And MORE! So it's time for the 10 things you need to know right now so you can be the genius at the barbecue.<\/p>\n
Starting with…<\/p>\n
1. President Trump Is Going Lock, Stock and Barrel on the Fed<\/strong><\/h2>\nPresident Trump has lobbied the Fed to cut rates, going so far (or so low) as to use the nickname “Too Late Powell” to attack the current Fed Chair.<\/p>\n
But Powell's term ends on May 15, 2026, and Trump gets to pick the replacement.<\/p>\n
And everyone with a brain is asking the obvious question:<\/p>\n
Who on Earth would take the job other than a Trump loyalist?<\/p>\n
Somebody like Stephen Miran — who could be Trump's “inside man” on the current board until January, when the temporary board membership endd.<\/p>\n
So perhaps another rate cycle is inevitable, because the President is moving on on the Fed lock, stock and barrel.<\/p>\n
2. Next Week's CPI and PPI Reports Are Big<\/strong><\/h2>\nWe are headed into a pivotal week with the July CPI & PPI reports.<\/p>\n
Traders are now pricing in an 89.4% chance of a September rate cut, according to the CME's Fedwatch tool.<\/p>\n
![\"Image\"](\"https:\/\/pbs.twimg.com\/media\/Gx1_mDvXsAA3jsn?format=jpg&name=medium\")
<\/p>\n
Odds skyrocketed after the lousy nonfarm payrolls report last week.<\/p>\n
So CPI and\/or PPI had better not come in hot.<\/p>\n
Yes, the FOMC tends to eye the PCE Price Index more, but the market could still be freaked by hot inflation numbers.<\/p>\n
Because that could mean stagflation.<\/p>\n
3. A Snoozefest Is Not Impossible<\/strong><\/h2>\nThe CPI and PPI should push the market around, and we should have a stream of funky trade headlines.<\/p>\n
But, the calendar is pretty light otherwise:<\/p>\n
![\"\"](\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/08\/T3-Live-Calendar-Earnings-Economics-3.png\")
<\/a><\/p>\nSo there's always the chance we brace for volatility… and we just flop around.<\/p>\n
But let's zero in on one of next week's more interesting earnings names…<\/p>\n
4. Could CoreWeave Squeeze?<\/h2>\n
AI hyperscaler CoreWeave<\/strong> (CRWV) has been one of 2025's more interesting IPOs.<\/p>\nEveryone hated it when it came public at $40.<\/p>\n
Three months laster, it was at $187 as the AI megatrend came back in style.<\/p>\n
It crushed estimates on its first quarterly report three months ago.<\/p>\n
And analysts are indifferent, with 5 buy ratings out of 22 total ratings:<\/p>\n
![\"\"](\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-08-at-1.15.45-PM.png\")
<\/a><\/p>\nCould the stage be set for a mega rally if CoreWeave rallies?<\/p>\n
Because we can think of another stock where the analysts go “meh” but the growth is unreal:<\/p>\n
5. Palantir's<\/strong> (PLTR) Growth Is Unreal<\/h2>\nPalantir dropped another monster earnings beat on Monday.<\/p>\n
And it's the #1 stock in the S&P 500 for the second year in a row, gaining over 145% in 2025.<\/p>\n
It's far beyond the #2 stock, GE<\/strong> Vernova<\/strong> (GEV), which is up 96%.<\/p>\nAs with CoreWeave, Wall Street isn't aboard the Palantir train.<\/p>\n
Just 4 of 25 cover analysts rate Palantir as a buy – despite a borderline absurd growth streak.<\/p>\n
![\"\"](\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-08-at-1.31.22-PM.png\")
<\/a><\/p>\nSince going public in 2020, Palantir revenues have never declined quarter-over-quarter.<\/p>\n
Every single quarter was better than the one before:<\/p>\n
![\"Image\"](\"https:\/\/pbs.twimg.com\/media\/GxmEZdbWoAAaV0_?format=png&name=medium\")
<\/p>\n
6. Ethereum Might Slam Through $4,000<\/strong><\/h2>\nSo why did Bitmine Immersion Technologies <\/strong>(BMNR) rally over 60% this week?<\/p>\nSimple.<\/p>\n
It's the largest holder of crypto currency Ethereum.<\/p>\n
Inner Circle's David Prince<\/a><\/strong><\/span> explains the “personality” pushing this name:<\/p>\n\n$BMNR<\/a> is now up over 50% from @epictrades1<\/a> entry last week \ud83d\udcc8<\/p>\nWhy has this been his crypto focus lately? David says it's all about the personalities involved with the company.<\/p>\n
Join the Inner Circle: https:\/\/t.co\/ihjWyUCC4q<\/a> pic.twitter.com\/dU3lofmgOY<\/a><\/p>\n\u2014 T3 Live (@t3live) August 8, 2025<\/a><\/p><\/blockquote>\n
We are headed into a pivotal week with the July CPI & PPI reports.<\/p>\n
Traders are now pricing in an 89.4% chance of a September rate cut, according to the CME's Fedwatch tool.<\/p>\n
Odds skyrocketed after the lousy nonfarm payrolls report last week.<\/p>\n
So CPI and\/or PPI had better not come in hot.<\/p>\n
Yes, the FOMC tends to eye the PCE Price Index more, but the market could still be freaked by hot inflation numbers.<\/p>\n
