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Nvidia, AMD agree to pay US 15% of China chip sales, Apple has its best week in years, Intel CEO visits White House today, traders flee stocks under threat from AI, while SoftBank founder bets big staking the firm’s future on AI...

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Good morning.

The Fast FiveNvidia, AMD agree to pay US 15% of China chip sales, Apple has its best week in years, Intel CEO visits White House today, traders flee stocks under threat from AI, while SoftBank founder bets big staking the firm’s future on AI

📌 This "AI Metal" could be key to Elon Musk's AI revolution… and there's currently only one company here in the US that can produce these metals. That's why this virtual monopoly could be the most important firm in the world when it comes to the development of AI. You can get all the details here   (ad)

Calendar: (all times ET) - Full Calendar

  • Today:
    none scheduled

  • Monday:
    Consumer Price Index, 8:30A
    Monthly Federal Budget, 2:00P

Your 5-minute briefing for Monday, Aug 11:

BEFORE THE OPEN

As of market close 8/8/2025. Bitcoin as of 8/10/2025.

Pre-Market:

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

Previous week: 40.33%

Market Wrap:

• Futures edge higher: Dow +56 (0.1%), S&P/Nasdaq +0.1%
• Nasdaq closed week at fresh highs; S&P just shy of another record
• Apple rally helped lift indexes Friday
• Valuation, tariffs, weak season weigh on outlook
• Key CPI tomorrow, PPI Thursday could sway Fed
• Jackson Hole meeting set for Aug. 21–23

EARNINGS

Here’s what we’re watching this week. (*) indicates before the bell

Forget Nvidia, This "Ghost Town" Company Holds the Key to the AI Boom

Nvidia, AMD, Intel, Taiwan Semiconductor Manufacturing, Google, Microsoft, Apple, Tesla, Oracle, Palantir, IBM…

And this company has a virtual monopoly in the U.S.

That means this company that's located in an American ghost town — with only 30 people — could be the key to the $100 trillion AI boom.

- sponsored by Brownstone Research - 

HEADLINES

In a highly unusual arrangement with President Trump, the companies are expected to kick 15 percent of what they make in China to the U.S. government.

Apple shares rose 13% this week, its largest weekly gain in more than five years, after CEO Tim Cook appeared with President Donald Trump in the White House on Wednesday.

  • Wall Street sees AI, rate-cut optimism fueling rally (more)

  • Traders are fleeing stocks feared to be under threat from AI (more)

  • Hedge funds flip on green energy and start betting against oil (more)

  • Intel CEO to visit White House today (more)

  • Gold Futures Slip as Traders Await Clarification on Tariffs (more)

  • Oil prices fall as market eyes US-Russia talks on Ukraine (more)

  • Chinese state media says Nvidia H20 chips not safe for China (more)

  • Trump suggests "MAGA" stock listing for Fannie, Freddie (more)

    • Bill Ackman proposes combining Fannie Mae and Freddie Mac (more)

  • Palantir's 2,500% run has bulls scrambling to justify valuation (more)

  • SoftBank founder bets big by staking the firm’s future on AI (more)

  • David Sacks' "Goldilocks" scenario (more)

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This is a paid advertisement for PlayersTV Regulation CF offering. Please read the offering circular at https://invest.playerstv.com/

DEALFLOW

M+A | Investments

  • Ripple to buy Rail, for $200M

  • Lyten agreed to acquire most of Northvolt's assets

  • 10x Genomics to acquire Scale Biosciences

  • Rolls‑Royce sells UK pension fund to PIC in £4.3 billion deal

  • DOCSI receives investment from iGan Partners

  • Dfinitiv receives investment from United Airlines Ventures

  • PreFix receives debt financing from Decathlon Capital Partners

VC

  • August Health, a provider of an EHR platform for care tracking and analytics, raised $29M in Series B funding

  • OneSkin, a skin longevity brand, received a $20M investment from Prelude Growth Partners

  • Celera Semiconductor, an analog design automation company, raised $20M in Series A equity funding

  • Perle raised $9M in Seed funding, bringing its total raise to $17.5M

  • Translucent AI, an AI-powered financial platform for healthcare operators, raised $7M in Seed funding

  • Lava Payments, a digital wallet company, raised $5.8M in Seed funding

  • WiseBee, an AI-powered cybersecurity platform, raised $2.5M in Pre-Seed funding

  • Ostra Security, a provider of managed security solutions, raised an undisclosed amount in Series A extension funding

  • Alkymi, an AI-powered data workflow platform for financial services, raised a strategic financing round of undisclosed amount

CRYPTO

  • Bitcoin closes in on all-time high as traders await key inflation data (more)

  • White House crypto adviser Bo Hines to return to private sector (more)

  • Trump-linked World Liberty pitches a $1.5 billion crypto vehicle (more)

  • $105M Ether shorts got ‘smoked,’ Eric Trump throws shade at bears (more)

BULLISH BITES

📊 Trump 401k changes: What to know.

📉 How once-iconic Intel fell into a 20-year decline.

🎲 Sin City’s economic slump signals wider slowdown.

👜 Quiet luxury is over, loud luxury is back.

DAILY SHARES

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