AI demand is increasingly reshaping where physical capacity gets built, from memory fabs to enormous data-center campuses. At the same time, persistent component shortages and a fresh wave of AI-driven biotech investment show how far the spending cycle is spreading beyond traditional software and chips.
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Futures at a Glance📈
Futures are hovering just below flat as traders brace for the Fed’s rate decision and updated projections. Oil is pulling back, offering some relief after its recent surge, while retail sales will provide one last economic read before the Fed takes center stage.
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What to Watch
Earnings (Premarket):
· LuxExperience B.V. [LUXE]
Earnings (Aftermarket):
· Lennar Corporation [LEN]
· Lennar Corporation [LEN.B]
· Aeluma, Inc. [ALMU]
Economic Reports:
· Retail sales (August): 8:30 am
· Import prices (August): 8:30 am
· Manufacturing & trade inventories (July): 10:00 am
· NAHB Housing Market Index (September): 10:00 am
· Federal Reserve economic projections: 2:00 pm
· U.S. interest rate decision: 2:00 pm
Elite Trade Club Insider
A Director Doubled Down With $1 Million While Venture Funds Sold $19.2 Million
You’re looking at one industrial compounder positioned to benefit from rising demand for water and data-center cooling, and one fast-growing fintech pushing deeper into banking. Elite Trade Club Insider readers are seeing where insiders moved next: one director nearly doubled his direct stake with a $1.02 million purchase, while venture funds tied to another director sold $19.2 million after a major strategic announcement.
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Market Pulse
The Fed decision lands today with markets broadly expecting another rate increase after hotter inflation revived the tightening debate; Treasury yields remain near multi-year highs, keeping pressure on valuations across risk assets.
Stocks are bending, not breaking under higher yields as strong earnings and continued AI profit growth keep supporting equities despite one of the sharpest bond-market selloffs in years.
Chips & Hardware
SK Hynix could start making memory chips in the U.S. through exploratory talks with Intel around its Ohio complex, potentially giving cloud customers more domestic supply as AI drives an increasingly severe memory shortage.
Smaller device makers are preparing for years of memory scarcity as phone and laptop companies redesign products and lock in supply wherever they can; executives expect shortages to persist through 2027 and potentially much longer.
AI & Innovation
Anthropic just locked up a massive Australian data-center site through its first infrastructure agreement in the country, covering a planned 2.16-gigawatt campus near Brisbane that could begin coming online in 2027.
ByteDance’s AI drug spinoff is already worth $1.5 billion after Anew Labs raised $290 million in its first outside financing round, giving another major technology company a direct route into AI-powered drug discovery.
Gold Before Change (Sponsored)
In 1971, one Sunday-night announcement changed the dollar almost overnight.
Today, investors are again asking what inflation, policy shifts, and rising central-bank gold demand could mean for retirement savings.
This free guide explains why gold is back in focus, how physical gold can fit into certain retirement strategies, and what some investors are doing to prepare before the next major monetary shift.
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*Reagan Gold Group does not provide financial, legal, or tax advice. This information is for educational purposes only and should not be considered investment advice. All investments carry risk, including loss of principal. Past performance is not indicative of future results. Consult your licensed financial advisor before making investment decisions.
Consumer & Deals
McLaren is spending $675 million to chase Ferrari-level margins with a new UK factory and its first SUV among the planned investments; the expansion is also expected to create roughly 1,000 direct and indirect jobs.
McCormick’s Unilever food deal is getting a closer look after Britain’s competition regulator opened an investigation into whether the acquisition could reduce competition in UK food markets.
Finance & Capital
India’s NSE is launching a $2.3 billion IPO at a lower valuation as slower options trading forces investors to rethink one of the exchange’s biggest growth engines; the offering would still rank among India’s largest ever.
Revolut wants a bigger piece of Swiss banking after applying for a local banking license and committing $183 million to expansion, which would let it offer salary accounts, local deposit insurance, and a broader range of franc-based services.
The oldest stock exchange in the U.S. isn't the NYSE. Which is?
Movers and Shakers
Alvotech [ALVO]: Premarket Move: +7%
Alvotech jumped after Barclays upgraded the biosimilar drugmaker to Overweight from Underweight and doubled its price target to $8 from $4. The firm pointed to Alvotech’s resubmitted FDA applications for several major biosimilars, with decisions expected later this year, raising confidence that regulatory progress could unlock multiple new U.S. launches.
Intel [INTC]: Premarket Move: +5%
Intel rallied after Reuters reported that SK Hynix is in talks to manufacture memory chips at Intel’s Ohio complex. Options reportedly include leasing part of the facility or creating a joint venture, which could bring a major new customer into Intel’s manufacturing network while strengthening U.S. production of memory chips needed for AI data centers.
J.B. Hunt [JBHT]: Premarket Move: −10%
J.B. Hunt sank after management highlighted mounting cost pressures during the Morgan Stanley Laguna Conference. Executives said driver shortages are forcing the company to raise pay, offer signing and retention bonuses, and spend more on training, while management emphasized that restoring margins will require leaning harder on pricing rather than chasing volume.
Washington Clears Space (Sponsored)
James Altucher believes Elon Musk just filed a plan with the FCC to take over the AI industry… from outer space.
Around the same time, Trump signed an order gutting the red tape around commercial space launches… and signed the second order pushing NASA to hand its work to private companies (aka SpaceX).
It’s clear Washington is clearing the runway for Elon’s biggest project to date…
And James Altucher predicts it could create 1,806,000 NEW millionaires over the next decade starting September 25.
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Everything Else
🚀 Seven companies are currently in the phase the Magnificent Seven occupied before the world noticed them building scale quietly with fundamentals that analysts say are worth a serious look.
🌶️ McCormick’s planned Unilever food deal is facing a UK competition investigation as regulators review the potential impact on the packaged-food market.
🏦 Truist Financial agreed to sell $5.5 billion of auto loans as it exits lower-return businesses and reshapes its balance sheet.
✈️ Honeywell said GE Aerospace’s $12 billion CPP acquisition could help ease aerospace supply bottlenecks as manufacturers bring more critical component production in-house.
🎬 Paramount Skydance’s $110 billion Warner Bros deal gained support from the Justice Department in a fight over whether states trying to block the merger should post a bond.
🚿 Brookfield agreed to buy Reliance Worldwide for about $2.9 billion after the plumbing-products maker faced pressure from U.S. tariffs and weaker North American demand.
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Elite Trade Club
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