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Top market movers — week of Aug 24 – Aug 30, 2026

Every market-moving alert Trade The Post sent during the week of Aug 24 – Aug 30, 2026: the exact tickers, the direction we called and how they moved. Our best call that week peaked at +14.00% (Donald J. Trump).

538market-moving alerts
11movers tracked
190tickers flagged
All recaps Aug 17 – Aug 23, 2026 →
Kevin Warsh

“Sticky Inflation Report Raises Jackson Hole Stakes for Fed’s Warsh - The Daily Upside Sticky Inflation Report Raises Jackson Hole Stakes for Fed’s Warsh The Daily Upside”

💡 A 'sticky inflation' report ahead of the Jackson Hole symposium increases pressure on Fed Chair Warsh, likely leading to a more hawkish stance and higher interest rates, which is bearish for growth stocks and the broader market.

  • SHORT $TLT iShares 20+ Year Treasury Bond ETF conf 8/10 ▼ −0.9% expected tracking…
  • SHORT $SPY State Street SPDR S&P 500 ETF Trust conf 6/10 ▼ −0.7% expected tracking…
  • SHORT $QQQ Invesco QQQ Trust conf 6/10 ▼ −1% expected tracking…
  • LONG $XLF State Street Financial Select Sector SPDR ETF conf 5/10 ▲ +0.5% expected tracking…
Kevin Warsh

“Gold scales higher on softer US yields as traders await Fed Chair Warsh's speech - FXStreet Gold scales higher on softer US yields as traders await Fed Chair Warsh's speech FXStreet”

💡 Traders are awaiting Fed Chair Warsh's speech, which could impact gold and bond yields, but the content is unknown.

  • NEUTRAL $GLD SPDR Gold Shares conf 6/10 no clear move tracking…
  • NEUTRAL $TLT iShares 20+ Year Treasury Bond ETF conf 6/10 no clear move tracking…
  • NEUTRAL $SPY State Street SPDR S&P 500 ETF Trust conf 5/10 no clear move tracking…
Kevin Warsh

“Gold Price Holds Above $4,600 Ahead of Warsh's Jackson Hole Speech - BeInCrypto Gold Price Holds Above $4,600 Ahead of Warsh's Jackson Hole Speech BeInCrypto”

💡 The market is anticipating Federal Reserve Chair Warsh's Jackson Hole speech, which could influence gold prices and broader market sentiment.

  • NEUTRAL $GLD SPDR Gold Shares conf 6/10 no clear move tracking…
  • NEUTRAL $SPY State Street SPDR S&P 500 ETF Trust conf 5/10 no clear move tracking…
  • NEUTRAL $TLT iShares 20+ Year Treasury Bond ETF conf 5/10 no clear move tracking…
Scott Bessent

“U.S. Treasury Secretary Scott Bessent outlines further sanctions against Iran - Honolulu Star-Advertiser U.S. Treasury Secretary Scott Bessent outlines further sanctions against Iran Honolulu Star-Advertiser”

💡 U.S. Treasury Secretary Scott Bessent outlined further sanctions against Iran, likely impacting oil prices and defense contractors.

  • LONG $ITA iShares U.S. Aerospace & Defense ETF conf 7/10 ▲ +0.9% expected tracking…
  • LONG $USO United States Oil Fund, LP conf 6/10 ▲ +1.2% expected tracking…
  • LONG $XLE State Street Energy Select Sector SPDR ETF conf 5/10 ▲ +0.8% expected tracking…
Jensen Huang

“Nvidia Earnings: Five Things Jensen Huang Said That Show Where AI Is Headed - NDTV Profit Nvidia Earnings: Five Things Jensen Huang Said That Show Where AI Is Headed NDTV Profit”

💡 Jensen Huang's post-earnings comments highlight continued strong growth in AI, particularly for data centers and enterprise AI, which is bullish for NVIDIA and the broader semiconductor sector.

