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Inflation data came in hot and September rate-hike odds jumped to 36%, sending futures lower ahead of NVIDIA’s after-the-close earnings. But breadth is quietly improving under the surface, so the playbook today is disciplined engagement, not conviction — lean into continuation names like SMCI and UUUU while letting tonight’s print and a $70B 5-year auction set tomorrow’s real tone.
Host and analyst set the tone: market is cautious, not bearish or bullish, with 55.79% of stocks above their 40-day average.
Core and headline PCE beat expectations, the GDP deflator was revised sharply higher, and September rate-hike odds jump to 36%.
Europe, Japan, and the US all lean hawkish at once, even as durable goods and personal income data stay resilient.
S&P and Nasdaq futures sit well below fair value, with Intuit down 9.4% pre-market despite beating on EPS.
NVIDIA's after-the-close report looms large given tech's 37.9% index weight, while 20-day breadth jumps from 62% to 74% and sector leaders/laggards diverge.
17 continuation signals lead with AI-infrastructure and biotech names like SMCI and KYMR, framed by the T3A and CRT action codes.
Tactical plans for gap-up versus gap-down open, watching the 5-year auction, with a closing call for disciplined, selective trading.
See NVDA in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Daily bars through Aug 26, 2026.
See INTU in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open INTU in WaveFinder.
Daily bars through Aug 26, 2026.
See SMCI in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Daily bars through Aug 26, 2026.
See KYMR in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Daily bars through Aug 26, 2026.
See SE in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open SE in WaveFinder.
Daily bars through Aug 26, 2026.
See UUUU in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open UUUU in WaveFinder.
Daily bars through Aug 26, 2026.
See CSCO in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Daily bars through Aug 26, 2026.
