FIRST HUMAN CASE OF NEW WORLD SCREWWORM DETECTED IN US, SOURCES SAY
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TRUMP PLANS ORDER TO END "CASHLESS BAIL" IN D.C.
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NVIDIA ( $NVDA) PRICE TARGET RAISED TO $225 AT BAIRD

Baird analyst Tristan Gerra raised NVIDIA’s price target to $225 from $195, maintaining an Outperform rating. The upgrade reflects stronger revenue and EPS estimates driven by accelerating GB200 shipments in July, with momentum expected to continue.

Key points:

🔸 GB300 launch on track for late September, offering major performance gains over GB200.
🔸 TSMC CoWoS capacity projected to nearly double in 2026, with 50% YoY growth in both 2026 and 2027.
🔸 AI GPU competition remains favorable for NVIDIA through 2025.
🔸 Spectrum-X gaining adoption at cloud data centers, supported by partners like Cisco, Meta, and xAI.
🔸 ConnectX-8 targeting 80–90% AI server market share.
🔸 Nvidia Cloud Partners (NCP) expanding rapidly to deliver GPU and AI services to enterprise private clouds.

Rating: Outperform | PT: $225
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ZELENSKIY SAYS HE PLANS TO DISCUSS WITH U.S. ENVOY KELLOGG PREPARATIONS FOR POSSIBLE MEETING WITH PUTIN
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BITCOIN FALLS TO $111,000, DOWN 2.% INTRADAY
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TURKEY SET TO END BAN ON INVESTORS SHORT-SELLING STOCKS
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🚨 *SWISS POST SUSPENDS US GOODS SHIPMENT FROM AUG. 26 DUE TARIFFS
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ZELENSKIY SAYS UKRAINE DOESN'T WANT TO REDUCE ITS MILITARY
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US JULY BUILDING PERMITS REVISED TO -2.2% FROM -2.8%, ANNUAL RATE TO 1.362 MLN UNITS FROM 1.354 MLN UNITS
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The Commerce Department on Monday revised U.S. building permit data issued on Aug. 19.

All rates are seasonally adjusted annual rates in 1,000s of units. https://t.co/BY0DlfG9LC
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$MSTR - STRATEGY BUYS 3,081 BITCOIN AUG. 18 TO AUG. 24

STRATEGY BUYS 3,081 BITCOIN FOR AGGREGATE PURCHASE PRICE $356.9M
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🚨 JAPAN POST SAYS IT WILL SUSPEND SOME POSTAL ITEMS TO US FROM WEDNESDAY DUE TO TARIFFS, TERMINATION OF DE MINIMIS TREATMENT
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LAGARDE: TARIFFS MAY ONLY HAVE A SMALL EFFECT ON EUROPE'S GDP
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ECB'S LAGARDE: COMPANIES WILL ADJUST TO HIGHER US TARIFFS
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TRUMP TO SIGN FLAG BURNING, DESECRATION EXECUTIVE ORDER - FOX NEWS
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POLISH DIGITAL AFFAIRS MINISTRY SPOKESPERSON: POLAND WILL NOT BE ABLE TO PAY FOR UKRAINE'S STARLINK ACCESS FROM OCTOBER DUE TO PRESIDENT'S VETO
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$INTC - HASSETT: INTEL WILL GET CHIPS ACT MONEY, GOVT WILL GET STAKE
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*HASSETT: POSSIBLE THAT GOVT TAKES MORE EQUITY STAKE FROM FIRMS
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HASSETT: INTEL WILL GET 'ITS ACT TOGETHER' WITH CASH INFLOW
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HASSETT: EXPECT COMPANIES LIKE INTEL TO BECOME MORE PROFITABLE
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🚨 HASSETT ON FED: APPROPRIATE TO CONSIDER RATE CUT
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