Nvidia heads into earnings with hundreds of billions in market value potentially riding on the result, putting AI demand back at the center of the market. Meanwhile, Unitree’s sharp post-IPO reversal is testing enthusiasm for humanoid robots, while Temu’s parent showed how much more expensive the global e-commerce fight is becoming.
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Futures at a Glance📈
Futures are leaning higher as falling Treasury yields give tech some room to rebound after Monday’s slide. Traders are looking ahead to Nvidia earnings while softer oil prices provide some relief from recent inflation worries.
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What to Watch
Earnings (Premarket):
· Bank of Montreal [BMO]
· Bank of Nova Scotia [BNS]
· Dick's Sporting Goods Inc. [DKS]
· KANZHUN LIMITED [BZ]
· Vipshop Holdings Limited [VIPS]
Earnings (Aftermarket):
· Intuit Inc. [INTU]
· HEICO Corporation [HEI]
· HEICO Corporation [HEI.A]
· Zoom Communications, Inc. [ZM]
· Semtech Corporation [SMTC]
Economic Reports:
· Richmond Fed President Thomas Barkin speech: 8:30 am
· S&P Cotality Case-Shiller Home Price Index (June): 9:00 am
· New home sales (July): 10:00 am
· Conference Board consumer confidence (August): 10:00 am
· Richmond Fed President Thomas Barkin speech: 4:00 pm
Elite Trade Club Insider
A Billionaire Co-Founder Just Bought $21.3 Million Near A 52-Week High
You’re looking at two companies with strong operating momentum and stocks trading near the upper end of their ranges. Elite Trade Club Insider readers are seeing the conviction split underneath those charts: one billionaire co-founder voluntarily bought $21.3 million near a fresh high, while another co-founder and CEO sold $6.6 million from an already massive position.
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Market Pulse
Nvidia Has $280 Billion Riding on One Earnings Report
Options traders are pricing in roughly a $280 billion swing in Nvidia’s market value after Wednesday’s earnings report. Expectations for AI demand remain enormous, but the implied stock move is actually smaller than ahead of recent reports, suggesting Nvidia’s explosive growth has become more predictable even as the company remains the market’s most important AI bellwether.
Germany Finally Shows Signs of Waking Up
German business confidence improved much more than expected in August, while second-quarter economic growth was revised slightly higher. Sentiment improved across every major sector, adding to stronger industrial production, exports, and investor confidence and providing some evidence that Europe’s largest economy may finally be emerging from a prolonged period of stagnation.
AI & Chips
RUM Group Lands a $13.7 Billion AI Contract It Still Has to Finance
RUM Group signed a six-year AI infrastructure contract worth $13.7 billion with an unnamed U.S. cloud customer for access to GPUs and related services. The deal gives the company a huge potential revenue stream following its Northern Data acquisition, but there is one major catch: RUM says it still needs to raise the debt or equity required to build enough capacity to fulfill the contract.
Tencent-Backed Enflame Heads for a $900 Million IPO
Chinese AI chipmaker Enflame Technology will open subscriptions for its Shanghai IPO in early September as it seeks nearly $900 million. The Tencent-backed company plans to put the proceeds into next-generation AI processors and integrated hardware and software, giving China’s push to build a domestic alternative to foreign AI chips another major public-market test.
Robotics & Commerce
Unitree’s Robot Rally Just Lost $30 Billion
Unitree has fallen roughly 45% from its post-IPO peak after its valuation briefly surged as high as $66 billion, sparking fresh concerns about a robotics bubble. The humanoid-robot maker remains one of China’s highest-profile technology companies, but the violent reversal is forcing investors to ask whether excitement around embodied AI has moved much faster than commercial adoption and earnings.
Temu’s Growth Machine Is Starting to Feel the Pressure
PDD Holdings reported slower-than-expected quarterly revenue growth as intense competition in China and mounting regulatory pressure overseas weighed on its Temu and Pinduoduo businesses. Revenue still increased 8%, but profit fell 12% as the company spent more on logistics and merchant support, showing how much more expensive it has become to defend the low-price e-commerce model.
