Core Insights - Retail investors have significantly contributed to the recent surge in "meme stocks," initially sparked by Opendoor Technologies, Inc. (OPEN), and have now expanded interest to Offerpad Solutions, Inc. (OPAD) and Inno Holdings, Inc. (INHD) [1][2] - The optimism surrounding AI and technology-driven property businesses is driving interest in these stocks, as they are perceived to have the potential to disrupt traditional real estate models [2] Company Performance - Opendoor's stock has increased over 200% this year, with social media playing a crucial role in rallying individual investors [1] - Offerpad's stock (OPAD) rose 183% to $4.36 at the time of publication, reflecting strong trading activity [4] - Inno Holdings' stock (INHD) surged 241% to $4.48, with significant trading volume noted [6] Trading Activity - Inno Holdings has a float of less than 7 million shares, with over 171 million shares traded recently, indicating high investor interest [3] - Offerpad has a float of below 14.5 million shares, with more than 133 million shares changing hands in a single session [3] Market Influences - The rally in housing-related stocks, including Offerpad and Opendoor, is partly attributed to expectations of interest rate cuts following dovish comments from Fed Chair Jerome Powell [4] - Lower interest rates are anticipated to improve housing market conditions, potentially increasing sales activity [4] Business Models - Offerpad provides services similar to Opendoor, focusing on an online real estate platform that offers cash offers within minutes [4] - Inno Holdings is positioned as a dynamic holding company in the building technology sector, with plans for upcoming online platforms that include a supply chain platform and AI testing platform [5][6]

💥 BREAKING:Rate cut odds are back at 75%! https://t.co/wtbIlEuzt8 ...

Market Performance & Analysis - The Dow Jones Industrial Average soared by 860 points, the S&P 500 rose by more than 15%, and the tech-heavy NASDAQ increased by nearly 2% following Jerome Powell's speech at Jackson Hole [1] - The Russell 2000 small-cap index showed significant gains, up 37% for the day and the week, indicating a positive response to the prospect of rate cuts [1] - The 10-year Treasury yield dropped by seven basis points to 426%, and the 30-year yield decreased by four basis points to 488%, signaling risk-on behavior in the markets [1] - Ten out of eleven sectors experienced gains, with consumer discretionary (retail) leading at a 3% increase, followed by energy, materials, industrials, and financials [1] Federal Reserve & Monetary Policy - Fed Chair Jerome Powell's speech at Jackson Hole opened the door to a potential rate cut in September, influencing market sentiment [1][2] - The market is pricing in a near certainty of a 25 basis point rate cut next month, although this could change based on upcoming inflation reports [1] - The Fed has adopted a long-term inflation target of 2%, dropping the average inflation targeting [1] - There is anticipation of a September revision to the jobs report, potentially showing a significant downward adjustment of 550,000 to 800,000 jobs, which may be influencing the Fed's stance [2] Company Specific News - President Trump suggested the US government should take a 10% stake in Intel, equating to about $10 billion [4] - Nvidia is working with the US government to develop a follow-up to its H20 chip for China, while also halting some H20 production due to security concerns raised by the Chinese government [5] - Apple is in early discussions to use Google Gemini in a revamped version of Siri [7] Crypto Market - Ethereum led crypto gains following Fed Chair Powell's speech, with risk appetite rising and digital assets showing strength [6] - Stable coin issuers are being eyed as potential top buyers of US Treasury bills, especially after the passage of the Genius Act, which creates guard rails around the stable coin industry [8]

Market Dynamics - Municipal bonds (munis) have underperformed year-to-date due to significant new issue supply and tepid demand, with investors holding cash or cash equivalents [2] - A potential rate cut in September could drive more investment into the muni asset class [2] - US banks have cut back on municipal bond exposure to the lowest since the financial crisis [2] - Individual investors, particularly in higher tax brackets, are key to municipal bond demand but have been restrained by financial market volatility and inflation uncertainty [3] Yield and Returns - High-quality, longer-term municipal bonds can yield 5% or higher on a tax-free basis, equivalent to around 7-75% taxable [4] - Higher-yielding municipal bonds offer 6-7%, equivalent to over 10% taxable [5] - The issuance side is long on the yield curve, offering more yield for each incremental year, which bodes well for returns in the second half of the year [4] Federal Reserve (FED) Impact - The Federal Reserve's dovish tilt, acknowledging tariff implications and potential labor market weakness, could benefit municipal bonds [7] - Municipal bonds could be a major beneficiary of the dovish tilt, as they have lagged behind equities, corporates, and treasury indices [8]

