AI infrastructure spending continues to reach staggering levels, even as higher bond yields and energy costs put pressure on global markets. Meanwhile, biotech is delivering fresh clinical wins, private equity dealmaking remains active, and new listings are facing a more selective reception.
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Futures at a Glance📈
Futures are hovering near flat after Monday’s selloff, with elevated Treasury yields and climbing oil prices keeping buyers cautious. Traders are looking to today’s consumer confidence and job openings data for fresh clues on the Fed’s next move ahead of Friday’s jobs report.
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What to Watch
Earnings (Premarket):
· Carnival Corporation [CCL]
· CarMax Inc. [KMX]
· Uranium Energy Corp. [UEC]
Earnings (Aftermarket):
· AAR Corp. [AIR]
· Concentrix Corporation [CNXC]
Economic Reports:
· S&P Case-Shiller Home Price Index (July): 9:00 am
· Conference Board consumer confidence (September): 10:00 am
· Job Openings & Labor Turnover Survey (August): 10:00 am
· Fed Governor Michael Barr speech: 12:40 pm
· Chicago Fed President Austan Goolsbee speech: 1:00 pm
· St. Louis Fed President Alberto Musalem speech: 1:30 pm
· New York Fed President John Williams speech: 2:00 pm
Elite Trade Club Insider
A Major Holder Bought $31.5 Million While A Tech Founder Sold $101 Million
You’re looking at one retailer struggling with weaker consumer demand and another software company benefiting from AI-driven development. Elite Trade Club Insider readers are seeing two very different capital decisions: a major shareholder just bought $31.5 million of the beaten-down business, while a co-founder sold $101.1 million from the technology company.
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Market Pulse
Asian stocks struggled as bond yields hit multi-decade highs, with the 10-year Treasury yield climbing above 5.27% amid persistent inflation concerns and elevated oil prices.
European stocks edged higher as technology shares offset energy concerns, with semiconductor gains lifting the STOXX 600 despite Brent crude holding near $107 a barrel.
AI & Infrastructure
Samsung is committing $1 billion to KKR-backed AI infrastructure firm Helix through an investment involving six Samsung affiliates, supporting data centers, power generation, and connectivity infrastructure.
Anthropic's IPO filing reveals the enormous risks behind its AI ambitions as the company outlines $518 billion in planned infrastructure spending alongside extensive disclosures about AI safety.
Healthcare & Biotech
Kodiak Sciences surged after two experimental eye treatments met pivotal trial goals as Zenkuda demonstrated six-month dosing durability in 54% of patients with wet age-related macular degeneration.
AstraZeneca is seeking U.S. approval for another lung cancer treatment after filing an FDA application for its ORPATHYS-TAGRISSO combination developed alongside Chinese pharmaceutical partner HUTCHMED.
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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.
*Past performance is no guarantee of future results. Investing involves risk. This material does not constitute investment, legal, accounting, or tax advice. Zacks Investment Research is not a licensed dealer, broker, or investment adviser.
Finance & Deals
Warburg Pincus has generated approximately $12 billion from investment exits this year as the private equity giant matches its previous annual record despite challenging market conditions.
Veritas Capital's $2.5 billion takeover of Bodycote faces one less obstacle after rival private equity firm CVC abandoned its competing bid for the British industrial processing specialist.
Capital & IPOs
China's RoboTechnik stumbled in its Hong Kong trading debut after raising approximately $660 million through its IPO, with shares falling nearly 10% amid cautious demand for new listings.
Shein shares plunged to record lows after quarterly profit collapsed 67% as higher freight costs and weaker European sales squeezed margins in its first earnings report since going public.
Movers and Shakers
Summit Therapeutics [SMMT]: Premarket Move: +23%
Summit surged after AstraZeneca announced a $2 billion strategic investment and a major cancer-drug collaboration. The deal gives AstraZeneca roughly 12% ownership through convertible preferred shares and will see the companies jointly evaluate Summit's experimental cancer treatment ivonescimab alongside AstraZeneca's antibody-drug conjugates, adding significant financial backing ahead of a closely watched FDA decision expected in November.
Navitas Semiconductor [NVTS]: Premarket Move: +13%
Navitas jumped after securing a U.S. Army contract to develop next-generation 10-kilovolt silicon carbide power semiconductors. The ALATTIS program aims to establish domestic manufacturing capabilities for ultra-high-voltage chips used in mission-critical defense systems, expanding Navitas' exposure to military applications while validating its advanced power semiconductor technology.
Fair Isaac [FICO]: Premarket Move: −9%
Fair Isaac plunged after federal housing regulators announced another major step toward expanding competition in mortgage credit scoring. Fannie Mae and Freddie Mac will consolidate their loan-level pricing matrices into a unified framework that puts competing VantageScore models on equal footing with FICO Classic, raising concerns that increased competition could erode FICO's longstanding pricing power in the mortgage market.
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Everything Else
🚀 Leadership rotates and seven stocks with expanding cash flows and growing market share are already quietly positioning to lead the next market cycle.
🧠 AMD agreed to acquire AI startup World Labs for $8.2 billion, expanding into physical AI and spatial intelligence.
💰 Nvidia announced a record $150 billion buyback expansion, bringing its remaining repurchase authorization to $235 billion.
💻 MongoDB plunged after CEO Chirantan Desai left to lead Meta's new enterprise AI business, triggering another leadership shakeup.
✈️ Boeing fell after regulators delayed certification of its 737 MAX 10 until a newly identified software issue is resolved.
🛒 Shein shares tumbled after quarterly profit plunged 67%, pressured by higher freight costs and weakening European sales.
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