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*ETHEREUM TRADES AT HIGHEST LEVEL SINCE 2021

US GOVT AGREES TO 433.3MLN SHARES OF INTEL COMMON STOCK AT 20.47/SHARE, NOW 24.94

TRUMP: FURNITURE COMING FROM OTHER COUNTRIES INTO UNITED STATES WILL BE TARIFFED AT A RATE YET TO BE DETERMINED

TRUMP: WITHIN NEXT 50 DAYS, THAT INVESTIGATION WILL BE COMPLETED

TRUMP: WE ARE DOING A MAJOR TARIFF INVESTIGATION ON FURNITURE COMING INTO UNITED STATES

FSMN INVESTMENT LESSONS FROM THE WEEK • Tech sector volatility highlights the risks and rewards: Company earnings like Apple $AAPL and Microsoft $MSFT show that even strong guidance and record profits can lead to profit-taking as investors lock in gains. • Financials and

what are your honest thoughts on the gov taking a 10% stake in $INTC ?

BARCLAYS SEES FED RATE CUTS FROM SEPTEMBER, PREVIOUSLY DECEMBER

TRUMP: TOO LATE FOR FED CHAIR POWELL TO SIGNAL RATE CUTS, SHOULD HAVE CUT A YEAR AGO

*GOVT WON'T BE ON INTEL BOARD OR PLAY MAJOR ROLE IN GOVERNANCE: WSJ

*TRUMP: INTEL SAID YES TO 10% STAKE *TRUMP: THINK IT'S A GREAT DEAL *TRUMP: WILL DO MORE DEALS LIKE THAT

TRUMP: INTEL SAID YES TO 10% STAKE TRUMP: THINK IT'S A GREAT DEAL $INTC

TRUMP: CONSIDERING INTEL DEAL FOR 10% EQUITY STAKE $INTC

TRUMP: I WILL GIVE PUTIN A COUPLE OF WEEKS

*TRUMP POISED TO UNVEIL INTEL DEAL FOR EQUITY STAKE ON FRIDAY

*TRUMP: WILLING TO BRING IN REGULAR MILITARY IF NEEDED INTO DC *TRUMP: CHICAGO WILL PROBABLY BE NEXT CITY WE MAKE SAFE *TRUMP: THEN WILL HELP WITH NEW YORK

APPLE EXPLORES USING GOOGLE GEMINI AI TO POWER REVAMPED SIRI $AAPL $GOOGL

*APPLE EXPLORES USING GOOGLE GEMINI AI TO POWER REVAMPED SIRI

$GOOGL on watch

TRUMP: STOCK MARKET WENT UP ALMOST 1,000 POINTS 10 MINUTES AGO

WHITE HOUSE WELCOMES MOVE BY CANADA ON TARIFFS: FOX BUSINESS

FED'S HAMMACK: FED STILL MISSING BADLY ON INFLATION MANDATE

FED'S HAMMACK: FED SHOULD STICK TO MODESTLY RESTRICTIVE MONETARY POLICY

FED'S HAMMACK: EXPECTS INFLATION AND UNEMPLOYMENT TO RISE

CSX, BNSF ANNOUNCE NEW INTERMODAL SERVICES, OFFERING SEAMLESS COAST-TO-COAST RAIL SOLUTIONS CSX CORP - NEW SERVICE BETWEEN PHOENIX AND ATLANTA TO CONVERT OTR FREIGHT $CSX

NVIDIA INTRODUCES SPECTRUM-XGS ETHERNET TO CONNECT DISTRIBUTED DATA CENTERS INTO GIGA-SCALE AI SUPER-FACTORIES

🚨 CANADA TO REMOVE RETALIATORY TARIFFS ON MANY U.S. GOODS - SOURCE CANADIAN TARIFFS ON U.S. AUTOS, STEEL AND ALUMINUM WILL REMAIN - SOURCE

🚨 CANADA TO REMOVE RETALIATORY TARIFFS ON MANY US PRODUCTS

TRUMP CRITICIZES COMCAST CORP CEO OVER NEWS COVERAGE, SAYS CBS UNDER GOOD NEW MANAGEMENT

*TRUMP: SEEKING ABOUT $2B FROM CONGRESS FOR DC

MAJOR U.S. ASSET MANAGERS RISE AFTER POWELL SIGNALS POSSIBLE SEPTEMBER RATE CUT

ETHEREUM TOPS $4,600, BITCOIN HITS $115,739.7

TRUMP: WILL TALK TO XI ABOUT TIKTOK WHEN APPROPRIATE

TRUMP: WILL WATCH SECURITY CONCERNS ON TIKTOK TRUMP: HAVE AMERICAN BUYERS

TRUMP: WILL SEE IF PUTIN AND ZELENSKIY WILL WORK TOGETHER

SHARES OF CHIPMAKERS RISE AFTER FED CHAIR POWELL HINTS AT EASING MONETARY POLICY 🔸 NVIDIA UP 1.4% 🔸 INTEL UP 4.3% 🔸 QUALCOMM UP 3.2% 🔸 BROADCOM UP 2.7% 🔸 AMD UP 2% 🔸 MICRON TECHNOLOGY UP 3.7%

$TSLA - TESLA SHARES UP 4% AFTER POWELL OPENS DOOR TO INTEREST-RATE CUTS

🚨 TRADERS RESUME FULLY PRICING IN TWO FED RATE CUTS BY YEAR-END

POWELL, CITING JOBS RISK, OPENS DOOR TO CUTS BUT DOESN'T COMMIT 🔸 Powell says risks to employment rising 🔸 Powell says base case is tariff impact on inflation will be short lived 🔸 Powell says base case, balance of risks, may warrant policy adjustment

RUSSELL 2000 INDEX RISES MORE THAN 2%

POWELL: FED ABANDONING 2020 FLEXIBLE AVERAGE INFLATION TARGETING FRAMEWORK

*TRADERS ADD TO BETS ON FED INTEREST-RATE CUT IN SEPTEMBER

MICHAEL FAULKENDER, THE SECOND-HIGHEST OFFICIAL AT THE TREASURY DEPARTMENT, IS LEAVING THE ADMINISTRATION - WSJ

INDIA TO MAKE FIGHTER JET ENGINES WITH FRANCE: DEFENSE MINISTER

*COLLINS: SEE UPSIDE RISKS TO INFLATION, DOWNSIDE RISKS ON LABOR

FED'S COLLINS: WE CANNOT WAIT FOR ALL OF THE UNCERTAINTY TO BE BEHIND US

IRAN, E3 COUNTRIES TO RESUME NUCLEAR TALKS ON TUESDAY - IRAN'S FOREIGN MINISTER STATEMENT

TRUMP ‘VERY ANGRY’ AT UKRAINE STRIKE ON PIPELINE SUPPLYING ORBÁN Donald Trump said he was “very angry” after Ukraine struck the Druzhba pipeline that delivers Russian oil to Hungary, following a complaint from Prime Minister Viktor Orbán. The attacks briefly disrupted supplies

MORGAN STANLEY: CPI AND JOBS DATA, NOT JACKSON HOLE, WILL GUIDE FED Morgan Stanley said U.S. monetary policy will hinge on upcoming inflation and labor data rather than Fed commentary at Jackson Hole. The bank argued payrolls overstate labor market weakness due to population

RUSSIA'S LAVROV SAID UKRAINE'S ZELENSKIY WHEN PRESENTED WITH SEVERAL PRINCIPLES NECESSARY FOR PEACE PROGRESS SAID 'NO TO EVERYTHING' - NBC

LAVROV: SO FAR, THERE IS NO AGENDA FOR PUTIN-ZELENSKIY MEET:RIA

🚨 Jerome Powell is scheduled to deliver his speech at the Jackson Hole Economic Policy Symposium at 10:00 a.m. Eastern Time (ET) today.

*FBI RAIDS JOHN BOLTON'S HOME IN NATIONAL SECURITY PROBE:NY POST

UBS RAISES S&P 500 TARGETS ON STRONG EARNINGS UBS lifted its S&P 500 targets while keeping a neutral stance on U.S. equities, citing strong Q2 earnings and improving economic conditions. 🔸 New targets: 6,600 by year-end and 6,800 by June 2026 (up from prior forecasts). 🔸 EPS

$NVDA - NVIDIA ORDERS HALT TO H20 PRODUCTION AFTER CHINA DIRECTIVE AGAINST PURCHASES - THE INFORMATION

NVIDIA ORDERS HALT TO H20 PRODUCTION AFTER CHINA TOLD IT'S TECH COMPANIES TO STOP PURCHASING THEM: INFORMATION

META SIGNS $10 BILLION-PLUS CLOUD DEAL WITH GOOGLE - THE INFORMATION

TRUMP ADMIN ISN'T EYEING EQUITY IN COMPANIES INCREASING US INVESTMENT LIKE TSMC & MICRON, MAY TAKE STAKE IN OTHERS: WSJ

TRUMP ADMINISTRATION ISN’T EYEING EQUITY IN COMPANIES THAT ARE INCREASING U.S. INVESTMENT LIKE TSMC AND MICRON, BUT MAY TAKE STAKES IN OTHERS - WSJ $TSM $MU

HONEYWELL FILES FORM 10 FOR SOLSTICE ADVANCED MATERIALS SPIN-OFF; UNIT TO BECOME STANDALONE PUBLIC COMPANY IN Q4 2025; INVESTOR DAY PLANNED $HON TRADER NOTE 🟢: Spin-off highlights value unlock strategy, potentially boosting shareholder returns and focus on core operations.

WAYFAIR INC - REPURCHASES ABOUT $101 MLN OF 3.50% CONVERTIBLE SENIOR NOTES CONVERTIBLE NOTES DUE 2028 - SEC FILING $W

TRUMP TO TAP AIRBNB CO-FOUNDER JOE GEBBIA AS FIRST GOVERNMENT DESIGN CHIEF - BLOOMBERG NEWS $ABNB

INTUIT Q4 EARNINGS $INTU • REV $3.83B VS $3.75B EST • ADJ EPS $2.75 VS $2.66 EST • FY ADJ EPS OUTLOOK $22.98-$23.18 VS $23.00 EST • FY REV OUTLOOK $21B-$21.19B VS $21.12B EST • Q1 ADJ EPS OUTLOOK $3.05-$3.12 VS $3.07 EST • Q1 REV GROWTH OUTLOOK +14%-15% VS +16.1% EST • NEW

ROSS STORES Q2 EARNINGS $ROST • SALES $5.529B VS $5.574B EST • NET INCOME $508M • PRETAX PROFIT $670.62M • EPS $1.56 VS $1.54 EST • COMPARABLE STORE SALES +2% • Q3 EPS OUTLOOK $1.31-$1.37 • Q4 EPS OUTLOOK $1.74-$1.81 • FY EPS OUTLOOK $6.08-$6.21 • EXPECTS $0.22-$0.25 EPS

WORKDAY Q2 EARNINGS $WDAY • REVENUE $2.348B VS $2.342B EST • SUBSCRIPTION REVENUE $2.169B • EPS $0.84 • ADJ EPS $2.21 VS $2.11 EST • OPERATING INCOME $248M • ADJ OPERATING INCOME $680M VS $657.1M EST • FY ADJ EBIT MARGIN OUTLOOK 29% • FY SUBSCRIPTION REVENUE OUTLOOK

US MILITARY SEEKS TO STOCKPILE COBALT FOR FIRST TIME IN DECADES

CHINA'S RARE EARTH MAGNET EXPORTS TO US HIT 6-MONTH HIGH - NIKKEI

TRUMP ON RUSSIA-UKRAINE: WE'LL KNOW IN ABOUT TWO WEEKS. AFTER TWO WEEKS, WE'LL HAVE TO MAYBE TAKE OTHER TACT

TRUMP: I'M GOING OUT TONIGHT IN DC WITH NATIONAL GUARD, POLICE

SHORT-SQUEEZE CANDIDATES • Cel-Sci Corporation $CVM leads as a top short-squeeze prospect with an extremely high short squeeze score of 97.47 and a substantial short interest percentage, making it a key target for volatile intraday moves and potential rapid price spikes. •

*NAVARRO: SEE DOUBLING OF INDIA TARIFFS TAKING PLACE AUGUST 27

NAVARRO: INDIA IS 'LAUNDROMAT' FOR THE KREMLIN

NAVARRO: 'NONSENSE' THAT INDIA NEEDS TO BUY RUSSIAN OIL

DOJ'S MARTIN SAYS HE INTENDS TO INVESIGATE COOK OVER MORTGAGES

🚨 *DOJ OFFICIAL URGES FED'S POWELL TO REMOVE GOVERNOR LISA COOK

NAVARRO ON EU: MAINTAIN TARIFFS ON STEEL, ALUMINUM

NAVARRO ON EU: WILL IMPOSE 15% TARIFF ON AUTOS, DROP FROM 25%

NAVARRO: NO DEAL MORE IMPORTANT THAN WITH EUROPEAN UNION

🚨 HAMMACK: WITH DATA NOW, WOULDN'T SEE CASE FOR SEPTEMBER CUT

🔸 Putin demands Ukraine cede Donbas region, Russian sources say 🔸 Russia could freeze front lines in Zaporizhzhia and Kherson 🔸 Russia won't countenance Western peacekeeping troops in Ukraine 🔸 Source close to Kremlin: if Kyiv refuses deal, war will go on

Putin's demand to Ukraine: give up Donbas, no NATO and no Western troops, sources say

$AAPL - APPLE TV+ PRICE RISES 30% TO $13 A MONTH STARTING AUG. 21

*HAMMACK: IT'S JUST NOW THAT WE'RE STARTING TO SEE TARIFF IMPACT

*TRUMP $464 MILLION NY CIVIL FRAUD PENALTY VACATED ON APPEAL

DOLLAR OUTLOOK — BOFA 🔸 BofA sees euro at $1.20 end-2025, $1.25 end-2026 (vs $1.1620 now). 🔸 Fed seen resuming rate cuts despite sticky inflation, weakening the dollar. 🔸 Weak July jobs data and Fed independence concerns fuel expectations for faster/deeper cuts.

