Some prediction market alpha.Market is more or less predicting a guaranteed rate cut for September- 1 cut is 81%- 2 cut is 18%December has 1 rate cut at 61%However the October market is only pricing in a 57% chance at 1 cut.I believe the OCT 1 cut at 57% is the best value here.It seems to be getting devalued due to the potential 2 cuts in September.If September only has 1 rate cut, the October odds will go toward 75/80% almost immediately after imo.That’s a 35-40% gain you could net in 5 days from now.On to ...

JUST IN: 🇺🇸 U.S. PPI comes in lower than expected.Actual: 2.6%Estimated: 3.3%Prior: 3.3%September rate cut confirmed. ✅ ...

Industry Overview - Electric vehicles (EVs) continue to attract attention on Wall Street despite signs of slowing sales growth, with global EV sales increasing by 21% year-on-year in July, the slowest growth since January and down from 25% in June [2] - The largest car market, China, experienced a growth slowdown to 12% due to subsidy pauses, while Europe and North America saw increases of 48% and 10%, respectively [2] - The trajectory for EV adoption is expected to remain upward in 2025, indicating long-term growth potential despite current challenges [2] Economic Conditions - Prevailing economic conditions, including a 2.9% core inflation rate in the U.S. in July, influence investment decisions in high-growth sectors like EVs [3] - Consumer spending increased by 0.5% and incomes grew by 0.4%, suggesting households are managing higher prices [3] - Potential rate cuts by the Federal Reserve may enhance liquidity and positively impact investor interest in growth assets [3] Hedge Fund Interest - A list of the 10 best EV stocks to buy has been compiled based on hedge fund interest, with the methodology focusing on stocks within the EV industry that have hedge fund investments [6] - The ranking of stocks is based on the number of hedge funds invested as of the second quarter of 2025, utilizing data from the Insider Monkey database [6] - Research indicates that imitating top stock picks from hedge funds can lead to market outperformance, with a reported return of 373.4% since May 2014 [7] Company Highlights - ChargePoint Holdings, Inc. (NYSE:CHPT) reported a revenue of $98.59 million in Q2 2025, beating analyst estimates by 3.3%, although this figure is 9.2% lower than the same quarter last year [9] - The company is collaborating with General Motors to deploy up to 500 ultra-fast charging ports across the U.S. by the end of 2025, and with Eaton for joint EV charging solutions [10] - NIO Inc. (NYSE:NIO) achieved 72,056 smart EV deliveries in Q2 2025, marking a 25.6% year-over-year increase, with expectations of continued growth in EV deliveries for the remainder of 2025 [13][14] - NIO's new models, including the ONVO L90 and All-New ES8, are expected to enhance product competitiveness and market demand [14]

Market Overview - U.S. stock futures showed mixed signals, with Dow Jones futures down 0.2%, S&P 500 contracts up 0.2%, and Nasdaq futures slightly above flat, indicating a cautious start after a record-setting rally driven by optimism about Federal Reserve rate cuts [1][7] - The next 48 hours are critical, with the Producer Price Index (PPI) and Consumer Price Index (CPI) releases expected to influence Federal Reserve policy decisions regarding potential rate cuts [3][8] Company Movements - Oracle's stock surged over 30% after forecasting its cloud backlog could exceed $500 billion due to significant deals with OpenAI, Meta, and xAI [10] - Synopsys experienced a significant decline, dropping more than 21% following disappointing guidance [14] - Other tech stocks, including AMD, Arista Networks, and NVIDIA, showed gains, reflecting ongoing demand in the AI and digital infrastructure sectors [11][12] Sector Performance - Defensive sectors, such as utilities and energy, demonstrated strength, with companies like Constellation Energy and GE Vernova benefiting from energy infrastructure demand [13] - The tech sector remained robust, with several chipmakers and infrastructure companies seeing positive movements, indicating sustained interest in AI-driven demand [11][12] Commodity Insights - Gold prices continued to rise, trading around $3,642.93 per ounce, supported by a weaker dollar and safe-haven demand amid inflation concerns and geopolitical uncertainty [15][21] - Analysts predict a near-term trading range for gold between $3,600 and $3,900, with potential for prices to reach $5,000 if concerns over Federal Reserve independence grow [16] Economic Context - The S&P 500 has increased nearly 30% year-to-date, driven by strong earnings, the AI boom, and expectations of monetary easing, although risks related to inflation and geopolitical tensions remain [18][22]

The biggest altseason is about to begin.The FED will cut rates and inject liquidity into the markets.We’re getting rich! https://t.co/yHLgmyRpQa ...

