion from the previous 12 billion. Net cash flows from operating activities were reported at 3.6 billion, with free cash flow at 1 billion. Following the earnings announcement, Charter's stock experienced a significant decline of over 10% shortly thereafter. Social media discussions highlighted a pre-market drop of 6%, with mentions of anticipated increases in mobile service revenue and interest in updates regarding the Cox deal.

CMCSA | -3.6% | -4.9B
Comcast Corp | Cable & Satellite
Comcast Corp (CMCSA) is experiencing a decline of 3.6%, coinciding with significant developments in the media landscape. Jeff Bezos is reportedly considering acquiring CNBC, following Comcast's plan to spin off its cable operations. This potential shift may alter Comcast's competitive positioning in broadcasting. Additionally, Comcast is set to announce its Q2 FY2025 earnings on July 31, 2025, with an EPS estimate of $1.18 and a revenue estimate of $29.8 billion. In related news, Charter Communications Inc (CHTR) has dropped significantly after reporting disappointing Q2 earnings, which included an EPS miss and a loss of 117,000 Internet customers. This performance and the downward revision of its capital spending outlook may be influencing the movement in Comcast's stock price.

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