August 25, 2025 - Third Party

Financial Agenda – Week of August 25-29, 2025

Monday, August 25

Volatility Watch

Opendoor (OPEN) and Asset Entities (ASST): options volume → expected volatility.
Most overbought stocks (14d RSI): Avidia (AVBC), QMMM Holdings (QMMM), Indivior (INDV).
Most oversold stocks (14d RSI): Bragg Gaming (BRAG), Monday.com (MNDY), Vtex (VTEX).

Earnings Watch

PDD Holdings (PDD) – before market open.

IPO Watch

No new IPOs (pre-Labor Day slowdown).
End of quiet period for Figma (FIG), Ambiq Micro (AMBQ), and Avidia Bancorp (AVBC) → analysts can publish notes.

Dividend Watch

Ex-dividend next week: Johnson & Johnson (JNJ), S&P Global (SPGI), Hyatt (H), Tyson Foods (TSN).

Events

VMware Explore 2025 (Las Vegas), under Broadcom (AVGO). Keynote by CEO Hock Tan (August 26): “Shaping the Future of Private Cloud and AI Innovation”.
7:15pm (ET): John Williams (New York Fed) speaks at the Centennial Conference (Bank of Mexico).

Tuesday, August 26

Earnings Watch

Bank of Montreal (BMO), Bank of Nova Scotia (BNS), MongoDB (MDB), Okta (OKTA).

Consumer

Starbucks (SBUX) brings back its Pumpkin Spice Latte and fall menu (Pumpkin Cream Cold Brew, Iced Pumpkin Cream Chai, Pecan Crunch Oatmilk Latte).

Conferences

Jefferies Semiconductor, IT Hardware & Comms Tech Summit: Tower Semi (TSEM), Amdocs (DOX), NXP (NXPI), ASML (ASML).

Macro

8:30am (ET) – Durable Goods Orders (July), expected: –1.2% Y/Y (after –9.3% in June).
9:00am (ET) – S&P/Case-Shiller Home Price Index (housing market).

Wednesday, August 27

Earnings Watch

Nvidia (NVDA), Royal Bank of Canada (RY), Crowdstrike (CRWD), Snowflake (SNOW), Veeva (VEEV), Agilent (A), Pure Storage (PSTG), Five Below (FIVE), Williams-Sonoma (WSM), HP (HPQ).
Options trading: high volatility expected on Kohl's (KSS) and Abercrombie & Fitch (ANF).

Conferences

Deutsche Bank Technology Conference (2 days): Fortinet (FTNT), Cisco (CSCO), CoreWeave (CRWV), Arista (ANET), Microsoft (MSFT), ServiceNow (NOW).

Indices & Events

Additions to the MSCI ACWI Index: Rocket Lab (RKLB), SoFi (SOFI), Affirm (AFRM).
Start of a 50% tariff on certain Indian imports (unless a last minute deal is reached).
Circana publishes July video game sales.
5th anniversary of XPeng (XPEV) IPO.

Fed Speakers

11:45am (ET) – Thomas Barkin (Richmond Fed) → speech at Chamber of Commerce (Greensboro).
2:00pm (ET) – Nvidia (NVDA) earnings call → strong correlation with AMD (AMD), Taiwan Semi (TSM). Sensitive suppliers: Fabrinet (FN), Micron (MU).

Thursday, August 28

Earnings Watch

Dell Technologies (DELL), Marvell (MRVL), Autodesk (ADSK), Dollar General (DG), Li Auto (LI), Best Buy (BBY), Dick’s Sporting Goods (DKS).
Options trading: volatility expected on Victoria’s Secret (VSCO) and Affirm (AFRM).

Conferences

11:45am (ET) – Intel (INTC) CFO David Zinsner (Deutsche Bank Tech Conf).

➤ First public appearance since SoftBank’s $2B investment and US stake rumors.

Friday, August 29

Earnings Watch

Alibaba (BABA).

Macro

8:30am (ET) – Core PCE Price Index (July). June: +2.8% Y/Y, May: +2.7%.

Trade & Policies

End of "de minimis" exemption (imports < $800 duty-free).

➤ Major impact for cross-border e-commerce.

Consumer & Leisure

Last session before NCAA Football kick-off (Ohio State vs Texas, Florida State vs Alabama).
➤ Expected volume on betting names: DraftKings (DKNG), Flutter Entertainment (FLUT).

Corporate

Beyond Inc. (BYON) → becomes Bed Bath & Beyond (BBBY).

➤ Assets: Bed Bath & Beyond, Overstock, buybuy BABY, blockchain portfolio.

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