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Analysts warn
Analysts warn Nvidia's boom may be slowing, S&P/Dow score record high closes, Lisa Cook scrutiny intensifies with criminal referral, unemployment retreats from 2-month high, and Fed's Waller sees rate cuts over next 3-6 months, starting in September...
Market Briefing
August 29, 2025
In partnership with
Good morning.
The Fast Five → Analysts warn Nvidia's boom may be slowing, S&P/Dow score record high closes, Lisa Cook scrutiny intensifies with criminal referral, unemployment retreats from 2-month high, and Fed's Waller sees rate cuts over next 3-6 months, starting in September…
📌 AI Masterplan Could Crush China — The White House just unleashed what could be the most aggressive economic move in US history - and I don't mean Trump's tariff wars. Instead, I'm talking about a government-wide mandate that could send US tech stocks – especially AI stocks – soaring... while this same masterplan crushes the competition in China. You'll want to get in before the plan goes live on Sept. 30. Watch this free video for details → (ad)
Calendar: (all times ET) - Full Calendar
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Your 5-minute briefing for Friday, Aug 29:
BEFORE THE OPEN
As of market close 8/28/2025.
Pre-Market:
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US Investor % Bullish Sentiment:
↑ 30.84% for Week of AUG 21 2025
Previous week: 29.88%
Market Wrap:
Futures: Dow -63 pts (-0.1%), S&P -0.02%, Nasdaq -0.06%
S&P closed above 6,500 for 1st time; Dow also at record
Ulta +3%, Autodesk +11% AH; Dell -5% on soft outlook
Nvidia earnings mixed but AI trade confidence intact
Tom Lee: AI cycle still early, “first third” phase
Today: Focus shifts to PCE inflation report
August gains: Dow +3.4%, S&P +2.6%, Nasdaq +2.8%
EARNINGS
Starting Midnight on September 30th...
The US economy... and your own financial future... could change forever.
-Eric Wade -Senior Editor, Stansberry Research
P.S. Here's a sneak preview:
The White House has just unleashed a sweeping mandate that could ultimately help add as much as $50 trillion to the economy...
It's all detailed in this new video – including a free stock recommendation.
You have until September 30th before this plan goes live.
HEADLINES
Big Tech's AI splurge helped Nvidia top earnings estimates, but increasing reliance on that spending could spell trouble ahead.
The move intensifies the Trump administration’s pressure campaign against Cook over allegations of mortgage fraud.
S&P, Dow score record high closes as Nvidia results buttress AI rally (more)
US economy expands at revised 3.3% rate on stronger investment (more)
Fed's Waller sees rate cuts over next 3-6 months, starting in Sept (more)
Jobless claims retreat from 2-month high (more)
Pending home sales tick lower in July as canceled contracts spike (more)
Dollar headed for monthly drop on rate cut wagers (more)
Gold climbs closer to record as traders brace for inflation data (more)
Oil prices fall on demand concerns, but headed for weekly gain (more)
EU proposes removing tariffs on US goods after Trump demand (more)
End of US low-value package tariff exemption is permanent (more)
‘Hell No’: Shock $934 bill shows tariff pain to hit US shoppers (more)
Nvidia CEO in talks with Trump admin about selling AI chips to China (more)
Zuckerberg pressed Trump on digital taxes before tariff vow (more)
New Microsoft report reveals jobs most and least impacted by AI (more)
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DEALFLOW
M+A | Investments
Guardian Capital to be taken private by Desjardins for $1.21B
Walgreens goes private under Sycamore; names new CEO
Fullcast acquires Ebsta
Uptempo acquires OptiMine
Arbiter acquires BigTeams
GTCR buys Innovative Systems
Dreamliner Luxury Coaches receives growth investment from BBH Capital
TurnKey Lender receives growth investment from Sundance Growth
VC
Commonwealth Fusion Systems (CFS), a private fusion energy company, raised $863M in Series B2 funding
Wugen, a clinical-stage biotechnology company, raised $115M in funding
Mid‑Atlantic BioTherapeutics, a biotech company focusing on neurological disorder therapies, received up to $50M
aPriori, a developer of an intelligent order flow coordination layer for manufacturing, raised $20M in Series A funding
Sola Insurance, an insurtech company focused on data-driven home property insurance, raised $8M in Series A funding
Matey, a company building precision AI tools for criminal defense, raised $7.5M in Seed funding
ALIGNMT AI, an AI compliance platform for healthcare, raised $6.5M in Seed funding
CRYPTO
BULLISH BITES
🇨🇳 Nvidia has a China problem.
💸 Track the US national debt's rapid rise in real time.
🤖 Companies are snapping up ‘AI native’ grads; ‘under 25 and making a million’.
🩳 A $1,000 pair of boxers?
DAILY SHARES
When your friend starts driving at 150 mph and says I bought bitcoin at $124k bro
— Not Jerome Powell (@alifarhat79)
11:05 PM • Aug 28, 2025
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