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Trump Considers Investment in Venezuela's Oil Industry
Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly.VENEZUELAN OIL:The U.S. is considering taking an ownership stake in Venezuela's oil industry, potentially giving American companies access to a massive resource base, Marc Caputo of Axios. While strategically significant, the production impact would likely take years to materialize, according to two U.S. officials. "President Trump is close to securing America's energy future for generations to come, not just in the U.S. but in the hemisphere," one of the officials says. Publicly traded companies in the space include BP, Chevron, ConocoPhillips, Exxon Mobil, Shelland TotalEnergies.MEAT PROCESSORS:President Donald Trump said in aon Truth social that, "Ranchers and Farmers have always been a number one priority for me. They work very hard, are smart, efficient, and immaculately CLEAN, but for years I have heard that they have had a tremendous problem with the Big Processors, who many say are a nasty Monopoly. There are, essentially, 4 of them, a very non competitive number, and they make life miserable for our wonderful Farmers and Ranchers, and I can't let that happen, can I? So, in order to break this powerful monopoly, with much of its ownership based outside of the U.S., I am authorizing legal documents to be drawn in order to allow Farmers and Ranchers to be given the right to PROCESS THEIR OWN FOOD. This should move quickly. Thank you for your attention to this matter! President DONALD J. TRUMP." Shares of Tyson Foodsand Pilgrim's Pridetraded lower on Friday. Other publicly-traded meat processors include JBSand Smithfield Foods.'HOTTEST' COMPANY:President Donald Trump said in aon Truth Social that, "GREAT NEWS! Micron, one of the 'HOTTEST' Companies in the World, just announced a MASSIVE 10 BILLION DOLLAR Investment in new Research Labs right here in America. They are keeping us at the absolute forefront of A.I. and Advanced Computing! Combined with their previous TREMENDOUS 250 BILLION DOLLAR commitment, they are creating over tens of thousands of Great American Jobs. We are bringing Critical Technologies BACK to the U.S.A. Because of our Great Policies, Companies are investing TRILLIONS. I have made it clear that America will lead the way to a new Golden Age of Science. The results speak for themselves: During my Administration, Companies are investing TRILLIONS of Dollars because they know the United States is the best place in the World to Build, Invent, and Grow. Congratulations to Micron's fantastic CEO, Sanjay Mehrotra. We are strengthening our Economy and WINNING BIG! The Golden Age of America is HERE. MAGA! President DONALD J. TRUMP."OUTSIDE EO:Wells Fargo notes that following the recent foreign inverter ban, the Trump administration issued an Executive Order increasing scrutiny of foreign-sourced grid equipment. While investor concerns are centered on Generac'suse of Baudouin engines in its 2.25-3.25 MW generator platform, the firm believes the company is largely outside the scope of the EO. With that said, Wells awaits DOE guidance to determine the ultimate impact. The firm has an Overweight rating on the shares with a price target of $280.DEAL WITH IRAN:The Trump administration has told mediators it has no interest in going back to the terms of the memorandum of understanding it reached with Iran in June, people familiar with the matter told's Summer Said, Alexander Ward and Benoit Faucon. President Trump is willing to wait and see if a policy of squeezing Iran economically bears fruit, the sources said.FAVOR WITH DEMOCRATS:Some U.S. companies with close ties to President Trump are trying to gain favor with Democrats in case they become targets if Republicans lose control of the House, Annie Linskey and Emily Glazer of The Wall Street Journal. Big tech companies are preparing for congressional and criminal investigators, some advisers, lobbyists, and board members told the Journal. Metaand others are writing big checks for Democrats; Paramount, Kalshi, and others are hiring former Democratic aides to bolster government relations; and Meta and Palantirare among the companies concerned about future requests for information, congressional hearings, and subpoenas, sources told the Journal. Additionally, executives from Amazon, Chevron, Pfizer, UnitedHealthand others attended a summer seminar hosted by the U.S. Chamber of Commerce that focused on "managing potential congressional oversight and investigations," according to documents reviewed by the Journal.AI REGULATOR:The Trump administration's proposed AI self-regulatory body appears to be stalling, suggesting uncertainty around the administration's approach to AI oversight, The Information's Leo Schwartz. A formal framework could still emerge, but the delay reinforces the broader regulatory vacuum as states continue pursuing their own AI rules, according to the report.
