Jim Cramer's top 10 things to watch in the stock market Tuesday
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Jim Cramer's top 10 things to watch in the stock market Tuesday

July 29, 2025
01:16 PM
4 min read
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Wall Street was on track for a higher open, which would add to yesterday's 15th record close of the year for the S&P 500.

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4 min read

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investment

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Published

July 29, 2025

01:16 PM

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CNBC

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stocksfinancialhealthcaretechnologymarket cyclesseasonal analysismarket

My top 10 things to watch Tuesday, July 29 1

Novo Nordisk s sank more than 20% this morning after the maker of Ozempic cut its full-year guidance and named a new CEO

The company cited "persistent use of compounded GLP-1s. " name Eli Lilly, which competes with Mounjaro and Zepbound, saw its stock drop 4% ing the Novo Nordisk news, amid market uncertainty

Lilly reports earnings Aug, given current economic conditions

In contrast, Also in the portfolio, Starbucks is set to report earnings after this afternoon's closing bell, considering recent developments

We want to hear how CEO Brian Niccol's turnaround efforts are going

We have faith in Niccol's ability to right the ship based on his overhaul of Chipotle

Additionally, However, it looks Starbucks is going to be a much harder turn (remarkable data)

UnitedHealth reported a dramatic guide down but forecast a return to growth in 2026

Doesn't seem a trusted forecast (an important development)

This analysis suggests that analysis reveals troubled company reported its mixed quarter just days after it said it was cooperating with the Justice Department investigation into its Medicare billing

The Dow stock, already on a slide since April, dropped roughly 1 (this bears monitoring)

Nevertheless, 5% this morning

Merck, also a Dow stock, dropped 4% after the drugmaker announced a goal of $3 billion in cost cuts by the end of 2027

The company is positioning ahead of blockbuster cancer drug Keytruda patent expiration in 2028

Merck also reported lower-than-expected quarterly revenue, the first miss since April 2021, and narrowed its full-year guidance

Boeing was a Dow stock winner this morning after cutting quarterly losses and reporting the most deries of planes since 2018 (fascinating analysis)

Revenue beat expectations

CEO Kelly Ortberg said "change takes time," but he sees 2025 as "our turnaround year

Furthermore, " The stock rose nearly 1% this morning, adding to its more than 30% year-to-date gains

Meanwhile, Cter & Gambl e s gained nearly 2% after the consumer ducts giant beat on quarterly earnings and revenue, in today's financial world

P & G announced fiscal 2026 guidance that included a $1 billion drag due to higher costs from tariffs

It also cited unfavorable commodity costs, higher net interest expense and core effective tax rates

The company also announced a CEO transition

Union Pacific has agreed to buy smaller rival Norfolk Southern in a $85 billion deal

If apved, the combined company would be the nation's first coast-to-coast freight rail operator

There are reports that this deal has mpted competitors BNSF, owned by Berkshire Hathaway, and CSX to explore merger options

Wall Street was on track for a higher open, which would add to yesterday's 15th record close of the year for the S & P 500

The data indicates that demonstrates that United States and China resumed trade talks today after the weekend announcement of a trade deal between the U (an important development)

And the European Union

Last week, President Donald Trump unveiled a trade deal with Japan, in today's financial world

On the other hand, Name Nvidia, according to Reuters, has placed orders with its manufacturer, Taiwan Semi, for 300,000 China-specific H20 chips

Nevertheless, The report indicated that Nvidia won't be relying on just its stockpile of these chips, which this month got apval from the Trump administration to sell in China again (noteworthy indeed)

Wells Fargo raised its price target on name Amazon to $245 a from $238

OK, this is the kind of fatuous PT boost based totally on conjecture that gets you in trouble because it presumes a great quarter

Amazon reports earnings after Thursday's close

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