BEFORE THE OPEN

Pre-Market:

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

Market Wrap:

• Futures: Dow +4 (0.01%), S&P +0.09%, Nasdaq +0.2%

• S&P hit fresh record close Thursday

• Weak ADP jobs data lifted Fed cut hopes (97% odds for Sept)

• Nonfarm payrolls Friday saw +75K jobs

• E-Trade’s Larkin: too weak could spook economy outlook

• Broadcom +4% after Q3 beat, AI demand strong

EARNINGS

Here’s what we’re watching this week

• TUE: 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 ERIC WADE

Why Trump’s “Smart Dollar” Could Rewrite the Rules

This summer, President Trump announced what I believe will go down as his boldest economic move yet...

He calls it a new chapter for the US dollar—one that will trigger an "explosion of growth" and cement America's reserve-currency status for decades to come.

Already, more money is flowing through this system than Visa and Mastercard combined. And adoption is spreading at a pace that took credit cards decades to achieve.

This is not a prediction. It's happening right now, and it already added $40 billion in demand for U.S. Treasury bills.

I believe the ripple effects could be enormous... and very profitable if you know where to put your money right now.

Get the full story here before it's too late.

HEADLINES

This Week: Inflation Data Main Focus for Investors

Tesla Offers Massive $1 Trillion Pay Package to Elon Musk

• Futures gain after weak jobs report with key inflation data on deck (more)

• Nvidia breakdown, jobs report fail to slow down this bull market by much (more)

• Bullish Treasuries traders awaits jobs revisions, inflation data (more)

• Junk bonds are the new high grade bonds (more)

• Bessent: US economy should accelerate by fourth quarter (more)

• Trump's short list for Fed: Hassett, Warsh and Waller (more)

• Treasury would face "terrible" tariff refund hit on SCOTUS loss, Bessent says (more)

• Gold steadies near record high after bets on Fed rate cuts surge (more)

• Japanese stocks jump as Prime Minister Ishiba set to step down (more)

• Robinhood joins the S&P 500 as market value hits $91 billion (more)

• Everything Apple plans to show on Tuesday's ‘awe dropping’ event (more)

• OpenAI reportedly expects business to burn $115B through 2029 (more)

• FanDuel, Robinhood use gray area to link sports (more)

• High stakes for high fashion: brands bet on luxury revival on the catwalk (more)

TOGETHER WITH SURF LAKES

Topgolf’s Former President Has an Even Bigger Idea

Troy Warfield knows how to scale a sport. As President of Topgolf International, he helped turn the concept into a global entertainment powerhouse, opening golf to millions of people who had never picked up a club before.

Now he’s bringing that same expertise to Surf Lakes as CEO. Surf Lakes’ patented 360° wave system can create 2,000 surfable rides per hour, across five skill zones, from beginners learning their first pop-up to professionals charging perfect barrels. This makes surfing accessible to anyone, anywhere, even far from the ocean.

With licenses already signed across the U.S. and Australia, and the first commercial park moving toward construction, Surf Lakes is primed to expand worldwide.

Topgolf made $1.8B in revenue in 2024, still going strong after two decades. This is your chance to join what could be the next global sports entertainment revolution. Invest by 9/12 and get up to 15% bonus shares.

Invest in Surf Lakes

_{This is a paid advertisement for Surf Lakes’ Regulation CF offering. Please read the offering circular at https://invest.surflakes.com}

DEALFLOW

M+A | Investments

• Cadence Design to acquire Hexagon’s design and engineering unit

• Embark receives investment from Parthenon Capital

• Joint Ai receives $315K funding from The Richard King Mellon Foundation

VC

• Augment, an AI productivity platform for logistics, raised $85M in Series A funding

• Lead Bank, a bank serving fintechs and digital asset companies, closed a $70M Series B funding

• Octave Bioscience, a commercial stage precision care company, receives $35.6M in Series C equity financing

• Hello Patient, a conversational AI company focused on patient communications, raised $22.5M in Series A financing

• Euclid Power, an operating system for renewable energy project development, raised $20M in Series A funding

• Dispatch, a wealthtech solution provider enabling effortless client data management, raised $18M in Series A funding

• Brilliant NextGen Inc., a smart home control technology company, closed a $9.7M funding round

• Geniez AI, frameworks that connect LLMs and AI Agents with real-time mainframe data, raised $6M in Seed funding

• Elysian, an AI-native TPA for commercial insurance, raised $6M in Seed funding

• Flax Health, an AI-powered platform for skilled nursing facilities, raised $3.5M in Pre-Seed funding

• Billy Bets, an AI-powered sports-betting startup, raised $1M in Pre-Seed funding

• Xiid, a cyber defense company, received an undisclosed amount in funding

CRYPTO

• Bitcoin climbs after dismal jobs report fuels rate cut hopes (more)

• Ethereum revenue dropped 44% in August amid ETH all-time high (more)

• Crypto boosters Stripe and Paradigm tease payments blockchain (more)

• El Salvador celebrates Bitcoin anniversary amid mixed results 4 years on (more)

BULLISH BITES

📈 "I made millions in the tech boom. Here's where I'd put my money today…" * 

😳 What if we’re doing AI all wrong?

👖 'Denim is having a moment': Why jeans are the hottest trade in retail.

💰 Powerball jackpot hits $1.8 billion--here’s the tax bill.

🧳 Smuggling is the latest temptation for wealthy US travelers.

DAILY SHARES

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