The AI boom is spreading well beyond model developers, with data centers, chip supply chains, and even government budgets increasingly shaped by the race for computing capacity. At the same time, the cost of competing is getting harder to ignore, while weaker IPO demand shows markets are still willing to punish businesses that arrive with yesterday’s valuation expectations.
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Futures at a Glance📈
Futures are slipping to start September as rising oil prices and bond yields revive inflation and rate-hike worries. Traders are also bracing for fresh manufacturing and job openings data, with tech taking the heavier hit in the early trade.
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What to Watch
Earnings (Premarket):
· Medtronic plc [MDT]
· NIO Inc. [NIO]
· MiniMed Group, Inc. [MMED]
· Rezolve AI PLC [RZLV]
Earnings (Aftermarket):
· Palo Alto Networks, Inc. [PANW]
· Dell Technologies Inc. [DELL]
· Credo Technology Group Holding Ltd. [CRDO]
· MongoDB, Inc. [MDB]
· GitLab Inc. [GTLB]
Economic Reports:
· U.S. manufacturing PMI (August): 9:45 am
· ISM manufacturing PMI (August): 10:00 am
· Construction spending (July): 10:00 am
· Job Openings & Labor Turnover Survey (July): 10:00 am
Elite Trade Club Insider
One CEO Bought $10 Million Into A 50% Collapse, While Another Insider Filed To Sell $197 Million
You’re looking at one fintech stock that has been cut roughly in half this year and one construction winner sitting not far below its yearly high. Elite Trade Club Insider readers are seeing where the capital is moving: one founder and CEO just put nearly $10 million back into his beaten-down company, while three trusts tied to a longtime executive chairman filed to sell roughly $197 million of stock.
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Market Pulse
The Bond Market Is Sending a Much Louder Warning
Global government bond yields pushed to major new highs as investors reassessed inflation, fiscal spending, and the likelihood that interest rates stay higher for longer. Japan’s 10-year yield touched 3% for the first time since 1996, while rising term premiums are making the cost of capital a bigger obstacle for richly valued stocks even when economic growth remains solid.
The AI Boom Is Showing Up in Asia’s Factories
Strong demand for chips, computers, and other AI hardware lifted manufacturing activity across much of Asia in August. China remained in expansion territory, Japan recorded its strongest new-business growth since 2018, and South Korean factories expanded for a ninth consecutive month, giving the AI spending cycle a much broader economic footprint than technology earnings alone.
AI & Data Centers
Anthropic Signs Another $35 Billion Compute Deal
Anthropic has agreed to a $35 billion cloud-computing deal with Nvidia-backed Lambda for capacity at a Texas data center being developed by Hut 8. The agreement follows another $45 billion cloud commitment announced last week, showing just how much capital leading AI developers are locking up to ensure they have enough computing power to support future demand.
Keppel Makes a $1.2 Billion Bet on Tokyo Data Centers
Keppel DC REIT and its sponsor Keppel agreed to buy stakes in two Tokyo data centers for roughly $1.2 billion. The acquisition will more than double Japan’s contribution to the REIT’s rental income, giving investors another example of how the AI infrastructure boom is turning data centers into increasingly valuable real-estate assets.
Chips & Manufacturing
Huawei’s AI Push Is Getting Very Expensive
Huawei’s first-half profit fell 36% as research spending and input costs surged, even as revenue continued to grow. The company spent more than a quarter of its revenue on R&D as it pours money into AI, semiconductors, smart devices, and automotive technology, illustrating the enormous price of building a technology ecosystem less dependent on foreign suppliers.
South Korea Turns Its Chip Windfall Into an AI Spending Boom
South Korea proposed a record $597 billion government budget for 2027, with higher semiconductor profits helping fund more investment in AI and next-generation technology. The spending increase marks a sharp pivot toward expansionary fiscal policy and shows how the chip boom is now feeding directly into government investment as well as corporate earnings.
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Consumer & Deals
Shein Finally Goes Public, but the Valuation Hangover Remains
Shein’s long-awaited Hong Kong debut arrived with the fast-fashion company worth only a fraction of its former private-market peak. Its shares fell on their first day of trading as investors weighed slower growth, higher fulfillment costs, and regulatory changes that have weakened the ultra-low-cost model behind its global expansion.
India’s Jewelry Market Gets a Consolidation Play
GRT Jewellers agreed to acquire a controlling stake in Tribhovandas Bhimji Zaveri, combining GRT’s strength in southern India with TBZ’s established presence in the west. The deal comes as branded chains take more share from smaller independent jewelers, giving the combined business a broader national footprint in one of the world’s largest jewelry markets.
Healthcare & Capital
AstraZeneca Finds Another Way to Extend a Blockbuster
AstraZeneca and Hutchmed said a combination of Tagrisso and Orpathys succeeded in a late-stage lung-cancer trial, helping patients live longer without their disease worsening than with Tagrisso alone. The result could expand the reach of one of AstraZeneca’s most important cancer franchises as the company works toward its goal of $80 billion in annual revenue by 2030.
Partners Group Changes Leaders as Private Markets Get Tougher
Partners Group reported a 13% decline in first-half profit and announced that CEO David Layton will step down at the start of 2027. The private-markets manager is still attracting new client money, but withdrawals from mature evergreen funds and delayed asset exits show why the industry’s next phase may be harder than the easy-money years that fueled its expansion.
Poll: What's your honest read on market timing — not theoretically, but in your actual behavior?
- I don't time the market. I'm always invested and I add on weakness mechanically.
- I'm not supposed to, but I find myself holding more cash when things feel expensive and deploying on dips
- I time sectors and factors, not the broad market — rotation is timing with better odds than in-out calls
- I've tried, failed, and learned that my market timing calls are better used as contrarian indicators against myself
Movers and Shakers
Duolingo [DUOL]: Premarket Move: +5%
Duolingo jumped after Evercore ISI upgraded the stock to Outperform and doubled its price target to $210 from $105. The firm sees a potential Netflix-like recovery as engagement remains strong, with daily active users recently growing 23% and paid subscribers increasing 17%, giving traders fresh confidence after the stock’s steep pullback.
Robinhood [HOOD]: Premarket Move: +3%
Robinhood moved higher after Morgan Stanley upgraded the stock to Overweight and raised its price target to $150 from $124. The firm pointed to Robinhood’s expanding product lineup and improving economics per customer, while the company also recently said its banking platform has surpassed $4 billion in assets.
Sezzle [SEZL]: Premarket Move: −5%
Sezzle fell as its volatile post-earnings reset continued, with fresh insider selling adding another sentiment headwind. Director Kyle Brehm sold 1,000 shares for roughly $126,000, while the buy-now-pay-later stock continues to digest a sharp August repricing despite Q2 results that beat expectations and included higher full-year guidance.
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Everything Else
🏦 Analysts tracking institutional flow have identified 10 stocks drawing serious capital right now as Wall Street builds positions ahead of what could be a pivotal second half of 2026.
🧴 OPI nail-polish owner Wella filed for a U.S. IPO as KKR looks to bring another major consumer brand back to public markets.
💊 Hims & Hers expanded into Australia with GLP-1 weight-loss treatments and other men’s health services, broadening its international growth push.
🎮 GameStop expects lower quarterly sales as store closures and its exit from France continue to reshape the retailer’s business.
🏢 Partners Group is replacing its CEO with two co-CEOs after first-half profit fell 13% and redemptions pressured some of its evergreen funds.
💎 India’s Tribhovandas Bhimji Zaveri is set for a controlling stake sale to GRT Jewellers, creating a larger branded jewelry footprint across western and southern India.
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