Nvidia is pulling some of Wall Street’s biggest firms deeper into the AI infrastructure boom, while Intel is using its stock rally to fund an expensive turnaround. Eli Lilly added another catalyst as its obesity pill cleared a key European regulatory hurdle.
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Futures at a Glance📈
Futures are little changed as traders weigh progress on reopening the Strait of Hormuz against lingering U.S.-Iran uncertainty. Oil is back in focus, while Friday’s weak jobs report has put even more weight on this week’s inflation data and the Fed outlook.
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What to Watch
Earnings (Premarket):
· Sea Limited [SE]
· Cardinal Health, Inc. [CAH]
· Elbit Systems Ltd. [ESLT]
· Venture Global, Inc. [VG]
· On Holding AG [ONON]
Earnings (Aftermarket):
· Lumentum Holdings Inc. [LITE]
· CoreWeave, Inc. [CRWV]
· Franco-Nevada Corporation [FNV]
· Super Micro Computer, Inc. [SMCI]
· Quantinuum Inc. [QNT]
Economic Reports:
· NFIB optimism index (July): 6:00 am
· Existing home sales (July): 10:00 am
Elite Trade Club Insider
More Than $243 Million In Proposed Holder Sales Just Hit A 52% Winner
You’re looking at one consumer-services stock after a powerful one-year rally and one casino operator coming off an earnings beat. Elite Trade Club Insider readers are seeing what the headline feeds can blur: major financial sponsors are preparing to move more than $240 million of stock in the first name, while the second company’s president sold the exact shares left over from an option exercise after taxes and exercise costs.
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Market Pulse
Inflation Gets the Next Shot at Moving the Market
After July’s weak jobs report eased some fears of another Fed hike, investors are now waiting for Wednesday’s inflation report. The S&P 500 recently returned to record territory, but a hotter-than-expected CPI reading could quickly revive rate concerns and put pressure on the technology-led rally.
Global Money Is Quietly Rotating Away From Asia’s AI Winners
Foreign investors sold Asian equities for a ninth consecutive month, with Taiwan and South Korea absorbing the heaviest withdrawals as questions grew around AI spending, chip demand, and cash burn. India and Thailand bucked the trend with inflows, suggesting investors are diversifying rather than abandoning the region altogether.
AI & Infrastructure
Nvidia Wants Wall Street to Help Finance the Next $500 Billion of AI
Nvidia partnered with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create AI financing platforms targeting more than $500 billion of third-party capital. Nvidia could backstop as much as $125 billion, turning the AI infrastructure boom into a much larger institutional-finance trade rather than leaving hyperscalers to fund the buildout alone.
Intel Turns Its Stock Rally Into $20 Billion of Fresh Capital
Intel raised $20 billion in an upsized share offering as it pours money into factories, advanced packaging, and its foundry turnaround. AI-driven CPU demand has already pushed the company to increase capital spending, and management is now using the stock’s huge 2026 rally to strengthen the balance sheet while expansion costs remain high.
Chips & Space
Microsoft Takes Another Swing at Nvidia With Maia 300
Microsoft is reportedly preparing to unveil its next-generation Maia 300 AI chip as soon as September. The company is seeking substantial manufacturing capacity from TSMC and wants major Azure customers to adopt the processor, giving Microsoft another way to lower its dependence on Nvidia while keeping more AI economics inside its own cloud ecosystem.
Rocket Lab’s Neutron Timeline Is Starting to Slip
Rocket Lab said its Neutron rocket is now expected to reach the launch pad in the fourth quarter, narrowing the chances of an inaugural flight before year-end. Second-quarter revenue still jumped 62% to a record, but weaker expected margins and continued Neutron spending remind investors that moving into larger reusable rockets is an expensive leap.
Elon’s Next Empire (Sponsored)
A new patent may reveal Elon Musk’s next major AI breakthrough.
One analyst calls it “M.A.G.I.” and believes it could become bigger than Tesla and SpaceX combined.
Musk has even described the concept as an “infinite money glitch.”
Get the Full M.A.G.I. Story Before the Reveal
Consumer & Media
Shein’s IPO Is Coming With a Much Smaller Price Tag
Shein could launch its long-awaited Hong Kong IPO as soon as next week, targeting a valuation of roughly $30 billion to $40 billion. That is a dramatic reset from its $98 billion peak private valuation as slowing growth, tighter regulation, higher trade costs, and mounting e-commerce competition make investors less willing to pay up for the fast-fashion giant.
RTL Uses a Major Acquisition to Rewrite Its Growth Outlook
RTL Group raised its full-year revenue forecast following its acquisition of Sky Deutschland. First-half operating earnings also climbed sharply, giving the European broadcaster more scale as traditional media companies increasingly combine streaming, television, and content assets to compete with global platforms.
Healthcare & Capital
Lilly’s Weight-Loss Pill Clears Its First European Hurdle
Britain became the first European country to approve Eli Lilly’s Foundayo for both weight management and type 2 diabetes. The once-daily tablet gives Lilly another weapon against Novo Nordisk as the obesity market begins expanding beyond injections and into a potentially much larger oral-drug opportunity.
Berkshire Is Finally Putting Its Mountain of Cash to Work
Berkshire Hathaway shares climbed after Greg Abel began deploying more of the conglomerate’s cash pile. Berkshire repurchased $4.5 billion of its own shares and bought $23.5 billion of stocks during the second quarter, including a $10 billion Alphabet investment, while operating profit rose 16%—an early sign that the post-Buffett era may be more active on capital allocation.
Trivia: The 2000s are often called the "lost decade" for U.S. stocks. What happened to the S&P 500 over the entire decade?
Movers and Shakers
Babcock & Wilcox [BW]: Premarket Move: +39%
Babcock & Wilcox surged as its AI data-center power pipeline continued to translate into sharply higher revenue and backlog. Second-quarter revenue jumped 130% to $319.7 million, while backlog reached $2.6 billion and the company secured another 1 gigawatt of steam turbines for a future data-center project.
On Holding [ONON]: Premarket Move: −16%
On Holding fell after second-quarter sales came in below Wall Street expectations, despite continued strength in its direct-to-consumer business. DTC sales grew 34.3% in constant currency and apparel jumped 56.2%, but total revenue of CHF 850.3 million missed the CHF 881.4 million consensus estimate.
Riot Platforms [RIOT]: Premarket Move: +21%
Riot jumped after Citizens reiterated its Market Outperform rating following a major AI data-center lease. The 20-year agreement covers 191 megawatts at Riot’s Rockdale facility and carries roughly $9.1 billion in initial contract value, pushing the former bitcoin miner deeper into AI infrastructure.
Warning Signs (Sponsored)
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Everything Else
🤖 An AI scoring engine ranks 357 stocks across six dimensions every morning, and the top 10 names are delivered free to your inbox before the market opens.
👁️ Alcon shares jumped after the eye-care company raised its margin outlook and lowered the estimated hit from U.S. tariffs.
💾 Intel raised $20 billion through an upsized stock offering as it pours more capital into its chip-manufacturing turnaround.
📱 Trump Media reported a $238 million quarterly loss, widening sharply from the same period last year.
🧠 Nvidia teamed up with six major financial institutions to pursue more than $500 billion in third-party financing for AI infrastructure.
🚤 MarineMax is nearing a $1.5 billion takeover by Blackstone-owned Safe Harbor Marinas after a competitive bidding process.
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