*US JULY EXISTING HOME SALES AT 4.01M; EST. 3.92M *US JULY EXISTING HOME SALES RISE 2% M/M; EST. -0.3%

🚨 TRADERS PARE BETS ON TWO FED INTEREST-RATE CUTS THIS YEAR

*US S&P AUG. SERVICES PMI AT 55.4; EST. 54.2 *US S&P AUG. MANUFACTURING PMI AT 53.3; EST. 49.5 *US S&P AUG. COMPOSITE PMI AT 55.4; PREV. 55.1

US TARIFFS ON EU COULD INCREASE WHOLESALE WINE AND SPIRIT PRICES BY OVER 80 CENTS PER GALLON - TRADE GROUP ANALYSIS LEVIES COULD RAISE $987 MLN IN FEDERAL REVENUE ONCE LOST SALES ARE TAKEN INTO ACCOUNT - TRADE GROUP ANALYSIS

TRUMP: BIDEN WOULD NOT LET UKRAINE FIGHT BACK, ONLY DEFEND

TRUMP: HARD TO WIN A WAR WITHOUT ATTACKING AN INVADERS COUNTRY

$TSLA - U.S. AUTO SAFETY AGENCY OPENING PROBE INTO POTENTIAL DELAYS IN TELSA REPORTING CRASHES INVOLVING ADVANCED DRIVER ASSISTANCE SYSTEMS -- FILING

S&P GLOBAL RATINGS ANALYST SAYS ECONOMIC IMPACT OF US TARIFFS WILL BE KEY FOR FUTURE US SOVEREIGN RATING ACTIONS

US CONSUMER WATCHDOG TO REWRITE 'OPEN BANKING' RULE AFTER PRESSURE FROM CRYPTO, FINTECH INDUSTRIES

US JOBLESS CLAIMS +11K TO 235K IN AUG-16 WK; SURVEY 225K US AUG-9 WEEK CONTINUING CLAIMS +30K TO 1,972,000 US AUG-9 WEEK JOBLESS CLAIMS UNREVISED AT 224K

$TSLA - MUSK:TESLA AUTOPILOT V14 LAUNCHES NEXT MONTH

MUSK: GROK 5 BEGINS TRAINING NEXT MONTH

WALMART 'KEEPING PRICES AS LOW AS WE CAN FOR AS LONG AS WE CAN' AMID TARIFFS, CEO SAYS

PULTE: TRUMP HASN'T MADE ANY DECISION ON FANNIE, FREDDIE IPO

NASDAQ 100 FUTURES EXTENDED DECLINE TO TOUCH FRESH SESSION LOWS

FED'S BOSTIC: STILL EYING ONE RATE CUT FOR THIS YEAR BUT FORECAST IS IN FLUX

FED'S BOSTIC: 50K TO 75K IS NOW CLOSER TO THE JOB MARKET'S MONTHLY REPLACEMENT RATE FED'S BOSTIC: WITH SO MUCH IN FLUX LARGE REVISIONS TO DATA MAY BE MORE FREQUENT

$NVDA — UBS PT RAISED TO $205 (FROM $175), BUY 🔸 UBS sees FQ2 revenue ~$46B (~$1B beat). 🔸 FQ3 guide: ~$54–55B ex-China, up to ~$57B incl. China. 🔸 Supply chain checks suggest compute +20–25% Q/Q (~+$7–8B). 🔸 Networking revenue ~$6B in FQ3 (up ~$1B Q/Q) despite 800G

🚨 SCHMID: NOT IN A HURRY TO CUT INTEREST RATES

BULLARD SAYS US DEBT REFLECTS A SPENDING PROBLEM

🚨 BULLARD: RATES ARE HIGH RIGHT NOW, CAN CUT 100 BPS INTO 2026

*BULLARD: HAVE SPOKEN WITH BESSENT ABOUT FED CHAIR JOB

THE US TARIFF ON EU AUTOS COULD BE LOWERED IN WEEKS: US OFFICIAL

$WMT - WALMART Q2 RESULTS 🔸 Adj. EPS: $0.68 (miss, est. $0.74) 🔸 Revenue: $177.4B (beat, est. $176.2B) 🔸 U.S. comp sales: +4.6% Guidance 🔸 Q3 Adj. EPS: $0.58–0.60 (est. $0.57) 🔸 Q3 Net Sales Growth: 3.75–4.75% (cc) 🔸 FY2026 Net Sales Growth: 3.75–4.75% 🔸 FY2026 Adj.

WHITE HOUSE: KEY TERMS INCLUDE EU TO ELIMINATE TARIFFS ON ALL U.S. INDUSTRIAL GOODS

*EU, US REACH AGREEMENT ON JOINT STATEMENT OUTLINING TRADE DEAL

COTY Q4 EARNINGS $COTY • NET REV $1.25B VS $1.20B EST • ADJ EPS -$0.05 VS $0.02 EST • EXPECTS GRADUAL SALES IMPROVEMENT IN FY26 FROM Q4 LEVELS • OUTLOOK Q1 LFL -6% TO -8% • OUTLOOK Q2 LFL -3% TO -5% • SEES RETURN TO LFL GROWTH IN H2 • Q1 ADJ EBITDA DECLINE MID-HIGH TEENS %

UNITEDHEALTH GROUP INC - ESTABLISHES PUBLIC RESPONSIBILITY COMMITTEE - SEC FILING $UNH

GABBARD TO SLASH DIRECTOR OF NATIONAL INTELLIGENCE STAFF BY NEARLY 50% - ABC NEWS

FED'S BOSTIC: CRYPTO IS TOO SMALL TO PUT FINANCIAL STABILITY IN PLAY

OPENAI CEO SAM ALTMAN CONCEDES GPT-5 WAS A MISFIRE, BETS ON GPT-6

FED OFFICIALS WORRIED ABOUT SLOWDOWN BEFORE WEAK JOBS REPORT Minutes from the Fed’s July 30 meeting show growing concern about an economic slowdown. Several officials expected weak growth in the second half of the year, citing slower income gains hurting consumer spending. These

*FED: SEVERAL FLAGGED RISK OF INFLATION EXPECTATIONS UNANCHORING

*FED: MANY NOTED FULL EFFECT OF TARIFFS COULD TAKE SOME TIME

*FED: SEVERAL NOTED CONCERNS ABOUT ELEVATED ASSET VALUATIONS

*FED: MAJORITY SAW INFLATION RISK OUTWEIGHING EMPLOYMENT RISK

U.S. GOVERNMENT MOTIONS TO UNSEAL GRAND JURY TRANSCRIPTS IN EPSTEIN CASE DENIED -COURT DOCKET

BEIJING -- Leading municipalities in China are seeking to achieve at least 70% self-sufficiency in artificial intelligence chips by 2027, looking to redraw a national supply chain dominated by U.S. leader Nvidia.

$NVDA - CHINESE CITIES TARGET 70% AI CHIP SELF-SUFFICIENCY TO COUNTER NVIDIA

$PEP - PepsiCo will increase carbonated soft drink concentrate prices by 10% beginning Sept. 7, BD has learned. Wholesale prices for finished CSDs, which are canned and bottled by PepsiCo and sold to bottlers for distribution, will rise +3.0% to +5.0% depending on the brand,

PALANTIR STOCK PLUMMETS 20% FROM HIGHS IN LONGEST LOSING STREAK SINCE APRIL 2024

GOOGLE LAUNCHES PIXEL 10 SMARTPHONES WITH AI FEATURES; PRICES START $799; PRO AT $999, PRO XL $1,199, PRO FOLD $1,799; AVAILABLE LATE AUGUST (FOLD IN OCT); POWERED BY TENSOR G5, NEW CAMERA HARDWARE WITH AI COACH; ALSO UNVEILS PIXEL WATCH 4, PIXEL BUDS 2A $GOOGL

HONEYWELL , OTHER BACKERS OF QUANTINUUM ARE CONSIDERING RAISING MONEY FOR FIRM AT A VALUATION OF AROUND $10 BILLION - BLOOMBERG $HON

$HON on watch

US SENATOR BERNIE SANDERS WELCOMES TRUMP ADMINISTRATION PLAN TO CONVERT INTEL'S CHIPS ACT AWARD INTO GOVERNMENT HELD STAKE $INTC

PLAYSTATION: RECOMMENDED RETAIL PRICE IN U.S. FOR PLAYSTATION 5 IS $549.99, PLAYSTATION 5 DIGITAL EDITION IS $499.99, PLAYSTATION 5 PRO $749.99

PLAYSTATION: TO INCREASE RECOMMENDED RETAIL PRICE FOR PLAYSTATION 5 CONSOLES IN U.S. STARTING ON AUG 21

PLAYSTATION: TO INCREASE RECOMMENDED RETAIL PRICE FOR PLAYSTATION 5 CONSOLES IN U.S. STARTING ON AUG 21 - BLOG $SONY

META: BUILDING TOWARD NEXT GENERATION OF AI-OPTIMIZED DATA CENTERS, FIRST OF WHICH IS SET TO OPEN IN 2026 $META

META: DATA CENTER IN KANSAS CITY, MISSOURI IS NOW OPERATIONAL AND SERVING TRAFFIC - BLOG $META

*MICROSOFT CURBS EARLY ACCESS FOR CHINESE FIRMS TO CYBER FLAWS

🚨 TRUMP MAY TRY TO FIRE FED OFFICIAL LISA COOK- WSJ

CBOE VOLATILITY INDEX HITS TWO-WEEK HIGH; LAST UP 1.54 POINTS AT 17.11

RUSSIA SEES POTENTIAL TO EXPORT LNG TO INDIA - RIA QUOTES FIRST DEPUTY PM MANTUROV RUSSIA COUNTS ON EXPANDING NUCLEAR ENERGY COOPERATION WITH INDIA - RIA QUOTES MANTUROV

INTEL IN TALKS WITH LARGE INVESTORS FOR DISCOUNTED EQUITY BOOST – CNBC SOURCES $INTC

INTEL IN TALKS FOR EQUITY INFUSION AT DISCOUNTED PRICE: CNBC

JUSTICE DEPT HAS RECEIVED CRIMINAL INVESTIGATION REFERRAL RELATED TO FED GOVERNOR COOK AND IS TAKING IT VERY SERIOUSLY, DOJ OFFICIAL SAYS

TRUMP VOWS TO HALT APPROVALS FOR WIND & SOLAR PROJECTS IN A TRUTH POST, "THE SCAM OF THE CENTURY"

TRUMP: 'WE WON'T APPROVE WIND OR FARMER DESTROYING SOLAR

U.S. STOCKS EXTEND FALL, NASDAQ DOWN 1.00 PCT

KEROS ANNOUNCES U.S. FDA ORPHAN DRUG DESIGNATION GRANTED TO KER-065 FOR THE TREATMENT OF DUCHENNE MUSCULAR DYSTROPHY $KROS

SPOT GOLD RISES 1% TO $3,348.26/OZ

GOLDMAN SACHS SAYS POTENTIAL STABLECOIN MARKET COULD REACH TRILLIONS OF DOLLARS

DOLLAR MAY GAIN IF POWELL STAYS CAUTIOUS Speculators could scale back bets against the dollar if Fed Chair Jerome Powell signals caution on rate cuts in his Jackson Hole speech Friday, Rabobank’s Jane Foley says. Markets expect a September cut, but Powell’s tone may temporarily

U.S. FORCES CONDUCT RAID IN NORTHERN SYRIA AGAINST IS TARGET, SOURCES SAY

TRUMP DEMANDS FED GOVERNOR COOK RESIGN OVER MORTGAGE PROBE Trump urged Fed Governor Lisa Cook to resign after a report tied her to possible mortgage fraud. A Trump ally claims Cook declared two homes as “primary residences” to get better loans. The push follows similar fraud

*TRUMP: LISA COOK MUST RESIGN

🚨 TRUMP ON FED:COOK MUST RESIGN, NOW!!!

