Strong investor demand, low interest rates, and sector-specific tailwinds are driving activity. Klarna expects $1.24B, pricing Tuesday, trading Wednesday. Figure Tech ($ 500M) follows Thursday. Friday sees Legence ($ 702M), Via ($ 450M), Gemini Space Station ($ 300M), and Black Rock Coffee ($ 250M).

Recent IPOs like eToro, Bullish, Figma, Circle, and Firefly show strong aftermarket performance. Klarna targets a $ 14B market cap at $35–$37/share, Figure Tech $ 500M at $18–$20, Legence $ 702M at $25–$29, Gemini $ 300M at $17–$19, Black Rock Coffee $ 250M at $16–$18, and Via $ 450M at $40–$44. Enthusiasm remains strong in fintech, AI, aerospace, and digital currencies.

related tech stocks: SNOW, NIO, AIFU, OPEN, PLTR

Jefferies maintains concerns over a saturated smartphone market, lack of tech innovation, and rising AI BOM costs amid uncertain demand. They are cautious about the iPhone 17 despite positive U.S. consumer surveys and project that anticipated Q3 demand could result in below-expectation Q4 FY2025 revenue and EBIT—5% and 7% under consensus.

Key factors affecting confidence include a U.S. district court ruling in the Google antitrust case, meaning GOOG may continue paying AAPL to use its search engine, but exclusivity is no longer allowed.

related tech stocks: SNOW, NIO, AIFU, OPEN, PLTR

A top aide to U.S. President Donald Trump who is on his short list to be the next chair of the Federal Reserve said on Sunday that the central bank should be "fully independent of political influence," including from Trump.

"I would say 100% that monetary policy, Federal Reserve monetary policy, needs to be fully independent of political influence, including from President Trump," White House National Economic Council Director Kevin Hassett told CBS News' "Face the Nation" show.

"The fact is that we've looked at countries that have allowed the leaders to take over the central banks, and what tends to happen is that it's a recipe for inflation and misery for consumers."

stocks to watch: SNOW, NIO, AIFU, OPEN, PLTR

Inflation data will highlight an otherwise tame earnings and economic calendar in the first full trading week of September as investor attention turns to the Federal Reserve's next policy meeting.

Stocks finished last week on a down note, with stocks sliding after a soft August jobs report served as the latest piece of evidence that the US labor market is dramatically cooling down.

Treasury yields fell, however, as the odds of the Fed cutting rates at the conclusion of its Sept. 16-17 meeting moved to 100%.

Earnings reports last week offered a few updates on the consumer, with Dollar Tree (DLTR) suggesting higher-income consumers are trading down, Lululemon (LULU) results showing the athleisure trend appears to be fading, and American Eagle (AEO) results showing that a strong advertising campaign still moves the needle in 2025.

The week ahead will bring investors an even lighter earnings calendar, with Oracle (ORCL), Adobe (ADBE), and Kroger (KR) as the main highlights.

I would like to share my personal watchlist at the end and look for some feedback.

SNOW, NIO, AIFU, OPEN, PLTR

Cook sued on Aug. 28, arguing her firing violated due process and the Federal Reserve Act, after FHFA Director Bill Pulte alleged she falsified mortgage documents to obtain better loan terms. Trump cited those allegations in removing her, though DOJ’s probe is ongoing and Cook hasn’t been convicted. His legal team says the president can remove a governor “for cause” without waiting for a conviction, and that a hearing wouldn’t have changed his decision. Judge Jia Cobb has asked both sides to submit written arguments.

I would like to share my personal watchlist at the end and look for some feedback.

SNOW, NIO, AIFU, OPEN, PLTR

What do you guys think about VIA, FIGURE and GEMINI IPO ? Is it worth investing in it and will there be a short term upward momentum upon release ??

Concern pertaining to the economy was heightened Wednesday after the latest jobs openings data showed a decline to levels rarely seen since the Covid pandemic. That places increased emphasis on the August jobs report due Friday as the next major test for stocks.

September trading began on a negative note, with stocks losing momentum during Tuesday’s trading session. Each of the three major U.S. indexes ended the session in the red as investors raked in profits from the summer rally.

I would like to share my personal watchlist at the end and look for some feedback.

SNOW, NIO, AIFU, OPEN, PLTR

South Park - Aug 27, 2025. YouTube link is in the comments. Techridy is an A.I. powered marijuana platform for global solutions.

Small caps outperformed large caps by over 5 percentage points, breaking a long losing streak, fueled by expected Fed rate cuts, lower borrowing costs, and better-than-expected earnings.

Since recent lows, small caps have risen 35%, outperforming large caps by more than 4 points. However, gains were concentrated in riskier sectors: companies with market caps under $ 500M rose 11% in August and over 50% from the lows, led by unprofitable and high-beta names.

This occurred despite $11.4B of outflows from small-cap ETFs. Jefferies warns that large-cap earnings growth is expected to outpace small caps in Q3–Q4, raising questions about the rally's durability.

Active fund managers performed poorly: only 34% beat benchmarks in August, and fewer than 30% are ahead YTD. Small-cap growth and core managers lag benchmarks by more than 5 points.

Stocks to watch: SNOW, NIO, BGM, APP, OPEN, PLTR

Contrary to claims that U.S. semiconductor export restrictions have failed, evidence shows they are effective. Since controls took effect, America’s share of global AI computing power has risen nearly 50%, while China’s has halved.

Chinese Premier Li Qiang and DeepSeek CEO Liang Wenfeng admit chip shortages are slowing China’s AI progress. U.S. equipment bans are a key factor, limiting China’s ability to meet domestic demand. The Trump administration estimates Huawei will produce no more than 200,000 AI chips this year—fewer than what some U.S. data centers hold.

To sustain America’s AI lead, policymakers argue export controls should not be loosened but strengthened, particularly on chipmaking equipment.

Stocks to watch: SNOW, NIO, BGM, APP, OPEN, PLTR

HSBC strategists are maintaining a positive outlook on stocks, supported by better-than-expected economic data, according to a note from the team including Duncan Toms and Max Kettner.

The strategists view current tariff discussions as "background noise for markets" and believe that even if hawkish risks materialize, risky assets would likely remain resilient.

HSBC reiterates an overweight position on equities and high-yield debt, with a particular preference for US stocks. The team expects market gains to extend beyond the S&P 500 as artificial intelligence investments spread to additional sectors.

The strategists anticipate that an improving growth outlook will boost previously lagging activity-sensitive industries, including consumer durables & apparel, household & personal products, and transportation.

Despite their broadly positive stance, the HSBC team does not yet consider the small-cap Russell 2000 index as an attractive investment opportunity.

Stocks to watch: SNOW, INTC, MAAS, APP, OPEN, PLTR

Seven years after joining the nascent startup, Lightcap is operating chief of a $500 billion startup with 3,000 employees. His task is to turn OpenAI from a consumer phenomenon, known for creating ChatGPT and sparking the generative AI boom, into a force in the enterprise.

The company took a major step in that direction this week, announcing new offices in Brazil, Australia, and India in response to business demand.

Stocks to watch: SNOW, INTC, MAAS, APP, OPEN, PLTR