  • LONG $NVDA NVIDIA Corporation conf 7/10 ▲ +2% expected tracking…
  • LONG $SMH VanEck Semiconductor ETF conf 7/10 ▲ +1.2% expected tracking…
  • LONG $MSFT Microsoft Corporation conf 5/10 ▲ +0.5% expected tracking…
Jensen Huang

“Nvidia’s 70% sales growth forecast sends a message to AI doubters. What did CEO Jensen Huang say? - The Economic Times Nvidia’s 70% sales growth forecast sends a message to AI doubters. What did CEO Jensen Huang say? The Economic Times”

💡 Nvidia's strong sales growth forecast signals continued robust demand in the AI sector, boosting semiconductor stocks and broader tech.

  • LONG $NVDA NVIDIA Corporation conf 7/10 ▲ +2.5% expected tracking…
  • LONG $SMH VanEck Semiconductor ETF conf 7/10 ▲ +1.8% expected tracking…
  • LONG $QQQ Invesco QQQ Trust conf 6/10 ▲ +0.7% expected tracking…
Federal Reserve

“DOJ blames China for string of hacks targeting federal agencies and hospitals - Politico DOJ blames China for string of hacks targeting federal agencies and hospitals Politico”

💡 DOJ blames China for cyberattacks on U.S. federal agencies and hospitals, increasing geopolitical tensions and potentially impacting U.S. tech and cybersecurity sectors.

  • SHORT $QQQ Invesco QQQ Trust conf 7/10 ▼ −1.5% expected tracking…
  • LONG $ITA iShares U.S. Aerospace & Defense ETF conf 7/10 ▲ +1.5% expected tracking…
  • LONG $CIBR First Trust NASDAQ Cybersecurity ETF conf 6/10 ▲ +1.5% expected tracking…
  • LONG $HACK Amplify Cybersecurity ETF conf 6/10 ▲ +1.5% expected tracking…
Sam Altman

“Sam Altman Says He Underestimated How Slowly AI Would Disrupt The Economy - Tekedia Sam Altman Says He Underestimated How Slowly AI Would Disrupt The Economy Tekedia”

💡 Sam Altman's comments suggest a slower-than-expected economic disruption from AI, potentially dampening investor enthusiasm for AI-related stocks.

  • SHORT $NVDA NVIDIA Corporation conf 6/10 ▼ −1.2% expected tracking…
  • SHORT $SMCI Super Micro Computer, Inc. conf 6/10 ▼ −1.5% expected tracking…
  • SHORT $MSFT Microsoft Corporation conf 5/10 ▼ −0.5% expected tracking…
  • SHORT $QQQ Invesco QQQ Trust conf 5/10 ▼ −0.4% expected tracking…
Jensen Huang

“Nvidia Just Doubled Its Sales, but Who Sold Over $400 Million of Its Stock the Month Before? - 24/7 Wall St. Nvidia Just Doubled Its Sales, but Who Sold Over $400 Million of Its Stock the Month Before? 24/7 Wall St.”

💡 A report highlights significant insider selling at NVIDIA prior to a sales doubling, raising concerns about future growth or valuation.

  • LONG $SOXL Direxion Daily Semiconductor Bull 3X Shares conf 7/10 ▲ +4% expected tracking…
  • SHORT $NVDA NVIDIA Corporation conf 6/10 ▼ −2% expected tracking…
  • SHORT $SMH VanEck Semiconductor ETF conf 6/10 ▼ −1% expected tracking…
Jensen Huang

“Nvidia Pops 4.7% After Hours as Earnings Blowout Lifts Dow Futures 180 Points: Jensen Huang Says, 'Comput - Benzinga Nvidia Pops 4.7% After Hours as Earnings Blowout Lifts Dow Futures 180 Points: Jensen Huang Says, 'Comput Benzinga”

💡 Nvidia's strong earnings report and CEO Jensen Huang's positive comments on computing demand are expected to boost the stock and the broader tech sector.