OPEN AI CEO: WE WILL LOOK AT GOING PUBLIC AT SOME POINT IN THE FUTURE

🚨 ZERVOS: FED'S POWELL IS 'OPERATING POLITICALLY FROM THE LEFT'

ZERVOS: REALITY IS FED ISN'T INDEPENDENT

🚨 CHINA EXPECTED TO DISCUSS EXPANDING USE OF YUAN, POSSIBLY INCLUDING STABLECOINS, AT SHANGHAI SUMMIT THIS MONTH, SOURCES SAY

🚨 CHINA'S CABINET EXPECTED TO REVIEW AND APPROVE ROADMAP FOR FURTHER YUAN INTERNATIONALISATION LATER THIS MONTH, SOURCES SAY

🚨 CHINA IS CONSIDERING ALLOWING USAGE OF YUAN-BACKED STABLECOINS FOR THE FIRST TIME TO BOLSTER YUAN INTERNATIONALISATION EFFORTS, SOURCES SAY

ZERVOS: WOULDN'T OVER-EMPHASIZE FED'S SEPTEMBER MEETING

ZERVOS: FED MORE RESTRICTIVE THAN THOUGHT DUE TO BALANCE SHEET

ZERVOS: FED POLICY IS QUITE RESTRICTIVE ZERVOS: BALANCE SHEET IS NO LONGER A 'KICKER' FOR ECONOMY

RECORD NUMBER OF MOSQUITO-BORNE DISEASE OUTBREAKS IN EUROPE: HEALTH AGENCY

Elon Musk is stepping back from plans to launch the “America Party,” telling allies he wants to focus on his companies and avoid splitting GOP support. Musk is weighing instead using his resources to support Vice President JD Vance, a possible 2028 presidential candidate. Though

ELON MUSK PUMPING BRAKES ON FORMING NEW POLITICAL PARTY MUSK HAS TOLD ASSOCIATES HE WANTS TO STAY FOCUSED ON BUSINESSES MUSK HAS SOUGHT TO MAINTAIN TIES WITH VICE PRESIDENT JD VANCE

RUSSIA'S LAVROV: RUSSIA IS READY TO DISCUSS THE POLITICAL ASPECTS OF THE SETTLEMENT WITH UKRAINE - RIA

$NVDA - KEYBANC: NVIDIA MAY GUIDE BELOW CONSENSUS ON CHINA UNCERTAINTY Nvidia is expected to post strong July-quarter results but may guide cautiously for October due to China-related risks, KeyBanc said. The firm expects Nvidia to exclude China revenue from guidance amid

POWELL UNLIKELY TO COMMIT ON RATE CUTS Fed Chair Jerome Powell is expected to keep options open in his Jackson Hole speech Friday, avoiding firm signals on a September rate cut. Markets largely expect easing, but Powell may stress that the path isn’t certain. Research firm

$HTZ - HERTZ GLOBAL TO SELL USED CARS VIA AMAZON

RUSSIA'S LAVROV: IT IS GOOD THAT THE CURRENT U.S. ADMINISTRATION DOES NOT SUPPORT THE POSITION OF CONTINUING THE UKRAINE WAR

RUSSIA'S LAVROV: UNITED STATES HAS AN INCREASINGLY CLEAR UNDERSTANDING OF THE ROOT CAUSES OF THE UKRAINE CRISIS

TRUMP: POWELL IS HURTING HOUSING INDUSTRY VERY BADLY

TRUMP: I WANT TO SEE WHAT GOES ON WHEN ZELENSKY, PUTIN MEET

US COMMERCE SEC LUTNICK CONSIDERING FEDERAL EQUITY STAKES IN CHIPMAKERS RECEIVING CHIPS ACT FUNDS; EXPANDING BEYOND INTEL TO INCLUDE MICRON, TSMC, SAMSUNG; PLAN WOULD TRADE CASH GRANTS FOR SHARES WITH MUCH FUNDING STILL UNDISBURSED – REUTERS $MU $TSM $INTC

WHITE HOUSE TO LAUNCH OFFICIAL TIKTOK ACCOUNT

ROBINHOOD MARKETS CFO JASON WARNICK REPORTS OPEN MARKET SALE OF 100,000 CO'S CLASS A COMMON SHARES ON AUG 15 AT AVG PRICE $110.929/SHARE - SEC FILING $HOOD

FLUENT Q2 REV $44.71M; NET LOSS $7.22M; OPERATING LOSS $7.11M; PRETAX LOSS $7.33M $FLNT TRADER NOTE 🔴: Continued losses alongside modest revenue highlight ongoing financial pressures.

KEYSIGHT Q3 REV $1.35B VS $1.32B EST; EPS $1.10; ADJ EPS $1.72 VS $1.67 EST; NET INCOME $191M; ADJ NET INCOME $297M VS $290.3M EST; ORDERS $1.34B; SEES Q4 REV $1.37-1.39B, ADJ EPS $1.79-1.85 $KEYS TRADER NOTE 🟢: Solid Q3 beat with strong guidance supports positive sentiment in

*S&P 500 CLOSES DOWN 0.6%, NASDAQ DOWN 1.5%

TRUMP’S JUSTICE DEPARTMENT IS INVESTIGATING WHETHER D.C. POLICE OFFICIALS FALSIFIED CRIME DATA

GABBARD: DIRECTED THE REVOCATION OF SECURITY CLEARANCES OF 37 CURRENT AND FORMER INTELLIGENCE PROFESSIONALS

TRUMP: 'SO SAD' THAT OPPONENTS TRYING TO DELAY RESOLUTION COPPER PROJECT IN ARIZONA

OPENAI IN DEAL TALKS THAT WOULD VALUE THE COMPANY AT $500 BILLION - NYT

WHITE HOUSE: COMMERCE DEPT CONTINUES TO WORK ON 10% INTEL STAKE DEAL

WHITE HOUSE: TRUMP WANTS RUSSIA AND UKRAINE TO ENGAGE IN DIRECT DIPLOMACY

WHITE HOUSE: AIR SUPPORT AN OPTION OR POSSIBILITY

WHITE HOUSE: PUTIN AND ZELENSKIY WILLING TO SIT DOWN WITH EACH OTHER

WHITE HOUSE: ACCOMMODATIONS FOR ZELENSKIY-PUTIN MEETING ARE UNDERWAY

WHITE HOUSE EYES BUDAPEST FOR PEACE TALKS WITH ZELENSKYY AND PUTIN - POLITICO

WHITE HOUSE: US BOOTS WILL NOT BE ON THE GROUND

WHITE HOUSE: TRUMP DIRECTED NATIONAL SECURITY TEAM TO COORDINATE WITH EUROPE

WHITE HOUSE: THERE HAVE BEEN A TOTAL OF 465 ARRESTS SINCE TAKEOVER OF D.C.

WHITE HOUSE: PUTIN AGREED TO START NEXT STAGE OF PEACE TALKS, WITH RUBIO, VANCE, AND WITKOFF COORDINATING WITH UKRAINE

FDA: TEVA PHARMACEUTICALS USA DISCONTINUES MANUFACTURE OF FINASTERIDE TABLET, 5 MG - WEBSITE $TEVA $HIMS

SWITZERLAND OFFERS PUTIN IMMUNITY, READY TO HOST PEACE TALKS

SHORT-SQUEEZE CANDIDATES • Cel-Sci Corporation $CVM leads with a very high short squeeze score of 97.47 and substantial short interest, making it a prime candidate for a short squeeze despite year-to-date declines in 2025. • Wheels Up Experience $UP has the highest percentage

META TO DOWNSIZE AI DIVISION, SOME EXECUTIVES EXPECTED TO LEAVE: NYT

INDIA FOREIGN MINISTRY: INDIA AND CHINA AGREED TO RESUME DIRECT FLIGHT CONNECTIVITY BETWEEN CHINESE MAINLAND AND INDIA AT THE EARLIEST

Robinhood launched pro & college football prediction markets in its app via the Prediction Markets Hub. Users can trade outcomes on all NFL games and major college matchups.

$HOOD - ROBINHOOD TO LAUNCH FOOTBALL PREDICTION MARKETS IN PARTNERSHIP WITH KALSHI

PUTIN ASKED CHINA TO BE GUARANTOR FOR AGREEMENT WITH AMERICA AND EUROPEANS: AXIOS

Led by Sec. of State Rubio, officials are working on security guarantees for Ukraine. Trump pledged U.S. air support without troops, in line with European “Article 5-like” protections outside NATO. Putin rejects NATO’s role but is open to talks. Territorial concessions remain

RUBIO TO LEAD UKRAINE SECURITY GUARANTEES TALKS, WITH TRUMP PROMISING AIR SUPPORT - AXIOS

SEC CHAIR PAUL ATKINS TO DISCUSS 'PROJECT CRYPTO' TODAY AT WYOMING BLOCKCHAIN SYMPOSIUM

Several once-popular 1990s and 2000s brands are going under. Forever 21, Joann’s, Rite Aid, Party City, and most recently Claire’s have all filed for bankruptcy in 2025, joining a growing list of struggling retailers. According to S&P Global, 71 US companies filed for bankruptcy

US BANKRUPTCIES SURGE PAST 2020 PANDEMIC LEVELS: BUSINESS INSIDER

U.S. STOCKS EXTEND FALL, NASDAQ DOWN 1.00 PCT

DOW HITS INTRADAY RECORD HIGH, LAST UP 0.6%

MODI SAYS INDIA-CHINA RELATIONS HAVE MADE STEADY PROGRESS

FED'S BOWMAN SAYS DEBANKING IS A PROBLEM IN FINANCIAL SYSTEM

INTEL SHARES EXTEND GAINS, LAST UP 10.1%

LUTNICK: NVIDIA CEO IS 'FANTASTIC LUTNICK: SURE NVIDIA CEO IS PITCHING TRUMP ALL THE TIME

LUTNICK: WE'RE 'WEEKS AWAY' FOR THE JAPAN AND KOREA DEAL MODELS

LUTNICK: WE MUST HANDLE THE CHINESE RISK

$NVDA - TD COWEN LIFTS NVIDIA PT TO $235, SEES STRONG AI POSITIONING TD Cowen raised Nvidia’s (NVDA) price target to $235 from $175, keeping a Buy rating. Analyst Joshua Buchalter said Nvidia is best positioned to beat expectations, citing strong fundamentals, smooth Blackwell

LUTNICK: TRUMP WANTS TO TURN MONEY FROM BIDEN INTO EQUITY

U.S. COULD SEE 'HEFTY GROWTH HIT' FROM TARIFFS: MONEX USA U.S. COMPANIES ARE LIKELY TO PASS ON TARIFF COSTS TO CONSUMERS, SAYS MONEX USA

LUTNICK: HOPEFUL INTEL CAN MAKE US PARTICIPANT IN CHIP SPACE

$SOFI - SOFI PLANS TO ADD BLOCKCHAIN-BACKED INTERNATIONAL MONEY TRANSFERS TO APP SOFI TO OFFER SERVICE USING LIGHTSPARK'S OPEN-SOURCE PROTOCOL

*US JULY HOUSING STARTS 1.428M; EST. 1.297M *US JULY HOUSING STARTS RISE 5.2% M/M; EST. -1.8% *US PRELIM JULY BUILDING PERMITS FALL TO 1.354M; EST. 1.386M *US PRELIM JULY BUILDING PERMITS FALL 2.8% M/M; EST. -0.5%

US JUL HOUSING STARTS +5.2% TO 1.428M; CONSENSUS -2.3% BUILDING PERMITS -2.8% TO 1.354M RATE IN JUL

TRUMP ON WAR IN UKRAINE: DON'T WANT TO WASTE TIME, I JUST WANT TO END IT

TRUMP: WARM RELATIONSHIP WITH PUTIN IS A GOOD THING

TRUMP: DID NOT CALL PUTIN IN FRONT OF EUROPEAN LEADERS

TRUMP TOUTS UKRAINIAN USE OF PATRIOT MISSILES

TRUMP ON WAR IN UKRAINE: ALWAYS THOUGHT THAT UKRAINE WAS A BUFFER BETWEEN RUSSIA AND EUROPE

TRUMP: RUSSIA IS A POWERFUL MILITARY NATION

TRUMP: UKRAINE IS GOING TO GET A LOT OF LAND

TRUMP ASKED ABOUT NO U.S. BOOTS ON THE GROUND AMID WAR IN UKRAINE: YOU HAVE MY ASSURANCE

🚨 TRUMP: UKRAINE WON'T BE A PART OF NATO

🚨TRUMP ON WAR IN UKRAINE: IT'S POSSIBLE PUTIN DOESN'T WANT TO MAKE A DEAL

TRUMP BEGINS FOX NEWS INTERVIEW

$TSLA - TESLA ROBOTAXI TRIAL SHOWS PRICING POWER, SAYS WILLIAM BLAIR William Blair said Tesla’s Austin robotaxi trial highlighted strong pricing power and a smooth, human-like driving experience ahead of its September launch. The service cost about half of Uber’s fares and runs

BESSENT: FED RATE CUT COULD FACILITATE A PICKUP IN HOME BUILDING, WHICH WILL KEEP PRICES DOWN 1-2 YEARS DOWN THE ROAD

BESSENT: WILL USE TARIFF REVENUE TO PAY DOWN U.S. DEBT, BRING DOWN DEFICIT TO GDP

BESSENT: TARIFF REVENUE WILL BE REVISED UP SUBSTANTIALLY FROM $300 BLN THIS YEAR

BESSENT: FED CANDIDATES ARE INCREDIBLE GROUP

BESSENT: SENSE IS THAT BOTH SIDES ARE READY FOR THIS CONFLICT TO END

🚨 BESSENT SAYS BELIEVES THAT THERE WILL MEETING BETWEEN PUTIN AND ZELENSKIY - CNBC INTERVIEW

$NVDA - NVIDIA MOST UNDER-OWNED MEGACAP TECH, MORGAN STANLEY SAYS Morgan Stanley’s review of Q2 13F filings shows megacap tech stocks remain under-owned by institutions relative to their S&P 500 weightings. Nvidia is now the most under-owned, with its ownership gap widening by

🚨 TRUMP: I WILL BE INTERVIEWED ON FOX & FRIENDS AT 8:00 A.M

RUSSIAN FOREIGN MINISTER LAVROV: TERRITORIAL CHANGES QUITE OFTEN ARE INDISPENSABLE PARTS OF REACHING AGREEMENTS - VESTI TELEGRAM CHANNEL

