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Aug 27, 2025 at 08:34 AM
In today’s pre-mkt summary for Subscribers: Investors await $NVIDIA(NVDA.US) 2Q earnings and 3Q rev guide after the bell; $Abercrombie & Fitch(ANF.US) and $Urban Outfitters(URBN.US) earnings today could offer further clues on the health of the U.S. consumer; traders still attaching 80% odds on 25bp rate cut at the Fed’s Sept 16-17 meeting; we remain cautious on $Tesla(TSLA.US) due to stretched valuation (200x forward P/E, 5.6x forward PEG) and little substantive progress in removing safety monitors from Austin or San Francisco robotaxis.
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