A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Palantir $PLTR named Nebius $NBIS its preferred sovereign AI infrastructure partner, announcing a strategic partnership to integrate Nebius compute and inference endpoints directly inside Palantir’s enterprise perimeter. The integration will allow eligible Palantir commercial customers to run open AI models on Nebius infrastructure, continuously adapt them using proprietary company data, and maintain control over their compute, models, and data. The companies also plan to bring new AI compute capacity online faster, including modular data-center deployments in locations where power is already available. Palantir CEO Alex Karp said, “Nebius’ compute infrastructure powers your ability to run your own AI models under

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Palantir $PLTR named Nebius $NBIS its preferred sovereign AI infrastructure partner, announcing a strategic partnership to integrate Nebius compute and inference endpoints directly inside Palantir’s enterprise perimeter. The integration will allow eligible Palantir commercial customers to run open AI models on Nebius infrastructure, continuously adapt them using proprietary company data, and maintain control over their compute, models, and data. The companies also plan to bring new AI compute capacity online faster, including modular data-center deployments in locations where power is already available. Palantir CEO Alex Karp said, “Nebius’ compute infrastructure powers your ability to run your own AI models under

GOOD NEWS 🤖 According to supply-chain vendors and today’s report by Jiemian News, Tesla has issued an initial batch order for roughly 5,000 Optimus robots 🔥 Following earlier pilot runs of just a few hundred units, this marks the program's first production order in the thousands. The new order establishes a firm baseline delivery target of around 15,000 units this year. More importantly, it signals a critical pivot: the supply chain is moving past merely proving the robot can be built and into the phase of testing real volume manufacturing. The immediate hurdle is a crucial round of domestic supplier audits scheduled for September—Tesla's standard gateway for bumping vendors from provisional status to certified mass-production partners. That timing fits right into Tesla’s procurement guida

GOOD NEWS 🤖 According to supply-chain vendors and today’s report by Jiemian News, Tesla has issued an initial batch order for roughly 5,000 Optimus robots 🔥 Following earlier pilot runs of just a few hundred units, this marks the program's first production order in the thousands. The new order establishes a firm baseline delivery target of around 15,000 units this year. More importantly, it signals a critical pivot: the supply chain is moving past merely proving the robot can be built and into the phase of testing real volume manufacturing. The immediate hurdle is a crucial round of domestic supplier audits scheduled for September—Tesla's standard gateway for bumping vendors from provisional status to certified mass-production partners. That timing fits right into Tesla’s procurement guida

Top Performing Stocks in the Nasdaq-100, past 30 days 🟢 Strategy $MSTR +40% 🟢 Sandisk $SNDK +32% 🟢 SpaceX $SPCX +29% 🟢 Alnylam $ALNY +22% 🟢 Copart $CPRT +18% 🟢 Gilead $GILD +14% 🟢 Nebius $NBIS +14% 🟢 Constellation Energy $CEG +13% 🟢 Micron $MU +12% 🟢 Workday $WDAY +12%

Top Performing Stocks in the Nasdaq-100, past 30 days 🟢 Strategy $MSTR +40% 🟢 Sandisk $SNDK +32% 🟢 SpaceX $SPCX +29% 🟢 Alnylam $ALNY +22% 🟢 Copart $CPRT +18% 🟢 Gilead $GILD +14% 🟢 Nebius $NBIS +14% 🟢 Constellation Energy $CEG +13% 🟢 Micron $MU +12% 🟢 Workday $WDAY +12%

JUST IN: THE S&P 500 IS CHANGING These stocks are being added to the index: - Bloomb Energy $BE - Everpure $P - Illumina $ILMN These stocks are being removed from the index: - Molson Coors $TAP - Trade Desk $TTD - Builders $BLDR

JUST IN: THE S&P 500 IS CHANGING These stocks are being added to the index: - Bloomb Energy $BE - Everpure $P - Illumina $ILMN These stocks are being removed from the index: - Molson Coors $TAP - Trade Desk $TTD - Builders $BLDR

🚨 $SPX The day after Labor Day.. 2025: Red -.69% 2024: Red -2.12% 2023: Red -.42% 2022: Red -.41% 2021: Red -.34% 2020: Red -2.78% 2019: Red -.69% 2018: Red -.17% 2017: Red -.76% A lot of these are pretty deep reds too. Average return since 2017 = -.93% See what Tuesday brings...

