Here’s your report for the trading week Mon, Aug 25 – Fri, Aug 29, 2025:

Sources: Monday opens from Yahoo/Nasdaq/Investing.com; Friday closes from AP/Yahoo. S&P 500 open 6,457.67 (8/25); S&P 500 close 6,460.26 (8/29). Dow open 45,605.25 (8/25); Dow close 45,544.88 (8/29). Nasdaq open 21,466.47 (8/25); Nasdaq close 21,455.55 (8/29). NYSE Composite open 21,150.11 (8/25) and close 21,139.48 (8/29). NYSE American open 6,407.50 (8/25) and close 6,640.08 (8/29).

Weekly Market Summary

Stocks hit fresh records on Thursday after upbeat tech news and earnings—Nvidia strength, Snowflake guidance and HP’s outlook—before pulling back Friday on mixed PCE inflation and profit-taking in AI leaders. By the close Friday, the S&P 500 −0.6%, Nasdaq −1.2%, and Dow −0.2% still left August up ~1.9% for the S&P, its fourth straight monthly gain. Tech weakness (Dell, Marvell, Nvidia) led the retreat, while select software names (Autodesk) bucked the trend. Traders continued to pencil in a September Fed rate cut after Powell’s dovish tilt and steady headline PCE (2.6% y/y) even as core PCE ticked to 2.9%. Net-net, breadth cooled from midweek highs, but major indexes remain near records heading into Labor Day.

Five Stocks Worth Watching

• Dell (DELL) — sank ~9% Friday on margin pressures despite solid revenue; closely watched as an AI hardware bellwether.
• Marvell Technology (MRVL) — tumbled ~19% on weak guidance; a clean read-through on AI networking demand.
• Nvidia (NVDA) — slipped as investors rotated after a record-setting streak; its moves still steer broad tech.
• Autodesk (ADSK) — jumped ~9–11% on stronger forecasts; notable software winner amid tech volatility.
• Snowflake (SNOW) — popped on AI-driven revenue outlook; emblematic of data/AI enthusiasm supporting late-week highs. 

What The Prediction Markets Says (As Of August 22, 2025):

• September FOMC: 25 bp rate cut? — Polymarket’s “Fed decision in September” is the high-liquidity contract (≈$52M traded) with recent coverage pegging odds around ~80% for a cut.
• Largest company by market cap on Aug 31, 2025 — End-of-month crown market with ~$1.06M volume; traders handicap whether Nvidia or Microsoft finishes August on top.
• Best AI model by year-end 2025 (Chatbot Arena rules) — A popular AI leaderboard market (≈$2.65M volume) tracking who leads the LLM race by Dec 31.
• How many Fed cuts in 2025? — Actively traded on Kalshi (distribution-style contracts) and Polymarket (variants), used by traders to map the cut path.
• Bitcoin’s 2025 peak — A high-interest bracket market (≈$24M volume) that captures the year’s risk appetite across crypto.

Please note that stock market investments carry inherent risks, and past performance does not guarantee future results.

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