Federal Reserve and Economic Outlook - Jerome Powell's comments at Jackson Hole indicate a shift towards an easing stance, surprising many investors who anticipated a more cautious approach [5][6][9] - The labor market's actual job growth was revealed to be significantly weaker than previously thought, with only 35,000 jobs added per month instead of the expected 150,000 [5][6] - Markets are now pricing in a full easing cycle, with speculation about multiple rate cuts in 2025 and beyond [10][11] Retail Sector Performance - Walmart reported a revenue beat driven by a 25% increase in e-commerce sales but missed on earnings due to tariff-related costs, leading to a 4% decline in stock price [12][13] - Home Depot also missed earnings expectations and indicated plans to raise prices due to tariffs, despite a slight increase in stock price following its earnings report [14][15] - The retail sector is facing margin pressures from increased tariffs, prompting strategic price adjustments [13][15] Technology Sector Insights - NVIDIA is set to report earnings next week, with ongoing debates about its valuation versus long-term growth prospects in the AI sector [16][18] - The stock has experienced significant appreciation over the past few years, raising concerns about its ability to maintain growth rates [16][18] - Other AI-related stocks, such as Palantir, Oracle, and AMD, have seen recent declines, indicating potential skepticism about the sustainability of their growth [23][24][25] Upcoming Earnings and Market Reactions - A number of high-profile retailers are expected to report earnings next week, including Dollar General and Abercrombie and Fitch, which will provide further insights into the retail landscape [26] - The bond market is anticipated to react strongly to Powell's upcoming speech, which may influence interest rates and investor sentiment [22]

Market Trends & Monetary Policy - Stocks are surging, indicating a positive market reaction [1] - The Federal Reserve Chair Jerome Powell hinted at a potential interest rate cut as early as next month [1]

🇺🇸 POWELL SPEECH SUMMARY.1. Powell warns of mounting job risks, signaling a possible September rate cut.2. Powell notes rising threats to the labor market.3. Powell expects tariff-driven inflation pressures to be temporary.4. Powell says shifting balance of risks could justify a policy shift. ...

🇺🇸 NOW: Key takeaways from Powell’s FOMC press conference• Risks now tilt toward jobs, not just inflation• Labor supply is weakening with demand• Fed scraps flexible average inflation targeting• Stable inflation expectations no longer assumed• Signals possible rate cut in September ...

Group 1: Federal Reserve and Market Reactions - Federal Reserve Chair Jerome Powell is scheduled to speak at Jackson Hole, which has heightened market anticipation and nervousness among investors [3][4] - Analysts indicate that the market is hesitant to invest new capital ahead of Powell's speech, with expectations of a potential September rate cut being uncertain [4] - Current economic data suggests higher inflation and a possible cyclical growth rebound, complicating the outlook for rate cuts and indicating a "higher for longer" interest rate environment [4] Group 2: Meta and Google Cloud Deal - Meta Platforms has entered into a significant six-year cloud computing agreement with Google Cloud, valued at over $10 billion [5][6] - The partnership aims to enhance Meta's AI capabilities while the company develops its own data centers, which will take years to become operational [6] Group 3: Cracker Barrel's Logo Controversy - Cracker Barrel's new logo has sparked controversy, leading to a share price decline of over 7% [7] - The company is also modernizing its restaurant ambiance and menu, which has received mixed reactions from customers [7][8] - Over the past five days, Cracker Barrel's stock has decreased by 11% amid the logo change and other updates [8]

Take United Health. It's down 40% this year still, but now one of the top winners in the Dow so far for this month. It's up 22% for August.Our next guest sees opportunity in the stock and says investors should buy. Joining us now is Broo May, partner at Evans May Wealth. She is also on CNBC or on Forb's top women advisors list.And Brooke, it's great to have you back on the show. Welcome. >> Thank you, Morgan.>> As a former uh Forbes alum here, a little slip of the tongue there. All right, let's start with U ...