CHINA, INDIA SHOULD TRUST, SUPPORT EACH OTHER BOTH SIDES SHOULD CREATE FAVOURABLE CONDITIONS FOR IMPROVING, DEVELOPING BILATERAL RELATIONS

$NVDA - NVIDIA WORKING ON NEW AI CHIP FOR CHINA: SOURCES Nvidia is developing a new AI chip for China based on its latest Blackwell architecture that will be more powerful than the H20 model it is currently allowed to sell there, two people briefed on the matter said

XIAOMI PRESIDENT LU: XIAOMI EV TO ENTER EUROPE IN 2027

RUSSIAN FOREIGN MINISTER LAVROV: RUSSIA DOES NOT REJECT ANY FORMATS TO DISCUSS PEACE PROCESS IN UKRAINE

FADING FED RATE CUT BETS MAY LIFT TREASURY YIELDS U.S. Treasury yields dipped slightly in European trade but may rise ahead of the Federal Reserve’s Jackson Hole Symposium. Exness strategist Inki Cho notes that investors are scaling back bets on rate cuts, and yields could climb

TV-STATION OWNER SINCLAIR PROPOSES MERGER WITH TEGNA- WSJ $TGNA $SBGI

WHITE HOUSE OFFICIAL SAYS EAST ROOM MEETING WITH EUROPEAN LEADERS HAS CONCLUDED

UKRAINE'S AIR FORCE SAYS RUSSIAN STRATEGIC BOMBERS TAKE OFF FOR POSSIBLE ATTACK ON UKRAINE

UKRAINE OFFERS $100BN WEAPONS DEAL TO TRUMP TO WIN SECURITY GUARANTEE -FT

TRUMP APPROVAL RATING HOLDS AT 40%, MATCHING TERM LOW, REUTERS/IPSOS POLL FINDS

TRUMP INTERRUPTS MEETING WITH EUROPEAN LEADERS TO CALL PUTIN

TRUMP STARTS A MEETING WITH ZELENSKYY AND EUROPEAN LEADERS BEHIND CLOSED DOORS

TRUMP ON THE TRILATERAL MEETING: WE'LL SET IT UP TODAY AFTER THE MEETING

TRUMP: PUTIN WANTS TO FIND AN ANSWER

FSMN INVESTMENT LESSONS FROM THE WEEK • Tech sector volatility highlights the risks and rewards: Company earnings like Apple $AAPL and Microsoft $MSFT show that even strong guidance and record profits can lead to profit-taking as investors lock in gains. • Financials and

TRUMP: PUTIN REALLY WOULD LIKE TO DO SOMETHING

ZELENSKIY: TRUMP WILL TRY TO ORGANIZE TRILATERAL, UKRAINE WOULD BE HAPPY IF TRUMP WERE THERE

TRUMP: PEACE AGREEMENT AT END IS ATTAINABLE

TRUMP: WE ALSO NEED TO DISCUSS THE POSSIBLE EXCHANGES OF TERRITORY

TRUMP: RUSSIA AGREED TO ACCEPT SECURITY GUARANTEES

STARBUCKS WILL GIVE ALL SALARIED EMPLOYEES IN NORTH AMERICA A 2% RAISE THIS YEAR - BLOOMBERG $SBUX

KREMLIN STATES THEY WILL REJECT ANY WESTERN TROOPS DEPLOYED ON UKRAINIAN LAND

TRUMP: WILL HAVE CALL WITH PUTIN AFTER MEETINGS

ZELENSKIY, ASKED WHAT SECURITY GUARANTEES HE NEEDS: EVERYTHING

TRUMP: WANT VOTING MACHINES CHANGED

TRUMP ON MAIL-IN BALLOTS: WILL DO EVERYTHING TO GET RID OF THEM

TRUMP: WE CAN WORK A DEAL WHERE WE AIM FOR PEACE WHILE THEY FIGHT

TRUMP: I DONT THINK YOU NEED A CEASEFIRE

TRUMP: DON'T THINK THERE WILL BE A CEASEFIRE

ZELENSKIY: OPEN TO HOLDING ELECTION AFTER PEACE, CAN'T HOLD ELECTION DURING WAR

ZELENSKIY: OPEN TO ELECTIONS

TRUMP: WILL WORK WITH UKRAINE AND ALL TO MAKE SURE PEACE STAYS

ZELENSKIY: NEED TO STOP THE WAR

TRUMP, ASKED IF ZELENSKIY CAN END THE WAR: I THINK THAT'S TRUE

TRUMP: BELIEVE PUTIN WANTS IT TO END

TRUMP: WOULD NOT SAY IT'S THE END OF THE ROAD

ZELENSKIY ARRIVES AT WHITE HOUSE FOR MEETING WITH TRUMP

U.S. COULD LEVERAGE INTELLIGENCE SHARING TO PRESS FOR UKRAINE DEAL - WSJ

WH OFFICIAL TO PRESIDENT TRUMP'S MEETING WITH ZELENSKYY WILL ALSO INCLUDE VANCE, RUBIO, WILES, WITKOFF, KELLOGG - FOX

RUSSIA OPPOSES ANY SCENARIOS THAT ENVISAGE DEPLOYMENT OF NATO TROOPS IN UKRAINE - RUSSIAN FORMIN

INTEL SHARES DOWN 5.5% AFTER REPORT TRUMP ADMINISTRATION TO DISCUSS TAKING 10% STAKE IN CO

ZELENSKYY WILL WEAR A MILITARY-STYLE "SUIT" TO HIS MEETING WITH TRUMP TODAY, ONE OF THE UKRAINIAN PRESIDENT’S DESIGNERS TOLD POLITICO

The Trump administration said to discuss taking 10% stake in Intel. $INTC

*TRUMP ADMINISTRATION SAID TO DISCUSS TAKING 10% STAKE IN INTEL

EUROPEAN LEADERS BEGIN ARRIVING AT WHITE HOUSE AHEAD OF TRUMP MEETING WITH ZELENSKIY

FTC SUES TOTALTICKETS .COM OWNER KEY INVESTMENT GROUP FOR EVADING TICKETMASTER PURCHASE LIMITS ON TAYLOR SWIFT ERAS TOUR TICKETS $LYV

FSMN SECTOR UPDATE • Information Technology ($AAPL Apple $NVDA Nvidia) leads sector outperformance this morning. Strong sentiment around AI and chipmakers, especially after Nvidia's recent resurgence and renewed sales to China, continues to drive momentum. Market’s focus on

NYPD ON X: AVOID AREA OF WEST 43RD STREET AND 7TH AVENUE IN MANHATTAN DUE TO ACTIVE POLICE INVESTIGATION

🚨 ZELENSKIY SAYS IT WOULD BE 'IMPOSSIBLE TO GIVE UP TERRITORY' TO RUSSIA

UK 30-YEAR INFLATION-LINKED YIELDS HIT HIGHEST SINCE 1998

🚨 TRUMP: I KNOW EXACTLY WHAT I'M DOING

UK GOVT INITIALLY MULLING NATIONAL PROPERTY TAX: GUARDIAN

🚨 TRUMP ON UKRAINE: ONLY HERE TO STOP IT, NOT PROSECUTE FURTHER

🚨 TRUMP, ON RUSSSIA/UKRAINE: KNOW EXACTLY WHAT I'M DOING

ZELENSKIY AFTER MEETING KELLOGG: UKRAINE READY TO WORK PRODUCTIVELY FOR PEACE

NAHB HOUSING MARKET INDEX (AUG) 32 VS 34 EXPECTED

TRUMP: WE HAVE NEVER HAD SO MANY EUROPEAN LEADERS HERE AT ONCE

🚨 TRUMP: BIG DAY AT WHITE HOUSE. LETS SEE WHAT THE RESULTS WILL BE

MSNBC IS CHANGING ITS NAME TO MS NOW -- WSJ

$TSLA - TESLA: MODEL Y L COMING SOON - CHINA SOCIAL MEDIA POST

$MSTR - MICROSTRATEGY PURCHASES 430 BITCOINS BETWEEN AUG 11 - AUG 17 AT AN AVERAGE OF $119,666 (TOTAL: $51.40M)

INDIA PM MODI: PUTIN PHONE CALL ON MEETING WITH TRUMP IN ALASKA INDIA PM MODI: PUTIN SHARED INSIGHTS ON MEETING WITH TRUMP

AI COULD ADD $920B IN ANNUAL GAINS TO S&P 500: MORGAN STANLEY Morgan Stanley estimates AI could deliver $920B in yearly net benefits to S&P 500 firms, with long-term value creation of $13–16T (about 25% of market cap). Gains would come from cost cuts and productivity, with the

TRUMP ON TRUTH SOCIAL: TO SIGN EXECUTIVE ORDER TO HELP BRING 'HONESTY' TO 2026 MIDTERM ELECTIONS

TRUMP ON TRUTH SOCIAL: VOTING MACHINES INACCURATE, COST 10 TIMES MORE THAN ACCURATE, SOPHISTICATED WATERMARK PAPER

TRUMP ON TRUTH SOCIAL: TO LEAD MOVEMENT TO GET RID OF VOTING MACHINES

FED RATE CUTS: WILL POWELL DISAPPOINT AT JACKSON HOLE? Markets expect a 0.25% Fed rate cut in September, but analysts say Powell may avoid signaling easing in his Jackson Hole speech Friday. Despite weak jobs data and political pressure, concerns over stagflation and rising

🚨 TRUMP: U.S. STATES MUST DO WHAT FEDERAL GOVERNMENT TELLS THEM

TRUMP: SIGNING AN EXECUTIVE ORDER ON 2026 MIDTERM ELECTIONS

🚨 TRUMP: GOING TO LEAD A MOVEMENT TO GET RID OF MAIL-IN BALLOTS

VICE PRES. JD VANCE WILL ATTEND TRUMP-ZELENSKYY MEETING - ABC NEWS

📅 PRESIDENT’S SCHEDULE — MONDAY, AUGUST 18, 2025 🔸 9:00 AM – In-Town Pool Call Time (The White House) 🔸 12:00 PM – European Leaders arrive at the White House (South Portico) 🔸 1:00 PM – President greets the President of Ukraine (Stakeout Location, Open Press) 🔸 1:15 PM –

POWELL’S JACKSON HOLE SPEECH COULD SUPPORT DOLLAR MUFG says the dollar may rise if Powell avoids clear rate-cut signals Friday, unlike last year when remarks preceded a 50 bps cut. He may wait for more data before September, easing pressure on the dollar.

GOLDMAN SACHS EXPECTS THE FED TO CUT RATES THREE TIMES THIS YEAR In September, October, and December — citing weakening U.S. job growth. Analysts note job gains have slowed to ~30k per month, well below the ~80k needed for full employment, and future revisions are likely

WEDBUSH’S DAN IVES RELEASED THE “IVES AI 30,” FEATURING TOP AI PLAYS: 🔸 Hyperscalers: $MSFT, $GOOGL, $AMZN, $ORCL 🔸 Software: $PLTR, $CRM, $IBM, $NOW, $SNOW, $PEGA, $MDB, $SOUN, $INOD 🔸 Consumer Internet: $BABA, $AAPL, $META, $BIDU, $RBLX 🔸 Cybersecurity: $PANW, $ZS,

TRUMP AND PUTIN SUMMIT DUE TO START IN ALASKA

FSMN INVESTMENT LESSONS FROM THE WEEK • Tech sector volatility highlights the risks and rewards: Company earnings like Apple $AAPL and Microsoft $MSFT show that even strong guidance and record profits can lead to profit-taking as investors lock in gains. • Financials and

TRUMP, PUTIN SHAKE HANDS IN ALASKA AHEAD OF MEETING

*TRUMP GREETS PUTIN IN ALASKA AHEAD OF MEETING

RUSSIA'S PUTIN SEEN EXITING PLANE AFTER ARRIVING IN ALASKA FOR TALKS WITH TRUMP - TV

RUSSIA'S PUTIN WILL BE JOINED BY FOREIGN MINISTER LAVROV AND AIDE USHAKOV AT MEETING WITH TRUMP AND HIS TEAM - TASS

US MULLS ROSNEFT, LUKOIL SANCTIONS IF PUTIN BALKS ON CEASEFIRE

*US MAY PENALIZE RUSSIA OIL BUYERS INCLUDING CHINA IF TALKS FAIL

RUSSIA'S PUTIN LANDS IN ALASKA FOR SUMMIT WITH U.S. TRUMP - IFX

TRUMP ON PUTIN MEETING: I'D LIKE TO SEE A CEASEFIRE, I WOULDN'T BE THRILLED IF I DON'T GET A CEASEFIRE

TRUMP: WE MAY NOT HAVE ANY MORE MEETINGS AT ALL IF IT DOESN'T GO WELL

EXCLUSIVE-US HAS HAD INTERNAL DISCUSSIONS AHEAD OF ALASKA SUMMIT ON USING RUSSIAN ICEBREAKERS TO HELP DEVELOP GAS AND LNG PROJECTS, SOURCES SAY

TRUMP IS COMING OUT THE PLANE IN ALASKA.

