Gov't 'buy in'?

Trump admin discuss taking stake in Intel, stock rally hits a wall, the Fed's next decision just got harder, hedge funds double down on Big Tech, and Buffett buys 5 million shares in UnitedHealth...

Good morning.

The Fast FiveTrump admin discuss taking stake in Intel, stock rally hits a wall, the Fed's next decision just got harder, hedge funds double down on Big Tech, and Buffett buys 5 million shares in UnitedHealth…

📌 The White House just issued a sweeping order that could send US-based AI stocks soaring. But there's a catch – this mandate comes with a strict September 30th deadline for federal agencies to comply. If you don't act before that, you could miss out on the biggest returns. One of Wall Street's most brilliant investment millionaires explains why in a new video: You can see it here » (ad)

Calendar: (all times ET) - Full Calendar

  • Today:
    Retail Sales, 8:30A
    Manufacturing Survey, 8:30A
    Import Price Index, 8:30A
    Industrial Production, 9:15A
    Business Inventories, 10:00A
    Consumer Sentiment, 10:00A

  • Monday:
    none watched

Your 5-minute briefing for Friday, Aug 15:

BEFORE THE OPEN

As of market close 8/14/2025.

Pre-Market:

US Investor % Bullish Sentiment:
↓ 34.87% for Week of AUG 07 2025

Previous week: 40.33%

Market Wrap:

  • S&P futures +0.05%, Nasdaq -0.1%, Dow +173pts (0.4%)

  • UnitedHealth +10% on Buffett & Burry stakes; Intel +4% on US investment talks

  • S&P closed at record; Dow, Nasdaq slipped slightly

  • Hotter July PPI cooled CPI-driven optimism

  • Dow leads week +1.7%; Russell 2000 up 3.6%

  • Friday: import prices, consumer sentiment, retail sales

EARNINGS

None watched today. See full calendar here »

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

A hotter-than-expected wholesale inflation report just made the Federal Reserve’s decision regarding a September rate cut even tougher.

  • Stock rally hits a wall as US inflation picks up (more)

  • Producer prices rise by most in three years on services (more)

  • Wholesale prices rose 0.9% in July, much more than expected (more)

  • Treasury yields increase after hot producer prices number (more)

  • Oil maintains gains ahead of Trump-Putin summit (more)

  • Mortgage rates drop to 2025 low (more)

  • Traders trim Fed-cut bets as wholesale inflation clouds outlook (more)

  • Buffett Buys 5 million shares in UnitedHealth, trims Apple (more)

    • Michael Burry joins Buffett in scooping up UnitedHealth shares (more)

  • Goldman offers investors stakes in Millennium for just $1 million (more)

  • Tapestry plunges 15% as Coach parent says tariffs will bite into profits (more)

  • Hedge funds shift bets to double down on Big Tech amid AI boom (more)

  • Cantor weighed tariff trades for hedge funds but shut them down (more)

DEALFLOW

M+A | Investments

  • Lilly inks up to $1.3B deal with Superluminal for obesity drug development

  • THL Partners to acquire Headlands Research from KKR (~$600M deal)

VC

  • Titan, a company providing IT services with its augmented AI platform, raised $74M in funding

  • XOPS, an autonomous IT company, raised $40M in funding

  • Citizen Health, a patient-powered platform for rare disease, raised $30M in Series A funding

  • Topline Pro, an AI-powered engine improving how home service businesses grow and run, raised $27M in Series B funding

  • Cache, a fintech company that offers products for stock positions, raised $12.5M in Series A funding

  • Create, a AI agentic startup, raised $8.5M in funding

  • OneCrew, a purpose-built platform for paving contractors, raised $7.5M in Series A funding

  • Infinity Loop, an AI-native contract intelligence platform, raised $5M in Seed funding

  • Studio Atelico, a game studio building new AI-first gaming experiences, raised $5M in Seed funding

  • IgniteData, an intelligent clinical trial data automation company, raised an undisclosed amount in Series A funding

  • Mesh, a crypto payments network provider, raised an undisclosed amount in funding

CRYPTO

  • Bitcoin hits record high as traders expect liquidations to propel BTC above $125K (more)

  • Bitcoin growth ‘remains exceptional’ as data shows BTC’s strongest phase just starting (more)

  • Anonymous crypto holders are swaying millions in polymarket bets (more)

BULLISH BITES

🇺🇸 The US economy's key weak spots in five charts.

📊 Palantir’s astronomical growth in 3 charts.

🗽 New York’s snobbiest co-ops.

💄 Forget the minibar. The Ritz-Carlton in LA is rolling out 'beauty fridges'.

DAILY SHARES

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