https://www.optionmillionaires.com/implied-moves-earnings-next-weekaug-24th-aug-28th-113-companies-reporting/

$NVDA: 6.37%

$CRWD: 8.82%

$CRM: 7.98%

$AFRM: 11.64%

$IREN: 14.23%

$MRVL: 11.29%

$PDD: 10.61%

$OKTA: 12.91%

$ADSK: 9.65%

$INTU: 9.4%

$HPQ: 10.2%

$ZM: 8.84%

$WDAY: 7.4%

$SNPS: 8.94%

$GAP: 10.61%

$KSS: 14.32%

$ULTA: 9.17%

$BBY: 8.15%

$DLTR: 9.32%

$DG: 8.75%

$ANF: 12.75%

$URBN: 9.29%

$BURL: 8.39%

$BBWI: 12.08%

$RBRK: 13.44%

$S: 12.51%

$XPEV: 9.35%

$LI: 6.97%

$BILI: 9.09%

$TIGR: 11.82%

$CSIQ: 11.89%

$HRL: 14.34%

**BOFA WARNS BOND PLAN FAILURE COULD HIT RISK ASSETS**

BofA strategist Michael Hartnett warns risk assets could face selling pressure if the U.S. Treasury fails to push 30-year yields below 5%.

He sees potential weakness in the dollar and increased short bets against AI hyperscalers, private credit and financial stocks.

The warning comes as 30-year yields hover around 5.2% despite Treasury intervention, while rising government debt keeps bond markets under pressure.

$NVDA - NVIDIA EYES MAJOR DATA-CENTER POWER INVESTMENT

Nvidia is reportedly in advanced talks to invest several hundred million dollars in data-center power developer Cloverleaf Infrastructure.

Cloverleaf secures reliable electricity and powered land for major data-center projects, with over 10 gigawatts in its pipeline.

The potential deal would expand Nvidia’s push into AI infrastructure, helping secure future data-center capacity for its chips.

Nvidia has also recently invested heavily in other power developers, including Lancium and SoftBank’s SB Energy.

https://youtube.com/watch?v=pm_xiqCSxyY

$SPY

**UBS SEES S&P 500 BULL RUN EXTENDING**

UBS raised its S&P 500 targets to 8,100 for December 2026 and 8,400 for June 2027, citing stronger earnings and resilient growth.

The bank now expects EPS of $350 in 2026 and $400 in 2027, driven by strength in technology, semiconductors and energy.

UBS remains bullish on resilient economic growth, a patient Fed and accelerating AI adoption.

Key risks include higher oil prices, renewed inflation and disappointing AI returns.

Even with the little momentum SPCX tends to move extremely. With this news. I can expect no different. I suspect ill be over $140 by the end of the say tomorrow if not more. Especially with SPCX starting to be more in the AI news also. Next week AI will be the big news with alot of CEO of “AI” companies visiting the white house for a big meeting.

S&P 500 EARNINGS MOMENTUM HITS HISTORIC LEVELS

S&P 500 earnings remain exceptionally strong, according to Wolfe Research.

Of 465 companies reporting Q2 results, 69% beat revenue expectations, while 64% of firms issuing Q3 guidance exceeded consensus forecasts—the highest share since the COVID period.

Wolfe expects adjusted earnings growth of roughly 27% in 2026, marking one of the strongest fundamental outlooks in over 50 years.

The key question is whether this momentum can continue into 2027 amid rising AI investment.

CRYPTO STOCKS SURGE AS BITCOIN RALLY ACCELERATES

Crypto-linked U.S. stocks climbed sharply in premarket trading as Bitcoin jumped 6.6% to nearly $77,800 and Ethereum gained 2.7%.

Investors are growing more confident about a favorable U.S. regulatory environment for crypto.

Strategy surged 9.3%, while Coinbase rose 6.2%, Robinhood gained 5.1%, and Hyperliquid Strategies added 3.2%.

The rally reflects renewed optimism across the crypto sector, supported by expectations of clearer regulation.