WHITE HOUSE POOL REPORT: TRUMP WILL BE JOINED BY SECRETARY OF STATE MARCO RUBIO AND SPECIAL ENVOY STEVE WITKOFF

WHITE HOUSE POOL REPORT : PREVIOUSLY PLANNED ONE-ON-ONE MEETING BETWEEN PRESIDENT TRUMP AND PRESIDENT PUTIN IS NOW A THREE-ON-THREE MEETING

THE RUSSIAN AMBASSADOR TO THE U.S. ALEXANDER DARCHIEV EXPECTS A POSITIVE OUTCOME BUT NO BREAKTHROUGH FROM THE TRUMP-PUTIN SUMMIT, RUSSIAN STATE MEDIA RIA NOVOSTI REPORTED

TRUMP: PUTIN MEETING WILL 'WORK OUT VERY WELL'

TRUMP: IF THE MEETING WITH PUTIN DOESN'T GO WELL, I'LL HEAD HOME. I WOULD HEAD BACK HOME REAL FAST

TRUMP: STOCK MARKETS ARE AT A RECORD HIGH

$GOOGL on watch

VLADIMIR PUTIN'S PLANE HAS LANDED IN THE US

USHAKOV SAID THAT WE NEED TO WAIT FOR THE RESULTS OF THE MEETING BETWEEN PUTIN AND TRUMP TO UNDERSTAND WHETHER THERE WILL BE A NEXT SUMMIT

$MSFT ACTIVISION AND CALL OF DUTY PARTNER WITH PREDICTION MARKET KALSHI

CLEVELAND-CLIFFS SIGNS UP TO 3-YEAR FIXED-PRICE STEEL SUPPLY DEALS WITH MULTIPLE U.S. AUTOMAKERS, INCLUDING GM – BLOOMBERG $CLF $GM TRADER NOTE 🟢: Long-term contracts provide revenue stability and highlight strong demand from major automakers.

*US SENDING OVER 4,000 MARINES, SAILORS AGAINST DRUG CARTELS: CNN *CNN REPORTER CITES 2 US DEFENSE OFFICIALS ON DRUG CARTEL FIGHT

WORLD ECONOMIC FORUM ON FRIDAY NAMED BLACKROCK CHIEF EXECUTIVE LARRY FINK AND ROCHE VICE-CHAIR ANDRÉ HOFFMANN INTERIM CHAIRS OF ITS BOARD - FT

WEF’S INTERNAL INVESTIGATION CLEARS KLAUS SCHWAB OF WRONGDOING - FT

TRUMP ON PUTIN MEETING: WANT TO SEE A CEASEFIRE, WON'T BE HAPPY IF IT'S NOT TODAY

TRUMP ON PUTIN MEETING: EUROPE'S NOT TELLING ME WHAT TO DO

TRUMP: IF PUTIN MEETING DOESN'T GO WELL, 'I WOULD WALK'

TRUMP ADMINISTRATION HAS LAWFUL AUTHORITY TO ASSERT CONTROL OVER POLICE IN WASHINGTON -WHITE HOUSE SPOKESWOMAN

FEDERAL RESERVE ANNOUNCES IT WILL SUNSET ITS 'NOVEL ACTIVITIES' SUPERVISION PROGRAM FOR CRYPTO AND FINTECH ACTIVITIES BY BANKS

FSMN SECTOR UPDATE • Industrials, especially Industrial Conglomerates like General Electric $GE, are outpacing the broader market this morning. Stronger near-term infrastructure and manufacturing spending—despite mixed economic signals—has driven gains, echoing their typical

ZELENSKIY SAYS THERE ARE NO SIGNALS FROM RUSSIA TO STOP WAR

ZELENSKIY SAYS RUSSIA CONTINUED ATTACKING UKRAINE ON FRIDAY, AHEAD OF SUMMIT WITH TRUMP

RUSSIAN ENVOY DMITRIEV SAYS MOOD AHEAD OF PUTIN-TRUMP TALKS IS 'COMBATIVE' -RIA

KREMLIN SAYS THAT ALASKA TALKS MUST BEAR RESULTS, IF THERE IS TO BE A SUBSEQUENT THREE-WAY MEETING-IFAX

FSMN WEEKLY TRENDS INDEX TRENDS & SENTIMENT • Dow Jones up midmorning, boosted by institutional buying in UnitedHealth $UNH (+11%) after-hours. S&P 500 hit another record high at 6,468.54, up just 2 points, showing limited upside momentum. Nasdaq closed near flat; tech stocks

KREMLIN SAYS THAT RUSSIA EXPECTS THAT ALASKA TALKS WILL BRING RESULTS -RIA

KREMLIN SAYS PUTIN-TRUMP TALKS COULD LAST FOR A MINIMUM OF 6-7 HOURS -RIA

PFIZER EXPERIMENTAL SICKLE CELL DRUG FAILS PHASE 3 TRIAL - CNBC $PFE

PUTIN LAYS FLOWERS AT MEMORIAL COMMEMORATING US-SOVIET WW2 COOPERATION IN RUSSIA'S MAGADAN -STATE MEDIA

UMICH PRELIM AUG. CONSUMER SENTIMENT FALLS TO 58.6; EST. 62

UNIVERSITY OF MICHIGAN SURVEYS OF CONSUMERS 1-YEAR INFLATION OUTLOOK PRELIM AUG 4.9% VS FINAL JULY 4.5% UNIVERSITY OF MICHIGAN SURVEYS OF CONSUMERS 5-YEAR INFLATION OUTLOOK PRELIM AUG 3.9% VS FINAL JULY 3.4%

TRUMP: HAD A WONDERFUL TALK WITH PRESIDENT OF BELARUS

$INTC - *TRUMP ADMINISTRATION SAID TO EYE CHIPS ACT FUND FOR INTEL STAKE

TRUMP TO MEET PUTIN AT HIS PLANE -KREMLIN

US 30-YEAR YIELD 109BP HIGHER THAN 5-YEAR, WIDEST SINCE 2021

INTEL SHARES RISE 4.2% AFTER REPORT U.S. GOVERNMENT MAY POTENTIALLY TAKE A STAKE IN CHIPMAKER

DOW JONES INDUSTRIAL AVERAGE HITS INTRADAY RECORD HIGH

JPMORGAN: PAYROLL REVISIONS NOT WORSENING JPMorgan says BLS payroll revisions, despite the recent 258,000 downward change for May–June, haven’t trended higher over time and have generally declined since the 1990s, except during disruptions like COVID-19 or 2008. Revisions often

EUROPEAN GAS PRICES FALL TO LOWEST IN A YEAR

*US JULY INDUSTRIAL PRODUCTION FALLS 0.1% M/M; EST. 0%

$OPEN - OPENDOOR ANNOUNCES CEO SEARCH OPENDOOR: CEO CARRIE WHEELER TO STEP DOWN FROM COMPANY

TRUMP: CHIP TARIFFS COMING SOON President Trump said he will announce semiconductor tariffs next week or the week after, starting low and rising sharply over time. He has previously suggested rates could reach 100%, though major firms may get exemptions. Trump also plans new

ZELENSKIY: WE ARE COUNTING ON U.S

ZELENSKIY SAYS: IT’S TIME TO END WAR

CORRECTED-OPENAI IS PLANNING TO FUND A BRAIN-COMPUTER INTERFACE STARTUP TO RIVAL ELON MUSK'S NEURALINK- THE VERGE

GOOLSBEE: LET'S NOT OVERREACT TO ONE MONTH OF IMPORT PRICE DATA

OPENAI'S ALTMAN INTERESTED IN BUYING CHROME IF THE US GOVERNMENT FORCES GOOGLE TO SELL IT- THE VERGE

OPENAI'S SAM ALTMAN SAYS WANTS TO RAISE TRILLIONS OF DOLLARS TO BUILD DATA CENTERS - THE VERGE

TRADERS TRIM BETS ON FED RATE CUTS, SEPT RATE CUT STILL SEEN WITH ONE MORE LATER IN 2025

*US JULY RETAIL SALES RISE 0.5% M/M; EST. +0.5% *US JULY RETAIL SALES EX-AUTO RISE 0.3% M/M; EST. +0.3% *US JULY RETAIL SALES EX AUTOS, GAS RISE 0.2% M/M; PREV. 0.6% *US JULY RETAIL 'CONTROL GROUP' SALES RISE 0.5% M/M; EST. +0.4%

US JULY RETAIL SALES +0.5% (CONSENSUS +0.5%) US JULY RETAIL SALES EX-AUTOS/GASOLINE +0.2% VS JUNE +0.8% (PREV +0.6%)

TRUMP: CHINA'S NOT DOING WELL ECONOMICALLY

TRUMP: PUTIN'S COUNTRY IS NOT DOING WELL ECONOMICALLY

🚨 TRUMP ON STEEL, CHIP TARIFFS: RATE IS GOING TO BE LOWER AT THE BEGINNING

🚨 TRUMP ON TRADE: I'LL BE SETTING TARIFFS ON STEEL, CHIPS NEXT WEEK

TRUMP ON BUSINESS AND PUTIN MEETING: HE IS INTERESTED IN TRUMP ECONOMY

TRUMP ON BUSINESS AND PUTIN MEETING: IF WE MAKE PROGRESS I WILL DISCUSS IT

TRUMP ON PUTIN MEETING: UKRAINE HAS TO DECIDE TERRITORY

MIRAN: PLENTY OF DISINFLATION IN THE PIPELINE

MIRAN: CPI BEEN RUNNING AT 1.9% RATE SINCE TRUMP TOOK OFFICE

FSMN ECON/DATA FOR TODAY • At 8:30 AM ET, the US releases Advance Monthly Sales for Retail and Food Services (July 2025). This report gives insight into consumer spending trends, a key economic growth driver. Stronger-than-expected retail sales could boost stocks like $AMZN

TRUMP BOARDS PLANE TO HEAD TO PUTIN MEETING IN ALASKA

BARCLAYS: JOBS DATA WON’T SWAY POWELL’S HAWKISH STANCE Barclays said Friday that recent U.S. jobs numbers are unlikely to change Fed Chair Jerome Powell’s cautious approach on rates, despite markets betting on a September cut. The bank expects only one 25bp cut in December and

🇺🇸 TRUMP-PUTIN MEETING SCHEDULE – AUGUST 15, 2025 (EASTERN TIME, ET) 🔸 6:45 AM – Trump departs White House 🔸 3:00 PM – One-on-one meeting begins 🔸 ≈ 4:00 PM – Working breakfast with delegations 🔸 Joint press conference expected in the evening (time TBD) Duration: ~7 hours,

RUBI0, LUTNICK, BESSENT, RATCLIFFE TRAVELING WITH TRUMP TO PUTIN SUMMIT -WHITE HOUSE

FTSE 100 RISES PAST 9,200 MARK, HITTING NEW RECORD

9/10 BIG EXITS/TRIMS: To 0 in $AZN, $JPM, $RUN (common), $LVS, $AEP + many mids. $SPY common −85%; $GOOGL −95%; $GS −83%. Rotation from cash equity into options & converts → higher gamma sensitivity.

6/10 BROKERS & CRYPTO RAILS: $IBKR 198K→2.23M (+1,028%); NEW $CRCL 305K; NEW $GLXY 310.8K; $KKR 148K→343K (+132%). Take: bet on trading volumes, alt-invest & crypto infrastructure.

INTEL DELAYS ALTERA DEAL CLOSING TO SEPT 13, 2025 – SEC FILING $INTC

13/15 Cheat sheet — cuts: $AAPL -20M, $BAC -26.3M, $CHTR -0.92M, $FWONK -0.49M, $DVA -1.35M. Exit: $TMUS -3.88M (100%).

BERKSHIRE HATHAWAY INC CUTS SHARE STAKE IN APPLE INC BY 6.7% TO 280 MLN SHARES - FILING

BERKSHIRE HATHAWAY SELLS T-MOBILE STAKE; REPORTS 5M SHARE STAKE IN UNITEDHEALTH – FILING $TMUS $UNH

BERKSHIRE HATHAWAY INC CUTS SHARE STAKE IN APPLE INC BY 6.7% TO 280 MLN SHARES - FILING $AAPL

ELON MUSK: GROK IMAGINE’S SUPER FAST IMAGE AND VIDEO GENERATION IS NOW AVAILABLE FREE WORLDWIDE FOR A LIMITED TIME

CO-DIAGNOSTICS Q2 EARNINGS $CODX OPERATING EXPENSES $8.2M REVENUE $200K OPERATING INCOME -$8.1M NET INCOME -$7.7M ADJUSTED EBITDA -$7.2M EPS -$0.23

AMAT Q3 EARNINGS $AMAT ADJUSTED OPERATING MARGIN 30.7% EPS $2.22 NET INCOME $1.779B SALES $7.302B VS $7.223B EST ADJUSTED EPS $2.48 VS $2.36 EST ADJUSTED FREE CASH FLOW $2.05B ADJUSTED NET INCOME $1.989B VS $1.906B EST ADJUSTED GROSS MARGIN 48.9%

TRUMP ADMINISTRATION SAID TO DISCUSS US TAKING STAKE IN INTEL

TRUMP ADMINISTRATION SAID TO DISCUSS US TAKING STAKE IN INTEL $INTC

POTENTIAL FED CHAIR PICK DAVID ZERVOS OF JEFFERIES BACKS AGGRESSIVE INTEREST RATE CUTS - CNBC

CITIGROUP CONSIDERS OFFERING CUSTODY AND PAYMENT SERVICES FOR STABLECOINS AND CRYPTO ETFS

TIGER GLOBAL UPS MICROSOFT STAKE 5% TO 6.6M SHARES; BOOSTS NVIDIA STAKE 6.8% TO 11.7M SHARES – SEC FILINGS $NVDA $MSFT

TRUMP: PUTIN WOULD LIKE TO SEE A DEAL

TRUMP: BRAZIL IS ONE OF WORST TRADE PARTNERS TRUMP: BRAZIL CHARGES US 'TREMENDOUS TARRIFFS'

