In partnership with
Good morning.
Markets were mixed on Friday after a weak jobs report. Unemployment edged up, hiring slowed, but stocks still closed green: Dow +0.2%, S&P +0.2%, Nasdaq +0.4%.
Applovin and Robinhood have been added to the S&P 500, and both companies’ shares jumped at the news.
Morgan Stanley sees three stocks throwing buy signals, and one has a 77% buy rating from 22 different analysts.
And not only are there some huge IPOs coming this week, but we’ll also get the last inflation data before the next crucial FOMC meeting—where the Fed will cut rates (or not). Powell will be relieved that it’s over, but will the market?
In partnership with Pacaso
How 433 Investors Unlocked 400X Return Potential
Institutional investors back startups to unlock outsized returns. Regular investors have to wait. But not anymore. Thanks to regulatory updates, some companies are doing things differently.
Take Revolut. In 2016, 433 regular people invested an average of $2,730. Today? They got a 400X buyout offer from the company, as Revolut’s valuation increased 89,900% in the same timeframe.
Founded by a former Zillow exec, Pacaso’s co-ownership tech reshapes the $1.3T vacation home market. They’ve earned $110M+ in gross profit to date, including 41% YoY growth in 2024 alone. They even reserved the Nasdaq ticker PCSO.
The same institutional investors behind Uber, Venmo, and eBay backed Pacaso. And you can join them. But not for long. Pacaso’s investment opportunity ends September 18.
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.
Please support our partners!
📰 Market Headlines
Markets were mixed on Friday after a weak jobs report, with unemployment edging higher and job creation slowing.
The Dow rose about 0.2%, the S&P 500 gained 0.2%, and the Nasdaq advanced around 0.4%.
Applovin and Robinhood are joining the S&P 500. $APP and $HOOD shares jumped around 10% today as news of their inclusion settled in markets. Notably, their inclusion means that Michael Saylor’s Strategy did not make the cut. Traders looking at the mid-term future may be buying shares in anticipation of further price increases for Applovin and Robinhood stocks.
Morgan Stanley analysts see $CHWY, $EQT, andd $NU as buys right now. Chewy is especially interesting—out of 22 analyst ratings on TipRanks, 17 are buys and only 5 are holds; in addition, Chewy will report earnings this Wednesday (here are numbers to look for). The company sells 130,000 products and has 20.5 million active customers. The upside predictions are significant. Read more.
After new inflation data drops this week, Powell will have all the data he needs to decide on cutting rates or leaving them alone at the next FOMC meeting on September 17. The Fed appears to be using job market data as a primary thermometer over inflation data to determine rate changes, which is unprecedented. Last week’s jobs data was weaker than expected again, and there is now a 100% chance of a rate cut.
Upcoming economic events this week:
Monday: Consumer Credit Report
Tuesday: 12-Month BLS Data Revision, NFIB optimism index
Wednesday: PPI data, Klarna IPO
Thursday: Consumer price index data, jobless claims,
Friday: Consumer sentiment data, Gemini IPO (expected), Black Rock Coffee Bar IPO (expected)
S&P 500 Price-to-Book Value 🚨🚨Dot Com Bubble vs. Now 🤯👀
— #Barchart (#@Barchart)
9:08 AM • Sep 7, 2025
😱 Fear and Greed Index
The Inflation data reports this week will be the next (scheduled) event with the power to seriously influence the Fear & Greed index.
Markets are highly confident rate cuts are coming in September currently, but if inflation prints significantly higher than expected, market confidence might falter—and the Fear & Greed index could go lower.
In partnership with Blockware Solutions
Get direct exposure to bitcoin mining infrastructure
Blockware makes it easy to own your own Bitcoin miners — without the hassle of running them at home. You buy the hardware, they handle setup, hosting, and payouts. It's turnkey mining that generates Bitcoin yield while you sleep.
At current prices, a fleet of 50–60 ASICs could realistically yield $10k/month in gross payouts. And thanks to accelerated depreciation, U.S. investors can write off 100% of hardware costs in year one.
