The Daily

 » Read more about: Here Are Friday’s Top Wall Street Analyst Research Calls: Broadcom, Equifax, Hubbell, Marvell Technology, NVIDIA, SpaceX, Portland General Electric, Taylor Devices, Teradyne …  »

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US stock futures rose on Friday as investors awaited more details on President Trump’s “economic warfare” plan against Iran and the Treasury’s boost to bond buybacks hasn’t soothed markets.

Futures on the Dow Jones Industrial Average (YM=F) and the S&P 500 (ES=F) rose 0.3%.

 » Read more about: Stock market today: Dow, S&P 500, Nasdaq futures drift higher despite Treasury yield pressures persisting  »

In and out of the US, the bull market is bigger than Big Tech. No doubt, as many note, Tech is riding high on the AI wave. But it isn’t the sole driver. Less noticed under the surface: The rest of the market, globally, is faring fine, too—and in some cases exceeding Tech’s gains.

 » Read more about: Tech Stocks Are Not the Only Ones Behind the Bull  »

Every few months, the entire stock market holds its breath and waits for one company to speak. On August 26, that company is Nvidia.

The AI chipmaker reports its fiscal second-quarter 2027 results after the closing bell, and the stakes extend well beyond Jensen Huang’s balance sheet. Nvidia is a heavyweight component of both the S&P 500 and the Nasdaq-100,

 » Read more about: Nvidia earnings could revive stalling stock market if trends break  »

• Walmart’s dismal earnings report was the latest in a growing list of signs the US consumer is getting fatigued.

• The economy is also contending with weak retail sales, falling sentiment, and a contracting job market.

• Sign up for First Trade,

 » Read more about: The US consumer is flashing red flags all over the place  »

Investing ‘factors’ refer to a number of styles or strategies that dictate how investors choose their stocks. Some of the best-known are value and growth.

Momentum investing is one of the simplest investing factors, but paradoxically one of the most difficult to successfully adopt.

In essence,

 » Read more about: What is momentum investing?  »

A growing number of older Americans carrying student loan debt could face a new financial challenge as federal collection efforts resume, but a proposed bill from Sen. Bernie Sanders could prevent Social Security benefits from being used to recover unpaid loans.

The Vermont senator is introducing the Stop Social Security Garnishment Act of 2026,

 » Read more about: What is the Stop Social Security Garnishment Act and how can your benefits change if approved?  »

DAY AHEAD IN DATA WATCH

• United Kingdom Retail Sales Data
• France Business Confidence Data
• Turkey Consumer Confidence Data
• France, Germany Manufacturing PMI Data
• India Foreign Exchange Reserves

• Gold prices on track for third weekly gain

Gold is on track for third consecutive weekly gain after the US Treasury’s unexpected ramp-up in buybacks of government debt.

 » Read more about: 11:11 | Gold prices rise, Dow Jones sinks 700 points, Walmart's worry, Nvidia chips to China and more  »

Key Points

• Bank of America notes that hyperscalers’ massive revenue backlogs could spur stronger investments in AI compute capacity, and that’s great news for Nvidia.

• Nvidia has an additional catalyst in the form of its Vera server CPU, a product that has opened a lucrative growth opportunity for the company.

 » Read more about: Prediction: Nvidia Stock Will Go Parabolic After Aug. 26. Here Are 2.3 Trillion Reasons Why  »