We’ve dug into fresh numbers, and they tell a clear story. AI tools aren’t just hype; they’re already paying the bills. Growth is back, margins are strong, and the opportunity with this stock is sitting right in front of you.
AI Opportunity (Sponsored)
The escalating trade tensions are reshaping the AI market.
With Washington tightening export restrictions on advanced AI chips to China, giants like Nvidia face steep revenue losses.
This disruption creates a rare opening for U.S.-based AI innovators, and I’ve pinpointed 9 under-the-radar companies with:
Deep AI integration in core operations
Strong U.S. manufacturing capabilities
Infrastructure ready to seize new policy-driven demand
Get all 9 tickers, financials, and growth forecasts in my free report: “Top 9 AI Stocks for This Month.”
Markets are moving fast—catch these plays before the crowd.
[Download Free Now]
Futures at a Glance 📈
Futures are cooling after Thursday’s record sprint. Oil’s perking up, yields are creeping higher, and traders are just catching their breath before the Fed show next week.
Want to make sure you never miss a pre-market alert?
Elite Trade Club now offers text alerts — so you get trending stocks and market-moving news sent straight to your phone before the bell.
Email’s great. Texts are faster.
You’ll be first in line when the market starts moving.
What to Watch
Earnings:
JinkoSolar Holding Company Limited [JKS]
Coffee Holding Co., Inc. [JVA]
Greenwave Technology Solutions, Inc. [GWAV]
Economic Reports:
Consumer Sentiment [prelim Sep]: 10:00 am
Media & Entertainment
Paramount Skydance Eyes a Hollywood Power Play
Hollywood loves a sequel, and this one could be huge. Word is Paramount Skydance is preparing a majority cash bid for Warner Bros. Discovery, aiming to scoop up the entire empire, studios, cable networks, HBO, CNN, DC Comics, and a film library that’s basically the history of pop culture.
The Ellison family is said to be backing the offer, and timing is key. Warner is in the middle of a planned breakup, splitting streaming from television. Move early, and PSKY could pre-empt rivals like Amazon or Apple from swooping in.
The market reaction tells you how real this feels. Warner Bros. shares ripped 35% on the chatter, while Paramount Skydance tacked on 9%. Combining two studios this size would instantly reshape the streaming landscape, giving CBS and CNN a shared news megaphone while uniting two blockbuster production pipelines under one roof.
But let’s be clear, this would also weld together two companies carrying heavy debt loads in a sector where growth is slowing.
Why it Matters: Deals of this size don’t just change balance sheets—they change industries. If this happens, it’s a new chapter for legacy media, with ripple effects from Hollywood to Wall Street.
Your Takeaway: You’ll see opportunity if you think consolidation is the only way for traditional studios to compete with Big Tech. Traders can play the rumor mill, but long-term investors need to ask whether scale alone can fix an industry stuck in reruns.
Luxury Retail
RH Gets Hit With a Tariff-Sized Reality Check
Luxury couches aren’t supposed to sag, but RH’s story is starting to. The home furnishings retailer cut its annual revenue outlook, trimming guidance from 10–13% growth to 9–11% as tariff costs and a weak housing market weighed on results. \
Shares tumbled nearly 11% in premarket trading, extending a brutal year that’s already seen the stock lose more than 40%.
The Q2 numbers weren’t awful at first glance: revenue rose 8.4%, demand climbed 13.7%, and net income surged 79%. Margins also held steady at industry-leading levels. But the miss versus analyst expectations stung, and the outlook shift sent a clear signal that external headwinds are biting harder than hoped.
CEO Gary Friedman put it bluntly, calling the housing market the worst in nearly 50 years, while adding $30M in tariff costs to the tab.
RH is still pushing forward on expansion, with the splashy opening of RH Paris in September. But while new galleries generate buzz, the U.S. housing backdrop and higher sourcing costs are real constraints.
Why it Matters: You’re seeing how even premium brands can’t fully escape macro pain. Housing weakness and tariffs hit both volume and margins, no matter how fancy the showroom.
Your Takeaway: You’ll see opportunity if you’re betting on a housing rebound and luxury staying resilient. But for now, RH looks more like a tactical trade than a long-term hold. Consider it an accent chair, not the centerpiece of your portfolio.
Defensive Power Moves (Sponsored)
The Fed is uncertain.
The Trade War is rattling markets.
Retail investors are panicking, but smart money is moving in.