🚨 $SPX The day after Labor Day.. 2025: Red -.69% 2024: Red -2.12% 2023: Red -.42% 2022: Red -.41% 2021: Red -.34% 2020: Red -2.78% 2019: Red -.69% 2018: Red -.17% 2017: Red -.76% A lot of these are pretty deep reds too. Average return since 2017 = -.93% See what Tuesday brings...

US AUG. NONFARM PAYROLLS RISE 162,000 M/M; EST. +55K US AUG. UNEMPLOYMENT RATE 4.1%; EST. 4.1% US AUG. TWO-MONTH PAYROLL NET REVISION ADDS 55,000

US JOBS REPORT: MARKET BRACES FOR SOFT HIRING All eyes on the August U.S. jobs report: 🔸Kalshi: +46K 🔸Consensus: +55K Prior: -23K 🔸Unemployment: 4.1% 🔸Bank forecasts range widely: 🔸Wells Fargo: +80K 🔸Deutsche: +65K 🔸Morgan Stanley: +65K 🔸JPMorgan: +50K 🔸BofA: +40K 🔸Goldman: +40K The key signal may be unemployment rather than NFP.

US JOBS REPORT: MARKET BRACES FOR SOFT HIRING All eyes on the August U.S. jobs report: 🔸Kalshi: +46K 🔸Consensus: +55K Prior: -23K 🔸Unemployment: 4.1% 🔸Bank forecasts range widely: 🔸Wells Fargo: +80K 🔸Deutsche: +65K 🔸Morgan Stanley: +65K 🔸JPMorgan: +50K 🔸BofA: +40K 🔸Goldman: +40K The key signal may be unemployment rather than NFP.

US LABOR AUG NONFARM PAYROLLS +162K; CONSENSUS +53K

US LABOR AUG NONFARM PAYROLLS +162K; CONSENSUS +53K

The top 10 most active options today by contracts traded were $NVDA with 3.5M contracts, $TSLA with 2.7M contracts, $SPCX with 1.4M contracts, $AAPL with 1.3M contracts, $AVGO with 1.0M contracts, $MSTR with 925K contracts, $MU with 806K contracts, $PCG with 720K contracts, $PLTR with 717K contracts, and $HOOD with 682K contracts.

The top 10 most active options today by contracts traded were $NVDA with 3.5M contracts, $TSLA with 2.7M contracts, $SPCX with 1.4M contracts, $AAPL with 1.3M contracts, $AVGO with 1.0M contracts, $MSTR with 925K contracts, $MU with 806K contracts, $PCG with 720K contracts, $PLTR with 717K contracts, and $HOOD with 682K contracts.

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Tesla $TSLA launched steering-wheel-free Cybercab rides in Austin, marking the first public deployment of its purpose-built autonomous vehicle. Customers can now book Cybercab rides through Tesla’s Robotaxi app, with Tesla having registered 45 Cybercabs in Texas, bringing its state robotaxi fleet to 420 vehicles. The two-seat Cybercab has no steering wheel, pedals, or mirrors, relying on cameras and neural networks instead of lidar or radar, while also featuring in-car entertainment and integrated Starlink V5. Cybercab is not yet available for sale, but Tesla has opened a form for potential fleet buyers. Federal safety rules still prevent commercial sales, and Tesla has not yet filed for an NHTSA exemption. 2. Fed

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Tesla $TSLA launched steering-wheel-free Cybercab rides in Austin, marking the first public deployment of its purpose-built autonomous vehicle. Customers can now book Cybercab rides through Tesla’s Robotaxi app, with Tesla having registered 45 Cybercabs in Texas, bringing its state robotaxi fleet to 420 vehicles. The two-seat Cybercab has no steering wheel, pedals, or mirrors, relying on cameras and neural networks instead of lidar or radar, while also featuring in-car entertainment and integrated Starlink V5. Cybercab is not yet available for sale, but Tesla has opened a form for potential fleet buyers. Federal safety rules still prevent commercial sales, and Tesla has not yet filed for an NHTSA exemption. 2. Fed

We're literally on fire today. $SPCX - Everyone knew I was bullish AF on it. $HOOD - Most people are not in it, this is why it is working out extremely well. $COIN $MSTR - Dips remained shallow and got picked up $SNOW - This base breakout nobody liked at 200 traded at 383 today.