  • LONG $NVDA NVIDIA Corporation conf 7/10 ▲ +4% expected tracking…
  • LONG $SMH VanEck Semiconductor ETF conf 7/10 ▲ +2% expected tracking…
  • LONG $QQQ Invesco QQQ Trust conf 6/10 ▲ +1% expected tracking…
  • LONG $SPY State Street SPDR S&P 500 ETF Trust conf 5/10 ▲ +0.5% expected tracking…
Federal Reserve

“Wall Street slips as stubborn inflation keeps Fed outlook in focus - Malay Mail Wall Street slips as stubborn inflation keeps Fed outlook in focus Malay Mail”

💡 Stubborn inflation concerns are weighing on Wall Street, keeping the Federal Reserve's hawkish outlook in focus and leading to a bearish sentiment for equities.

  • LONG $SH ProShares Short S&P500 conf 7/10 ▲ +0.7% expected tracking…
  • SHORT $SPY State Street SPDR S&P 500 ETF Trust conf 6/10 ▼ −0.7% expected tracking…
  • SHORT $QQQ Invesco QQQ Trust conf 6/10 ▼ −0.9% expected tracking…
Kevin Warsh

“Lofty bond yields, Bessent's intervention pose challenge to Fed's Warsh - Yahoo Finance UK Lofty bond yields, Bessent's intervention pose challenge to Fed's Warsh Yahoo Finance UK”

💡 Reports of lofty bond yields and external intervention challenging Fed Chair Warsh suggest potential for continued hawkish monetary policy, which could negatively impact growth stocks and the broader market.

  • SHORT $TLT iShares 20+ Year Treasury Bond ETF conf 7/10 ▼ −0.8% expected tracking…
  • SHORT $SPY State Street SPDR S&P 500 ETF Trust conf 5/10 ▼ −0.6% expected tracking…
  • SHORT $QQQ Invesco QQQ Trust conf 5/10 ▼ −1% expected tracking…
  • LONG $XLF State Street Financial Select Sector SPDR ETF conf 4/10 ▲ +0.4% expected tracking…
Jensen Huang

“Nvidia’s 70% growth forecast puts it on track to become tech’s No. 2 company by revenue - CNBC Nvidia’s 70% growth forecast puts it on track to become tech’s No. 2 company by revenue CNBC”

💡 Nvidia's strong growth forecast suggests continued dominance in the AI sector, benefiting its stock and related technology ETFs.

  • LONG $NVDA NVIDIA Corporation conf 7/10 ▲ +3% expected tracking…
  • LONG $SMH VanEck Semiconductor ETF conf 7/10 ▲ +1.8% expected tracking…
  • LONG $XLK State Street Technology Select Sector SPDR ETF conf 6/10 ▲ +0.9% expected tracking…
Jensen Huang

“Nvidia’s Profit Doubles to $59.69 Billion Thanks to A.I. Spending - The New York Times Nvidia’s Profit Doubles to $59.69 Billion Thanks to A.I. Spending The New York Times”

💡 Nvidia's reported doubling of profit due to AI spending is highly bullish for NVDA and the broader semiconductor and AI sectors.

  • LONG $NVDA NVIDIA Corporation conf 8/10 ▲ +4% expected tracking…
  • LONG $SMH VanEck Semiconductor ETF conf 8/10 ▲ +2.5% expected tracking…
  • LONG $SOXX iShares Semiconductor ETF conf 8/10 ▲ +2.5% expected tracking…
  • LONG $GOOGL Alphabet Inc. conf 7/10 ▲ +1% expected tracking…
  • LONG $MSFT Microsoft Corporation conf 6/10 ▲ +0.5% expected tracking…
Jensen Huang

“Jensen Huang defends Nvidia's growing financial support for AI ecosystem, says 'the risk is low' - CNBC Jensen Huang defends Nvidia's growing financial support for AI ecosystem, says 'the risk is low' CNBC”

💡 Nvidia CEO Jensen Huang's defense of AI ecosystem investments suggests continued growth and confidence in the sector, benefiting Nvidia and the broader AI industry.

