AI bubble?

Nvidia forecasts decelerating growth, Modi issues ‘buy India-made’ call as 50% tariffs take effect, Trump's Intel stake sparks cries of 'socialism', US firms racing through $1 trillion buyback spree, and lower-income people are investing at record rates...

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Market Briefing
August 28, 2025

Good morning.

The Fast Five → Nvidia forecasts decelerating growth, Modi issues ‘buy India-made’ call as 50% tariffs take effect, Trump's Intel stake sparks cries of 'socialism', US firms racing through $1 trillion buyback spree, and lower-income people are investing at record rates…

📌 Futurist Eric Fry says Amazon, Tesla and Nvidia are all on the verge of major disruption. To help protect anyone with money invested in them, he's sharing three exciting stocks to replace them with. He gives away the names and tickers completely free in his brand-new "Sell This, Buy That" broadcast — go here to stream now » (ad)

Calendar: (all times ET) - Full Calendar

  • Today:
    Prelim GDP, 8:30A
    Unemployment Claims, 8:30
    Pending Home Sales, 10:00A

  • Tomorrow:
    Core PCE Price Index, 8:30A

Your 5-minute briefing for Thursday, Aug 28:

BEFORE THE OPEN

As of market close 8/27/2025.

Pre-Market:

US Investor % Bullish Sentiment:
↑ 30.84% for Week of AUG 21 2025

Previous week: 29.88%

Market Wrap:

  • Futures: Dow -12 pts (-0.03%), S&P 500 -0.3%, Nasdaq 100 -0.5%

  • Nvidia slips~3% after Q2 beat, pulling chip stocks (AMD, TSM, Broadcom ~-1%)

  • Despite beat, high expectations kept reaction muted

  • Nvidia Q3 guide excluded China H20 chip sales; upside if license approved

  • S&P +0.2%, Nasdaq +0.2%, Dow +0.3% Wed; S&P at record close

  • Monthly gains: S&P +2%, Nasdaq +2%, Dow +3%

  • Fed independence in focus after Trump’s move to oust Gov. Lisa Cook

EARNINGS

Here’s what we’re watching this week:

One Stock to Replace Nvidia—

This company is the lifeblood of AI data centers, yet almost no one has caught up with the story. Their hardware is so essential that the data center industry uses enough of it to stretch around the world 8 times – in a single building! So, if you own Nvidia stock now, you might be well-served to sell those shares and check out this under-the-radar play instead. Or if you missed the boat on Nvidia, this is a rare second chance to target tremendous profit potential as AI data centers spring up in every corner of the world.

HEADLINES

President Trump's 50% tariffs on India took effect on Wednesday amid Indian officials urging citizens to buy more products made in the country.

  • Dow, Nasdaq futures fall as Nvidia takes a hit after earnings report (more)

  • Trump's Intel stake sparks cries of 'socialism' from his party (more)

    • US not eyeing stake in Nvidia, Treasury Secretary Bessent says (more)

  • Mexico to raise tariffs on imports from China after US push (more)

  • US firms racing through $1 trillion buyback spree in record time (more)

  • Dollar on defensive as September Fed cut bets ramp up (more)

  • Nvidia CEO Huang: 'American tech stack should be the world standard' (more)

  • Kohl’s shares jump more than 20% after big earnings beat (more)

  • Wall Street cheers Cracker Barrel reversal after logo 'hubbub' (more)

  • American Eagle shares jump on partnership with Travis Kelce (more)

  • A successful test flight puts Musk’s Starship back on track (more)

  • A niche arbitrage trade is gaining traction among hedge funds (more)

  • Brad Singer named finance chief of post-split Warner Bros (more)

  • BlackRock warns public pensions are becoming too politicized (more)

  • Lower-income, Gen Z people are investing at record rates, data shows (more)

DEALFLOW

M+A | Investments

  • Sompo Holdings to acquire Aspen Insurance for $3.5 billion

  • Gusto agrees to buy retirement plan provider Guideline

  • Pac‑12 signs new multiyear broadcast deal with The CW

  • mPulse acquires Clarity Software Solutions

  • BlastOne receives investment from Kaltroco and Fire V Capital

VC

  • Sarborg Limited, a tech-driven company that integrates mathematical algorithm-led approaches with cybernetics, raised $10M in Seed funding

  • Central, an autonomous back‑office platform built for startups, raised $8.6M in Seed funding

  • Welcome Tech, a digital platform serving immigrant workforces and employers, raised $7.5M in funding

  • Heave, a platform connecting construction companies with on‑demand heavy equipment mechanics, raised $7M in Series A funding

  • PodUp, a podcasting platform, raised $5.8M across two funding rounds

  • Guild, a platform designed to return ownership to artists, raised $2M in Pre‑Token funding

  • Surface Design Solutions, a manufacturing software provider, raised $365K in funding

CRYPTO

  • BlackRock Bitcoin ETF holdings overtake Coinbase, Binance (more)

  • Stablecoin groups Circle, Paxos test new tech to verify crypto payments (more)

  • Bitcoin bull run may no longer be sustainable, expert warns (more)

BULLISH BITES

🤖 What Nvidia’s earnings mean for the stock market and AI trade.

🏦 Get ready for the end of Fed independence.

🌪 Google’s AI model just nailed the forecast for the strongest Atlantic storm this year.

🍹 The US Open’s boozy boom: How the Honey Deuce put tennis on the drink map.

DAILY SHARES

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