From $100B Apple Push to Record ETF Flows

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👋 ICYMI

Markets extended gains as the Nasdaq hit fresh records thanks to strong tech sentiment and growing optimism around possible rate cuts. Meanwhile, select IPOs are flourishing—and top insiders are quietly placing new bets.

🔁 Market Movers

• 🍎Tech Rally Continues on U.S. Manufacturing Push
  Apple $AAPL ( ▲ 0.4% )  jumped 13.3% last week after doubling down on a $100B U.S. manufacturing push, helping propel the Nasdaq to a record close.

• 📈U.S. Stocks Finish Strong
  The S&P 500 climbed 2.4% and the Nasdaq 3.9%, notching their third winning week out of four on the back of upbeat earnings across sectors.

• 🏦 Fed Shake-Up Fuels Dovish Rate Bets
  Markets cheered President Trump’s nomination of Stephen Miran to the Fed, reading it as a dovish tilt that could bring cuts sooner.

• 🌏 Japan Stocks Surge Amid Global Optimism
  The Nikkei leapt nearly 2% Friday, with Sony up 4.3% and SoftBank surging 9%, as strong earnings met renewed optimism on U.S. trade.

👀 Signals I’m Watching

• 🫧 AI Bubble Concerns Grow
  The PHLX Semiconductor Index has lagged the broader S&P despite strong AI enthusiasm, raising strategic caution among analysts.

• 🔮August Soft-Season Watch
  August and September are historically the worst-performing months for the S&P 500—averages show gains of –0.6% and –0.8%, respectively.

• 📈 Record ETF Inflows Continue Rolled-Up Momentum
  U.S.-listed ETFs collected $121 billion in July alone, and flows are on pace for a record $1.3 trillion in 2025—highlighting robust investor demand across equities, bonds, and themed strategies.

⚠️ Red Flag to Note

Markets are leaning into a September rate-cut narrative, but some strategists warn expectations for multiple cuts may be premature. Strong momentum remains—just watch for shifts if the Fed signals a slower pace.

🔍 Insider Transactions I’m Watching

Forward this table to the friend who always copies insider trades

🚀IPO Watch

• 🏥Heartflow’s Medical Debut Impresses
  AI-powered medtech firm debuted on Nasdaq with a 51% pop and a $2.33B valuation. The IPO raised $316.7M.

• 🛰️Firefly Aerospace Soars
  Space-tech firm Firefly’s Nasdaq listing led to a ~56% surge, securing a near $9.84B valuation. Shares gave up some gains on Friday.

📅 Looking Ahead: New Candidates on Deck

• 🇺🇸Trump-Sponsored Manufacturing SPAC Screens
  A Trump Jr.–backed manufacturing SPAC filed to raise $300M, spotlighting renewed sponsor-driven listings.

• 🏠Fannie Mae & Freddie Mac: A Housing Market Shake-Up
  The Trump administration is moving forward with plans to privatize Fannie Mae and Freddie Mac through initial public offerings later this year. The IPOs could potentially value the two U.S. mortgage giants at more than $500 billion combined.

• 🪙Bullish & Miami International: Fintech IPO Duo
  Fintech names are back in the spotlight—Bullish, a crypto trading platform backed by Peter Thiel, and Miami International, an options and derivatives exchange operator, both announced IPO filings. Bullish is targeting a $4.3 billion valuation, while Miami International may reach $1.9 billion.

📬 Closing Note

From AI riffs and IPO bursts to precision insider moves, this week proves the edge belongs to the story-seekers.

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