  • LONG $NVDA NVIDIA Corporation conf 7/10 ▲ +1.2% expected tracking…
  • LONG $SOXX iShares Semiconductor ETF conf 6/10 ▲ +0.7% expected tracking…
  • LONG $SMCI Super Micro Computer, Inc. conf 5/10 ▲ +0.8% expected tracking…
  • LONG $MSFT Microsoft Corporation conf 4/10 ▲ +0.3% expected tracking…
Jensen Huang

“Nvidia in talks to acquire Hugging Face in $13 billion deal, Business Insider reports - Reuters Nvidia in talks to acquire Hugging Face in $13 billion deal, Business Insider reports Reuters”

💡 Nvidia is reportedly in talks to acquire AI platform Hugging Face for $13 billion, which would strengthen its AI software ecosystem and potentially boost its stock.

  • LONG $NVDA NVIDIA Corporation conf 6/10 ▲ +2% expected tracking…
  • LONG $SMCI Super Micro Computer, Inc. conf 5/10 ▲ +0.8% expected tracking…
  • NEUTRAL $MSFT Microsoft Corporation conf 5/10 no clear move tracking…
Jensen Huang

“Nvidia has been in talks to acquire Hugging Face for more than $13 billion - Business Insider Nvidia has been in talks to acquire Hugging Face for more than $13 billion Business Insider”

💡 Report suggests Nvidia is in talks to acquire AI platform Hugging Face for over $13 billion, which would strengthen its AI software ecosystem and market position.

  • LONG $NVDA NVIDIA Corporation conf 6/10 ▲ +3% expected tracking…
  • LONG $SMCI Super Micro Computer, Inc. conf 5/10 ▲ +1.5% expected tracking…
  • NEUTRAL $MSFT Microsoft Corporation conf 4/10 no clear move tracking…
Federal Reserve

“Today’s Market Recap: Nvidia Earnings Beat Expectations, Strong PCE Inflation Weighs on Market Sentiment as Focus Turns to Jackson Hole Meeting - TradingKey Today’s Market Recap: Nvidia Earnings Beat Expectations, Strong PCE Inflation Weig”

💡 Nvidia's strong earnings are bullish for tech, but higher-than-expected PCE inflation is bearish for the broad market as it suggests the Fed may maintain a hawkish stance, with focus now on the Jackson Hole meeting.

  • LONG $TBT ProShares UltraShort 20+ Year Treasury conf 7/10 ▲ +2.5% expected tracking…
  • LONG $NVDA NVIDIA Corporation conf 6/10 ▲ +2% expected tracking…
  • LONG $SMH VanEck Semiconductor ETF conf 6/10 ▲ +1.5% expected tracking…
  • SHORT $TLT iShares 20+ Year Treasury Bond ETF conf 6/10 ▼ −1% expected tracking…
  • SHORT $SPY State Street SPDR S&P 500 ETF Trust conf 5/10 ▼ −0.6% expected tracking…
  • LONG $SH ProShares Short S&P500 conf 5/10 ▲ +0.6% expected tracking…
Jensen Huang

“"Compute is power, demand accelerating," says NVIDIA CEO Jensen Huang as company posts better than expected Q2 results - ANI News "Compute is power, demand accelerating," says NVIDIA CEO Jensen Huang as company posts better than expected Q”

💡 NVIDIA CEO Jensen Huang's comments on accelerating compute demand, coupled with better-than-expected Q2 results, are bullish for NVIDIA and the broader semiconductor industry.

  • LONG $NVDA NVIDIA Corporation conf 8/10 ▲ +3.5% expected tracking…
  • LONG $SMH VanEck Semiconductor ETF conf 8/10 ▲ +2% expected tracking…
  • LONG $AMD Advanced Micro Devices, Inc. conf 7/10 ▲ +2.8% expected tracking…
Jensen Huang

“Amazon to add 2 million NVIDIA GPUs; Jensen Huang says demand exceeds all forecasts - Moomoo Amazon to add 2 million NVIDIA GPUs; Jensen Huang says demand exceeds all forecasts Moomoo”

💡 Amazon's massive order for NVIDIA GPUs and Jensen Huang's statement about exceeding demand forecasts are highly bullish for NVIDIA and the broader AI infrastructure sector.