Gold Rises on Expectations of Fed Rate Cut https://t.co/AYf4nXg9L0 ...

The markets are expecting a rate cut soon so IS IT PRICED IN? Also stablecoins surging and there is a new chain called KEETA... follow Jerry - https://x.com/Jerryvhall1 ●▬▬▬▬▬▬CRYPTO CRITICAL VIDEOS▬▬▬▬▬▬▬● 1. THE 5 RULES - https://youtu.be/iNBiZ5Bo__U 2. AVOID ALL SCAMS. SOURCE IT - https://youtube.com/live/m77Oxmh70Zc 3. DON'T FALL FOR A.I. SCAMS! - https://youtu.be/8m4M0lvP5-o 4. WHY STORAGE DIVERSIFICATION? - https://youtu.be/j3ORFfbnB6Q 5. DYNAMIC DCA'ing - https://www.youtube.com/watch?v=Dbd03iAw0HQ 6 ...

🚀 #Bitcoin trades below $112,000 as weaker jobs data fuels #Fed rate cut expectations.Technicals suggest a potential rally in October and November 📈BULLISH! 💥 ...

Rate cut probabilities for September just hit 100%.This is no time to be bearish.Trillions are about to flow into the markets.Prepare accordingly. ...

Market Trends & Economic Indicators - Stocks reversed course sharply due to a softer-than-expected jobs report, increasing expectations of a Federal Reserve rate cut [1] - The US labor market showed signs of cooling in August, with only 22,000 jobs added, significantly below the expected 75,000 [2] - The odds of a 05% (half-point) rate cut in September increased to over 10% according to the CME watch tool [2] - The 10-year and 30-year bond yields both decreased by approximately 9 to 10 basis points, with the 30-year yield falling to 478% [1] Sector Performance - Real estate led sector gains due to falling interest rates, while energy and financials underperformed, declining by more than 2% [1] - Manufacturing sector lost jobs for the fourth consecutive month, particularly in transportation equipment manufacturing [2] Federal Reserve & Monetary Policy - A weaker jobs report is likely to solidify a Federal Reserve rate cut at the next policy meeting on September 17th [1] - Fed Governor Chris Waller had been calling for a 025% (25 basis point) rate cut, but reserved judgment to see if they could do maybe a 05% (50 basis point) rate cut [1] - The market is pricing in the possibility of not only one, but two potential rate cuts in September [1] Company Specific News - Broadcom led the NASDAQ 100 higher after earnings, up 09% (nine-tenths of a percent), while Nvidia decreased by 3% [1] - Google faces a $35 billion fine from the European Union over alleged anti-competitive practices in its ad tech business [6] - Ken View is facing scrutiny after a report linked the company's Tylenol pain medication to autism [6] - Lululemon experienced multiple analyst downgrades following a cut in its outlook for the third quarter and full year due to tariffs and weaker demand [7][8] Tesla & Executive Compensation - Tesla is proposing a new pay package for Elon Musk with ambitious benchmarks, potentially worth $1 trillion if achieved [10][11] - The targets include delivering 20 million vehicles and reaching a market capitalization of $85 trillion [11][13][14] Nvidia's Business Transformation - Nvidia's data center business, focused on AI, generated $41 to $42 billion in revenue, significantly dwarfing the gaming business which generated $4 billion [36] - AI native companies experienced a tenfold increase in revenue in their second year, reaching $20 billion [37] Energy Sector Analysis - The oil market is currently oversupplied, potentially leading to a decline in oil prices to the $50s [45][46] - US energy exports are expected to increase, particularly liquefied natural gas, benefiting companies like Cheniere (LNG) [52] - Tortoise highlights opportunities in electricity, exports, income, and AI infrastructure within the energy sector [51]