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🗞️ Nvidia Eyes Robotics Growth
PLUS: Why is American Airlines falling?
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Market Performance
S&P 500: 6,439.32 (⬇️ 0.43%)
Nasdaq: 21,449.29 (⬇️ 0.22%)
Dow Jones: 45,282.47 (⬇️ 0.77%)
Nvidia’s Next AI Frontier
Nvidia (NVDA) unveiled its Jetson AGX Thor robotics chip on Monday, priced at $3,499 for developers, marking CEO Jensen Huang's boldest bet on robotics as the company's next massive growth driver beyond AI data centers.
The "robot brain" ships next month and promises 7.5x faster performance than previous generations, enabling humanoid robots to run large language models and visual AI in real-time.
Built on Nvidia's cutting-edge Blackwell architecture, the chip packs 128GB of memory, essential for the complex AI models that power next-generation robotics.
What's striking isn't just the technology but the business model. After companies prototype with the $3,499 developer kit, Nvidia sells production modules at $2,999 each for orders exceeding 1,000 units.
That's classic Nvidia: hook developers with accessible pricing, then scale through volume production.
Major players, including Amazon, Meta, and Boston Dynamics, are already on board, while Nvidia's automotive-robotics division surged 72% annually to $567 million in quarterly revenue.
Though robotics represents just 1% of total sales today, it's growing explosively.
Nvidia stock is fundamentally strong and has a Ziggma score of 99. However, it ranks in the bottom-half percentile in terms of valuation.
Our Takeaway
Nvidia is positioning robotics as its next trillion-dollar opportunity.
While still nascent, the company's proven ability to dominate emerging tech markets—from gaming to AI—suggests this "robot brain" could be a goldmine.
Former Zillow exec targets $1.3T market
The wealthiest companies tend to target the biggest markets. For example, NVIDIA skyrocketed nearly 200% higher in the last year with the $214B AI market’s tailwind.
That’s why investors are so excited about Pacaso.
Created by a former Zillow exec, Pacaso brings co-ownership to a $1.3 trillion real estate market. And by handing keys to 2,000+ happy homeowners, they’ve made $110M+ in gross profit to date. They even reserved the Nasdaq ticker PCSO.
No wonder the same VCs behind Uber, Venmo, and eBay also invested in Pacaso. And for just $2.90/share, you can join them as an early-stage Pacaso investor today.
Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.
Market Overview
Stocks retreated on Monday as investors caught their breath after Friday's Fed-fueled rally.
The broad selloff reflected typical post-Jackson Hole caution, with traders digesting Jerome Powell's dovish signals while remaining wary of economic data that could derail September rate cut expectations.
The tech-heavy Nasdaq led declines despite early strength from Nvidia ahead of Wednesday's crucial earnings.
CFRA's Sam Stovall noted Friday's gains were largely driven by short covering rather than genuine optimism, warning of "restrained gains" until the Fed actually delivers on rate cuts.
With 84% odds of a September quarter-point cut, markets face a delicate balance between hopeful positioning and the reality that inflation and employment data could still derail dovish expectations before the September 17 FOMC meeting.
Stock Moves Deciphered 📈
Intel (INTC)
The chip stock initially rose after Commerce Secretary Howard Lutnick revealed the U.S. government has taken a 10% stake in the chipmaker. However, it later reversed course and finished down about 1%.
Keurig Dr Pepper (KDP)
The stock plunged over 11% after the company announced it would acquire Dutch coffee and tea company JDE Peet's for approximately $18 billion.
CSX (CSX)
The stock fell over 5% after CEO Joseph Hinrichs met with Warren Buffett to discuss greater cooperation, though Buffett stated he is not looking to buy another railroad.
Headlines You Can't Miss
🏛️ Trump Says He's Firing Fed's Cook: The dollar dropped after President Trump announced his intention to fire Federal Reserve Governor Lisa Cook.
🛢️ Oil Prices Rise: Oil extended its gains for a fourth consecutive day, with prices touching $65 a barrel.
💵 Treasury Bills in Demand: Three- and six-month Treasury bills saw strong demand in recent auctions.
🤖 AI Bubble Concerns: OpenAI CEO Sam Altman recently stated that he believes investors are "overexcited about AI," raising concerns about a potential bubble in the sector.
📈 MP Materials: The stock gained 7% as Trump hints at more government deals following the Pentagon's major stake acquisition.
📉 Orsted: The clean energy stock plummeted 17% to a record low after the Trump administration halted 80% of the construction of the Rhode Island wind project.
🚀 Ether: The crypto hit a fresh record above $4,950 over the weekend, its first new high since 2021, as the crypto rally continues.
Trending Stocks
Okta (OKTA): The stock was upgraded to buy from hold by Truist, which also raised its price target to $125 from $100. The firm believes Okta is well-positioned to consolidate the identity security market.
Analyst Quote🎤: “We believe Okta is well-positioned to consolidate the identity security market because of their large installed base, their ubiquity within organizations as the leading SSO/MFA vendor, and penetration downmarket, where organizations are more likely to consolidate onto a single platform over choosing best of breed.”
American Eagle (AEO) was downgraded to underperform from neutral by Bank of America, which lowered its price target to $10 from $11.
The bank cited concerns that higher tariffs will offset the boost from the company's recent ad campaign featuring Sydney Sweeney.
Analyst Quote🎤: “AE and Aerie are in tough positions to navigate tariffs; we do not think that either brand has much pricing power. We cut our F25/F26 EPS estimates by 8%/30% to $0.65/$0.95 to reflect the impact of higher tariffs and lower Aerie sales.”
American Airlines (AAL) - Raymond James downgraded to market perform from outperform as stock approaches prior $14 price target, citing more balanced risk-reward profile.
CEO Quote🎤: “The downgrade reflects a more balanced risk/reward profile as American's stock approaches the firm's prior $14 price target.”
What’s Next?
Key Events to Watch 👇
Nvidia Earnings: All eyes will be on Nvidia when it reports its fiscal second-quarter earnings after the bell on Wednesday. The results will be a key indicator of the health of the AI boom.
Economic Data: Investors will be watching for key economic data releases this week, including the latest readings on inflation and the labor market.
Fed Watch: The market will continue to monitor comments from Federal Reserve officials for further clues about the central bank's next move on interest rates.
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