  • LONG $NVDA NVIDIA Corporation conf 8/10 ▲ +4% expected tracking…
  • LONG $SOXX iShares Semiconductor ETF conf 8/10 ▲ +2% expected tracking…
  • LONG $SMCI Super Micro Computer, Inc. conf 7/10 ▲ +3% expected tracking…
  • LONG $AMZN Amazon.com, Inc. conf 6/10 ▲ +1% expected tracking…
  • LONG $MSFT Microsoft Corporation conf 6/10 ▲ +0.8% expected tracking…
Jensen Huang

“Nvidia posts another record quarter: shares rise by over 4 per cent in after-hours trading - Il Sole 24 ORE Nvidia posts another record quarter: shares rise by over 4 per cent in after-hours trading Il Sole 24 ORE”

💡 Nvidia reported another record quarter, leading to a significant after-hours stock price increase.

  • LONG $NVDA NVIDIA Corporation conf 8/10 ▲ +4% expected tracking…
  • LONG $SMH VanEck Semiconductor ETF conf 7/10 ▲ +1.5% expected tracking…
  • LONG $SOXX iShares Semiconductor ETF conf 7/10 ▲ +1.5% expected tracking…
Cathie Wood

“Cathie Wood’s ARK buys Broadcom stock, sells AMD - Investing.com Cathie Wood’s ARK buys Broadcom stock, sells AMD Investing.com”

💡 ARK Invest bought Broadcom stock and sold AMD, indicating a shift in conviction within the semiconductor sector.

  • LONG $AVGO Broadcom Inc. conf 7/10 ▲ +0.8% expected tracking…
  • SHORT $AMD Advanced Micro Devices, Inc. conf 7/10 ▼ −0.7% expected tracking…
Cathie Wood

“Cathie Wood’s ARK buys Broadcom stock, sells AMD By Investing.com - Investing.com Nigeria Cathie Wood’s ARK buys Broadcom stock, sells AMD By Investing.com Investing.com Nigeria”

💡 Cathie Wood's ARK Invest bought Broadcom (AVGO) stock and sold AMD, indicating a shift in their technology holdings.

  • LONG $AVGO Broadcom Inc. conf 8/10 ▲ +1.8% expected tracking…
  • SHORT $AMD Advanced Micro Devices, Inc. conf 6/10 ▼ −0.8% expected tracking…
Anthony Albanese

“PM gives ground on data centre renewable energy plan - Information Age | ACS PM gives ground on data centre renewable energy plan Information Age | ACS”

💡 Australian PM Albanese's concession on data center renewable energy plans could ease cost pressures for operators but may slow green energy transition.

  • LONG $NXT.AX NEXTDC Limited conf 8/10 ▲ +1.8% expected tracking…
  • LONG $TLS.AX Telstra Group Limited conf 7/10 ▲ +1% expected tracking…
  • NEUTRAL $AGL.AX AGL Energy Limited conf 5/10 no clear move tracking…
  • NEUTRAL $IEM.AX iShares MSCI Emerging Markets ETF (AU) conf 4/10 no clear move tracking…
Jensen Huang

“NVIDIA CEO Jensen Huang Expects 70% Revenue Growth in Fiscal 2028 - 아시아경제 NVIDIA CEO Jensen Huang Expects 70% Revenue Growth in Fiscal 2028 아시아경제”

💡 NVIDIA CEO Jensen Huang's projection of 70% revenue growth for fiscal 2028 is highly bullish for NVIDIA and the broader semiconductor and AI sectors.

