Good morning.
The Fast Five → Investors counting on Nvidia to keep the AI party going, Nvidia sees 7th-straight drop ahead of earnings, Wall Street rotating out of 2026's biggest winners, the gold rally gains momentum, and US tells Iran’s trade partners to cut ties or face sanctions…
📌 Small Colorado company (backed by Sam Altman) could save US Power Grid →
(from Altimetry)
Calendar: Full Calendar »
Today:
CB Consumer Confidence, 10A
Tomorrow:
Core PCE Price Index, 8:30A
PrelimGDP q/q, 8:30A
Your 5-minute briefing for Tuesday, August 25:
BEFORE THE OPEN
As of market close 8/24/2026.
Pre-Market:
Market Wrap:
Futures: Dow +33 (+0.06%), S&P +0.06%, Nasdaq +0.06%
Mon: Dow +140 (+0.26%), S&P -0.28%, Nasdaq -0.76%
Tech and chip stocks weighed on the broader market
Treasury yields fell on potential bond-buyback funding
Nvidia earnings and July PCE loom Wednesday
Warsh’s Jackson Hole speech is due Friday
Focus shifts to consumer confidence and earnings
EARNINGS
Here’s what we’re watching this week:
Today: *Dick's Sporting Goods $DKS ( ▼ 2.13% )
WED: *Abercrombie & Fitch $ANF ( ▲ 3.07% ), *Kohl’s $KSS ( ▲ 3.98% ), Salesforce $CRM ( ▼ 0.05% )
Nvidia $NVDA ( ▼ 2.91% ) - 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 ( ▲ 4.01% ), Gap $GAP ( ▲ 2.83% ), Ulta Beauty $ULTA ( ▲ 3.32% )
Marvell Technology $MRVL ( ▼ 3.27% ) - YoY EPS growth of 38.8% to $.93 on revenue growth of 34.9% to $2.71B
In this new video, you'll learn all about our #1 stock to buy right now as the U.S. power grid cracks.
Its new tech is already live in remote fields in West Texas... and this tech is now backed by Elon Musk.
- A sponsored message from Altimetry -
HEADLINES
Nvidia’s results could send shock waves through the tech sector—and the broader stock market.
The best-performing 10% of S&P 500 stocks this year are the index's weakest group to start the new week.
S&P 500, Nasdaq fall as chip stocks sink, US unveils new Iran sanctions (more)
Hormuz tensions are reshaping global trade routes (more)
Bessent announces "economic onslaught" campaign against Iran, partners (more)
US-Canada tariffs could stoke inflation ahead of midterms (more)
Bessent could tap $1T Treasury General Account to fund bond buybacks (more)
Bond market anxiety raises stakes for Warsh's debut Jackson Hole speech (more)
Dollar hovers near multi-month lows as debt nerves unnerve investors (more)
Gold rally gains momentum ahead of US inflation data (more)
Nvidia tumbles another 2%—seventh-straight drop ahead of earnings (more)
Nvidia discusses Perplexity investment at $30B-plus valuation (more)
Semiconductor stocks slide ahead of NVIDIA earnings:
Intel falls 5%, AMD slides 4%, Taiwan Semiconductor slips 3% (more)
Alibaba shares plunge 10% after $10.2B share placement to fund AI push (more)
Hugging Face reportedly in talks to be acquired for $13B (more)
UPS investing $2 bn in international, healthcare and supply chain units (more)
Unapproved obesity drug spawns a black market frenzy (more)
DEALFLOW
M+A | Investments
NVent seeks bigger piece of AI boom with $1.75B deal
India's TCS to buy Porsche's IT unit, bags five-year deal worth $1.46B
VC
Starcloud, a provider of orbital data centers and space-based GPU infrastructure, raised $250M in Series A extension funding
Cityblock Health, a healthcare provider platform specializing in care for government-funded programs, raised $116M in Series E funding
Quintessent, a provider of AI datacenter optical interconnect products, raised $40M in Series A funding
PayRewards, a rewards-first platform for small business payments, raised $28M in Series E funding
Shape Memory Medical, a provider of proprietary shape memory polymer technology, raised $10M in convertible note financing
EULER, an agentic partner relationship management platform, raised $4.3M in Seed funding
CRYPTO
BULLISH BITES
😳 The world’s craziest stock market has turned into a fright ride.
💰 How Trump’s crypto push is linked to Bessent’s Treasury moves.
🤝 Contractors and chefs are becoming influencers (with their clients’ permission).
🍳 The key to a killer résumé is your perfect scrambled eggs.
DAILY SHARES
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