All eyes on Nvidia

Nvidia set for $260 billion price swing after earnings, Trump team weighs extending influence to Fed banks - and taking stakes in defense firms, Fed gamble risks pushing key bond rates even higher, and Cracker Barrel stock jumps after returning to old logo after backlash...

Author

Market Briefing
August 27, 2025

 

Good morning.

The Fast Five → Nvidia set for $260 billion price swing after earnings, Trump team weighs extending influence to Fed banks - and taking stakes in defense firms, Fed gamble risks pushing key bond rates even higher, and Cracker Barrel stock jumps after returning to old logo…

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Calendar: (all times ET) - Full Calendar

  • Today:
    None scheduled

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

Your 5-minute briefing for Wednesday, Aug 27:

BEFORE THE OPEN

As of market close 8/26/2025.

Pre-Market:

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

Previous week: 29.88%

Market Wrap:

  • Futures: Dow +29 (0.6%), S&P +0.7%, Nasdaq +0.1%

  • Nvidia earnings today could swing the bull market

  • MongoDB +30%, Okta +6% on AI demand — bullish read for NVDA

  • Wall St eyes Nvidia as S&P’s biggest weight, AI bellwether

  • Nvidia expected to beat, but past reports show mixed reactions

  • Indexes ended flat Tuesday; August remains a tricky month

EARNINGS

Here’s what we’re watching this week:

National 'Stock Market Reset' Coming
September 30 (New WH Order)

Behind closed doors, the White House has ordered a historic reset of the U.S. economy that will affect 65 million Americans and every AI company in the country... including Nvidia, Microsoft, and Google.

This move is controversial, to say the least.

It seems most major news outlets either cannot or will not talk about it.

But the fact is, it has already been signed and made official.

And it will have radical, permanent implications for all the market's largest stocks.

Come September 30, if you're caught off guard, I believe it could be one of the worst days of your financial life.

But... if you just take a small list of straightforward steps today... and get your money in position now... you likely have nothing to worry about.

Rob Spivey
Director of Research, Altimetry 

- a message from Altimetry -

HEADLINES

Nvidia options implied a roughly 6% swing for the shares in either direction following the results, which will be reported after markets close on Wednesday, according to the data.

The Trump admin is reviewing options for exerting more influence over the Fed’s 12 regional banks that would potentially extend its reach beyond personnel appointments in Washington.

  • Dow, S&P, Nasdaq futures inch higher with all eyes on Nvidia earnings (more)

  • Trump says he’ll have a Fed ‘majority’ to push rates lower after firing Cook (more)

    • Fed responds to Trump firing effort (more)

  • Bessent says US tariff revenue could be well over $500B a year (more)

  • Steep US tariffs set to hit Indian exports from Wednesday (more)

  • Trump's Fed gamble risks pushing key bond rates even higher (more)

  • Trump admin mulls taking stakes in defense firms like Lockheed Martin (more)

  • Dollar weak as investors fret about Fed independence (more)

  • Oil prices little changed as market awaits US tariffs impact on India (more)

  • French stocks, bonds tumble as government faces potential collapse (more)

  • .Cracker Barrel stock jumps as company reverts to old logo (more)

  • Apple to hold fall event on September 9, new iPhones expected (more)

    • Apple internally discussed buying Mistral, Perplexity (more)

  • Canada Goose receives take-private bids valuing it roughly at $1.4 billion (more)

  • Polymarket secures investment from Trump Jr-backed 1789 Capital (more)

DEALFLOW

M+A | Investments

  • AT&T to buy EchoStar spectrum licenses for $23 billion

  • Trump Media & Crypto.com to form crypto treasury firm via SPAC merger

VC

  • Aurasell, an AI-native CRM platform, raised $30M in Seed funding

  • GoodShip, a freight orchestration platform provider, raised $25M in Series B funding led by Greenfield Partners

  • Luna Diabetes, a diabetes digital health company, raised $23.6M in Series A financing

  • Eyebot, the company behind the 90‑sec vision test kiosk delivering doctor-verified prescription glasses, raised $20M in Series A funding

  • Reframe Systems, a startup that uses physical AI to tackle the housing crisis, raised $20M in Series A funding

  • Nest Health, a primary pediatric care startup, raised over $12.5M in Series A funding

  • Barti Software, an eye-care practice management platform, raised $12M in Series A funding led by Five Elms Capital

  • Dirac, an AI-native design company, raised $10.7M in funding

  • Therna Biosciences, an RNA medicines development company, raised $10M in Seed funding

  • Nauta, an AI-powered logistics orchestration platform, raised $7M in Seed funding

  • Kira, a payments infrastructure platform, raised $6.7M in Seed funding

  • Loman AI, a voice AI platform for restaurants, raised $3.5M in Seed funding

  • Pageport, a developer of marketing and client engagement tools for financial advisors, raised $3.3M in funding

CRYPTO

  • Trump Media partners with Crypto.com on crypto treasury (more)

  • US to publish economic data on blockchain, Commerce chief says (more)

  • Binance stablecoin inflows top $1.6B, signaling traders positioning for rebound (more)

  • Webull starts offering crypto trading to US customers again (more)

BULLISH BITES

💃 Inside Intel’s tricky dance with Trump.

🏚 8 women, 4 bedrooms and 1 cause: The rare all-female hacker house.

🎥 Spicy and pricey vertical mini-dramas are taking over streaming.

🏎 Ford turns its GT3 Mustang into a street-legal carbon fiber monster.

DAILY SHARES

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