  • LONG $NVDA NVIDIA Corporation conf 7/10 ▲ +4% expected tracking…
  • LONG $SMH VanEck Semiconductor ETF conf 7/10 ▲ +2% expected tracking…
  • LONG $SOXX iShares Semiconductor ETF conf 7/10 ▲ +2% expected tracking…
  • LONG $MSFT Microsoft Corporation conf 5/10 ▲ +0.6% expected tracking…
  • LONG $GOOGL Alphabet Inc. conf 5/10 ▲ +0.6% expected tracking…
Jensen Huang

“Nvidia stock jumps after early dip following results; AI fever is unabated - Reuters Nvidia stock jumps after early dip following results; AI fever is unabated Reuters”

💡 Nvidia stock jumped after its earnings, indicating continued strong investor confidence in AI-related companies.

  • LONG $NVDA NVIDIA Corporation conf 7/10 ▲ +2% expected tracking…
  • LONG $SOXX iShares Semiconductor ETF conf 7/10 ▲ +1% expected tracking…
  • LONG $SMCI Super Micro Computer, Inc. conf 6/10 ▲ +1% expected tracking…
Jensen Huang

“Nvidia Rallies On Major Amazon Contract, Fiscal Q2 Beat-And-Raise Report - Investor's Business Daily Nvidia Rallies On Major Amazon Contract, Fiscal Q2 Beat-And-Raise Report Investor's Business Daily”

💡 Nvidia shares are expected to rally further after reporting a strong fiscal Q2 beat-and-raise and securing a major contract with Amazon.

  • LONG $NVDA NVIDIA Corporation conf 8/10 ▲ +4% expected tracking…
  • LONG $SOXX iShares Semiconductor ETF conf 8/10 ▲ +2.5% expected tracking…
  • LONG $SMCI Super Micro Computer, Inc. conf 6/10 ▲ +2% expected tracking…
  • LONG $AMZN Amazon.com, Inc. conf 6/10 ▲ +1.5% expected tracking…
Jensen Huang

“Nvidia Earnings Crush Expectations With $96.2 Billion Revenue, But NVDA Stock Falls - ThePCEnthusiast Nvidia Earnings Crush Expectations With $96.2 Billion Revenue, But NVDA Stock Falls ThePCEnthusiast”

💡 Nvidia reported strong earnings with $96.2 billion revenue, but the stock fell, indicating potential profit-taking or concerns about future growth despite beating expectations.

  • SHORT $NVDA NVIDIA Corporation conf 7/10 ▼ −3.5% expected tracking…
  • SHORT $SOXX iShares Semiconductor ETF conf 6/10 ▼ −1.5% expected tracking…
  • SHORT $QQQ Invesco QQQ Trust conf 5/10 ▼ −0.8% expected tracking…
Kevin Warsh

“Gold forecast: XAU/USD retreats along with dollar debasement trade - FOREX.com Gold forecast: XAU/USD retreats along with dollar debasement trade FOREX.com”

💡 A report on gold retreating with dollar debasement trade suggests a bearish outlook for gold prices.

  • SHORT $GLD SPDR Gold Shares conf 5/10 ▼ −0.6% expected tracking…
  • SHORT $IAU iShares Gold Trust conf 5/10 ▼ −0.5% expected tracking…
Jensen Huang

“CEO Jensen Huang went on an AI deal spree in August. Nvidia plans to invest $18 billion more this fiscal year. - Business Insider CEO Jensen Huang went on an AI deal spree in August. Nvidia plans to invest $18 billion more this fiscal year”

💡 Nvidia's plan to invest an additional $18 billion in AI this fiscal year signals strong growth and demand, benefiting NVDA and the broader semiconductor industry.

  • LONG $NVDA NVIDIA Corporation conf 7/10 ▲ +2% expected tracking…
  • LONG $SMH VanEck Semiconductor ETF conf 7/10 ▲ +1% expected tracking…
  • LONG $SOXX iShares Semiconductor ETF conf 7/10 ▲ +1% expected tracking…
Jensen Huang

“NVIDIA (NVDA) CEO Jensen Huang claims return on investment capital is 'now less than a year' - Shacknews NVIDIA (NVDA) CEO Jensen Huang claims return on investment capital is 'now less than a year' Shacknews”

💡 NVIDIA CEO Jensen Huang's claim of less than one-year ROI on capital investments is bullish for NVIDIA and the broader semiconductor industry, indicating strong demand and efficient capital deployment.