Nvidia's Quarterly Report Drives Tech Stocks Higher
Stocks finished the day broadly higher after Nvidia's upbeat quarterly report and outlook for 70% revenue growth for next fiscal year led a rally among other notable tech firms. Salesforce's "beat and raise" report and its collaboration with Anthropic also supported its shares and the indexes.Traders are now looking to Jackson Hole with Fed Chair Kevin Warsh scheduled to deliver his keynote speech Friday at 10 a.m. ET. Investors will be looking for clues about whether the Fed views persistent inflation as a reason to keep rates higher or whether weakening labor-market conditions could eventually justify easing.Additionally, the Trump administration has told mediators it has no interest in going back to the terms of the memorandum of understanding it reached with Iran in June, people familiar with the matter told The Wall Street Journal. Oil prices surged nearly 2% after the news, as The Journal noted that Trump is willing to wait and see if a policy of squeezing Iran economically bears fruit.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Nvidiareported, provided an upbeat outlook, and reportedly agreed to acquire Hugging Face for $12.9BSalesforceprovided aand announced its "Claudeforce" collaboration with AnthropicHP Inc.also provided aBest Buyreportedand raised its guidance for FY27Dollar Treeand Dollar Generalboth provided2. WALL STREET CALLS:First Solarto Outperform at BMO Capital after 16% pullbackCelsiusto Hold at Deutsche BankInteractive Brokerswith a Market Perform at Raymond JamesEverpureto Buy at BofA with more growth to comeCitiAbercrombie & Fitchon valuation after 36% rally3. AROUND THE WEB:Anthropic is weighing allowing its existing shareholders sell some stock in its blockbuster IPO while also mulling longer-than-usual lockup periods for sales after it goes public, The Information reportsBPis in talks to sell some of its upstream oil and gas assets in Egypt to Energean, Reuters saysTrian is no longer preparing a take-private bid for Wendy's, Reuters reportsThe Trump administration has struck data-sharing deals with OpenAI, Google, Meta, Amazon, and other tech companies to track how AI is affecting jobs and hiring, Axios saysMetahas quietly become one of Anthropic's largest customers, potentially spending up to $10B annually on its AI models despite publicly criticizing the company, NY Times reports4. MOVERS:Oktaincreased after, providing guidance for Q3, and raising its outlook for FY27Veevagained afterand raising its outlook for FY27Tenablewas higher afterin S&P SmallCap 600Hormel Foodsfell afterand narrowing its guidance for FY26Modernawas lower after announcing a5. EARNINGS/GUIDANCE:Burlington Stores, provided guidance for Q3, and raised its outlook for FY26Build-A-Bearand lowered its guidance for FY26Titan Machineryand backed its guidance for FY27HealthEquityand backed its guidance for FY27, with CEO Scott Cutler calling it "a record-setting second quarter"Canadian Solar, with EPS missing consensusINDEXES:The Dow rose 105.56, or 0.20%, to 53,569.44, the Nasdaq gained 411.16, or 1.57%, to 26,541.35, and the S&P 500 advanced 55.29, or 0.72%, to 7,730.99.
Nasdaq Rises 350.95 Points on Nvidia Earnings
The major averages were sharply higher near noon after Nvidia's upbeat quarterly report and outlook for 70% revenue growth for next fiscal year led a rally among other notable tech firms. Salesforce's "beat and raise" report and its collaboration with Anthropic also supported its shares and the indexes.Traders are now looking to Jackson Hole with Fed Chair Kevin Warsh scheduled to deliver his keynote speech Friday at 10 a.m. ET. Investors will be looking for clues about whether the Fed views persistent inflation as a reason to keep rates higher or whether weakening labor-market conditions could eventually justify easing.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Nvidiareported, provided an upbeat outlook, and reportedly agreed to acquire Hugging Face for $12.9BSalesforceprovided afor Q2 and announced its "Claudeforce" collaboration with AnthropicHP Inc.also provided aBest Buyreportedand raised its guidance for FY27Dollar Treeand Dollar Generalboth provided2. WALL STREET CALLS:First Solarto Outperform at BMO Capital after 16% pullbackCelsiusto Hold at Deutsche BankInteractive Brokerswith a Market Perform at Raymond JamesEverpureto Buy at BofA with more growth to comeCitiAbercrombie & Fitchon valuation after 36% rally3. AROUND THE WEB:Trian is no longer preparing a take-private bid for Wendy's, Reuters reportsThe Trump administration has struck data-sharing deals with OpenAI, Google, Meta, Amazon, and other tech companies to track how AI is affecting jobs and hiring, Axios saysGoogleis moving its team dealing with identifying risks and societal impact of AI out of Google DeepMind, the research lab developing its most advanced AI models, WSJ reportsBritish Columbia Premier David Eby is urging Canada to reconsider its planned purchase of up to 88 U.S.-made F-35samid escalating trade tensions and tariffs, NY Times saysMetahas quietly become one of Anthropic's largest customers, potentially spending up to $10B annually on its AI models despite publicly criticizing the company, highlighting the increasingly intertwined and competitive nature of the AI ecosystem, NY Times reports4. MOVERS:Oktaincreases after, providing guidance for Q3, and raising its outlook for FY27Veevagains afterand raising its outlook for FY27Tenablehigher after announcing it will replace Leggett & Platt inHormel Foods (HRL) falls afterand narrowing its guidance for FY26Modernalower after announcing a5. EARNINGS/GUIDANCE:Burlington Storesprovided guidance for Q3, and raised its outlook for FY26Build-A-Bearand lowered its guidance for FY26Titan Machineryand backed its guidance for FY27HealthEquity (HQY)and backed its guidance for FY27, with CEO Scott Cutler calling it "a record-setting second quarter"Canadian Solar, with EPS missing consensusINDEXES:Near midday, the Dow was up 142.20, or 0.27%, to 53,606.08, the Nasdaq was up 350.95, or 1.34%, to 26,481.15, and the S&P 500 was up 48.80, or 0.64%, to 7,724.50.
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