TRUMP: WOULD LIKE TO SEE JOURNALISTS GO INTO GAZA

TRUMP: I THINK PUTIN AND ZELENSKIY WILL MAKE PEACE

*TRUMP ON BORDER: MEXICO, CANADA DO WHAT WE TELL THEM TO DO

TRUMP: 401KS AND THE STOCK MARKET ARE SOARING

*TRUMP: HARDLY ANY INFLATION AT ALL

*TRUMP: INFLATION IS DOWN TO A PERFECT NUMBER

LUCID GROUP SAYS GRAVITY WILL BE THE MAJORITY OF PRODUCTION AND DELIVERIES IN SECOND HALF OF THE YEAR $LCID

LEAKED META AI RULES SHOW CHATBOTS WERE ALLOWED TO HAVE ROMANTIC CHATS WITH KIDS - TECHCRUNCH

BRAZIL'S LULA SAYS HE WON'T CRY OVER US STOPPING PURCHASES OF BRAZILIAN PRODUCTS

COATUE MANAGEMENT LLC RAISES SHARE STAKE IN TESLA INC BY 24.2% TO 2 MLN SHARES - SEC FILING $TSLA

SHORT-SQUEEZE CANDIDATES • Cel-Sci Corporation $CVM leads with a very high short squeeze score of 97.47 and a notably high short interest, making it a prime candidate for potential explosive moves if shorts start covering. Despite heavy shorting, the stock has underperformed

FSMN SECTOR UPDATE • Company Materials $XLB leads GICS sector gains, rallying 1.9% at this morning’s open. Fresh momentum in commodities and chemicals, plus strong pricing power amid persistent producer inflation, push the sector higher. • Company Health Care $XLV up 1.6%,

SCIENTISTS DEVELOP BRAIN IMPLANT CAPABLE OF DECODING INNER SPEECH Scientists in California have developed what they say is the first brain implant capable of decoding and vocalising inner speech — words imagined in the head by people whose paralysis prevents them even attempting

NAVARRO: EXPORT CONTROLS BY CHINA, RUSSIA COULD HURT US

NAVARRO: PHARMA TARIFFS WILL LIKELY BE UNDER SECTION 232

MUSALEM: A HALF POINT CUT IS NOT SUPPORTED BY THE STATE OF THE ECONOMY OR THE DATA

*MUSALEM: I'M NOT HEARING ABOUT LAYOFFS FROM BUSINESSES

TRUMP ON PUTIN MEETING: WOULD HAVE SANCTIONS IF IT'S NOT SOLVED

TRUMP ON PUTIN MEETING: WILL BE A GIVE AND TAKE ON BOUNDARIES, LANDS

MUSALEM: TARIFFS ARE FEEDING THROUGH TO INFLATION

FED'S MUSALEM: INFLATION IS RUNNING CLOSE TO 3% - CNBC

TRUMP ON PUTIN MEETING: DON;T KNOW IF PRESS CONFERENCE WILL BE JOINT

TRUMP ON PUTIN MEETING: IF IT'S A BAD MEETING, WILL NOT CALL ANYONE

🚨 TRUMP: I DON'T THINK WE CAN GET AN IMMEDIATE CEASEFIRE

TRUMP ON PUTIN MEETING: ECONOMIC INCENTIVES, SANCTIONS ARE VERY POWERFUL

TRUMP, ASKED ABOUT ECONOMIC INCENTIVES FOR PUTIN MEETING: WOULD RATHER NOT SAY

TRUMP: PUTIN IS CONVINCED HE'S GOING TO MAKE A DEAL

🚨TRUMP ON PUTIN MEETING: I THINK HE'S GOING TO MAKE A DEAL

TRUMP: WAR IN UKRAINE PROBABLY THE MOST DIFFICULT ONE TO STOP

🚨 NO PLANS TO SIGN DOCUMENTS ON THE OUTCOME OF THE RUSSIA-US SUMMIT - IFX CITES KREMLIN

CRYPTO PRICES FALL AFTER U.S. PPI DATA Cryptos fell after stronger-than-expected U.S. wholesale inflation data reduced hopes for a Fed rate cut in September, FP Markets’ Aaron Hill says. July’s producer price index rose 0.9% vs. a 0.2% forecast, reviving inflation fears and

RUBIO: FOR UKRAINE PEACE THERE WILL ALSO HAVE TO BE SOME CONVERSATION ABOUT TERRITORIAL DISPUTES AND CLAIMS

WHITE HOUSE ON TRUMP'S MEETING WITH PUTIN: TRUMP HAS PLENTY OF TOOLS TO USE IF NECESSARY

WHITE HOUSE ON TRUMP'S MEETING WITH PUTIN: TRUMP WANTS TO EXHAUST ALL OPTIONS TO HAVE PEACEFUL END TO WAR

TRADERS PARE BETS FED WILL CUT RATES IN SEPTEMBER

TRADERS OF RATE FUTURES PARE FED RATE CUT BETS AFTER ECONOMIC DATA

US JOBLESS CLAIMS -3K TO 224K IN AUG-9 WK; SURVEY 229K US AUG-2 WEEK CONTINUING CLAIMS -15K TO 1,953,000 US AUG-2 WEEK JOBLESS CLAIMS REVISED TO 227K

*US JULY PRODUCER PRICES RISE 3.3% Y/Y; EST. +2.5% *US JULY PRODUCER PRICES RISE 0.9% M/M; EST. +0.2% *US JULY CORE PPI RISES 0.9% M/M; EST. +0.2% *US JULY CORE PPI RISES 3.7% Y/Y; EST. +2.9%

BESSENT ON FED CHAIRMAN JOB: NEED SOMEONE WHO IS GOING TO RATIONALIZE IT

BESSENT ON FED: BELIEVE THERE IS ROOM FOR A SERIES OF RATE CUTS

🚨 BESSENT ON FED: MAYBE WILL START WITH 25 BASIS POINT CUT AND ACCELERATE

BESSENT: DIDN'T CALL FOR FED TO GET TO 1.5% PT. LOWER RATE

BESSENT ON FED: DID NOT TELL FED WHAT TO DO

BESSENT: CHINA BACKED SELVES INTO CORNER ON CHIPS

BESSENT, ASKED ON NVIDIA, AMD DEALS, SAYS THEY ARE SPECIAL COS

BESSENT: CHANCE OF TAKING IN SUBSTANTIALLY MORE THAN $300B

BESSENT: TARIFFS ALONE CAN TAKE DEFICIT RATIO INTO 5% RANGE

BESSENT: AUG., SEPT. WILL BE GOOD TEST OF TARIFF REVENUE

🚨 BESSENT: REPEATS, TIME FOR EU TO PUT UP OR SHUT UP ON RUSSIA

Redfin Report: Typical Homebuyer's Monthly Payment Dn More Than $200 From May Peak, With September's Anticipated Interest Rate Cut Already Priced Into Mortgage Rates

TREASURY 2-YEAR, 5-YEAR YIELDS FALL TO LOWEST LEVELS SINCE MAY

President Trump will speak from the Oval Office at 1 PM ET today, August 14, 2025. Expect a Presidential Proclamation on the 90th anniversary of the Social Security Act, highlighting program improvements. He may also address his upcoming summit with Putin on the Russia-Ukraine

NASDAQ 100 FUTURES ERASE EARLIER LOSSES TO TRADE FLAT

GS MACRO ECONOMICS RESEARCH: EXPECT THE FED TO DELIVER TWO MORE 25BP CUTS IN 2026 FOR A TERMINAL RATE RANGE OF 3-3.25%

GS MACRO ECONOMICS RESEARCH: EXPECT THE FED TO DELIVER THREE 25BP RATE CUTS THIS YEAR IN SEPTEMBER, OCTOBER, AND DECEMBER

TRUMP SIGNED SPACE INDUSTRY RELATED EXECUTIVE ORDER

WHITE HOUSE: PRESIDENT TRUMP SIGNED EXECUTIVE ORDER TO FILL STRATEGIC ACTIVE PHARMACEUTICAL INGREDIENTS RESERVE (SAPIR) WITH CRITICAL DRUG COMPONENTS $LLY $NVO $PFE $HUM $HIMS $UNH $JNJ

TRUMP SIGNED AN PHARMA-RELATED EXECUTIVE ORDER

STRATEGY: WE HOLD $77.2 BILLION OF $BTC. ALL TIME HIGH

LONGEVERON Q2 REV $298K VS $420.5K EST; GROSS PROFIT $146K; OPER EXPENSES $5.54M; OPER LOSS $5.40M VS -$5.61M EST; NET LOSS $5.03M VS -$5.53M EST; EPS -$0.33 VS -$0.35 EST $LGVN TRADER NOTE 🔴: Revenue miss overshadows slightly smaller-than-expected losses, weighing on near-term

DLOCAL Q2 REV $256.5M VS $229.7M EST; GROSS PROFIT $98.9M; GROSS MARGIN 39%; ADJ EBITDA $70.1M VS $53.9M EST; EBITDA MARGIN 27% $DLO TRADER NOTE 🟢: Strong beats on revenue and profitability metrics signal robust business momentum.

CISCO Q4 REV $14.70B VS $14.62B EST; EPS $0.71; NET INCOME $2.80B; ADJ OPER MARGIN 34.3%; SEES FY EPS $2.79-2.91 $CSCO TRADER NOTE 🟢: Revenue beat and solid margins support earnings outlook, offering positive sentiment for the stock.

INTUITIVE MACHINES TO OFFER $250M CONVERTIBLE NOTES, OPTION FOR $37.5M MORE; MATURITY OCT 1, 2030; PROCEEDS FOR CAPPED CALLS, R&D, ACQUISITIONS, CORPORATE PURPOSES $LUNR

🚨 U.S. GOVERNMENT'S ANNOUNCEMENT ON PHARMA SECTOR PROBE AND TARIFFS UNLIKELY FOR A FEW WEEKS, SOURCES SAY

TOM LEE SAYS STANDARD CHARTERED’S $7,500 $ETH FORECAST FOR END-2025 'MIGHT BE LOW'

$PLTR - CITRON'S LEFT: PALANTIR 'BEYOND OVERVALUED' Citron Research's Andrew Left is short Palantir calls the short 'obvious' likes the company and Alex Karp, but thinks it is overpriced.

TRADERS FULLY PRICED IN A QUARTER-POINT FED RATE CUT IN SEPTEMBER

$GOOGL on watch

APPLE PLOTS EXPANSION INTO AI ROBOTS, HOME SECURITY AND SMART DISPLAYS - BLOOMBERG NEWS $AAPL

FED'S BOSTIC: UPPER INCOME CONSUMERS ARE STILL OK

BOSTIC: FEEL LIKE WE HAVE THE LUXURY TODAY TO WAIT

BOSTIC: TARIFFS MAY CAUSE STRUCTURAL CHANGES

GOOLSBEE: IF INFLATION GOES THE WRONG WAY, THE FED WILL HAVE TO ACT

FED'S GOOLSBEE: LOWER JOB GAINS MAY JUST BE A SIGN OF DROP IN POPULATION GROWTH

FED'S GOOLSBEE: I DON'T LIKE PRECOMMITTING ON RATES

FED'S GOOLSBEE: TARIFFS ARE A STAGFLATIONARY SHOCK

REVERSE REPO DROPS TO A NEW 4 YEAR LOW

GOOLSBEE: INDEPENDENCE OF FED IS IMPORTANT BECAUSE WE DON'T WANT INFLATION TO COME BACK

FED'S GOOLSBEE: DATA REVISIONS SHOULDN'T BE CONTROVERSIAL

$BLSH Paused due to volatility (102.44)

BULLISH SHARES OPEN AT $90 IN NYSE DEBUT VS $37 IPO PRICE $BLSH halted

$BLSH - BULLISH SHARES OPEN AT $90 IN NYSE DEBUT VS $37 IPO PRICE

$AMZN - EVERCORE ISI BULLISH ON AMAZON’S GROCERY GROWTH Evercore ISI’s Mark Mahaney reiterated an Outperform rating and $280 price target on Amazon, citing its push into groceries as a key driver of customer loyalty and lifetime value. By integrating groceries into Prime,

BULLISH SHARES INDICATED TO OPEN BETWEEN $89-$90 IN NYSE DEBUT VS $37 IPO PRICE

BULLISH SHARES INDICATED TO OPEN BETWEEN $85-$88 IN NYSE DEBUT VS $37 IPO PRICE

TRUMP ON FED: WILL NAME NEW CHAIRMAN EARLY

*TRUMP ON FED: WILL NAME NEW CHAIRMAN EARLY, DOWN TO 3-4 NAMES

TRUMP ON MEETING WITH EUROPEAN LEADERS AND ZELENSKYY: RATE IT A 10

TRUMP ON WASHINGTON, DC: GOING TO NEED A CRIME BILL, WILL BE ASKING FOR EXTENSION OF 30-DAY POLICE TAKEOVER

TRUMP ON SEPTEMBER FUNDING DEADLINE: WILLING TO MEET WITH SCHUMER AND JEFFRIES

FSMN SECTOR UPDATE • Industrials top today’s outperformers—General Electric $GE, Honeywell $HON, and United Parcel Service $UPS lead on strong YTD momentum. The sector is now up 15.6% for 2025, outpacing Information Technology and doubling the S&P 500 overall. Drivers: record

TRUMP: AGREED TO HOST KENNEDY CENTER HONORS

🚨 TRUMP TOLD EUROPEAN LEADERS AND ZELENSKY THAT CONCEDING TERRITORY WILL BE NECESSARY: AXIOS

BULLARD: PRESIDENT FREE TO GIVE HIS VIEWS ON MONETARY POLICY

BULLARD SAYS IF HE WERE CHAIR, HE WOULD TRY TO END 'GROUP THINK'

BITCOIN EXTENDS GAINS TO BEYOND $122,000

U.S. ADULT DRINKING HITS RECORD LOW, GALLUP FINDS Alcohol consumption among U.S. adults has fallen to its lowest level since Gallup began tracking in 1939, with 54% reporting they drink — down from 58% in 2024 and 62% in 2023, and below the previous record low of 55% in 1958.