  • LONG $NVDA NVIDIA Corporation conf 7/10 ▲ +2% expected tracking…
  • LONG $SMH VanEck Semiconductor ETF conf 7/10 ▲ +1.2% expected tracking…
  • LONG $SOXL Direxion Daily Semiconductor Bull 3X Shares conf 7/10 ▲ +3.5% expected tracking…
Kevin Warsh

“Inflation is stuck above 2%. Can the Fed really do anything about it? - marketplace.org Inflation is stuck above 2%. Can the Fed really do anything about it? marketplace.org”

💡 A news report highlighting persistent inflation above 2% suggests the Fed may need to maintain or increase hawkish policies, which is bearish for growth stocks and the broader market.

  • SHORT $TLT iShares 20+ Year Treasury Bond ETF conf 8/10 ▼ −1.1% expected tracking…
  • SHORT $SPY State Street SPDR S&P 500 ETF Trust conf 6/10 ▼ −0.6% expected tracking…
  • SHORT $QQQ Invesco QQQ Trust conf 6/10 ▼ −1% expected tracking…
Federal Reserve

“U.S. Stocks Overnight | U.S. Inflation Remains Above the Federal Reserve’s 2% Target for the 65th Consecutive Month; Three Major Indices Close Lower; NVIDIA (NVDA.US) Shares Dip Then Rise Following Earnings Report - Moomoo U.S. Stocks Over”

💡 Persistent high inflation suggests the Federal Reserve will maintain a hawkish stance, negatively impacting broad market indices and growth stocks.

  • SHORT $QQQ Invesco QQQ Trust conf 8/10 ▼ −1% expected tracking…
  • SHORT $SPY State Street SPDR S&P 500 ETF Trust conf 7/10 ▼ −0.8% expected tracking…
  • SHORT $TLT iShares 20+ Year Treasury Bond ETF conf 7/10 ▼ −0.7% expected tracking…
  • NEUTRAL $NVDA NVIDIA Corporation conf 5/10 no clear move tracking…
Pete Hegseth

“Tracking Trump: Consumer spending cools; State Dept. pauses immigration interviews; judge lifts block on Trump’s ballot order; and more - The Washington Post Tracking Trump: Consumer spending cools; State Dept. pauses immigration interview”

💡 News report indicates cooling consumer spending, a pause in immigration interviews, and a judge lifting a block on a Trump ballot order, creating mixed signals for the market.

  • SHORT $XLY State Street Consumer Discretionary Select Sector SPDR ETF conf 5/10 ▼ −0.6% expected tracking…
  • NEUTRAL $XLP State Street Consumer Staples Select Sector SPDR ETF conf 5/10 no clear move tracking…
  • NEUTRAL $SPY State Street SPDR S&P 500 ETF Trust conf 5/10 no clear move tracking…
Kevin Warsh

“July PCE held at 3.7%, hands Warsh a rate-hike argument for Jackson Hole Friday - Martin Cid Magazine July PCE held at 3.7%, hands Warsh a rate-hike argument for Jackson Hole Friday Martin Cid Magazine”

💡 Higher-than-expected July PCE data strengthens the argument for Federal Reserve Chair Warsh to advocate for a rate hike at Jackson Hole, likely leading to a sell-off in growth stocks and a rally in the dollar.

  • SHORT $TLT iShares 20+ Year Treasury Bond ETF conf 8/10 ▼ −1.8% expected tracking…
  • LONG $UUP Invesco DB US Dollar Index Bullish Fund conf 7/10 ▲ +1% expected tracking…
  • SHORT $SPY State Street SPDR S&P 500 ETF Trust conf 6/10 ▼ −1% expected tracking…
  • SHORT $QQQ Invesco QQQ Trust conf 6/10 ▼ −1.5% expected tracking…
Jensen Huang

“Jensen Huang Just Delivered Great News to Nvidia Shareholders - The Motley Fool Jensen Huang Just Delivered Great News to Nvidia Shareholders The Motley Fool”

💡 A news report suggests Jensen Huang delivered positive news to Nvidia shareholders, likely boosting the stock.

