The AI infrastructure race is increasingly becoming a battle over physical capacity, from memory fabs and networking chips to the data centers needed to run ever-larger models. At the same time, tighter capital markets are reminding new listings that strong themes still need disciplined pricing.
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Futures at a Glance📈
Futures are mixed, with tech leading as oil prices retreat for a third straight session. Easing crude and slightly lower Treasury yields are giving stocks some breathing room after a volatile week of central-bank hikes and inflation worries.
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What to Watch
Earnings (Time Not Supplied):
· NioCorp Developments Ltd. [NB]
· HomesToLife Ltd. [HTLM]
· Trio-Tech International [TRT]
· Zone Frontier Inc. [ZONE]
· Celularity Inc. [CELU]
· Enlivex Ltd. [ENLV]
· Lunai Bioworks Inc. [LNAI]
Economic Reports:
· Industrial production, month-over-month (August): 9:15 am
· Capacity utilization (August): 9:15 am
· Leading indicators (August): 10:00 am
Elite Trade Club Insider
A Director Has Bought $13.4 Million In Five Weeks While A Retail President Cut His Stake 66%
You’re looking at one offshore driller working through a messy earnings reset and one retailer still growing profits despite pressure on lower-income shoppers. Elite Trade Club Insider readers are seeing where management money is moving: one director has accumulated $13.4 million of stock since mid-August, while a senior retail executive just sold most of his pre-existing direct position.
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Market Pulse
The Bank of Japan just pushed rates to a 31-year high as policymakers lifted the benchmark rate to 1.25% in a 7-2 vote; the move keeps Japan firmly in tightening mode while other major central banks wrestle with the same inflation problem.
British consumers are still spending more than expected after retail sales volumes rose 0.5% in August versus forecasts for a decline; higher inflation remains the obvious risk, but household demand is proving harder to kill than many economists expected.
Chips & Memory
SK Hynix could build another U.S. memory factory as its Solidigm unit considers a NAND plant in upstate New York; the project would reduce reliance on Chinese production while giving AI customers more domestic supply during a global memory shortage.
China’s CXMT wants a piece of the NAND boom with plans for a flash-memory R&D production line in Beijing, putting the DRAM specialist into direct competition with Samsung, SK Hynix, Micron, and domestic rival YMTC.
AI & Infrastructure
Crusoe is now worth $30.9 billion after raising $3.9 billion in fresh funding; the former crypto company has reinvented itself as an AI infrastructure provider as demand for specialized data-center capacity keeps pulling in enormous amounts of capital.
GlobalFoundries and Marvell are expanding production for AI networking through a larger multi-year chip capacity agreement; faster optical connections are becoming increasingly important as massive data-center clusters need to move more information between processors.
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*This free resource is being sent by Zacks. We identify investment resources you may choose to use in making your own decisions. Use of this resource is subject to the Zacks Terms of Service.
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Consumer & Healthcare
Meta’s smart glasses are creating a new regulatory headache after French prosecutors opened a criminal probe into suspected harassment involving the devices; Meta and EssilorLuxottica dominate a category that sold millions of units last year, but privacy concerns are spreading across Europe and Australia.
Takeda’s dengue vaccine is heading to India through a new distribution agreement with Dr. Reddy’s; Qdenga became the country’s first approved dengue vaccine earlier this year and is expected to become available during the first half of 2027.
IPOs & Capital
India’s $2.3 billion NSE IPO is attracting institutional demand after the qualified-buyer portion became fully subscribed on day two; overall demand had reached 89% by midday, keeping one of India’s biggest listings firmly on track.
Orion180 had to price its IPO below expectations as the insurer raised $240 million at $12 a share, below its $15 to $17 target range; the deal shows the fall IPO window is open, but investors are still demanding discipline from new listings.
When the NYSE began trading in 1792, what was its first listed company?
Movers and Shakers
Securitize [SECZ]: Premarket Move: +9%
Securitize climbed as the SEC’s new Innovation Exemption opened a path for tokenized U.S. stocks to trade on blockchain-based venues. The temporary framework runs for five years and marks a major regulatory step toward onchain securities trading, directly supporting Securitize’s core business of tokenizing and managing real-world financial assets.
Hyperliquid Strategies [PURR]: Premarket Move: +8%
Hyperliquid Strategies moved higher after the SEC approved its Innovation Exemption for tokenized stock trading. The decision allows qualifying venues to trade tokenized U.S. equities using onchain liquidity pools, adding another potential use case for the Hyperliquid ecosystem and lifting shares of the company whose treasury strategy is built around HYPE tokens.
Xenon Pharmaceuticals [XENE]: Premarket Move: −26%
Xenon plunged after temporarily pausing new enrollment in clinical trials of azetukalner for major depression and bipolar disorder. The company identified neuropsychiatric adverse events that had not appeared in an earlier mid-stage depression study and is now evaluating dosing changes, although its epilepsy program and recently submitted FDA application for focal seizures remain unaffected.
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Everything Else
📊 The Mag 7 are maturing and seven stocks are already quietly building the cash flows and market share to lead what comes next.
👟 Nike could lose its spot in the Dow after years of share-price underperformance left it with the smallest weighting in the index.
🚗 Credit Acceptance agreed to a $710 million settlement with 40 U.S. states over allegations tied to its subprime auto-lending practices.
🧬 Xenon Pharmaceuticals shares plunged after it paused enrollment in depression trials due to neurological side effects seen in some patients.
🏠 Orion180 Insurance raised $240 million in its IPO after pricing below its expected range ahead of its Nasdaq debut.
🛢️ Exxon Mobil’s Joliet refinery remains offline after flooding overwhelmed a pump at the 275,000-barrel-per-day Illinois facility.
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