Good morning.
The Fast Five → Canada strikes back with retaliatory tariffs, all eyes on Nvidia earnings, Trump discloses over 1,000 new stock trades, hedge fund legend slams Treasury's bond buybacks, and SpaceX plans to build the ‘biggest launch site on Earth’…
📌 The one ticker to focus on no matter what the Fed does next. In fact, Larry has used this same ticker to profit over and over again →
(from The Opportunistic Trader)
Calendar: Full Calendar »
Today:
Core PCE Price Index, 8:30A
PrelimGDP q/q, 8:30A
Tomorrow:
Unemployment Claims, 8:30A
Jackson Hole Symposium - Day 1
Your 5-minute briefing for Wednesday, August 26:
BEFORE THE OPEN
As of market close 8/25/2026.
Pre-Market:
Market Wrap:
Futures: Dow -11 (-0.02%), S&P flat, Nasdaq +0.1%
Tue: Dow +160 (+0.3%), S&P +0.3%, Nasdaq +0.7%
Falling yields and oil prices lifted stocks
July PCE takes center stage Wednesday morning
Nvidia earnings follow after the closing bell
Treasury yields retreated sharply Tuesday
Warsh’s Jackson Hole speech looms Friday
EARNINGS
Here’s what we’re watching this week:
Today: *Abercrombie & Fitch $ANF ( ▲ 35.56% ), *Kohl’s $KSS ( ▲ 1.58% ), Salesforce $CRM ( ▼ 0.04% )
Nvidia $NVDA ( ▼ 1.62% ) - expected YoY earnings growth of 99.0% to $2.09 EPS on annual revenue growth of 97.0% to $92.07B
THU: *Dollar Tree $DLTR ( ▼ 1.71% ), Gap $GAP ( ▲ 5.71% ), Ulta Beauty $ULTA ( ▲ 1.13% )
Marvell Technology $MRVL ( ▲ 1.28% ) - YoY EPS growth of 38.8% to $.93 on revenue growth of 34.9% to $2.71B
Larry Benedict generated $274 million in profits for his clients by knowing where money flows when the Federal Reserve shifts.
He says Trump's Fed Takeover is triggering the most significant shift in U.S. markets in nearly 20 years.
He's already identified the one ticker he expects billions to flood into… and he's giving away the name for free.
- A sponsored message from The Opportunistic Trader -
HEADLINES
Canada announced retaliatory tariffs on $19.94B worth of US goods, matching dollar-for-dollar new duties imposed by Washington.
SpaceX on Tuesday unveiled plans to construct a massive, $100 billion spaceport in Louisiana, where the company plans to launch its gargantuan Starship rocket thousands of times per year.
Dow, S&P, Nasdaq rise as US-Canada trade tensions heat up (more)
Tech stocks lead major indexes higher (more)
Trump's Iran "D-Day" leaves sanctions hammer hanging (more)
Trump discloses over 1,000 new stock trades (more)
Hedge fund legend slams Treasury's bond buybacks (more)
Treasury bonds are becoming less special (more)
China needs US dollars but is building a hedge against US sanctions (more)
US consumer confidence falls in August (more)
New US single-family home sales slide in July, confidence dips in August (more)
Oil drops 3% as US shifts to economic pressure on Iran (more)
Dick's Sporting Goods stock falls 20% as retailer misses expectations (more)
Apple announces new Mac Mini and Mac Studio models with AI upgrades (more)
Nvidia faces growth test as Rubin debut meets AI financing scrutiny (more)
Intuit stock slides after Q4 earnings beat is followed up by soft guidance (more)
US leveraged single-stock ETF boom may be cooling (more)
DEALFLOW
M+A | Investments
Mantel receives $18M strategic investment
MobileX receives investment from CONX
Nevvon receives investment from BVP Forge
Natural receives $100M credit facility from Upper90 Capital Management
VC
Emerald AI, a platform turning data centers into flexible assets for the power grid, raised $150M in Series A funding
Happy Health, a digital health and continuous remote monitoring company, raised $75M in Series A funding
Airway Therapeutics, a clinical biopharmaceutical company developing biologic therapies for various diseases, raised $50M in funding
Liner, an AI agent research startup, raised $36.1M in Series C funding
Celera Semiconductor, a provider of AI-driven analog IC solutions, raised $30M in Series B funding
Keenable, an independent web search infrastructure for AI, raised $26M in Seed funding
Hike Medical, a platform automating device-based care from referral to dispense, raised $22.5M in Seed and Series A funding
Standard Metrics, an AI-driven portfolio management platform for venture capital and private equity firms, raised $20M in Series B funding
Hivemind Digital Group, a tech-focused global asset management platform, raised $17M in strategic fundingg
CRYPTO
BULLISH BITES
😳 Data centers are having an ‘oh s--t’ moment.
🤖 Want to be a Chief AI Officer? That’ll be $28,000.
🏆 Robots just broke major human sprint records at the World Humanoid Robot Games.
😬 LinkedIn cringe.
DAILY SHARES
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