Mining also offers real upside: from 2020–2024, holding Bitcoin returned 627%. But mining returned over 1,000% when resale value was included.
Disclosure: This is a paid ad and is not financial, investing, or tax advice. Bitcoin mining involves risk. Past performance is not indicative of future results.
Please support our partners!
🪙 Crypto
The Trump family added $1.3 billion in crypto wealth in just weeks through World Liberty Financial and American Bitcoin Corp., boosting their fortune to $7.7 billion.
Crypto just got its first billion-dollar Solana treasury. Forward Industries, Inc. has secured $1.65 billion to put into its digital asset treasury, which will be Solana focused.
Hyperliquid put its new USDH stablecoin up for a validator vote, with Paxos, Frax, Agora, and Native Markets all submitting competing bids.
🤖 AltIndex Stock Ratings & Signals
Eli Lilly (LLY), Pembina Pipeline (PBA), and Sea Limited (SE) have the highest “buy” ratings on AltIndex right now.
Reddit has been talking about UNH a lot, with a good deal of positive sentiment around the business’s inelastic demand and support from Warren Buffett.
But more shocking is the 4,000% rise in AST SpaceMobile mentions on r/WallStreetBets—and it’s not for pleasant reasons.
Alternative Investing News
US public pension funds pared allocations to private credit, reflecting concerns about concentration risk after years of growth. The shift signaled potential fundraising headwinds for direct lending managers reliant on institutional capital.
Regulators in the US and Europe scrutinized continuation funds, which have expanded to dominate the secondaries market volume. Pension funds and endowments pressed for advanced valuation models as policymakers weighed stricter disclosure rules to address transparency and liquidity risks.
🤫 Insider Trading
📊 IPOs and Earnings
🚚 Market Movers
The EU hit Google with a $3.5 billion fine for abusing its dominance in adtech. The company had 60 days to change its practices, but said it would appeal.
Subsea Red Sea cable outages disrupted internet across India, Pakistan, and the UAE. Microsoft rerouted Azure traffic and warned of higher latency for some users.
The Trump administration promised more worksite raids after 475 workers were arrested at a Hyundai facility in Georgia. Industries reliant on immigrant labor, from agriculture to meatpacking, could face disruptions.
🎙 What Do You Think?
Which IPO are you most interested in this week?
🎤️ What you said last time
“Half the market is in a bear market, while basically 9 companies are in a bull run. It’s weird right now, plain and simple.”
🧠 The Missing (Market) Links
A breakdown of why Warren Buffett’s public criticism of the Heinz-Kraft company split is extremely unusual for him.
US Open tickets were obscenely expensive, and the Honey Deuce, which is the tournament’s signature cocktail, has almost doubled in price the past 13 years.
London’s $930 billion gold market was jolted by a World Gold Council plan for digital gold. The tokens let traders own fractions of 400-ounce bars and pledge them as collateral, a shift that could pull bullion into mainstream finance.
The gap between junk bonds and investment-grade debt junk spread shrank to just 0.80 percentage point, the tightest since 2019. Investors piled in ahead of expected Fed cuts, treating high-yield paper like it was nearly risk-free.
📜 Quote of the Day
“An investment in knowledge pays the best interest.”
📢 We want to hear from you
We love hearing from you, and we deeply appreciate your feedback.
⭐️ What did you think of today's edition?
That’s all for today. Did we miss anything? Smash the reply button to let me know.
Cheers,
Brandon & Blake of Invested Inc
Thumbnail image: Maurizio Pesce, Flickr
The information provided in Stocks & Income is for informational and educational purposes only and should not be construed as financial advice, investment advice, or a recommendation to buy or sell any securities. Stocks & Income is not a registered investment advisor, broker-dealer, or licensed financial planner. Always do your own research and consult with a licensed financial advisor before making any investment decisions. We may hold positions in or receive compensation from the companies or products mentioned. Disclosures will be made where applicable.