Because that could mean stagflation.<\/p>\n
3. A Snoozefest Is Not Impossible<\/strong><\/h2>\nThe CPI and PPI should push the market around, and we should have a stream of funky trade headlines.<\/p>\n
But, the calendar is pretty light otherwise:<\/p>\n
<\/a><\/p>\nSo there's always the chance we brace for volatility… and we just flop around.<\/p>\n
But let's zero in on one of next week's more interesting earnings names…<\/p>\n
4. Could CoreWeave Squeeze?<\/h2>\n
AI hyperscaler CoreWeave<\/strong> (CRWV) has been one of 2025's more interesting IPOs.<\/p>\nEveryone hated it when it came public at $40.<\/p>\n
Three months laster, it was at $187 as the AI megatrend came back in style.<\/p>\n
It crushed estimates on its first quarterly report three months ago.<\/p>\n
And analysts are indifferent, with 5 buy ratings out of 22 total ratings:<\/p>\n
<\/a><\/p>\nCould the stage be set for a mega rally if CoreWeave rallies?<\/p>\n
Because we can think of another stock where the analysts go “meh” but the growth is unreal:<\/p>\n
5. Palantir's<\/strong> (PLTR) Growth Is Unreal<\/h2>\nPalantir dropped another monster earnings beat on Monday.<\/p>\n
And it's the #1 stock in the S&P 500 for the second year in a row, gaining over 145% in 2025.<\/p>\n
It's far beyond the #2 stock, GE<\/strong> Vernova<\/strong> (GEV), which is up 96%.<\/p>\nAs with CoreWeave, Wall Street isn't aboard the Palantir train.<\/p>\n
Just 4 of 25 cover analysts rate Palantir as a buy – despite a borderline absurd growth streak.<\/p>\n
<\/a><\/p>\nSince going public in 2020, Palantir revenues have never declined quarter-over-quarter.<\/p>\n
Every single quarter was better than the one before:<\/p>\n
<\/p>\n
6. Ethereum Might Slam Through $4,000<\/strong><\/h2>\nSo why did Bitmine Immersion Technologies <\/strong>(BMNR) rally over 60% this week?<\/p>\nSimple.<\/p>\n
It's the largest holder of crypto currency Ethereum.<\/p>\n
Inner Circle's David Prince<\/a><\/strong><\/span> explains the “personality” pushing this name:<\/p>\n\n$BMNR<\/a> is now up over 50% from @epictrades1<\/a> entry last week \ud83d\udcc8<\/p>\nWhy has this been his crypto focus lately? David says it's all about the personalities involved with the company.<\/p>\n
Join the Inner Circle: https:\/\/t.co\/ihjWyUCC4q<\/a> pic.twitter.com\/dU3lofmgOY<\/a><\/p>\n\u2014 T3 Live (@t3live) August 8, 2025<\/a><\/p><\/blockquote>\n
<\/a><\/p>\nSo there's always the chance we brace for volatility… and we just flop around.<\/p>\n
But let's zero in on one of next week's more interesting earnings names…<\/p>\n
4. Could CoreWeave Squeeze?<\/h2>\n
AI hyperscaler CoreWeave<\/strong> (CRWV) has been one of 2025's more interesting IPOs.<\/p>\n Everyone hated it when it came public at $40.<\/p>\n Three months laster, it was at $187 as the AI megatrend came back in style.<\/p>\n It crushed estimates on its first quarterly report three months ago.<\/p>\n And analysts are indifferent, with 5 buy ratings out of 22 total ratings:<\/p>\n Could the stage be set for a mega rally if CoreWeave rallies?<\/p>\n Because we can think of another stock where the analysts go “meh” but the growth is unreal:<\/p>\n Palantir dropped another monster earnings beat on Monday.<\/p>\n And it's the #1 stock in the S&P 500 for the second year in a row, gaining over 145% in 2025.<\/p>\n It's far beyond the #2 stock, GE<\/strong> Vernova<\/strong> (GEV), which is up 96%.<\/p>\n As with CoreWeave, Wall Street isn't aboard the Palantir train.<\/p>\n Just 4 of 25 cover analysts rate Palantir as a buy – despite a borderline absurd growth streak.<\/p>\n Since going public in 2020, Palantir revenues have never declined quarter-over-quarter.<\/p>\n Every single quarter was better than the one before:<\/p>\n So why did Bitmine Immersion Technologies <\/strong>(BMNR) rally over 60% this week?<\/p>\n Simple.<\/p>\n It's the largest holder of crypto currency Ethereum.<\/p>\n Inner Circle's David Prince<\/a><\/strong><\/span> explains the “personality” pushing this name:<\/p>\n $BMNR<\/a> is now up over 50% from @epictrades1<\/a> entry last week \ud83d\udcc8<\/p>\n Why has this been his crypto focus lately? David says it's all about the personalities involved with the company.<\/p>\n Join the Inner Circle: https:\/\/t.co\/ihjWyUCC4q<\/a> pic.twitter.com\/dU3lofmgOY<\/a><\/p>\n \u2014 T3 Live (@t3live) August 8, 2025<\/a><\/p><\/blockquote>\n<\/a><\/p>\n5. Palantir's<\/strong> (PLTR) Growth Is Unreal<\/h2>\n
<\/a><\/p>\n6. Ethereum Might Slam Through $4,000<\/strong><\/h2>\n
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