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Healthcare & Diagnostics
Lilly and Roche Bring Alzheimer’s Testing Into the Blood Lab
The FDA cleared Roche and Eli Lilly’s new blood test for signs of Alzheimer’s disease in patients 55 and older with cognitive decline. The test can run on thousands of existing Roche laboratory systems and is expected to be offered by Labcorp and Quest Diagnostics, potentially making Alzheimer’s screening far easier than relying primarily on brain scans or spinal-fluid testing.
J&J Opens a New Market for Its Rare-Disease Drug
Johnson & Johnson received expanded FDA approval for Imaavy, making it the first approved treatment for warm autoimmune hemolytic anemia in eligible patients aged 12 and older. The rare disorder causes the immune system to destroy red blood cells, and J&J’s clinical study showed the drug helped significantly more patients achieve lasting improvements in hemoglobin levels than placebo.
Industry & Capital
Melrose Gets a Date for Its Aerospace Factory Comeback
Melrose Industries said its GKN Aerospace operation is targeting late September to fully reopen its Garden Grove facility after a chemical incident disrupted production and forced nearby residents to evacuate in May. The company is setting aside up to $100 million for claims, but the clearer reopening timeline reduces uncertainty around a plant that supplies critical components to the aerospace industry.
Deutsche Bank Keeps Sending Cash Back to Shareholders
Deutsche Bank will begin a new €500 million share repurchase program after completing its previous €1 billion buyback. The move adds to a growing wave of capital returns across European banks, where stronger profits and healthier balance sheets are giving management teams more room to reward shareholders after years spent rebuilding capital.
Poll: You've been tracking a company for two years. It's never been cheap enough to buy. It just dropped 25% on an earnings miss you think the market is overreacting to. What do you do?
- Buy immediately — you've waited two years for this. Don't overthink it.
- Re-read every piece of research you have before touching it. A 25% drop usually isn't nothing.
- Buy a small starter position and plan to add if the thesis remains intact after the next quarter
- Pass. If it's only interesting because it's down, that's not a real thesis.
Movers and Shakers
Navitas Semiconductor [NVTS]: Premarket Move: +7%
Navitas Semiconductor jumped after the company agreed to acquire power-management specialist Claros for up to $232.8 million. The deal brings vertical power delivery and integrated voltage regulator technology into Navitas’ portfolio, expanding its exposure to AI data centers and lifting its estimated 2030 addressable market above $8 billion.
Cadeler [CDLR]: Premarket Move: +6%
Cadeler rallied after first-half results showed revenue more than doubling as its expanded offshore wind fleet drove higher contracted activity. Revenue reached €408 million, up from €188 million a year earlier, while profit climbed 54% to €88 million and the company maintained its full-year revenue guidance of €854 million to €944 million.
Omnicom [OMC]: Premarket Move: −4%
Omnicom pulled back after Monday’s rally pushed the advertising giant to a fresh 52-week high, with shares having gained ground in four of the previous five sessions. The reversal comes as traders continue to weigh the company’s integration of Interpublic, where recent analyst commentary has highlighted execution risks and limited visibility into the combined company’s underlying growth trajectory.
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Everything Else
📊 A telecom giant, a tobacco leader expanding into next-gen products, and a major pipeline operator are among these 7 high-yield stocks delivering consistent income backed by real earnings.
⚡ nVent Electric agreed to buy Maverick Power for $1.75 billion as it expands its exposure to the fast-growing data-center infrastructure market.
🏦 Financial stocks are tied closely to the rate outlook as investors weigh resilient bank earnings against uncertainty around the Fed’s next move.
📈 Bond-market anxiety is raising the stakes for Jackson Hole as investors look to Fed Chair Kevin Warsh for clarity on rates, inflation and long-term yields.
🚗 New U.S. tariff threats against Canadian autos are adding another trade risk for manufacturers and supply chains already dealing with higher costs.
🛢️ Oil markets remain vulnerable to fresh supply pressure as tighter sanctions on Iran and lower emergency reserves increase the risk of further disruption.
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