Google is deepening its custom-chip push through a massive new agreement with Marvell, while Samsung is finally gaining pricing power in advanced manufacturing. Target also gave the consumer side of the market a boost by raising its outlook again as traffic and sales improve.
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Futures at a Glance📈
Futures are edging higher as falling bond yields give stocks some breathing room after a volatile week. Walmart headlines a packed morning of earnings, while traders digest hawkish Fed minutes and keep one eye on oil and U.S.-Iran tensions.
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What to Watch
Earnings (Premarket):
· Walmart Inc. [WMT]
· Alibaba Group Holding Limited [BABA]
· Deere & Company [DE]
· NetEase, Inc. [NTES]
· Aegon Ltd. [AEG]
· Futu Holdings Limited [FUTU]
· Atour Lifestyle Holdings Limited [ATAT]
· Advance Auto Parts Inc. [AAP]
Earnings (Aftermarket):
· Ross Stores, Inc. [ROST]
· OSI Systems, Inc. [OSIS]
Economic Reports:
· Philadelphia Fed Business Outlook Survey (August): 8:30 am
· Weekly jobless claims: 8:30 am
· Leading indicators (July): 10:00 am
Elite Trade Club Insider
$18.6 Million Sold Into A Merger Trade While Two Executives Bought Their Own Stock
You’re looking at one satellite company already locked into an $8 billion takeover and one of the largest businesses in America under a new CEO. Elite Trade Club Insider readers are seeing the capital decisions underneath those stories: several insiders sold millions of dollars of existing shares at the takeover target, while two senior executives voluntarily bought roughly $1.78 million of stock at the conglomerate.
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Market Pulse
Treasury Steps In and Gives the Bond Market Some Breathing Room
Global bonds rebounded after the U.S. Treasury doubled the size of its long-term debt buybacks, helping pull yields back from multi-decade highs and easing some of the pressure that had hit growth stocks. The move does not erase concerns about government borrowing, but it shows policymakers are willing to act when strains in the Treasury market begin spilling into the broader financial system.
The Fed Minutes Keep Another Rate Hike on the Table
Minutes from the Federal Reserve’s July meeting showed inflation concerns were growing inside the central bank. Several officials were ready to raise rates at the meeting, while many others said additional tightening could become necessary if inflation fails to move convincingly toward target, although weaker economic data since then has complicated the picture.
Chips & Custom Silicon
Google Hands Marvell a Potential $120 Billion AI Opportunity
Marvell struck a sweeping custom AI-chip agreement with Google that could generate as much as $120 billion of revenue through fiscal 2033. Google also received warrants potentially worth $12.2 billion in Marvell stock, giving both sides a powerful incentive to expand their partnership as hyperscalers look for alternatives to relying exclusively on Nvidia GPUs.
Samsung Finally Gets Pricing Power in Its Foundry Business
Samsung Electronics has raised prices on some advanced chipmaking services by as much as 15% as AI demand strains leading-edge manufacturing capacity. TSMC’s increasingly full production lines are pushing more customers toward Samsung, giving its long-struggling foundry division a chance to improve profitability and win back market share.
Retail & Housing
Target’s Turnaround Is Starting to Look Real
Target raised its annual sales forecast for the second time this year after comparable sales increased 3.8% and customer traffic improved. Lower prices, stronger inventory availability, and better digital sales are helping CEO Michael Fiddelke rebuild momentum, although nearly $1 billion of tariff refunds also provided a significant boost to quarterly profit.
Lowe’s Shows Where Consumers Are Still Willing to Spend
Lowe’s beat quarterly profit expectations as homeowners continued spending on repairs and maintenance even while delaying expensive renovation projects. The company lowered its full-year comparable-sales outlook, but resilient contractor demand suggests consumers are postponing discretionary upgrades rather than abandoning home spending altogether.
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Consumer & Brands
Estée Lauder’s Turnaround Finds Its Strongest Ally in Fragrance
Estée Lauder forecast annual profit above expectations as luxury fragrance and skincare demand strengthened, particularly in China. Brands including Le Labo and Tom Ford are doing much of the heavy lifting, giving management a playbook it now hopes to apply to weaker makeup and hair-care businesses.
TJ Maxx Finds Out That Even Bargain Shoppers Can Get Pickier
TJX Companies raised its annual profit forecast, but slower growth at TJ Maxx and Marshalls overshadowed the earnings beat. Management blamed merchandising mistakes rather than a collapse in demand, but the results offer another sign that consumers are becoming more selective even when shopping at value-focused retailers.
AI Capital & Robotics
Alphabet Is Taking Its AI Fundraising Around the World
Alphabet raised roughly $3.9 billion through its first Australian-dollar bond offering as Big Tech increasingly turns to debt markets to finance enormous AI spending plans. Investor demand far exceeded the size of the offering, suggesting capital markets remain eager to fund the infrastructure boom even as hyperscaler spending begins putting more pressure on free cash flow.
Unitree Says Robotics Is Closing In on Its ChatGPT Moment
Unitree’s CEO believes humanoid robotics is approaching a breakthrough in embodied intelligence where machines could eventually perform most tasks in unfamiliar environments using simple instructions. China already dominates global humanoid shipments, but Unitree says better AI models, rather than hardware, remain the biggest barrier separating today’s demonstrations from mass commercial deployment.
Trivia: Warren Buffett made his very first stock purchase as a child. How old was he, what did he buy, and how did the trade go?
- He was 14 and bought Coca-Cola shares; the stock doubled and he sold, only to watch it rise tenfold
- He was 11 and bought Cities Service preferred stock; it dropped 30%, recovered, and he sold before it tripled
- He was 16 and bought a pinball machine for $25, installed it in a barber shop, and reinvested the income
- He was 13 and bought a farm with his paper route savings — his first real asset
Movers and Shakers
Nordson [NDSN]: Premarket Move: +8%
Nordson jumped after record quarterly results showed strength across its precision technology businesses and pushed management to raise its full-year outlook. Sales reached a record $818 million, while backlog climbed 35% and adjusted EPS increased 19% to $3.25, giving the industrial technology company stronger visibility heading into year-end.
Strategy [MSTR]: Premarket Move: +4%
Strategy moved higher as renewed momentum around U.S. crypto legislation helped bitcoin and crypto-linked stocks extend their rebound. President Trump urged Congress to advance the CLARITY Act at a White House meeting with major crypto executives, keeping regulatory optimism alive after bitcoin jumped more than 6% Wednesday.
Moderna [MRNA]: Premarket Move: −5%
Moderna pulled back as traders digested the implications of its breakthrough Phase 3 melanoma vaccine results after Wednesday’s extraordinary 177% rally. The trial gives Moderna a potential path into the cancer-treatment market and validates its broader mRNA platform, but today’s weakness reflects profit-taking after one of the largest single-session moves in the company’s history.
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Everything Else
💰These 7 dividend stocks have powered through recessions, inflation scares, and market panics while continuing to reward shareholders across decades.
💉 Moderna surged after its personalized cancer vaccine with Merck’s Keytruda significantly reduced melanoma recurrence and spread in a late-stage trial.
🛍️ TJX raised its full-year profit forecast, although slower growth at TJ Maxx and Marshalls raised fresh questions about discretionary consumer spending.
🏦 Fed officials showed greater inflation concern at their July meeting, with many saying another rate hike could be needed if price pressures fail to ease.
📉 Long-term Treasury yields fell after the government doubled bond buybacks, offering some relief after borrowing costs recently climbed to multi-year highs.
🥇 Gold jumped more than 3% as lower yields and a weaker dollar boosted demand for precious metals following the Treasury’s surprise bond-market move.
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