TREASURY YIELDS FALL AT LEAST 5 BASIS POINTS TO DAY'S LOWS

TRUMP WINS COURT FIGHT TO WITHHOLD BILLIONS IN FOREIGN AID

SENIOR ADMINISTRATION OFFICIAL: FED LIST ALSO INCLUDES BOWMAN, BULLARD, HASSETT, JEFFERSON, LOGAN, SUMERLIN, WALLER, WARSH

ADVANCED MICRO DEVICES SHARES HIT HIGHEST LEVEL SINCE JULY 2024, LAST UP 5.6%

SHARES OF US GROCERS DOWN AFTER AMAZON EXPANDS SAME-DAY GROCERY DELIVERY WALMART DOWN 2% MAPLEBEAR DOWN 11%

RUSSIA IS TAKING MEASURES TO PARTIALLY RESTRICT CALLS ON TELEGRAM AND WHATSAPP - IFX.

AMAZON INC - TO EXPAND GROCERY DELIVERY TO 2,300 LOCATIONS BY YEAR-END

AMAZON ANNOUNCES MAJOR GROCERY EXPANSION: TENS OF MILLIONS OF PRIME MEMBERS CAN NOW SHOP PERISHABLE GROCERIES ALONGSIDE THE REST OF AMAZON’S SAME-DAY SELECTION WITH FAST, FREE DELIVERY

BESSENT SEES STRONG CHANCE OF BIG SEPTEMBER RATE CUT Treasury Secretary Scott Bessent said there’s a strong likelihood the Federal Reserve will cut interest rates by 0.5 percentage points next month. He noted that sharp downward revisions to nonfarm payrolls suggest the Fed

AMD SHARES EXTEND PREMARKET GAIN TO 3%

STANDARD CHARTERED RAISES ETHEREUM PRICE TARGETS Standard Chartered now expects ETH to surpass its November 2021 all-time high of $4,866 by Q3 2025, reaching $7,500 by year-end (up from a $4,000 forecast). The bank projects $12,000 in 2026, $18,000 in 2027, and $25,000 in

NEW NAMES FOR FED CHAIR INCLUDES JEFFERIES CHIEF MARKET STRATEGIST DAVID ZERVOS, FORMER FED GOVERNOR LARRY LINDSEY, AND RICK RIEDER- CNBC

EARNINGS STRONG, VALUATIONS BACK AT “NOSEBLEED” LEVELS: WOLFE With Q2 2025 nearly complete, Wolfe Research says results have been “very solid.” Of 452 S&P 500 companies reporting, 69% beat revenue estimates (2.8% surprise) and 80% beat earnings forecasts (8.4% surprise), despite

$NVDA - BESSENT: NVIDIA CHIPS IN CHINA POSE NO SECURITY RISK, SALES TO REDUCE U.S. DEBT U.S. Treasury Secretary Scott Bessent said Wednesday there are no national security concerns over Nvidia chips sold in China. Speaking to Bloomberg, he defended allowing Nvidia and AMD to

🚨 TRUMP CONSIDERING DAVID ZERVOS, RICK RIEDER FOR FED CHAIR: CNBC

AHEAD OF TRUMP-PUTIN MEETING, ZELENSKY REJECTS LAND-FOR-PEACE DEAL

EM PORTFOLIOS SEE SECOND BIGGEST MONTHLY INFLOW IN FOUR YEARS, IIF DATA SHOWS

🚨 BESSENT: ASKED ABOUT 200% SECONDARY SANCTIONS ON CHINA AT G-7

BESSENT ON TRUMP'S MEETING WITH RUSSIA'S PUTIN: TRUMP WILL MAKE IT CLEAR ALL OPTIONS ON TABLE BESSENT ON TRUMP'S MEETING WITH RUSSIA'S PUTIN: COULD SEE SANCTIONS OR SECONDARY TARIFFS COULD GO UP IF TALKS DON'T GO WELL

BESSENT ON FED: DON'T THINK FED NEEDS TO GET BACK INTO LARGE SCALE ASSET PURCHASE

BESSENT ON BONDS: YIELDS SHOW THERE IS CREDIBILITY BESSENT ON BONDS: LEAKAGE FROM JAPAN BESSENT ON BONDS: ALSO SAW SPIKES IN GERMANY, OUR 30-YEAR DRAGGED ALONG

BESSENT: WHAT WE WANT IS GOOD DATA

*BESSENT: I CALLED FOR SHADOW FED CHAIR BUT DON'T THINK SO NOW

BESSENT ON BLS: WOULD NOT SUPPORT HALTING JOBS REPORTS

BESSENT ON FED CHAIR NAMES: GOING TO CAST WIDE NET, 10-11 PEOPLE

BESSENT ON FED: WORKING ON BIG LIST OF COMMITTEE REPLACEMENTS, WILL BE PRIVATE SECTOR NAMES

BESSENT: IF DATA HAD BEEN ACCURATE, POSSIBLE FED CUTS EARLIER

RUSSIA SAYS IT WILL DELIVER "PAINFUL RESPONSE" TO ANY APPROPRIATION OF ITS ASSETS

STANDARD CHARTERED RAISES ITS 2028 YEAR-END ETHER FORECAST TO $25,000 VS PRIOR FORECAST OF $7,500

STANDARD CHARTERED RAISES ITS 2025 YEAR-END ETHER FORECAST TO $7,500 VS PRIOR FORECAST OF $4,000

*BESSENT: WILL IMMEDIATELY ENJOIN IF COURT RULES AGAINST TARIFFS

BESSENT: WILL NEED TO SEE MONTHS, IF NOT A YEAR, OF PROGRESS ON FENTANYL FLOWS BEFORE CHINESE TARIFFS COME DOWN -FOX BUSINESS INTERVIEW

BESSENT: FED COULD HAVE CUT IN JUNE IF GIVEN ACCURATE DATA

BESSENT: WE ARE SOLVING FOR SEVERAL VARIABLES WITH CHINA

BESSENT: WILL MEET AGAIN WITH CHINESE OFFICIALS IN NEXT TWO OR THREE MONTHS

CAVA Q2 ADJ EPS $0.16 VS $0.13 EST; REV $280.6M VS $285.6M EST; SAME-STORE SALES +2.1% VS +6.47% EST; SEES FY SAME-STORE SALES +4%-6% VS +7.67% EST $CAVA TRADER NOTE 🔴: Earnings beat overshadowed by revenue and sales growth misses plus lowered full-year outlook, pressuring

BESSENT: FED SHOULD THINK ABOUT A 50BPS CUT IN SEPTEMBER

S&P 500 CLOSES ABOVE $6,400 FOR THE FIRST TIME EVER

COREWEAVE Q2 REV $1.21B VS $1.08B EST; EPS -$0.60 VS -$0.21 EST; INITIAL PHASE OF FIRST GREENFIELD PURPOSE-BUILT AI DATA CENTER EXPECTED 2026 $CRWV

LUMINAR SEES FY REVENUE $67-74M; Q2 REVENUE $15.63M VS $17.3M EST; OPERATING EXPENSES $27.05M; NET LOSS $22.90M $LAZR

PLBY GROUP Q2 REVENUE $28.15M; EPS -$0.08; NET LOSS $7.68M; ADJ EBITDA $3.47M $PLBY

DISNEY INKS WEBTOON DEAL TO BRING 100 TITLES FEATURING CHARACTERS FROM MARVEL, STAR WARS AND MORE TO WEBCOMICS APP - VARIETY $DIS $WBTN

NASDAQ CLOSED UP 1.39%, DOW GAINED 1.10%, S&P 500 ROSE 1.13%

WHITE HOUSE: TRUMP-PUTIN MEETING WILL BE ONE-ON-ONE

WHITE HOUSE: TRUMP IS CONSIDERING A LAWSUIT AGAINST FED'S POWELL

TRUMP WILL PARTICIPATE IN VIRTUAL UKRAINE TALKS ON WEDNESDAY -CNN

WHITE HOUSE: TRUMP-PUTIN MEETING ON FRIDAY IN ANCHORAGE

TEXAS SUES ELI LILLY FOR BRIBING PROVIDERS TO PRESCRIBE ITS MEDICATIONS -STATEMENT $LLY

ABBVIE TO INVEST $195M TO EXPAND U.S. API MANUFACTURING; CONSTRUCTION STARTS FALL 2025, OPERATIONAL 2027 $ABBV TRADER NOTE 🟢: Expansion supports long-term production capacity and signals confidence in U.S. pharmaceutical growth.

PUTIN UPDATED NORTH KOREA'S KIM ON TALKS WITH TRUMP -IFAX CITES KREMLIN

LAVROV, RUBIO DISCUSSED PREPARATIONS FOR ALASKA SUMMIT BETWEEN TRUMP AND PUTIN -TASS CITES FOREIGN MINISTRY

SHORT-SQUEEZE CANDIDATES • Cel-Sci Corporation $CVM has a very high short interest and a short squeeze score of 97.47, making it a prime candidate for a squeeze as retail traders target it amid its substantial declines in 2025. • Wheels Up Experience $UP has the highest

$META CEO: THREADS NOW HAS 400 MLN MONTHLY ACTIVE USERS

SEC'S PEIRCE: WE'RE NOT WAITING FOR LEGISLATION TO WORK ON CRYPTO

S&P 500 EXTENDS GAINS TO HIT INTRADAY RECORD HIGH, LAST UP 0.9%

FSMN SECTOR UPDATE • Health Care $JNJ (Johnson & Johnson), $PFE (Pfizer), $UNH (UnitedHealth Group): Health Care led morning performance with a notable 3.5% weekly return so far. Strength is being driven by resilient consumer demand for essential services and promising results

PERPLEXITY OFFERS $34.5B FOR CHROME; GOOGLE NOT INTERESTED IN SELLING $GOOGL TRADER NOTE ⚪: Unlikely deal but signals rising competition in browser market, with minimal immediate impact on Alphabet shares.

$GOOGL - PERPLEXITY AI SEEKS TO BUY GOOGLE'S CHROME IN UNSOLICITED $34.5 BILLION BID -- WSJ AI STARTUP PERPLEXITY SAYS IT HAS BACKING FOR BID -- WSJ PERPLEXITY AI CHALLENGES GOOGLE'S SEARCH DOMINANCE WITH CHROME BID -- WSJ

$GOOGL - PERPLEXITY MAKES LONGSHOT $34.5 BILLION OFFER FOR CHROME- WSJ

🚨 *EJ ANTONI SUGGESTS SUSPENDING MONTHLY JOBS REPORT: FOX BUSINESS

U.S. STOCKS EXTEND GAINS, NASDAQ UP 1.00 PCT

$TSLA - TESLA RESHUFFLES ENGINEERS AFTER ABRUPTLY ENDING DOJO AI PROJECT

$VIX HITS OVER ONE-WEEK LOW; LAST DOWN 1.05 POINTS AT 15.19

DO KWON TO PLEAD GUILTY TO TWO COUNTS OF CONSPIRACY TO DEFRAUD, WIRE FRAUD OVER $40 BILLION CRYPTO COLLAPSE, JUDGE SAYS IN U.S. COURT HEARING

SCHMID: TARIFFS' LIMITED EFFECT ON INFLATION IS A REASON TO KEEP POLICY ON HOLD, NOT AN OPPORTUNITY TO CUT RATES

SCHMID: POLICY RATE IS NOT FAR FROM NEUTRAL, AND INFLATION IS TOO HIGH

TRUMP: GOLDMAN, DAVID SOLOMON WRONG ON TARIFF IMPACTS ON MARKET

🚨 TRUMP: CONSUMERS AREN'T EVEN PAYING THESE TARIFF

TRUMP: GOLDMAN SACHS REFUSE TO GIVE CREDIT WHERE CREDIT IS DUE

🚨 TRUMP: TARIFFS HAVE NOT CAUSED INFLATION

MIRAN ON FED: INDEPENDENCE IS PARAMOUNT

MIRAN: CPI DATA RARELY GETS REVISED

UKRAINE'S ENERGY MINISTRY SAYS SMOKE DETECTED NEAR CARGO PORT OF ZAPORIZHZHIA NUCLEAR POWER PLANT

MIRAN: NO EVIDENCE OF INFLATION 'AT THE AGGREGATE LEVEL

MIRAN ON CPI: VERY HAPPY TO SEE INFLATION IS 'WELL BEHAVED'

BULLISH IPO IS SAID TO BE MORE THAN 20 TIMES OVERSUBSCRIBED

TRUMP CALLS FOR IMMEDIATE RATE CUTS AND THREATENS LAWSUIT AGAINST FED CHAIR POWELL. He criticized Powell as "Too Late," blaming him for serious policy delays. Trump also hinted at a major lawsuit over alleged $3 billion overspending on Fed building renovations, which he says

