Good MorningThe rate-cut debate is heating up, but the Fed keeps tamping down September euphoria. Powell's Jackson Hole remarks and the minutes reinforced a proceed carefully, data-dependent stance, even as futures now price a high chance of a September cut and multiple moves by year-end. This week's catalysts—New Home Sales, Durable Goods, GDP revisions, jobless claims, and Friday's PCE (the Fed's preferred gauge)—will set the path from here.
Markets look constructive but headline-sensitive. NVIDIA reports Wednesday after the bell; a strong print and guide could keep risk appetite intact even if cut odds wobble, while a miss would amplify volatility into PCE. At the end of the day, we're taking a cautious, bullish approach heading into mid-week, with a quick exit strategy in place if the macro environment shifts toward hawkishness—keep an eye on the mega-cap leaders, semiconductors, and the VIX for any signs. Featured: $100 Trillion "AI Metal" Found in American Ghost Town (Ad) 
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Markets | | | Retail stocks' earnings season has started, and one theme investors will hear repeatedly is the state of the consumer. The Federal Reserve’s campaign to raise interest rates has widened the gap between low- and middle-income consumers and high-income consumers. That gap is reflected in unev... Read the Full Story |
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From Our Partners | | What's really driving the trade wars, reshoring, and sweeping executive orders? According to Porter Stansberry and Jeff Brown, it all traces back to one force: artificial intelligence.
Trump has declared AI a national priority—and is using emergency powers to funnel trillions into the companies building the digital and energy infrastructure behind America's AI dominance. This isn't speculation—it's strategic deployment, already in motion. | | Click here to watch the urgent broadcast and discover two stocks they believe are best positioned to |
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Stocks | | | Asian shares advanced on Monday, tracking Wall Street's rally after the head of the Federal Reserve hinted that cuts to interest rates may be on the way. Fed chair Jerome Powell said Friday in a speech to an annual conference in Jackson Hole, Wyoming, that he's seen risks for the job market. That fo... Read the Full Story |
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Markets | | | Are you a recovering Zillow investor? Don’t worry, you aren’t alone. Millions of Americans got hooked on the intuitive real estate app during the COVID-19 pandemic. With interest rates near zero, housing prices soaring, and baseball season postponed, checking your home value became t... Read the Full Story |
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From Our Partners | | The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was projected. According to Porter Stansberry, this is panic-level borrowing… and a clear sign we're nearing America's financial breaking point.
In his latest emergency briefing, Porter outlines why the cracks in our system are widening fast—and how Trump's policies may be accelerating the collapse. More importantly, he reveals three moves you can make now to protect and potentially grow your wealth before the levee breaks. | | Click here to watch the urgent broadcast and get ahead of what's coming. |
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Markets | | | Federal Reserve Chair Jerome Powell on Friday opened the door ever so slightly to lowering a key interest rate in the coming months but gave no hint on the timing of a move and suggested the central bank will proceed cautiously as it continues to evaluate the impact of tariffs and other policies on the economy Read the Full Story |
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Markets | | | Shares in China Evergrande, the real estate developer whose downfall led a collapse in the country's property market, have been delisted from Hong Kong's stock exchange as creditors work to wind up debts that totaled over $300 billion Read the Full Story |
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Markets | | | Since it began trading under its new name on August 7, shares of Paramount Skydance (NASDAQ: PSKY) have put on an impressive showing. As of the August 18 close, shares are up 15%. The new company is looking to reinvent the traditional media giant with a tech-centric approach. However, there is ... Read the Full Story |
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Markets | | | With a market capitalization of just under $2 billion, V2X Inc. (NYSE: VVX) is a fraction of the size of larger peers in the defense contractor space like Lockheed Martin Corp. (NYSE: LMT) and RTX Corp. (NYSE: RTX). In an environment that is highly favorable to defense firms more broadly, i... Read the Full Story |
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Markets | | | The Trump administration halted construction on a nearly complete offshore wind project near Rhode Island as the White House continues to attack the battered U.S. offshore wind industry that scientists say is crucial to the urgent fight against climate change. Danish wind farm developer Orsted says ... Read the Full Story |
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Markets | | | Now that Federal Reserve Chair Jerome Powell has signaled that the central bank could soon cut its key interest rate, he faces a new challenge: how to do it without seeming to cave to the White House's demands Read the Full Story |
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Markets | | | Investors have grown used to looking at the market through a single lens, usually the S&P 500 or the Nasdaq-100 index. But those indices are only benchmarks. And like any benchmark, they need to be measured against others to uncover where the real opportunities lie. It’s like saying b... Read the Full Story |
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Monday's Early Bird Stock Of The Day Tempus AI Inc. is a technology company advancing precision medicine through the practical application of artificial intelligence principally in healthcare. The company provides AI-enabled precision medicine solutions to physicians to deliver personalized patient care and in parallel facilitates discovery, development and delivery of optimal therapeutics. Tempus AI Inc. is based in CHICAGO. | | View Today's Stock Pick |
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