Weekend Update 7/27/2025
Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store!
Markets rallied this week on a Japanese #Tariff deal and #BigTech earnings.
🇯🇵 Japan deal. While official details appear to still be in flux, the White House announced a #Tariffs trade deal with Japan. Broadly, the deal imposes 15% #Tariffs on all Japanese imports as well as opens new export markets and investments.
🤖 AI spending increases. Google surprised markets raising its #AI CapEx spending to $85B (already raised to $75B earlier this year). It was initially a poor reception from markets, but investors came around with signs of #AI monetization.
📈 New highs. Markets continue to rally despite looming warnings of #Tariffs impact. Investors continue to point to resilient economic data as rationale to ignore. The S&P 500 rallied to new all-time highs up +1.5% this week.
No Ursa account yet? Download Ursa here!
As of the publish date, Ursa portfolios may own GOOG. These securities may cease to be portfolio holdings at some point in the future. Any mention of these securities is for purely informational purposes only and NOT investment advice.
The statements, opinions and analyses presented here are provided as general information. This article is the opinion of the author. Anything within this article should NOT be considered an investment recommendation or advice. See Ursa’s full disclosures here.