RICHMOND FED’S BARKIN: MAY WELL SEE PRESSURE ON INFLATION AND UNEMPLOYMENT, BALANCE BETWEEN THE TWO IS UNCLEAR

🚨 TRUMP: CONSIDERING LAWSUIT AGAINST POWELL OVER FED BUILDING COSTS

🚨 TRUMP: POWELL MUST NOW LOWER RATE

TREASURY 10- TO 30-YEAR YIELDS RISE TO SESSION HIGHS

NICK TIMIRAOS ON FED RATE DECISION: The bar for a rate cut changed after the July payroll report. A September rate cut could've been derailed by a hot CPI print today. The July CPI wasn't a "no inflation" reading, but it likely wasn't hot enough to stop a September cut

TRUMP AND SOUTH KOREAN PRESIDENT LEE JAE MYUNG TO MEET ON AUGUST 25 IN WASHINGTON -WHITE HOUSE OFFICIAL

$NVDA - CHINA’S INTERNET REGULATOR ORDERED BYTEDANCE, ALIBABA GROUP, TENCENT HOLDINGS TO SUSPEND THEIR PURCHASES OF NVIDIA CHIPS- THE INFORMATION

$NVDA - CHINA DEMANDS COMPANIES TO HALT NVIDIA CHIP ORDERS OVER SECURITY CONCERNS- THE INFORMATION

BULLARD SAYS HE'D BE HAPPY TO PROCEED HOWEVER BESSENT WANTS TO PROCEED, REGARDING POSSIBILITY OF FED CHAIR

ETHEREUM BREAKS ABOVE $4,400

$ETOR - ETORO CEO SAYS CO IS LAUNCHING TOKENIZED STOCKS

S&P 500 E-MINI FUTURES UP 0.5%, NASDAQ 100 FUTURES UP 0.7%, DOW FUTURES UP 0.5%

WASHINGTON (AP) — US inflation was unchanged last month, though core prices accelerated.

US SHORT-TERM INTEREST-RATE FUTURES DOWN AFTER CPI DATA, TRADERS KEEP BETS ON SEPT AND DECEMBER FED RATE CUTS

🚨 TRADERS ADD TO BETS ON FED RATE CUT IN SEPTEMBER

SPOT GOLD GAINS AFTER US CPI DATA, LAST UP 0.2% AT $3,351/OZ

*US JULY CONSUMER PRICES RISE 0.2% M/M; EST. +0.2% *US JULY CONSUMER PRICES RISE 2.7% Y/Y; EST. +2.8% *US JULY CORE CPI RISES 0.3% M/M; EST. +0.3% *US JULY CORE CPI RISES 3.1% Y/Y; EST. +3.0%

U.S. JUL CPI +0.2% (CONSENSUS +0.2%) , EXFOOD/ENERGY +0.3% (CONSENSUS +0.3%) U.S. JUL CPI YEAR-OVER-YEAR +2.7% (CONSENSUS +2.8%) , EXFOOD/ENERGY +3.1% (CONSENSUS +3.0%)

FSMN ECON/DATA FOR TODAY • The most closely watched US economic release today is Q2 GDP at 8:30am ET. Consensus looks for moderately positive growth, with market focus on signals of economic momentum heading into Q3. A strong read could boost US tech giants like Apple $AAPL

FSMN PRE-MARKET GAINERS & LOSERS Top 5 Pre-Market Gainers by % Change: • VF Corporation $VFC up 17% – Surged after beating first-quarter revenue estimates, powered by strong demand for its apparel and footwear. • Humana $HUM up 8.1% – Jumped after raising its annual revenue

OPEC RAISES 2025 GLOBAL ECONOMIC-GROWTH FORECAST TO 3% FROM 2.9%

*INDIA, CHINA SET TO RESUME DIRECT FLIGHTS AS SOON AS NEXT MONTH

*EVERGRANDE TO BE DELISTED IN HONG KONG

MUSK THREATENS TO SUE APPLE IN AN X POST, ALLEGES APP STORE RIGGING

HIMS & HERS HEALTH CEO ANDREW DUDUM REPORTS OPEN MARKET SALE OF 660,000 CO'S CLASS A COMMON SHARES ON AUG 7 AT AVG PRICE $50.582/SHARE - SEC FILING $HIMS

TRUMP: MET WITH MR. LIP-BU TAN, OF INTEL, ALONG WITH SECRETARY OF COMMERCE, HOWARD LUTNICK, AND SECRETARY OF THE TREASURY, SCOTT BESSENT TRUMP: MEETING WAS A VERY INTERESTING ONE

• BAKKT HOLDINGS Q2 REVENUE $577.9M • NET LOSS $30.2M • OPERATING LOSS $18.5M; OPERATING EXPENSES $596.4M • ADJ. EBITDA -$12.6M $BKKT

• GETTY IMAGES Q2 REVENUE $234.9M VS. $234.8M EST. • ADJ. EBITDA $68M VS. $71.3M EST.; MARGIN 28.9% • NET LOSS $34.4M $GETY

• GOPRO Q2 REVENUE $152.64M • GROSS PROFIT $54.66M • NET LOSS $16.42M; PRETAX LOSS $15.11M • OPERATING LOSS $14.01M; OPERATING EXPENSES $68.67M • ADJ. EBITDA -$5.69M $GPRO

• GEVO Q2 REVENUE $43.41M • NET INCOME $2.73M; EPS $0.01 • EBIT $5.80M • OPERATING EXPENSES $37.62M $GEVO

• IHEARTMEDIA Q2 REVENUE $934M BEATS $912.4M EST. • OPERATING INCOME $35M • FREE CASH FLOW -$13M • ADJ. EBITDA $156M • Q3 ADJ. EBITDA GUIDANCE $180M–$220M $IHRT

DALLAS FED'S LOGAN ALSO UNDER CONSIDERATION FOR FED CHAIR ROLE

BOWMAN, JEFFERSON UNDER CONSIDERATION FOR FED CHAIR: OFFICIALS

WHITE HOUSE ON TRACK FOR FED CHAIR ANNOUNCEMENT THIS FALL

TRUMP: GOLD WILL NOT BE TARIFFED $GLD

*TRUMP: NO TARIFF ON GOLD IMPORTS

PENTAGON ON NATIONAL GUARD DEPLOYMENT TO D.C.: THERE WILL BE ABOUT 800 SOLDIERS ACTIVATED

FEDERAL TAKEOVER OF THE METROPOLITAN POLICE DEPARTMENT IS INTENDED TO LAST FOR 30 DAYS -NEW YORK TIMES, CITING WHITE HOUSE OFFICIAL

DELL AI DATA PLATFORM ADVANCEMENTS HELP CUSTOMERS HARNESS DATA TO POWER ENTERPRISE AI WITH NVIDIA AND ELASTIC $DELL

TRUMP: NEGOTIATED DOWN TO 15% ON CHIP DEAI

TRUMP: NVIDIA'S H2O IS OBSOLETE BUT IT STILL HAS A MARKET

TRUMP: SAID WANT 20% IF APPROVE CHIP EXPORTS

TRUMP: WOULDN'T MAKE A DEAL WITH NVIDIA'S NEW CHIP

TRUMP ON NVIDIA, AMD CHIPS: WOULD NOT MAKE A DEAL WITH NVIDIA'S NEW ADVANCED CHIPS $NVDA $AMD

TRUMP: 'NOT UP TO ME' TO MAKE RUSSIA-UKRAINE DEAL

TRUMP: WILL SEE THE PARAMETERS, MAY LEAVE AND SAY GOOD LUCK

TRUMP: THERE'LL BE 'SOME CHANGES' IN LAND

TRUMP: WILL ATTEND ZELENSKIY-PUTIN MEETING IF NEEDED

TRUMP: NEXT MEETING WILL BE WITH ZELENSKIY AND PUTIN

TRUMP ON CHINA TRADE: THEY'VE BEEN DEALING NICELY

TRUMP ON CHINA: WE'LL SEE WHAT HAPPENS

BULLISH IPO IS SAID TO BE WELL OVERSUBSCRIBED AFTER UPSIZE

TRUMP: GOING TO LOOK AT NEW YORK, CHICAGO

TRUMP: WILL MAKE MARIJUANA DECISION IN NEXT FEW WEEKS

TRUMP: LOOKING AT RECLASSIFYING MARIJUANA $MSOS

*CITI OVERSAW $1 BILLION FOR TRUST US TIED TO SANCTIONED RUSSIAN $C

TRUMP ON WASHINGTON, DC: WE WILL BRING IN THE MILITARY IF NEEDED

TRUMP: WE'RE NOT LOOKING TO TAKE YEARS ON MAKING DC SAFE

FUND MANAGERS SAY U.S. STOCKS ARE OVERVALUED, BOFA SURVEY SHOWS Fund managers say U.S. equities are overvalued, according to a record net 91% of investors in Bank of America's global fund manager survey for August. Investors say emerging-market equities are the most undervalued

TRUMP: GETTING RID OF THE SLUMS

TRUMP: ENTIRE NEIGHBOURHOODS NOW UNDER EMERGENCY CURFEWS

BOFA: STAGFLATION FEARS DOMINATE In BofA’s August fund manager survey, 70% of investors expect global stagflation—high inflation and weak growth—over the next year, unchanged from July. Stagnation is seen by 12% (up from 10%), a boom by 7% (down from 10%), and a “goldilocks”

🚨 TRUMP ON WASHINGTON, DC: THIS WILL GO FURTHER, STARTING WITH DC

🚨 TRUMP ON WASHINGTON, DC: DEPLOYING NATIONAL GUARD TROOPS

🚨 TRUMP ON WASHINGTON, DC: PLACES UNDER DIRECT FEDERAL CONTROL

🚨 TRUMP ON WASHINGTON, DC: INVOKES HOMERULE ACT

$AMD - AMD CONFIRMS IT RECIEVED CHINA AI CHIP EXPORT LICENSES

TESLA SHARES UP 3.8%

🚨U.S. MILITARY READY TO DEPLOY NATIONAL GUARD IN D.C. The U.S. military is preparing to send hundreds of National Guard troops to Washington, D.C., pending a White House order, a U.S. official said. President Trump, criticizing Mayor Muriel Bowser over crime and homelessness,

INTEL SHARES UP 5%; REPORT SAYS CEO TO VISIT WHITE HOUSE

CRYPTO STOCKS CLIMB AS BITCOIN PRICE RISES 🔸 COINBASE GLOBAL JUMPS 4.3% 🔸 BITFARMS RISES 2.8% 🔸 STRATEGY CLIMBS 3.1%

U.S. JUDGE DENIES JUSTICE DEPARTMENT'S BID TO UNSEAL GHISLAINE MAXWELL GRAND JURY RECORDS - COURT FILING

INDIA GOVT TELLS PARLIAMENTARY PANEL NOT LOOKING AT INDIA-US RELATIONS FROM THE PRISM OF TRADE ONLY, SAY SOURCES

INDIA GOVT TELL PARLIAMENTARY PANEL, HOPEFUL THAT BILATERAL TRADE TALKS WITH U.S. WILL CONTINUE, SAY SOURCES

BARRICK CEO: NEWS OF U.S. TARIFF ON GOLD BAR IMPORTS HAS CREATED CONFUSION IN INDUSTRY BARRICK CEO: AWAITING CLARIFICATION ON U.S. TARIFFS RELATING TO GOLD BAR IMPORTS BARRICK CEO SEES GOLD PRICES SUPPORTED

UBS GLOBAL RESEARCH RAISES S&P 500 2025 YEAR-END INDEX TARGET TO 6100 FROM 5500 UBS GLOBAL RESEARCH SETS S&P 500 2026 YEAR-END INDEX TARGET AT 6800

TRUMP: ‘WASHINGTON, D.C. WILL BE LIBERATED TODAY!'

TRUMP: TARIFFS ARE MAKING OUR COUNTRY STRONG AND RICH

UBS LIFTS S&P 500 TARGETS BUT SEES 2025 DIP UBS strategist Bhanu Baweja raised the 2025 year-end S&P 500 target to 6,100 and set a 2026 target of 6,800. While the U.S. economy and companies have outperformed and tariff risks eased, UBS expects the index to end 2025 below current

CITI RAISES S&P 500 TARGET ON TAX BOOST Citi strategist Scott Chronert lifted the year-end S&P 500 target to 6,600 from 6,300, citing tax benefits from the “One Big Beautiful Bill” that could offset tariff impacts. Earnings forecasts rose to $272 for 2025 and $308 for 2026, up

$DJT - TRUMP MEDIA FILES AMENDED REGISTRATION STATEMENT FOR BITCOIN ETF

PARAMOUNT SEALS $7.7BN EXCLUSIVE US RIGHTS DEAL WITH UFC- FT

$MTSR - MICROSTRATEGY PURCHASES 155 BITCOINS BETWEEN AUG 04 - AUG 10 AT AN AVERAGE OF $116,401 (TOTAL: $18.00M)

VANCE: TRUMP THINKING ABOUT TARIFFS ON CHINA FOR BUYING RUSSIAN OIL BUT HASN'T MADE ANY FIRM DECISIONS -FOX NEWS INTERVIEW

US TREASURY SECRETARY EXPECTS TRADE ISSUES TO BE FINISHED BY OCTOBER - NIKKEI