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Apple's Made in the USA Moment 🇺🇸

And, Airbnb's stock buyback ignored.

August 07, 2025

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Today is Thursday, August 7, 2025.

The Early Bird Index today is 91.27

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Apple's Made in the USA Moment 🇺🇸

Apple $AAPL ( â–² 4.24% ) announced Wednesday that going forward, 100% of the cover glass on iPhones and Apple Watch units sold worldwide will be made in the U.S. for the first time, sending the stock up 2.81% in after-hours trading.

Early Bird’s Nest Egg Gains: This move fortifies Apple’s operational resilience, keeps it at the forefront of material innovation, improves its U.S. manufacturing narrative, enhances brand reputation, and may offer both cost and sustainability upsides in the long term.

Final Thoughts: The cover glass made in the U.S. will be through Corning $GLW ( â–² 1.56% ) , which rose 5.50% in after-hours trading.

From Italy to a Nasdaq Reservation

How do you follow record-setting success? Get stronger. Take Pacaso. Their real estate co-ownership tech set records in Paris and London in 2024. No surprise. Coldwell Banker says 40% of wealthy Americans plan to buy abroad within a year. So adding 10+ new international destinations, including three in Italy, is big. They even reserved the Nasdaq ticker PCSO.

Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.

Notables

Notable Earnings Today: Constellation Energy (Nasdaq: CEG), The Trade Desk (Nasdaq: TTD), Eli Lilly (NYSE: LLY), Block (NYSE: XYZ), Pinterest (NYSE: PINS), Instacart (Nasdaq: CART), Atlassian (Nasdaq: TEAM), Take-Two (Nasdaq: TTWO), Peloton (Nasdaq: PTON), Papa John's (Nasdaq: PZZA), Expedia Group (Nasdaq: EXPE), Gilead Sciences (Nasdaq: GILD), Live Nation (NYSE: LYV), Sweetgreen (NYSE: SG), TripAdvisor (Nasdaq: TRIP), Wynn Resorts (Nasdaq: WYNN), Rocket Lab USA (Nasdaq: RKLB), SoundHound AI (Nasdaq: SOUN), ConocoPhillips (NYSE: COP),  Datadog (Nasdaq: DDOG), Hanesbrands (NYSE: HBI), Hertz Global (Nasdaq: HTZ), Krispy Kreme (Nasdaq: DNUT),PENN Entertainment (Nasdaq: PENN), Warner Bros. Discovery (Nasdaq: WBD), Kratos Defense and Security (Nasdaq: KTOS), Establishment Labs (Nasdaq: ESTA), Twilio (NYSE: TWLO), Celsius Holdings (Nasdaq: CELH), Vistra (NYSE: VST), ACI Worldwide (Nasdaq: ACIW), Altice USA (NYSE: ATUS), Avadel Pharmaceuticals (Nasdaq: AVDL), BCE Inc (NYSE: BCE), Cars.com (NYSE: CARS), Cheniere Energy (NYSE: LNG), Chime (Nasdaq: CHYM), Collegium Pharmaceutical (Nasdaq: COLL), Crocs (Nasdaq: CROX), DigitalBridge (NYSE: DBRG), Doximity (NYSE: DOCS), Dropbox (Nasdaq: DBX), EPAM Systems (NYSE: EPAM), Evergy (Nasdaq: EVRG), Flutter Entertainment (NYSE: FLUT), GoDaddy (NYSE: GDDY), Gogo (Nasdaq: GOGO),  Grindr (NYSE: GRND), Hyatt Hotels (NYSE: H), indie Semiconductor (Nasdaq: INDI), Janus International Group (NYSE: JBI) Kenvue (NYSE: KVUE), LifeStance Health Group (Nasdaq: LFST), MDU Resources (NYSE: MDU), Microchip (Nasdaq: MCHP), Nexstar (Nasdaq: NXST), Nova Measuring (Nasdaq: NVMI), Primo Brands Corporation (NYSE: PRMB), Ralph Lauren (NYSE: RL), Restaurant Brands Int'l (NYSE: QSR), Sabre (Nasdaq: SABR), SharkNinja (NYSE: SN), SolarEdge Technologies (Nasdaq: SEDG), Spectrum Brands (NYSE: SPB), Starwood Property Trust (NYSE: STWD), US Foods (NYSE: USFD), Warby Parker (NYSE: WRBY), Warner Music Group (Nasdaq: WMG), Yelp (NYSE: YELP).

Notable IPOs Today: C1 Fund Inc. (NYSE: CFND), Firefly Aerospace Inc. Common Stock (Nasdaq: FLY), Paramount Skydance Corporation Class B Common Stock (Nasdaq: PSKY), WhiteFiber, Inc. Ordinary Shares (Nasdaq: WYFI), BEST SPAC I Acquisition Corp. Class A Ordinary Shares (Nasdaq: BSAA).

Notable Equity Crowdfunding Campaigns Ending Today: Sentivity.ai (Loupt), Crimson Horticultural Rarities (SMBX), Beach and Barrel (Honeycomb), EKTO VR (Honeycomb), Malooga (Honeycomb), Alpha-Otto Technologies (Wefunder), Tasters Wines (SMBX).

Notable Economic Events Today: Jobless Claims (8:30 a.m. ET), Nonfarm Productivity (8:30 a.m. ET), Unit Labor Costs (8:30 a.m. ET), NY Fed 1-Year Consumer Inflation Expectations (11:00 a.m. ET), Consumer Credit (3:00 p.m. ET), Fed's Balance Sheet (4:30 p.m. ET).

Airbnb's Stock Buyback Ignored

Good financial earnings results on Wednesday? Check. A new $6 billion stock buyback to boost the price? Check. Yet investors were not pleased with Airbnb $ABNB ( â–² 0.83% ) . The stock fell 5.94% in after-hours trading.

Financials: Airbnb reported earnings of $1.03 per share and revenue of $3.1 billion in the past quarter. Both were better than expected.

Final Thoughts: The problem was that investors felt that Airbnb’s outlook for the current quarter was weaker than expected.

DoorDash Posts Strong Results

DoorDash $DASH ( â–¼ 4.35% ) surged 8.54% in after-hours trading on Wednesday after posting strong financial earnings results.

Financials: DoorDash reported earnings of 65 cents per share and revenue of $3.3 billion in the past quarter. Both were better than expected.

Final Thoughts: The stock was already up 51% this year.

Tale of Two Ride Share Companies: Uber outperforms with higher revenue and earnings as Lyft lags behind (SiliconANGLE)

Not Enough to Love: AppLovin Posts Beat-And-Raise Report. But Investors Aren't Lovin' It. (Investor’s Business Daily)

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The contents of Early Bird are intended for informational and entertainment purposes only. They do not constitute trade or investment recommendations and they are not financial or legal advice. Readers are encouraged to consult licensed professionals for personalized guidance regarding their financial or legal situations.