Pre-Market Pulse 25th July – AI earnings drive stocks higher, while Trump & Powell have tense exchange
Stock clinched another record closing high overnight underpinned by trade deal optimism and an Alphabet-led climb in tech.
July 2025
Global Alpha – Buy The Trade Desk (NASDAQ:TTD)
The Trade Desk is a leading technology company specializing in digital advertising. Their cloud-based, self-service platform lets advertisers and agencies plan and run data-driven campaigns across channels like video, audio, display, connected TV, and more.
Closing Bell 24th July: ASX Edges Lower as Macquarie and Bapcor Weigh on Sentiment
The Australian sharemarket turned lower on Wednesday as investors took profits following a strong prior session and awaited developments on a potential EU-US trade agreement. The S&P/ASX 200 slipped 0.3% to 8,710.8 by 2pm AEST, with losses across seven of the 11 sectors, led by financials.
High Conviction – TRIM CSL to BUY Sigma Healthcare SIG:ASX
TRIM CSL to BUY Sigma Healthcare SIG:ASXADD to GQG Partners GQG:ASX
Pre-Market Pulse 24th July – Stocks higher as Trump finally seals a meaningful trade deal with Japan
US stocks closed at another record high overnight, as the US-Japan trade deal stoked optimism that the Trump administration would be able to seal further deals, averting a messy trade war.
Closing Bell 23rd July: ASX Advances as Banks and Miners Rebound
The S&P/ASX 200 climbed 0.7% to 8741.80 on Wednesday afternoon, supported by gains in banks and miners. Nine of the 11 sectors traded higher, with materials leading the advance following a 2.2% rise in Singapore iron ore futures to US$105.65/t—driven by Chinese steel sector reforms and infrastructure investment.
Alpha Recommendation: Buy Rox Resources (RXL)
Rox Resources is an Australian gold company focused on bringing its high-grade Youanmi Gold Project into production. Located in Western Australia—one of the world’s top gold mining regions—Rox is on track to become a near-term gold producer, with a strong resource base and robust financial outlook.
High Conviction Growth – ADD Telix Pharma TLX:ASX
Shares have dropped on a routine SEC enquiry after the company disclosed earlier this morning that they were on track for guidance
Pre-Market Pulse 23rd July – Stocks mixed again as record run slows
Stocks were mixed yet again overnight as investors waiting on Google and Telsa earnings and chip stocks dragged due to a delay to the Stargate AI project
Closing Bell 22nd July: ASX Slips as Banks Weigh on Index; CBA Hits Two-Month Low
The Australian sharemarket gave up early gains to trade flat by mid-afternoon, weighed down by weakness in major banks following the release of the RBA’s July meeting minutes. At 1:55pm AEST, the S&P/ASX 200 was down 3.2 points to 8665.00, having earlier reached 8714.60.
High Conviction Growth – BUY Tetratherix TTX:ASX
Tetratherix is an Australian biotech company with a simple but powerful mission: help the body heal itself. The company has developed an advanced gel technology called Tetramatrix which has been called Medical Lego
Pre-Market Pulse 22nd July – Stocks end mixed as investors focus on earnings week ahead
Stocks were mixed overnight as investors were happy to bide their time until earnings from 2 of the MAG7 this week in Google and Tesla