The AI buildout is creating a much wider set of winners, from infrastructure providers and optical suppliers to the companies helping financial firms defend against increasingly sophisticated cyber threats. At the same time, leadership changes and active dealmaking are keeping opportunities alive well beyond the technology sector.
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Futures at a Glance📈
Futures are slipping to start the week as renewed U.S.-Iran strikes send oil higher and revive inflation worries. Fed Chair Kevin Warsh’s hawkish Jackson Hole message is adding to the pressure, with traders now looking ahead to this week’s jobs data for the next rate clue.
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What to Watch
Earnings (Premarket):
· Science Applications International Corporation [SAIC]
· So-Young International Inc. [SY]
· LexinFintech Holdings Ltd. [LX]
Earnings (Aftermarket):
· Cango Inc. [CANG]
Earnings (Time Not Supplied):
· Sasol Ltd. [SSL]
· Grifols, S.A. [GRFS]
· ChronoScale Holdings Corporation [CHRN]
· Currenc Group Inc. [CURR]
· Apartment Investment and Management Company [AIV]
· StealthGas, Inc. [GASS]
Economic Reports:
· None scheduled
Elite Trade Club Insider
$43.2 Million Sold From An AI Winner While Four Directors Bought $3.7 Million After A Record Collapse
You’re looking at one optical technology stock after an extraordinary AI-fueled rerating and one major retailer after its worst single-day decline on record. Elite Trade Club Insider readers are seeing where the money moved next: two executives sold $43.2 million from the winner, while four directors collectively put $3.72 million of fresh capital into the beaten-down name.
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Market Pulse
The Rally’s Next Test Shifts From Earnings to Jobs
With most second-quarter results finished, Wall Street is turning toward Friday’s August employment report and another major batch of technology earnings. Broadcom and the jobs report now sit at the center of the week, with labor-market weakness potentially complicating the Fed outlook even as S&P 500 profit growth remains unusually strong.
Big Tech’s Profit Boom Comes With a $160 Billion Asterisk
Alphabet, Amazon, Microsoft, and Nvidia received a combined profit boost of more than $160 billion from gains on AI investments during the latest quarter. Their underlying businesses remain highly profitable, but soaring valuations for stakes in companies such as Anthropic, OpenAI, and SpaceX are making headline earnings look even stronger and raising questions about how repeatable some of those gains really are.
AI & Infrastructure
OpenAI Gets a $5.5 Billion Sweetener From the Data-Center Boom
OpenAI was reportedly issued warrants worth an estimated $5.5 billion in SB Energy as the SoftBank-backed infrastructure company prepares for a potential IPO. OpenAI and SoftBank are expected to become major tenants of SB Energy’s planned data centers, showing how AI developers are gaining financial upside from the infrastructure companies competing desperately for their business.
Europe Puts Another $450 Million Into Its AI Computing Push
Europe awarded France’s Bull a roughly €388 million contract to build the LUMI-AI supercomputer in Finland. The system will use AMD processors, IBM storage, and Nokia networking as Europe expands its network of publicly backed AI factories and tries to narrow the computing gap with the United States and China.
Chips & Memory
Soitec Is Locking AI Customers In for Years
Soitec is negotiating multi-year supply agreements with more than ten photonics customers as hyperscalers increasingly replace copper connections with optical technology inside AI data centers. The French company controls an estimated 95% of the silicon-photonics substrate market, putting another relatively obscure supplier directly in the path of the infrastructure boom.
China’s Memory Boom Produces Another Big IPO
Shenzhen Longsys Electronics is seeking to raise as much as $800 million in Hong Kong, with most of the proceeds earmarked for chip design and advanced memory development. Lenovo and Ingenic Semiconductor are among the cornerstone investors, giving the listing another direct connection to the global scramble for memory capacity.
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Cybersecurity & Identity
AI Cyberattacks Move From Tech Problem to Financial-Stability Risk
The Financial Stability Board has identified AI-driven cyber risk as an immediate threat to the global financial system. Regulators are particularly concerned that more capable models can make attacks faster and cheaper, while banks and other financial institutions increasingly depend on a relatively small group of technology providers.
Socure Hits $5.2 Billion as AI Makes Identity More Valuable
Identity-verification company Socure has raised $156 million at a $5.2 billion valuation and acquired Fravity, which specializes in automating fraud and compliance work. With AI making convincing fake identities and automated fraud cheaper to produce, the ability to prove who is actually behind a transaction is becoming a more valuable piece of financial infrastructure.
Finance & Deals
HDFC Bank Gets a Chance to Hit the Reset Button
HDFC Bank CEO Sashidhar Jagdishan will step aside when his term ends in October, opening the door to a leadership reset at one of India’s largest banks. Analysts largely viewed the decision as an opportunity to address governance and execution concerns following the enormous HDFC merger rather than as a threat to the underlying franchise.
InPost Cuts Its Outlook With a $9 Billion Buyer Waiting
Parcel-locker operator InPost cut its 2026 profit guidance as investment costs, tougher competition in Poland, and its British turnaround squeezed margins. The weaker outlook arrives while a FedEx and Advent-led consortium is pursuing a roughly €7.8 billion acquisition that has already cleared its regulatory hurdles.
Trivia: The S&P 500 has had "lost decades" — 10-year periods with zero or negative total returns. Most people know about the 2000s. But there was an earlier one most investors forget. When?
- The 1930s, when the index went nowhere for the entire decade following the 1929 crash
- The 1970s — the S&P 500 total return for the decade ending December 1979 was essentially flat, crushed by stagflation
- The 1940s, when wartime controls and post-war uncertainty created a decade of sideways markets
- The late 1960s through 1970s together form a nearly 15-year flat stretch — technically two lost decades in one
Movers and Shakers
Snap [SNAP]: Premarket Move: +9%
Snap jumped as traders continued to reassess the company following a strong second-quarter report, which showed improving advertising trends and much stronger profitability. Revenue rose to $1.60 billion, adjusted EBITDA reached roughly $250 million, and subscription and other revenue surged 85%, giving bulls more evidence that Snap’s monetization efforts are beginning to gain traction.
The Trade Desk [TTD]: Premarket Move: +4%
The Trade Desk moved higher as its new Kokai Zuma platform update put fresh attention on the company’s AI-driven advertising tools. The release adds agentic AI, automated campaign adjustments and simplified measurement tools, giving the battered ad-tech stock a potential product catalyst as management works to reaccelerate growth.
PG&E [PCG]: Premarket Move: −10%
PG&E plunged after BMO Capital downgraded the utility and sharply reduced its price target as concerns around California’s wildfire-liability framework intensified. The downgrade followed PG&E’s warning that newly amended Senate Bill 492 still fails to provide a durable solution to wildfire financing risks, raising fresh uncertainty around its longer-term capital investment plans.
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Everything Else
📡 Before the Magnificent Seven were obvious they were overlooked. Analysts believe these 7 stocks are in that same early phase and the full list is available free today.
🛰️ German satellite maker OHB secured a nearly €1 billion contract to build 18 satellites for Europe’s IRIS² secure communications network.
🛡️ Aon is nearing a $17 billion acquisition of USI Insurance Services as the brokerage giant looks to deepen its reach among midsize commercial clients.
👗 Shein raised $1.7 billion in its Hong Kong IPO at a valuation of roughly $26.5 billion, far below its private-market peak.
🧻 Kimberly-Clark is seeking EU approval for its proposed $40 billion acquisition of Kenvue, moving the consumer-products megadeal another step toward completion.
✈️ Aeroflot reported a 76% profit drop in the second quarter, although adjusted net profit still increased from a year earlier.
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