  • LONG $SMH VanEck Semiconductor ETF conf 6/10 ▲ +0.9% expected tracking…
  • LONG $NVDA NVIDIA Corporation conf 5/10 ▲ +1.2% expected tracking…
Federal Reserve

“DOJ says China-linked hackers breached NASA, Federal Reserve, and Senate networks - WEAR-TV DOJ says China-linked hackers breached NASA, Federal Reserve, and Senate networks WEAR-TV”

💡 Reports of China-linked hackers breaching U.S. government networks, including the Federal Reserve, could increase geopolitical tensions and lead to calls for increased cybersecurity spending, while potentially impacting U.S.-China trade relations.

  • LONG $CIBR First Trust NASDAQ Cybersecurity ETF conf 6/10 ▲ +1.2% expected tracking…
  • SHORT $QQQ Invesco QQQ Trust conf 6/10 ▼ −1% expected tracking…
  • SHORT $SPY State Street SPDR S&P 500 ETF Trust conf 6/10 ▼ −0.7% expected tracking…
Jensen Huang

“Nvidia tops earnings estimates, guides to $108 billion in revenue next quarter - CoinDesk Nvidia tops earnings estimates, guides to $108 billion in revenue next quarter CoinDesk”

💡 Nvidia's strong earnings beat and significantly raised revenue guidance for the next quarter are highly bullish for the company and the broader AI sector.

  • LONG $NVDA NVIDIA Corporation conf 8/10 ▲ +7.5% expected tracking…
  • LONG $SOXX iShares Semiconductor ETF conf 8/10 ▲ +2.5% expected tracking…
  • LONG $AMD Advanced Micro Devices, Inc. conf 7/10 ▲ +3.5% expected tracking…
  • LONG $QQQ Invesco QQQ Trust conf 7/10 ▲ +1.5% expected tracking…
  • LONG $SMCI Super Micro Computer, Inc. conf 6/10 ▲ +3% expected tracking…
Jensen Huang

“'AI at inflection point': NVIDIA crushes earnings in major beat, guidance for 104B - www.israelhayom.com 'AI at inflection point': NVIDIA crushes earnings in major beat, guidance for 104B www.israelhayom.com”

💡 NVIDIA's strong earnings beat and robust guidance signal continued strength in the AI sector, likely boosting semiconductor stocks.

  • LONG $NVDA NVIDIA Corporation conf 9/10 ▲ +5% expected Buy $219.25 → Peak $226.25 ▲ 3.20% · +$3.20 per $100 so far · open
  • LONG $SMH VanEck Semiconductor ETF conf 8/10 ▲ +2.5% expected Buy $567.00 → Peak $570.25 ▲ 0.57% · +$0.57 per $100 so far · open
  • LONG $AMD Advanced Micro Devices, Inc. conf 7/10 ▲ +3% expected Buy $481.94 → Peak $485.06 ▲ 0.65% · +$0.65 per $100 so far · open
  • LONG $MSFT Microsoft Corporation conf 5/10 ▲ +0.6% expected Buy $495.88 → Peak $516.38 ▲ 4.13% · +$4.13 per $100 so far · open
  • LONG $GOOGL Alphabet Inc. conf 5/10 ▲ +0.5% expected Buy $341.50 → Peak $354.42 ▲ 3.78% · +$3.78 per $100 so far · open
Jensen Huang

“Nvidia has a blowout quarter, but Wall Street wants more - Axios Nvidia has a blowout quarter, but Wall Street wants more Axios”

💡 Nvidia reported strong earnings, but the market's high expectations suggest a mixed reaction as investors may have wanted even more.

  • NEUTRAL $NVDA NVIDIA Corporation conf 7/10 no clear move tracking…
  • NEUTRAL $SMH VanEck Semiconductor ETF conf 6/10 no clear move tracking…
All recaps Aug 17 – Aug 23, 2026 →