BEFORE THE OPEN

Pre-Market:

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

Market Wrap:

• S&P futures +0.2%, Nasdaq +0.1%, Dow –80 pts (-0.2%)

• All 3 indexes closed at records Tue

• Oracle +26% on 1,529% multicloud DB growth

• Nvidia +2% in sympathy with Oracle

• PPI today, CPI Thursday — both seen +0.3% MoM

• Fed on track for Sept cut unless inflation runs hot

EARNINGS

Here’s what we’re watching this week:

• Today: 

  • *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 WEISS RATINGS

Billionaires are Piling Into this Gold Investment

Gold just set a new record high breaking $3,500 per ounce.

And main street investors are rushing to cash in.

Costco, for example, can’t keep it on their shelves as everyday Americans are clamoring for gold bars and coins.

But Wall Street billionaires are not buying bullion right now.

Instead, they’re loading up on a different type of investment.

It’s a little-known way that has given investors a chance to make 13 times … 21 times … 157 times … even a surprising 1,000 times more than physical gold.

All without buying another ounce of gold.

Go here to see what the billionaires are buying now.

Eliza Lasky
Weiss Advocate

- a message from Weiss Ratings -

HEADLINES

Stagflation Fears Grow After Steepest Jobs Downgrade in Decades

Wall Street Has a Consumer Spending Problem

• S&P 500 and Nasdaq notch record high closes, investors bet rate cut (more)

• Treasury bulls out in force as Wall Street awaits inflation data (more)

• Supreme Court will hear Trump tariffs case on fast track (more)

• Fed seen on track for three rate cuts this year, starting next week (more)

  • Fed rate cut now signals 3% inflation is the new 2% (more)

• Gold vaults to record high on rate cut momentum (more)

• Oil settles higher after Israeli attack on Qatar (more)

• Here’s everything Apple just announced (more)

• Oracle stock soars as CEO says AI will fuel cloud revenue explosion (more)

• Nebius shares soar 50% on Microsoft AI deal (more)

• US electric car uptake will slow further on Trump policies (more)

• Blackstone invests $250 million in new hedge fund Covara (more)

• JPMorgan expects Q3 investment banking revenue to grow in double digits (more)

• Copper miners sign a $53 billion mega-merger (more)

• Saylor model struggles as crypto treasury hype turns to doubt (more)

• Mistral AI doubles valuation to $14 billion with ASML investment (more)

DEALFLOW

M+A | Investments

• Novartis to acquire Tourmaline Bio for $1.4 billion

• Phillips 66 buys remaining stake in major US refineries from Cenovus for $1.4B

• Exxon Mobil buys a Kentucky battery-materials factory

• Applied Systems acquires Cytora

• Magnite acquires streamr.ai

• Anglo American to merge with Teck Resources (~$53B)

VC

• QuEra, a developer of advanced neutral-atom quantum computers, expanded its $230M Series B financing round

• Harbor Health, a primary and specialty care clinic group and health insurance company, raised $130M in new funding

• Speedchain, a global provider of modern commercial card programs and expense management solutions, raised $111M in equity and debt financing

• Higgsfield, an AI-native video reasoning engine, raised $50M in Series A funding

• Palm Tree Crew, a global entertainment, hospitality and investment holding company, raised $20M in Series A funding

• Sapphire Technologies, a manufacturer of power generation equipment, raised $18M in Series C financing

• LightSpun, an AI-powered dental insurance administration platform, raised $13M in Series A funding

• Runware, a performance and price-focused AI-as-a-Service provider, raised $13M in Seed funding

• Nuclearn, an AI platform designed specifically for nuclear operations, raised $10.5M in Series A funding

• Cassidy, a context-powered AI automation platform for enterprises, raised $10M in Series A funding

• Sphinx, a company building AI for data, raised $9.5M in Seed funding

• Metal, an AI platform built for private market investors, raised $5M in funding

• MCatalysis, a deep tech company focused on the fuels and chemicals sector, raised an undisclosed amount in Seed funding

CRYPTO

• Nasdaq to invest $50 million in Gemini crypto exchange (more)

• Blockchain-based lender figure upsizes IPO to $693 million (more)

• Vietnam tests crypto trading market with five-year trial (more)

BULLISH BITES

🚨 Meet the analyst who nailed gold’s historic bull run … * 

🌎  Tariff-exposed industries are losing jobs.

🤔 Is Sam Altman laying the groundwork for OpenAI’s long-rumored social media push?

🍹 Gen Z doesn’t drink much. But when they do, it’s this cocktail.

🚘 Porsche’s first-ever hybrid 911 Turbo S hits 60 in 2.4 seconds.

DAILY SHARES

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