They’re quietly loading up on 3 consumer defensive plays:
Utilities – Renewable energy leader at a 42% discount, 8% yield.
Staples – 18 household brands, 54-year dividend streak, sales up 19%.
Healthcare – Telehealth disruptor with 2,300+ hospital partners, 3x revenue growth.
This isn’t speculation - it’s the only survival strategy in today’s market.
Get all 3 tickers, growth catalysts, and buy zones in my free report: “3 Defensive Stocks to Own Now.”
Claim your FREE copy now before it gets paywalled.
Software & AI
Adobe Redraws Its Future With Firefly
Adobe is surfing the AI wave. The design titan crushed expectations with Q3 revenue of $5.99B, up 11% year over year, and earnings well ahead of consensus. Shares jumped after hours as the company raised full-year guidance, proving its AI-first pivot is more than marketing.
Firefly, Adobe’s generative AI engine, has gone from experiment to revenue driver, powering Photoshop’s generative fill, marketing automation tools, and more.
CEO Shantanu Narayen said AI-related revenue has already topped $5B this year, surpassing targets, while recurring subscription revenue climbed nearly $19B. CFO Dan Durn called it validation that “AI in every product” is working, not just hype.
The details matter: Digital Media revenue grew 12% to $4.46B, while Digital Experience climbed 9%. Analysts see Adobe’s approach of embedding AI directly into existing creative workflows as a key advantage over rivals who are still testing standalone models. It’s practical, sticky, and integrated where professionals already live.
Why it Matters: You’re watching an incumbent prove it can play in the AI big leagues. Adobe just reminded the Street that legacy software companies can rewrite their growth story when they innovate at scale.
Your Takeaway: You’ll see opportunity if you want AI exposure that comes wrapped in recurring revenue and established customer lock-in. Just know the bar is now higher, as execution has to keep pace with the hype, or investors may trim enthusiasm as quickly as a Photoshop layer.
Movers and Shakers
Super Micro Computer [SMCI]: Premarket Move: +6%
The AI server shop just started shipping Nvidia’s new Blackwell Ultra rigs in volume, and bulls are treating it like Christmas in September. With systems designed for training and inference, SMCI is stapling itself to the AI buildout.
My Take: Trade momentum above $45–$46, but expect chop, as this one moves as fast as the chips it sells.
Klarna [KLAR]: Premarket Move: +5%
The BNPL giant rang the NYSE bell and closed day one at a $17B valuation. Shares priced at $40, ran to $57, then cooled to $45. Now it’s back in the green, proving Stockholm swagger travels well.
My Take: Fun IPO trade, but don’t chase spikes. Better to scale in if it holds $42–$44 once the dust settles.
Array Technologies [ARRY]: Premarket Move: −5%
Solar tracker stock has been on a heater, up 44% last month on new tech verification. Today it’s giving back some juice, reminding you that solar momentum isn’t a straight line.
My Take: Healthy pullback after a big run. If it holds $7, you can watch for recharges toward $9; below that, panels go dark quick.
Market Insights (Sponsored)
Most portfolios deliver “average.”
But if you’re reading this, you’re not after average.
That’s why our team just unveiled 5 carefully selected stocks with the potential to deliver massive upside.
What sets them apart?
Fundamentals that suggest staying power
Past reports from this series have highlighted stocks that posted gains of +175%, +498%, and even +673%.
Now, it’s your chance to see the latest 5 picks—completely free.
[Click here to claim your copy before midnight tonight]
Extraordinary opportunities don’t come often. Don’t miss this one.
Everything Else
Casey’s is doubling down on its cult-favorite convenience store pizza, betting slices and snacks can keep foot traffic hot.
OpenAI’s nonprofit parent is set to own a stake in the AI giant valued over $100B, adding a twist to how the company balances mission and money.
Microsoft dodged a massive penalty after the EU accepted a deal to unbundle Teams, ending a years-long regulatory fight.
Black Rock Coffee Bar is brewing up growth after raising $294 million in its IPO, giving investors another jolt in the café wars.
Mexico plans to slap 50% tariffs on Chinese cars, a big shift in trade policy that could reshape auto supply chains.
That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.
Best Regards,
— Adam Garcia
Elite Trade Club
Click here to get our daily newsletter straight to your cell for free.
P.S. Just like this newsletter, it's 100% free*, and you can stop at any time by replying STOP.
