All eyes on Jackson Hole

Nvidia orders halt to H20 chip production, investors see market risks as they brace for Powell speech, Meta signs $10 billion cloud deal with Google, Anthropic in talks to raise $10 billion in new funding, and Cracker Barrel sinks as new logo sparks backlash...

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Market Briefing
August 22, 2025

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Good morning.

The Fast Five → Nvidia orders halt to H20 chip production, investors see market risks as they brace for Powell speech, Meta signs $10 billion cloud deal with Google, Anthropic in talks to raise $10 billion in new funding, and Cracker Barrel sinks as new logo sparks backlash…

📌 Wall Street legend Marc Chaikin says you must know these 3 critical things before you invest new money today:

  1. The two big sectors to avoid—one of which is healthcare stocks

  2. The three sectors that have extremely bullish ratings

  3. And the exact date this raging bull market is most likely to end, based on 100 years of market data.

Calendar: (all times ET) - Full Calendar

  • Today:
    Fed Chair Powell Speaks @ Jackson Hole Symposium, Day 2

  • Monday:
    New Home Sales, 10:00A

Your 5-minute briefing for Friday, Aug 22:

BEFORE THE OPEN

As of market close 8/21/2025.

Pre-Market:

US Investor % Bullish Sentiment:
↓ 29.88% for Week of AUG 14 2025

Previous week: 34.87%

Market Wrap:

  • Futures tick higher: Dow +50 pts (+0.1%), S&P +0.1%, Nasdaq +0.1%

  • Intuit -6% post-earnings; Zoom +5% on strong Q2

  • Thu: S&P -0.4%, 5th straight loss; Nasdaq -0.34%, Dow -153pts (-0.34%)

  • Today: Markets await Powell’s Jackson Hole speech for rate clarity

  • FedWatch: 75% odds of Sept rate cut

EARNINGS

Here’s what we’re watching this week:

Alarming Report About the President’s
Next Year in Office

40-year Wall Street legend Marc Chaikin has published a fascinating and important report...

About what happens during a U.S. President's 2nd year in office. And the numbers are alarming.

We strongly encourage you to look at the data Marc Chaikin and his team have compiled over more than 100 years of market history... and consider some serious money moves, as we go from the President’s first year in office to his 2nd year of the Presidential term.

Everything you need to know is detailed in Marc Chaikin’s briefing, available for free on his website. Click here to view.

Good Investing,

Mike Palmer
Director, MarketWise Inc.

HEADLINES

Nvidia has told some of its component suppliers to suspend production work related to H20, its AI chip tailor-made for the Chinese market.

Investors are bracing for volatility as Fed Chair Powell walks a fine line between curbing inflation and supporting the labor market, with thin August trading poised to magnify any market moves from his Jackson Hole speech today.

  • Wall Street closes down as investors brace for Powell's speech (more)

  • Rise in US jobless claims adds to signs of labor market softness (more)

  • US manufacturing expands at fastest pace since 2022 on demand (more)

  • July home sales rise as prices approach inflection point (more)

  • US Defense Department to buy cobalt for up to $500 million (more)

  • Wall Street races to lift Nvidia price targets ahead of earnings (more)

  • Walmart earnings miss amid 'tariff-related cost pressures,' stock falls (more)

  • Meta signs over $10 billion cloud deal with Google (more)

    • Meta poaches Apple AI exec even as it plans hiring slowdown (more)

  • Anthropic in talks to raise up to $10 billion in new funding (more)

  • Cracker Barrel sinks as new logo sparks backlash (more)

  • FanDuel teams up with CME for bets on stocks and commodities (more)

  • Tom Lee readies two new ETFs after Granny Fund scores $2 billion (more)

  • Kyndryl to invest $2.25 billion in India over three years (more)

TOGETHER WITH PACASO

Learn from this investor’s $100m mistake

In 2010, a Grammy-winning artist passed on investing $200K in an emerging real estate disruptor. That stake could be worth $100+ million today.

One year later, another real estate disruptor, Zillow, went public. This time, everyday investors had regrets, missing pre-IPO gains.

Now, a new real estate innovator, Pacaso – founded by a former Zillow exec – is disrupting a $1.3T market. And unlike the others, you can invest in Pacaso as a private company.

Pacaso’s co-ownership model has generated $1B+ in luxury home sales and service fees, earned $110M+ in gross profits to date, and received backing from the same VCs behind Uber, Venmo, and eBay. 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.

DEALFLOW

M+A | Investments

  • McCormick to raise stake in Mexican joint venture for $750M

  • Gilead unit to acquire cell therapy developer Interius for $350M

  • India’s Wipro to buy Harman’s digital transformation unit for $375M

  • Dayforce to go private in $12.3B Thoma Bravo acquisition

  • CompanyCam receives strategic growth investment from B Capital

VC

  • Ontic, a provider of connected security intelligence software, raised $230M in Series C funding

  • Nuro, an autonomous driving technology company, raised $203M in Series E funding at a $6B valuation

  • Wellth, a digital health solution company, raised $36M in Series C funding

  • Wisdom, an AI-powered dental RCM platform, raised $21M in Series A funding

  • Method AI, a medtech company focused on AI-assisted surgical navigation, raised $20M in Series A funding

  • Develop Health, an EHR-integrated benefits-authorization platform, raised $14.3M in Series A funding

  • Definite, an AI-native data platform, raised $10M in Seed funding

  • Verdata, a proprietary commercial risk data and analytics company, raised $8M in Series A funding

  • Therm, a carbon project developer for the food supply chain, raised $3.6M in Series A funding

  • CVector Energy, a data infrastructure company for industrial AI, raised $1.5M in Pre-Seed funding

  • Relcu, a CRM and AI agent Co-Pilot platform for financial services, raised an undisclosed amount in new funding

CRYPTO

  • Bitcoin traders jittery ahead of Powell’s Jackson Hole speech (more)

  • Bitcoin’s $13.8B options expiry puts bulls on edge ahead of key test (more)

  • CFTC launches second ‘Crypto Sprint’ to advance White House push (more)

BULLISH BITES

💰 How billionaire family offices bet on stocks during tariff turmoil.

🤖 GM raided Silicon Valley to build its new AI Team. Here’s what it’s doing.

🏈 Male fantasy football talk, translated.

🤫 The hidden charms of the secret watch.

DAILY SHARES

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