BEFORE THE OPEN

Pre-Market:

US Investor % Bullish Sentiment:
↓ 32.69% for Week of SEP 04 2025

Market Wrap:

• Dow futures +57 pts (0.13%), S&P 500 +0.12%, Nasdaq 100 +0.11%

• Nasdaq hit record, +0.45%, led by Broadcom, Nvidia

• S&P +0.21%, Dow +114 pts (+0.25%)

• Fox –3% after Murdoch family trust settlement

• Dell –2% after CFO resignation

• Key CPI and PPI inflation reports due Wed/Thu, could shape Fed decision

• Today: Apple unveils new iPhone; GameStop, Oracle earnings on deck

EARNINGS

Here’s what we’re watching this week

• Today: GameStop $GME ( ▲ 1.07% ) 

• WED: 

  • *Chewy $CHWY ( ▲ 2.84% ) - earnings of $.33 per share (+37.5% YoY) on $3.1B revenue (+6.9% YoY)

• THU: *Kroger $KR ( ▼ 0.13% ) 

  • Adobe $ADBE ( ▲ 1.35% ) - $5.18 eps (+11.45 YoY) on $5.9B revenue (+9.3% YoY)

Full calendar here »

A MESSAGE FROM BROWNSTONE RESEARCH

”Partner” with Elon Musk on Project Colossus… Before October 1st

Even though xAI is a private company, tech legend and angel investor Jeff Brown found a way for everyday folks like you…

To partner with Elon on what he believes will be the biggest AI project of the century…

Starting with as little as $500.

Click here to see how you could take a stake in Elon’s private company…

Without having connections in Silicon Valley or having to be an accredited investor.

- a message from Brownstone Research -

HEADLINES

Stocks at Risk of ‘Sell the News’ Drop on Fed Interest-Rate Cut

Nasdaq Makes Push to Launch Trading of Tokenized Securities

• Nasdaq hits record as Wall Street braces for inflation data (more)

• Another US jobs markdown sets stage for Fed rate cut (more)

• Mortgage rates drop near yearly low after jobs disappointment (more)

• Gold rallies to record high above $3,600/oz as Fed rate cut bets firm (more)

• Oil gains after OPEC+ opts for modest output hike (more)

• US bank regulator issues guidelines to avert 'debanking' (more)

• Robinhood stock soared 16% Monday on news of S&P 500 inclusion (more)

• Apple's annual iPhone event kicks off tomorrow (more)

• Tesla's US market share tumbles to 2017 lows (more)

• Disney+ and 'Money Heist' maker Atresmedia sign streaming deal (more)

• China's BYD to produce all EVs for Europe locally by 2028 (more)

• Klarna's $14 billion valuation draws out fintech bargain hunters (more)

• StubHub eyes up to $9 billion valuation in US IPO (more)

• Five Point-backed WaterBridge eyes up to $2.3B valuation in US IPO (more)

• BlackRock to open office in Kuwait (more)

• Lachlan Murdoch cements control of Fox, WSJ media empire (more)

DEALFLOW

M+A | Investments

• Nebius signs $17.4B AI infrastructure deal with Microsoft

• SpaceX buys wireless spectrum from EchoStar in $17 billion deal

• Klein-backed SPAC, quantum firm Infleqtion ink $1.8 billion deal

• Atlassian to acquire The Browser Company, for approx. $610M

• BranchLab receives investment from Next Ventures

VC

• Databricks, a data and AI company, raised $1 billion in Series K funding

• Unrivaled, a women’s basketball league developing a model centered on investing in its athletes, raised funding at a $340M valuation

• Baseten, a company empowering inference for AI products, raised $150M in Series D funding

• OranAI, an AI marketing company, raised a multi-million dollar Angel funding

• Kin, a direct-to-consumer, digital home insurance provider, raised $50M in Series E financing

• Rainforest, an embedded payment provider purpose-built for software platforms, raised $29M in Series B funding

• Dazl, an AI creation platform for building fidelity and production-ready applications, raised $10M in Seed funding

• Supersonik raised $5M in Seed funding

• Otovo USA, a company specializing in home power services, raised $4M+ in funding

• SCOREalytics, an AI-powered legal intelligence platform, raised $3M+ in Seed funding

• Ivani, a company leveraging wireless network sensing technology and IP, raised an undisclosed amount of funding

CRYPTO

• Eightco jumps 3,000% on Worldcoin Treasury pivot, Ives role (more)

• Bitcoin climbs above $112K, but data show traders remain cautious (more)

• Michael Saylor’s fortune jumps $1B amid billionaire index inclusion (more)

BULLISH BITES

🚨 $500 to “partner” with Elon Musk? Shocking… * 

🤝  Dynamic duo Zuckerberg and Palmer Luckey reunite.

🤖 This robot only needs a single AI model to master humanlike movements.

🥊 Inside the planning for a UFC cage match on the White House lawn.

🛍 QVC for Gen Z? Why women of all ages are embracing livestream shopping.

DAILY SHARES

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