Outnumbered

US might have to unwind trade deals if it loses appeal, jobless Americans outnumber openings for first time in years, workers are becoming more stressed about finances, holiday spending set for steepest drop since pandemic, and left/right join forces to ban lawmakers from trading stock...

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Market Briefing
September 04, 2025

 

Good morning.

The Fast Five → US might have to ’unwind’ trade deals if it loses appeal, jobless Americans outnumber openings for first time in years, workers are becoming more stressed about finances, holiday spending set for steepest drop since pandemic, and left/right join forces to ban lawmakers from trading stock…

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Calendar: (all times ET) - Full Calendar

  • Today:
    ADP Employment, 8:15A
    Unemployment Claims, 8:30A
    ISM Services PMI, 10:00A

  • Tomorrow:
    Unemployment Rate, 8:30A
    Hourly Wages, 8:30A

Your 5-minute briefing for Thursday, Sept 4:

BEFORE THE OPEN

As of market close 9/3/2025.

Pre-Market:

US Investor % Bullish Sentiment:
↑ 34.60% for Week of AUG 28 2025

Previous week: 34.84%

Market Wrap:

  • Futures: Dow -60 (-0.13%), S&P flat, Nasdaq -0.01%

  • S&P +0.51%, Nasdaq +1.03% Wednesday; Dow -0.05%

  • Tech up as Alphabet + Apple rallied after antitrust ruling

  • Labor worries grew as job openings hit pandemic-era lows

  • ADP report due Thursday; est. +75K jobs vs +104K prior

  • Jobless claims also expected higher; Friday’s payrolls key

EARNINGS

Here’s what we’re watching this week:

Forget AI.

President Trump's new law #S.1582 unlocks a new tech that could trigger a $21 trillion financial revolution.

President Trump himself called it a "big innovation"…

And said that it represents "American brilliance at its best."

Click here to see the details because the market for this tech…

is projected to grow more than THREE times FASTER than AI in the coming years.

- a message from Brownstone Research -

HEADLINES

President Trump said on Wednesday the US might have to "unwind" trade deals it has clinched with the EU, Japan and South Korea, among others, if it loses a Supreme Court case on the legality of tariffs.

The latest JOLTS report from the Bureau of Labor Statistics showed that the ratio of job vacancies to unemployed workers fell below 1 to 0.99 in July, the lowest since April 2021.

  • S&P 500 and Nasdaq rise, led by Alphabet after antitrust ruling (more)

  • Bearish Treasuries bets grow as traders brace for key jobs data (more)

  • Fed officials, worried about jobs, muse on rate-cut prospects (more)

  • Survey: US workers are becoming more stressed about finances (more)

  • Corporate debt market returns in force after market holiday (more)

  • Holiday spending set for steepest drop since pandemic (more)

  • Left and right are joining forces to ban lawmakers from trading stock (more)

  • Gold rally gains further momentum after soft US data (more)

  • Apple plans AI web search tool for Siri to rival OpenAI, Perplexity (more)

  • Google soars with worst-case scenario off table (more)

  • Macy’s jumps 20% as retailer tops earnings estimates, raises outlook (more)

  • Figma’s stock plunges after its first earnings report since IPO (more)

  • American Eagle soars on expected boost from Sweeney, Kelce ads (more)

  • OpenAI boosts size of secondary share sale to $10.3 billion (more)

  • Starbucks rolls out AI for inventory counting (more)

DEALFLOW

M+A | Investments

  • Nippon Steel resolves legal disputes over $14.9B U.S. Steel acquisition

  • Cato Networks acquires Aim Security

  • Chargebee acquires Inai

VC

  • Mistral set for $1B valuation with new funding round

  • ID.me, a digital identity wallet company, raised $340M in Series E

  • Treeline Biosciences, a clinical-stage biopharma company, raised $200M, bringing total funding to $1.1B

  • Galvanize Therapeutics, a medtech firm, raised $100M in Series C

  • You.com, an AI-powered search and productivity platform, raised $100M in Series C at a $1.5B valuation

  • Exa, an AI search infrastructure startup, raised $85M in Series B at a $700M valuation

  • HappyRobot, an enterprise AI workforce platform, raised $44M in Series B

  • Etherealize, an Ethereum infrastructure company, raised $40M in funding

  • ModernFi, a deposit management platform for financial institutions, raised $30M in Series B

  • Flex, an HSA/FSA payments infrastructure for health and wellness brands, raised $15M in Series A

  • Aurelius Systems, a defense tech company, raised $10M in Seed funding

  • Tidal Cyber, a cybersecurity provider focusing on Threat-Led Defense, raised $10M in Series A

  • Meroka, a care team admin platform, raised $6M in Seed funding

  • XiFin, a healthcare billing AI provider, received growth funding in an undisclosed amount

CRYPTO

  • Bitcoin bulls charge at $112K as gold hits fresh all-time highs (more)

  • Metaplanet clears path for $3.7B Bitcoin accumulation strategy (more)

  • AI agents will become biggest stablecoin user, Novogratz says (more)

  • Crypto’s US momentum, Trump ties steal show at Hong Kong event (more)

BULLISH BITES

📖 From coins to miners: Trump family's crypto playbook.

💰 OpenAI thinks its critics are funded by billionaires. Now it’s going after them.

📞 MrBeast reportedly plans to launch a phone company.

🏓 How pickleball took over thousands of tennis courts, as seen from the sky.

DAILY SHARES

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