Good morning.
The Fast Five → Stocks cap winning month, bonds shaken and stirred, Bessent faces G20 ‘credibility test’, Trump and AI investors wage campaign to save data centers, and End of an era at Apple: Tim Cook’s last day as CEO…
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(from Stansberry Research)
Calendar: Full Calendar »
Today:
ISM Manufacturing PMI, 10:00A
Tomorrow:
ADP Non-Farm Employ Change, 8:15A
Your 5-minute briefing for Tuesday, September 1:
BEFORE THE OPEN
As of market close 8/31/2026.
Pre-Market:
Market Wrap:
Futures: Dow +11 (+0.02%), S&P +0.1%, Nasdaq flat
Mon: Dow -370+, S&P and Nasdaq also fell
Rising oil prices pushed Treasury yields higher
Dow logged its fifth straight monthly gain
S&P gained 2.6% and Nasdaq rose 3.9% in August
September’s weak seasonality adds to investor caution
Focus shifts to economic data and Friday’s jobs report
EARNINGS
Here’s what we’re watching this week:
Today: Dell $DELL ( ▼ 0.05% )
WED: *Five Below $FIVE ( ▲ 2.05% )
Broadcom $AVGO ( ▲ 0.42% ) - $3.24 EPS (+91.7% YoY) on $29.4B revenue (+84.9% YoY)
THU: *Victoria's Secret $VSXY ( ▼ 2.78% )
Lululemon $LULU ( ▼ 0.46% ) - $1.80 EPS (-41.9% YoY) on $2.5B revenue, unchanged from the year-ago period
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HEADLINES
Not since 2006 have yields on the longest-maturity Treasuries been this high for this long.
President Trump has a new message for Americans rebelling over the nation's data-center boom: Get over it.
Stocks slip but cap winning month for stocks (more)
Bonds shaken, and stirred (more)
Trump vows to hit Iran hard after first exchanges of fire in a month (more)
Nine more drugmakers cut pricing deals with Trump (more)
Venezuela-US oil deal puzzles experts (more)
At Jackson Hole, global central bankers glimpse dystopian AI future (more)
Bessent faces credibility test selling ‘American Growth Agenda’ to G20 (more)
Bessent expects Japan to take action on yen, signals BOJ rate-hike (more)
Chinese manufacturing activity falls for second consecutive month (more)
Dollar slips, with traders already eyeing Friday jobs data (more)
End of an era at Apple: Tim Cook’s last day as CEO (more)
Anthropic signs $35B cloud deal with Nvidia-backed Lambda (more)
Toyota, Honda may get stuck with the bill for Trump's Canada tariffs (more)
Sony, Warner Music sue Anthropic over songs used in AI training (more)
KKR-backed OPI nail polish owner Wella Co. files for US IPO (more)
Shein’s shares drop 8% in Hong Kong market debut (more)
Elliott has a stake in French giant Air Liquide (more)
DEALFLOW
M+A | Investments
Aon strikes $17B deal for rival USI as insurance consolidation accelerates
SLB expands data center business with $4.1B deal for Kelvion
Nvidia to invest $3.5B in chipmaker MediaTek
Lilly to buy Merida for $2.88B in autoimmune push
LG Energy signs lithium-supply deal with Smackover
Kingsview Partners receives investment from FTV Capital
Fisher Management Partners receives investment from Trinity Hunt Partners
De1 receives investment from YZi Labs
VC
Owner, an AI-powered technology and marketing platform for local businesses, raised $240M in funding
JetZero, a provider of all-wing commercial and defense aircraft, raised up to $100M in debt funding
EIT Pharma, a biotech company focused on developing therapies for infectious diseases, raised $35M in Series A funding
Lone Palm Labs, a private photo-sharing and consumer social platform, raised over $21M in Series A funding
Easy Aerial, an autonomous tethered aerial intelligence and defense systems, raised $20M in Series B funding
Atorie, an AI-powered luxury fashion and consumer marketplace startup, raised $9.5M in Seed funding
Molten Salt Solutions, a provider of enriched stable isotopes for fusion and nuclear market, raised $7M in Seed funding
Be Clinical, D2C skincare startup, raised $2.2M in Seed extension funding
Diffraqtion, quantum camera platforms for defense and space sensing, closed a Pre-Seed funding round in undisclosed amount
CRYPTO
BULLISH BITES
🍎 What Tim Cook told employees on his last day at Apple.
📊 Fed Chairman Warsh triggered a new problem for stocks.
🚁 Here’s what to expect as air taxis actually begin to take off.
🫢 Power, betrayal and the fall of Leon Black.
DAILY SHARES
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