📈 Stocks / Finance

Goldman flags rising risk of stock market drawdown

Yahoo Finance

Goldman Sachs warns that the current 'Goldilocks' rally, driven by stable growth and AI-fueled tech gains, may reverse. Its equity asymmetry model shows limited upside and elevated downside risk, with stretched valuations and macro headwinds threatening a sharp pullback.

Nvidia gains China access, AI capex outpaces Wall Street

Nasdaq

Nvidia will sell downgraded Hopper GPUs in China under a 15% revenue-sharing deal with the U.S. Trump may allow similar Blackwell sales. Meanwhile, hyperscaler AI capex is tracking 56% higher in 2025, supporting Wall Street's 43% annual earnings growth forecast for Nvidia through FY27.

Palantir stock cools amid AI rotation, still up 134% YTD

Investor’s Business Daily

Palantir stock has dipped 6% from its August 12 peak of 190 as investors rotate out of overheated AI names. Despite valuation concerns, PLTR remains up 134% in 2025, driven by strong government demand and retail interest in generative AI.

🪙 Crypto

Crypto chases hype while institutions fund AI infrastructure

Coin Telegraph

AI tokens held 37.5% of crypto investor interest in Q1, but institutional capital is flowing into compute infrastructure. With $7T in data center needs projected by 2030, the piece argues compute is crypto’s overlooked real-world asset, generating sustainable onchain yield.

🌎 Global Economy

Mixed signals in global economy as US retail holds, China stumbles

WION 

US retail sales rose for a second straight month in July, signaling consumer resilience, while China’s economy slowed amid tariffs and weak credit. Global outlook remains mixed, with UK rebounding, Germany facing labor gaps, and Russia showing signs of fiscal stress.

Big investors are buying this “unlisted” stock

When the founder who sold his last company to Zillow for $120M starts a new venture, people notice. That’s why the same VCs who backed Uber, Venmo, and eBay also invested in Pacaso.

Disrupting the real estate industry once again, Pacaso’s streamlined platform offers co-ownership of premier properties, revamping the $1.3T vacation home market.

And it works. By handing keys to 2,000+ happy homeowners, Pacaso has already made $110M+ in gross profits in their operating history.

Now, after 41% YoY gross profit growth last year alone, they recently reserved the Nasdaq ticker PCSO.

Invest for $2.90/Share

_{Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.}