BEFORE THE OPEN

Pre-Market:

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

Market Wrap:

• Futures mostly steady after a winning week on Wall St.

• Dow +1.7%, S&P +0.9%, Nasdaq +0.8% last week

• Small caps outperformed, jumping 3%+ on rate-cut bets

• S&P Equal Weight Consumer Discretionary hit a record high

• Fed’s Jackson Hole meeting this week in focus

• Big-box earnings ahead: Home Depot, Lowe’s, Walmart, Target

EARNINGS

Here’s what we’re watching this week:

• TUES:

  • Home Depot $HD ( ▲ 3.99% ): earnings of $4.70 per share (+2.2% year over year) on revenue of $45.3 billion (+5.0% YoY)

• WED: *Estee Lauder $EL ( ▲ 3.63% ), *Lowe’s $LOW ( ▲ 3.16% ), *Target $TGT ( ▲ 2.32% ), TJX $TJX ( ▼ 0.84% )

• THU: Ross Stores $ROST ( ▲ 1.46% ), Workday $WDAY ( ▼ 3.38% ) 

  • Walmart $WMT ( ▼ 1.12% ): earnings of 74 cents per share (+10.4% YoY) on revenue of $174.2 billion (+3.8% YoY)

• FRI: BJ’s Wholesale $BJ ( ▼ 7.78% ) 

Full calendar here »

A MESSAGE FROM WHITNEY TILSON

A Green Light for These Stocks?

When I saw the Trump administration open 23 million acres of Alaskan land for drilling and mining, I wasn't surprised.

To me, it's a massive green light...

The clearest sign yet that the federal government is finally unlocking its stockpile of energy and mineral wealth.

I've been tracking this shift for months.

In fact, I predicted this policy reversal...and I believe it's only the beginning.

One company tied to a similar move has already soared as much as 3,700% since January.

Others have delivered returns as high as 176%, 535%, and even 4,300% just by being early to these government-backed resource plays.

Now, I believe a new set of companies are positioned to benefit, and I've laid out their names and tickers in a new research briefing.

Click here for the full story →

Whitney Tilson -Editor, Stansberry Research

HEADLINES

Investors React to US-Russia Summit Reaching No Agreement

July Inflation Data has Economists on Edge

• US retail sales rise in July; softening job market poses risk to spending (more)

• Trade partners grow restless waiting for Trump’s tariff breaks (more)

• Central bankers flock to Jackson Hole at pivotal moment (more)

• Fed's Daly: Two rate cuts, more or less, appropriate this year (more)

• Bond market’s rate-cut bets enter decisive stretch with Powell (more)

• Oil markets seen bearish after Trump-Putin Alaska meeting (more)

• China’s $11 trillion stock market is a headache for both Xi and Trump (more)

• 'Striking while the iron is hot': IPO market surges (more)

• Walmart's view on tariff impacts will move this week's markets (more)

• A $17 Billion options trader is coming to take on NYC flash boys (more)

• OpenAI staff looking to sell $6 billion in stock to SoftBank, others (more)

• Boom in bespoke ETFs drives growth of niche ‘a-la-carte’ options (more)

• Big Tech is eating itself in talent war (more)

• IgniteTech CEO Replaces 80% of Workforce in AI Shift (more)

DEALFLOW

M+A | Investments

• Workday acquires Flowise

• Associated British Foods to acquire Hovis

• A2 Milk to buy New Zealand formula plant to target China growth

• U‑Blox in advanced takeover talks with Advent

• Evonence receives investment from Seroda Ventures; merges with Cloudnyx.ai

VC

• Waterly, a watertech startup, closed a $4M Series A funding round

CRYPTO

• Fed to scrap program devoted to policing banks on crypto, fintech activities (more)

• Bitcoin risks new 2025 correction as BTC price uptrend starts 7th week (more)

• Winklevoss twins' Gemini reveals lower revenue and wider loss in IPO filing (more)

BULLISH BITES

🚨 What is "The US: IPO"? * 

📈 Why does the stock market keep rising?

💼 Job market gloom hasn't been this bad since the Great Recession.

💳 $800 for a credit card? Why your premium cards will cost more.

🧸 AI-powered stuffed animals are coming for your kids.

DAILY SHARES

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